StockDriftsStockDriftsTop 50 Lifeplan Financial LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYG | SPDR SERIES TRUST | 7.85% | 88.9K | $11.1M | -1.84%(-1.67K) | $63.95(+89.75%) | 2026-09-30 | |
| IAU | ISHARES GOLD TR | 7.23% | 131.5K | $10.2M | +0.26%(+339) | $37.20(+109.27%) | 2026-09-30 | |
| XLP | SELECT SECTOR SPDR TR | 6.74% | 114.2K | $9.5M | +1.17%(+1.32K) | $73.43(+18.76%) | 2026-09-30 | |
| XLB | SELECT SECTOR SPDR TR | 5.2% | 149.0K | $7.3M | -0.05%(-76) | $42.37(+20.26%) | 2026-09-30 | |
| SWAN | AMPLIFY ETF TR | 3.32% | 145.4K | $4.7M | -0.58%(-850) | $25.58(+25.93%) | 2026-09-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 3.21% | 79.9K | $4.5M | +2.18%(+1.70K) | $58.49(-2.55%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 2.94% | 7.9K | $4.1M | +22.01%(+1.43K) | $376.67(+41.64%) | 2026-09-30 | |
| XLE | SELECT SECTOR SPDR TR | 2.13% | 46.1K | $3.0M | -1.39%(-648) | $43.56(+55.66%) | 2026-09-30 | |
| IBDT | ISHARES TR | 2.07% | 117.2K | $2.9M | +2.03%(+2.33K) | $24.71(+1.02%) | 2026-09-30 | |
| IBDU | ISHARES TR | 2.05% | 127.8K | $2.9M | +2.19%(+2.73K) | $22.84(-0.56%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +28.40% |
| Top 20 Holdings Unweighted | — | — | — | — | +19.11% |
Lifeplan Financial LLC reports $141.26M in US-listed equity holdings across 91 positions in its most recent 13F filing. Its largest disclosed positions are SPYG (7.8%), IAU (7.2%) and XLP (6.7%). The top 20 holdings account for 59.88% of reported assets. Its disclosed equity book has returned +28.40% cumulatively over 11 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Lifeplan Financial LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Lifeplan Financial LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1739485). View Lifeplan Financial LLC’s 13F filings on SEC