StockDriftsStockDriftsTop 50 LifePlan Financial, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYG | SPDR SERIES TRUST | 7.55% | 90.6K | $10.8M | -2.93%(-2.74K) | $63.95(+92.00%) | 2026-06-30 | |
| IAU | ISHARES GOLD TR | 6.94% | 131.1K | $9.9M | -3.19%(-4.33K) | $37.10(+123.01%) | 2026-06-30 | |
| XLP | SELECT SECTOR SPDR TR | 6.57% | 112.9K | $9.4M | +2.77%(+3.04K) | $73.33(+15.68%) | 2026-06-30 | |
| XLB | SELECT SECTOR SPDR TR | 5.31% | 149.1K | $7.6M | -0.46%(-688) | $42.37(+26.39%) | 2026-06-30 | |
| SWAN | AMPLIFY ETF TR | 3.42% | 146.3K | $4.9M | -0.60%(-877) | $25.58(+32.12%) | 2026-06-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 3.23% | 78.2K | $4.6M | +2.12%(+1.62K) | $58.50(-0.23%) | 2026-06-30 | |
| IBDS | ISHARES TR | 2.04% | 120.1K | $2.9M | +2.50%(+2.93K) | $23.66(+2.11%) | 2026-06-30 | |
| IBDT | ISHARES TR | 2.03% | 114.9K | $2.9M | +2.08%(+2.34K) | $24.70(+1.84%) | 2026-06-30 | |
| IBDU | ISHARES TR | 2.03% | 125.0K | $2.9M | +2.03%(+2.49K) | $22.84(+0.92%) | 2026-06-30 | |
| IBDV | ISHARES TR | 2.02% | 132.3K | $2.9M | +2.06%(+2.67K) | $21.84(-1.07%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +28.24% |
| Top 20 Holdings Unweighted | — | — | — | — | +18.60% |
LifePlan Financial, LLC reports $142.77M in US-listed equity holdings across 89 positions in its most recent 13F filing. Its largest disclosed positions are SPYG (7.5%), IAU (6.9%) and XLP (6.6%). The top 20 holdings account for 58.04% of reported assets. Its disclosed equity book has returned +28.24% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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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