StockDriftsStockDriftsTop 50 Lifeplan Investment Advisors Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | 4.65% | 119.2K | $11.8M | -0.75%(-899) | $98.52(-0.51%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 3.52% | 15.0K | $9.0M | -7.32%(-1.18K) | $472.30(+43.86%) | 2026-03-31 | |
| GSUS | GOLDMAN SACHS ETF TR | 3.46% | 98.3K | $8.8M | +2.73%(+2.61K) | $81.26(+25.40%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 3.37% | 19.6K | $8.6M | +8.19%(+1.49K) | $62.60(+39.68%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.19% | 126.5K | $8.1M | +3.94%(+4.79K) | $52.10(+32.59%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.68% | 10.5K | $6.8M | +35.16%(+2.72K) | $510.23(+45.51%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 2.68% | 34.8K | $6.8M | +4.36%(+1.46K) | $166.72(+23.96%) | 2026-03-31 | |
| IAGG | ISHARES TR | 2.66% | 135.2K | $6.8M | +7.65%(+9.61K) | $49.62(+0.13%) | 2026-03-31 | |
| SCHE | SCHWAB STRATEGIC TR | 2.28% | 176.4K | $5.8M | +0.65%(+1.14K) | $24.84(+42.67%) | 2026-03-31 | |
| VBR | VANGUARD INDEX FDS | 2.24% | 26.3K | $5.7M | -2.40%(-647) | $165.33(+37.48%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +28.35% |
| Top 20 Holdings Unweighted | — | — | — | — | +30.31% |
Lifeplan Investment Advisors Inc reports $254.49M in US-listed equity holdings across 122 positions in its most recent 13F filing. Its largest disclosed positions are AGG (4.7%), VOO (3.5%) and GSUS (3.5%). The top 20 holdings account for 49.61% of reported assets. Its disclosed equity book has returned +28.35% cumulatively over 11 quarters. Figures reflect the Q1 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 Investment Advisors Inc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2045484). View Lifeplan Investment Advisors Inc’s 13F filings on SEC