LifePlan Financial, LLC
•CIK: 1739485•Filing: Q4 2025
**LifePlan Financial, LLC** manages $130M across a diversified portfolio of 86 positions. The fund exhibits a notable allocation to broad market and sector-specific ETFs, with IAU* representing the largest holding at $11.5M. Significant weightings are also observed in technology and consumer staples sectors, including SPYG ($9.5M) and XLP ($8.0M). The remaining capital is distributed across various fixed income and industry-specific indices, indicating a tactical, multi-asset approach.
Total AUM
$130.4M
QoQ Performance
+3.3%
Positions
69
Top 10 Concentration
42.1%
Latest Filing
Q4 2025
Top Holdings Allocation
IAU*
SPYG
XLP
IAU*8.8%
SPYG7.3%
XLP6.1%
XLB4.8%
SWAN3.5%
VGIT3.3%
IBDU2.1%
IBDV2.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other72.5%
Technology9.9%
Healthcare5.5%
Consumer3.6%
Industrial2.0%
Energy1.5%
Communication1.3%
Financial1.3%
Changes from Q3 2025
NEW5 new positions
↑27 increased
↓52 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023