LifePlan Investment Advisors, Inc.
•CIK: 2045484•Filing: Q4 2025
**LifePlan Investment Advisors, Inc.** manages $246M across a diversified portfolio of 116 positions. The strategy exhibits a notable tilt toward core U.S. equity exposure, evidenced by significant allocations to VOO ($10.1M) and VUG ($8.9M). Further diversification is achieved through fixed income (AGG at $12.0M) and international/sectoral plays, including VEA ($7.6M) and VTV ($6.4M). These top holdings suggest a disciplined, multi-asset approach targeting broad market capture.
Total AUM
$245.5M
QoQ Performance
+3.0%
Positions
54
Top 10 Concentration
31.5%
Latest Filing
Q4 2025
Top Holdings Allocation
AGG4.9%
VOO4.1%
GSUS3.7%
VUG3.6%
VEA3.1%
VTV2.6%
IAGG2.6%
SCHE2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other84.6%
ETF6.3%
Technology5.5%
Consumer1.2%
Financial0.8%
Healthcare0.7%
Industrial0.6%
Energy0.3%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW7 new positions
↑92 increased
↓14 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024