LifePlan Financial
LifePlan Financial reported 91 stocks worth $141M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are SPYG (7.8%), IAU (7.2%) and XLP (6.7%). Compared with Q2 2026, the fund opened new positions in XOM, ICE and META, added to IAU, XLP and VGIT, trimmed SPYG, SWAN and XLE and sold out of XOM, IBDR and GLW.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPYG Spdr Series Trust | $11.1M | 7.8% | 89K | −1,669 (−2%) | 8 of 8 | |
| 2 |  IAU Ishares Gold TR | $10.2M | 7.2% | 131K | +339 (+0%) | 8 of 8 | |
| 3 |  XLP State Street | $9.5M | 6.7% | 114K | +1,323 (+1%) | 8 of 8 | |
| 4 |  XLB Select Sector Spdr TR | $7.3M | 5.2% | 149K | No change | 8 of 8 | |
| 5 |  SWAN Amplify Blackswan | $4.7M | 3.3% | 145K | −850 (−1%) | 8 of 8 | |
| 6 |  VGIT Vanguard Scottsdale Fds | $4.5M | 3.2% | 80K | +1,702 (+2%) | 8 of 8 | |
| 7 |  MSFT Microsoft Corp | $4.1M | 2.9% | 7,938 | +1,432 (+22%) | 8 of 8 | |
| 8 |  XLE Select Sector Spdr TR | $3M | 2.1% | 46K | −648 (−1%) | 8 of 8 | |
| 9 |  IBDT Ishares TR | $2.9M | 2.1% | 117K | +2,330 (+2%) | 8 of 8 | |
| 10 |  IBDU Ishares TR | $2.9M | 2.0% | 128K | +2,734 (+2%) | 7 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 13, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →LifePlan Financial 13F FAQ
What does LifePlan Financial own?
LifePlan Financial reported 91 stocks worth $141M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are SPYG (7.8%), IAU (7.2%) and XLP (6.7%). The table above lists every position in the filing (the top 10 without an account).
What did LifePlan Financial buy and sell in Q3 2026?
Compared with Q2 2026: 7 new positions, 29 added to, 53 trimmed and 5 sold out. New positions include XOM, ICE and META. It sold all of XOM, IBDR and GLW.
When will LifePlan Financial file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is LifePlan Financial's portfolio worth?
The Q3 2026 filing reports $141M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.