LifePlan Investment Advisors
LifePlan Investment Advisors reported 131 stocks worth $291M in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are IVV (4.5%), AGG (4.1%) and VOO (3.6%). Compared with Q1 2026, the fund opened new positions in CORO, IALT and SFLR, added to IVV, VOO and VUG, trimmed AGG, GSUS and VBR and sold out of ESGD and PLTR.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $13M | 4.5% | 17K | +6,943 (+66%) | 8 of 8 | |
| 2 |  AGG Ishares TR | $11.8M | 4.1% | 119K | −175 (−0%) | 8 of 8 | |
| 3 |  VOO Vanguard S&P 500 ETF | $10.6M | 3.6% | 15K | +460 (+3%) | 8 of 8 | |
| 4 |  VUG Vanguard Index Fds | $10.5M | 3.6% | 122K | +103K (+523%) | 8 of 8 | |
| 5 |  GSUS Goldman Sachs ETF TR | $9.8M | 3.4% | 95K | −3,299 (−3%) | 8 of 8 | |
| 6 |  VEA Vanguard Tax-Managed Fds | $9.7M | 3.3% | 136K | +9,221 (+7%) | 8 of 8 | |
| 7 |  IUSB Ishares Core | $8.1M | 2.8% | 176K | +56K (+46%) | 8 of 8 | |
| 8 |  VTV Vanguard Index Fds | $7.9M | 2.7% | 36K | +1,238 (+4%) | 8 of 8 | |
| 9 |  VBR Vanguard Index Fds | $6.3M | 2.2% | 26K | −346 (−1%) | 8 of 8 | |
| 10 |  SCHE Schwab Emerging Markets | $6.3M | 2.2% | 173K | −3,283 (−2%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 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 Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 11, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →LifePlan Investment Advisors 13F FAQ
What does LifePlan Investment Advisors own?
LifePlan Investment Advisors reported 131 stocks worth $291M in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are IVV (4.5%), AGG (4.1%) and VOO (3.6%). The table above lists every position in the filing (the top 10 without an account).
What did LifePlan Investment Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 11 new positions, 66 added to, 47 trimmed and 2 sold out. New positions include CORO, IALT and SFLR. It sold all of ESGD and PLTR.
When will LifePlan Investment Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is LifePlan Investment Advisors's portfolio worth?
The Q2 2026 filing reports $291M 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.