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Lifeplan Investment Advisors - Q1 2026 13F Filings

LI

Lifeplan Investment Advisors, Inc.

CIK: 0002045484
Address: North Carolina Raleigh 7201 Creedmoor Rd. Suite 147
$254.49 M
Portfolio Value
122
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 08/11/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. WDC Western Digital Corporation
+$1.82 M
2. IVV Ishares Core S&P 500 Etf
+$1.78 M
3. GOVT Ishares Us Treasury Bond Etf
+$1.72 M
4. EFG Ishares Msci Eafe Growth Etf
+$1.71 M
5. SNDK Sandisk Corporation
+$1.38 M

Top Sells

Q1 2026
1. OEF Ishares S&P 100 Etf
−$3.23 M
2. IAU Ishares Gold Trust
−$1.74 M
3. QUAL Ishares Msci Usa Quality Factor Etf
−$1.4 M
4. AGEM Abrdn Emerging Markets Dividend Active Etf
−$1.3 M
5. ITA Ishares Us Aerospace & Defense Etf
−$784,477

Asset Allocation

Stocks/ETFs
+3.65%
$254.49 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Lifeplan Investment Advisors Q1 2026 Filing Summary

Lifeplan Investment Advisors, Inc. filed its 13F report for Q1 2026 on May 14, 2026. The portfolio totaled 254.49 M reflecting a +3.65% change from the prior quarter, spanning 122 assets. The top 10 holdings comprised 30.7% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 14 new positions and 8 complete exits.

Report Type

Status

Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Lifeplan Investment Advisors’s Q1 2026 Filing

Lifeplan Investment Advisors submitted their Form 13F-HR for the Q1 2026 period on 05/14/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Lifeplan Investment Advisors reported a managed portfolio value of 254.49 M, consisting of 122 individual positions.

This page displays the raw filing documents. To see which stocks Lifeplan Investment Advisors bought or sold during Q1 2026, please visit Lifeplan Investment Advisors's Portfolio Analysis page.