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Lifeplan Investment Advisors - Q2 2026 13F Filings

LI

Lifeplan Investment Advisors, Inc.

CIK: 0002045484
Address: North Carolina Raleigh 7201 Creedmoor Rd. Suite 147
$290.52 M
Portfolio Value
131
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 08/11/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. VUG Vanguard Growth Etf
+$8.85 M
2. IVV Ishares Core S&P 500 Etf
+$5.2 M
3. IUSB Ishares Core Total Usd Bond Market Etf
+$2.57 M
4. CORO Ishares International Country Rotation Active Etf
+$1.57 M
5. IALT Ishares Systematic Alternatives Active Etf
+$1.44 M

Top Sells

Q2 2026
1. QUAL Ishares Msci Usa Quality Factor Etf
−$2 M
2. EFV Ishares Msci Eafe Value Etf
−$1.84 M
3. IAGG Ishares Core International Aggregate Bond Etf
−$1.54 M
4. IEMG Ishares Core Msci Emerging Markets Etf
−$1.38 M
5. IVE Ishares S&P 500 Value Etf
−$982,963.27

Asset Allocation

Stocks/ETFs
+14.16%
$290.52 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Lifeplan Investment Advisors Q2 2026 Filing Summary

Lifeplan Investment Advisors, Inc. filed its 13F report for Q2 2026 on August 11, 2026. The portfolio totaled 290.52 M reflecting a +14.16% change from the prior quarter, spanning 131 assets. The top 10 holdings comprised 32.4% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 11 new positions and 2 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Lifeplan Investment Advisors’s Q2 2026 Filing

Lifeplan Investment Advisors submitted their Form 13F-HR for the Q2 2026 period on 08/11/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Lifeplan Investment Advisors reported a managed portfolio value of 290.52 M, consisting of 131 individual positions.

This page displays the raw filing documents. To see which stocks Lifeplan Investment Advisors bought or sold during Q2 2026, please visit Lifeplan Investment Advisors's Portfolio Analysis page.