Q2 2026 13F · SEC CIK 2045484

LifePlan Investment Advisors, Inc.

Wealth managerFiled 2026-08-11 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $290.5M
Reported positions: 131
Holdings vs S&P 500, 3 yrs: —
Assets under management: $326.0M

LifePlan Investment Advisors, Inc. is a wealth manager that reported 131 positions worth $290.5M in its Q2 2026 13F, filed 2026-08-11. Its largest holdings were Ishares Tr (IVV, 4.5%), Ishares Tr (AGG, 4.1%), Vanguard Index Fds (VOO, 3.7%).

LifePlan Investment Advisors, Inc. holdings largest 50 of 131 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

LifePlan Investment Advisors, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IVVIshares Tr	4.5%	2.7%	17,403	+66.4%	$13.0M
AGGIshares Tr	4.1%	4.7%	119,048	-0.1%	$11.8M
VOOVanguard Index Fds	3.7%	3.5%	15,449	+3.1%	$10.6M
VUGVanguard Index Fds	3.6%	3.4%	122,424	+523.1%	$10.5M
GSUSGoldman Sachs ETF Tr	3.4%	3.5%	94,978	-3.4%	$9.8M
VEAVanguard Ftse Developed Markets Index Fu	3.3%	3.2%	135,731	+7.3%	$9.7M
IUSBIshares Tr	2.8%	2.2%	175,803	+46.3%	$8.1M
VTVVanguard Index Fds	2.7%	2.7%	36,033	+3.6%	$7.9M
VBRVanguard Index Fds	2.2%	2.2%	25,925	-1.3%	$6.3M
SCHESchwab Strategic Tr	2.2%	2.3%	173,074	-1.9%	$6.3M
VBKVanguard Index Fds	1.8%	1.8%	14,562	-2.1%	$5.3M
IAGGIshares Tr	1.8%	2.7%	104,740	-22.5%	$5.3M
SCHPSchwab Strategic Tr	1.8%	2.1%	196,586	-4.1%	$5.2M
SCHFSchwab Strategic Tr	1.7%	1.8%	182,499	-2.0%	$5.1M
VOEVanguard Index Fds	1.7%	1.8%	24,692	-0.8%	$4.9M
VTEBVanguard Mun Bd Fds	1.6%	2.1%	92,314	-12.3%	$4.7M
IVWIshares Tr	1.6%	1.5%	33,691	-3.3%	$4.6M
DYNFBlackrock ETF Trust	1.6%	1.5%	67,964	+1.9%	$4.6M
VOTVanguard Index Fds	1.6%	1.5%	14,701	-1.2%	$4.5M
SCHVSchwab Strategic Tr	1.5%	1.6%	129,069	-0.8%	$4.5M
AAPLApple Inc	1.5%	1.5%	15,333	+3.4%	$4.4M
GCORGoldman Sachs ETF Tr	1.5%	1.8%	107,765	-0.7%	$4.4M
WDCWestern Digital Corp Com	1.5%	0.7%	6,747	+0.1%	$4.3M
IEMGIshares Inc	1.5%	1.9%	51,846	-24.4%	$4.3M
SNDKSandisk Corp	1.4%	—	1,843	—	$4.2M
SCHGSchwab Strategic Tr	1.4%	1.4%	117,166	-0.8%	$4.0M
GSIEGoldman Sachs ETF Tr	1.3%	1.4%	84,703	+2.5%	$3.9M
IAUIshares Gold Tr	1.3%	1.7%	50,998	+2.9%	$3.9M
IVEIshares Tr	1.3%	1.8%	16,913	-20.4%	$3.8M
SCHHSchwab Strategic Tr	1.2%	1.3%	149,269	-0.9%	$3.5M
FUTYFidelity Covington Trust	1.2%	1.4%	59,173	-0.2%	$3.5M
VWOVanguard Intl Equity Index F	1.2%	1.2%	57,400	+4.0%	$3.4M
HYGIshares Tr	1.2%	1.3%	42,769	-0.0%	$3.4M
EMBIshares Tr	1.2%	1.3%	35,216	-0.1%	$3.4M
VNQIVanguard Intl Equity Index F	1.1%	1.2%	71,578	+0.5%	$3.2M
GSLCGoldman Sachs ETF Tr	1.0%	1.2%	21,266	-10.4%	$3.0M
NVDANvidia Corporation	1.0%	1.0%	15,015	-1.4%	$3.0M
GOVTIshares Tr	1.0%	0.8%	123,180	+37.2%	$2.8M
EFGIshares Tr	0.9%	0.9%	20,936	+6.5%	$2.6M
MBBIshares Tr	0.9%	0.8%	27,229	+27.7%	$2.6M
VBVanguard Index Fds	0.8%	0.8%	7,611	+4.1%	$2.3M
BAIBlackrock ETF Trust	0.8%	0.7%	42,949	-22.0%	$2.3M
MUBIshares Tr	0.8%	0.8%	21,028	+14.7%	$2.3M
BNDXVanguard Charlotte Fds	0.8%	0.9%	45,913	+1.6%	$2.2M
BSVVanguard Bd Index Fds	0.7%	0.8%	26,777	+1.2%	$2.1M
TXNTexas Instrs Inc	0.7%	—	6,643	—	$2.0M
MTUMIshares Tr	0.6%	0.7%	5,464	-27.5%	$1.9M
BLCRBlackrock ETF Trust	0.6%	—	35,252	—	$1.8M
IBMInternational Business Machs	0.6%	—	6,045	—	$1.7M
TLHIshares Tr	0.6%	0.7%	16,866	-7.7%	$1.7M

What LifePlan Investment Advisors, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VUG Vanguard Index Fds+523.1% shares
IVV Ishares Tr+66.4% shares
IUSB Ishares Tr+46.3% shares
GOVT Ishares Tr+37.2% shares
MBB Ishares Tr+27.7% shares
MUB Ishares Tr+14.7% shares
VEA Vanguard Ftse Developed Markets Index Fu+7.3% shares
EFG Ishares Tr+6.5% shares

Reduced

MTUM Ishares Tr-27.5% shares
IEMG Ishares Inc-24.4% shares
IAGG Ishares Tr-22.5% shares
BAI Blackrock ETF Trust-22.0% shares
IVE Ishares Tr-20.4% shares
VTEB Vanguard Mun Bd Fds-12.3% shares
GSLC Goldman Sachs ETF Tr-10.4% shares
TLH Ishares Tr-7.7% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +7.0% /yr; S&P 500 +11.7%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$290.5M	131
Q1 2026	$254.5M	122
Q4 2025	$245.5M	116
Q3 2025	$238.4M	112
Q2 2025	$201.4M	105
Q1 2025	$173.9M	100
Q4 2024	$161.7M	97
Q3 2024	$156.4M	93

Questions about LifePlan Investment Advisors, Inc.'s portfolio

What stocks does LifePlan Investment Advisors, Inc. own?

LifePlan Investment Advisors, Inc.'s latest 13F, for Q2 2026 and filed Aug 11, 2026, lists 131 positions worth $290.5M. The largest are Ishares Tr (IVV) at 4.5%, Ishares Tr (AGG) at 4.1%, Vanguard Index Fds (VOO) at 3.7%, Vanguard Index Fds (VUG) at 3.6% and Goldman Sachs ETF Tr (GSUS) at 3.4%.

What did LifePlan Investment Advisors, Inc. buy last quarter?

In Q2 2026, LifePlan Investment Advisors, Inc. added Vanguard Index Fds (VUG) (+523.1% shares), Ishares Tr (IVV) (+66.4% shares) and Ishares Tr (IUSB) (+46.3% shares), compared with its Q1 2026 filing.

What did LifePlan Investment Advisors, Inc. sell last quarter?

In Q2 2026, LifePlan Investment Advisors, Inc. cut from its top 50 Ishares Tr (EFV), cut from its top 50 Ishares Tr (QUAL), cut from its top 50 Blackrock ETF Trust (BTHM), cut from its top 50 Ishares Tr (IDEV), Ishares Tr (MTUM) (-27.5% shares), Ishares Inc (IEMG) (-24.4% shares) and Ishares Tr (IAGG) (-22.5% shares), compared with its Q1 2026 filing.

When is LifePlan Investment Advisors, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. LifePlan Investment Advisors, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does LifePlan Investment Advisors, Inc. manage?

LifePlan Investment Advisors, Inc. reported $326.0M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $290.5M.