LifePlan Investment Advisors, Inc.

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Institutional

CIK 0002045484

$254.5M

Reported AUM

122

Positions

Q1 2026

Period

2026-05-14

Filed

The Brief · LifePlan Investment Advisors, Inc. · Q1 2026

AI · grounded in 13F

LifePlan Investment Advisors, Inc. closed its position in OEF for a reduction of $3.23M. The fund established new positions in WDC for $1.82M, SNDK for $1.38M, and IDEF for $1.33M. Additionally, the fund increased its holdings in GOVT by 509.28% and EFG by 356.93%.

Portfolio · Q1 2026

Top holdings

#	Stock	Issuer	Price	Day %	1Y Gr.	5Y Gr.	Value	% of book	Δ shares (QoQ)	Status
1	AGG	ISHARES TR	$97.62	0.07%	2.12%	-1.50%	$11.8M	4.65%	—	HELD
2	VOO	VANGUARD INDEX FDS	$681.79	1.66%	20.72%	76.33%	$9.0M	3.52%	—	HELD
3	GSUS	GOLDMAN SACHS ETF TR	$102.34	1.68%	20.22%	73.10%	$8.8M	3.46%	—	HELD
4	VUG	VANGUARD INDEX FDS	$84.27	2.68%	11.12%	64.94%	$8.6M	3.37%	—	HELD
5	VEA	VANGUARD TAX-MANAGED FDS	$71.09	3.10%	26.64%	53.50%	$8.1M	3.19%	—	HELD
6	IVV	ISHARES TR	$745.20	1.65%	20.00%	75.17%	$6.8M	2.68%	—	HELD
7	VTV	VANGUARD INDEX FDS	$220.54	0.34%	27.43%	74.17%	$6.8M	2.68%	—	HELD
8	IAGG	ISHARES TR	$49.83	0.12%	1.65%	4.23%	$6.8M	2.66%	—	HELD
9	SCHE	SCHWAB STRATEGIC TR	$35.72	2.41%	18.34%	28.02%	$5.8M	2.28%	—	HELD
10	VBR	VANGUARD INDEX FDS	$245.11	0.04%	27.15%	55.29%	$5.7M	2.24%	—	HELD
11	IUSB	ISHARES TR	$45.55	0.09%	2.48%	0.22%	$5.6M	2.18%	—	HELD
12	SCHP	SCHWAB STRATEGIC TR	$26.12	-0.08%	2.09%	1.80%	$5.5M	2.14%	—	HELD
13	VTEB	VANGUARD MUN BD FDS	$49.65	-0.10%	4.99%	3.28%	$5.3M	2.06%	—	HELD
14	IEMG	ISHARES INC	$77.05	3.91%	26.95%	33.80%	$4.8M	1.88%	—	HELD
15	SCHF	SCHWAB STRATEGIC TR	$27.59	3.18%	27.58%	55.74%	$4.6M	1.81%	—	HELD
16	VOE	VANGUARD INDEX FDS	$205.22	-0.34%	26.79%	57.85%	$4.6M	1.80%	—	HELD
17	VBK	VANGUARD INDEX FDS	$341.38	2.17%	20.90%	17.88%	$4.5M	1.77%	—	HELD
18	GCOR	GOLDMAN SACHS ETF TR	$40.60	0.15%	2.18%	-3.12%	$4.5M	1.76%	—	HELD
19	IVE	ISHARES TR	$232.16	-0.09%	21.39%	68.81%	$4.5M	1.76%	—	HELD
20	IAU	ISHARES GOLD TR	$77.30	1.66%	20.15%	120.21%	$4.4M	1.72%	—	HELD
21	SCHV	SCHWAB STRATEGIC TR	$34.16	1.18%	24.73%	60.52%	$4.0M	1.56%	—	HELD
22	IVW	ISHARES TR	$133.33	3.13%	19.82%	75.31%	$3.9M	1.55%	—	HELD
23	DYNF	BLACKROCK ETF TRUST	$66.92	1.95%	22.68%	93.86%	$3.9M	1.53%	—	HELD
24	VOT	VANGUARD INDEX FDS	$294.90	1.55%	2.27%	21.12%	$3.8M	1.51%	—	HELD
25	AAPL	APPLE INC	$333.43	-1.41%	65.41%	124.96%	$3.8M	1.48%	—	HELD
26	GSIE	GOLDMAN SACHS ETF TR	$47.31	2.39%	24.91%	53.38%	$3.6M	1.40%	—	HELD
27	FUTY	FIDELITY COVINGTON TRUST	$57.49	-0.48%	6.82%	49.42%	$3.5M	1.38%	—	HELD
28	SCHG	SCHWAB STRATEGIC TR	$33.79	1.65%	14.36%	75.82%	$3.4M	1.35%	—	HELD
29	HYG	ISHARES TR	$79.47	0.29%	4.52%	18.32%	$3.4M	1.34%	—	HELD
30	EFV	ISHARES TR	$81.31	2.43%	31.74%	91.22%	$3.3M	1.32%	—	HELD
31	EMB	ISHARES TR	$94.79	0.24%	—	—	$3.3M	1.30%	—	HELD
32	SCHH	SCHWAB STRATEGIC TR	$24.40	-1.45%	—	—	$3.2M	1.27%	—	HELD
33	VNQI	VANGUARD INTL EQUITY INDEX F	$46.56	1.37%	—	—	$3.2M	1.24%	—	HELD
34	VWO	VANGUARD INTL EQUITY INDEX F	$58.19	2.23%	—	—	$3.0M	1.17%	—	HELD
35	GSLC	GOLDMAN SACHS ETF TR	$141.98	1.25%	—	—	$3.0M	1.17%	—	HELD
36	NVDA	NVIDIA CORPORATION	$195.04	2.65%	—	—	$2.7M	1.04%	—	HELD
37	QUAL	ISHARES TR	$218.92	1.36%	—	—	$2.5M	0.98%	—	HELD
38	EFG	ISHARES TR	$122.36	3.21%	—	—	$2.2M	0.86%	—	HELD
39	BNDX	VANGUARD CHARLOTTE FDS	$47.88	0.15%	—	—	$2.2M	0.85%	—	HELD
40	BSV	VANGUARD BD INDEX FDS	$77.64	0.03%	—	—	$2.1M	0.82%	—	HELD
41	GOVT	ISHARES TR	$22.51	0.04%	—	—	$2.1M	0.81%	—	HELD
42	MBB	ISHARES TR	$93.29	0.06%	—	—	$2.0M	0.80%	—	HELD
43	MUB	ISHARES TR	$105.76	-0.01%	—	—	$1.9M	0.76%	—	HELD
44	VB	VANGUARD INDEX FDS	$295.80	0.96%	—	—	$1.9M	0.75%	—	HELD
45	TLH	ISHARES TR	$97.09	-0.02%	—	—	$1.8M	0.72%	—	HELD
46	WDC	WESTERN DIGITAL CORP	$533.04	15.37%	—	—	$1.8M	0.72%	—	HELD
47	BAI	BLACKROCK ETF TRUST	$41.08	9.55%	—	—	$1.8M	0.71%	—	HELD
48	MTUM	ISHARES TR	$298.77	5.53%	—	—	$1.8M	0.71%	—	HELD
49	THRO	BLACKROCK ETF TRUST	$42.23	2.43%	—	—	$1.8M	0.70%	—	HELD
50	IDEV	ISHARES TR	$91.15	2.54%	—	—	$1.5M	0.61%	—	HELD
51	SNDK	SANDISK CORP	—	—	—	—	$1.4M	0.54%	—	HELD
52	IDEF	BLACKROCK ETF TRUST	$32.27	2.58%	—	—	$1.3M	0.52%	—	HELD
53	BLCR	BLACKROCK ETF TRUST	$48.01	2.65%	—	—	$1.3M	0.52%	—	HELD
54	AGEM	ABRDN FDS	$47.16	4.77%	—	—	$1.3M	0.51%	—	HELD
55	TXN	TEXAS INSTRS INC	$278.76	2.75%	—	—	$1.3M	0.50%	—	HELD
56	GEM	GOLDMAN SACHS ETF TR	$48.68	3.86%	—	—	$1.3M	0.49%	—	HELD
57	MSFT	MICROSOFT CORP	$451.10	15.51%	—	—	$1.2M	0.49%	—	HELD
58	GE	GE AEROSPACE	$355.04	1.26%	—	—	$1.2M	0.48%	—	HELD
59	SUSC	ISHARES TR	$22.72	0.14%	—	—	$1.2M	0.47%	—	HELD
60	GIGB	GOLDMAN SACHS ETF TR	$45.04	0.20%	—	—	$1.2M	0.47%	—	HELD
61	GGUS	GOLDMAN SACHS ETF TR	$63.72	3.03%	—	—	$1.2M	0.46%	—	HELD
62	NEE	NEXTERA ENERGY INC	$87.93	-0.60%	—	—	$1.1M	0.43%	—	HELD
63	EAGG	ISHARES TR	$46.75	0.04%	—	—	$1.1M	0.43%	—	HELD
64	IBM	INTERNATIONAL BUSINESS MACHS	$221.74	-2.08%	—	—	$1.1M	0.42%	—	HELD
65	LCTU	BLACKROCK ETF TRUST	$79.78	1.37%	—	—	$1.1M	0.42%	—	HELD
66	GSID	GOLDMAN SACHS ETF TR	$77.06	2.82%	—	—	$1.0M	0.41%	—	HELD
67	VMBS	VANGUARD SCOTTSDALE FDS	$46.25	0.13%	—	—	$1.0M	0.40%	—	HELD
68	JPM	JPMORGAN CHASE & CO	$350.85	1.78%	—	—	$1.0M	0.40%	—	HELD
69	BIV	VANGUARD BD INDEX FDS	$75.69	0.11%	—	—	$995K	0.39%	—	HELD
70	BLV	VANGUARD BD INDEX FDS	$66.29	0.09%	—	—	$946K	0.37%	—	HELD
71	BINC	BLACKROCK ETF TRUST II	$52.03	0.21%	—	—	$945K	0.37%	—	HELD
72	AMZN	AMAZON COM INC	$235.50	3.90%	—	—	$944K	0.37%	—	HELD
73	XOM	EXXON MOBIL CORP	$156.97	0.14%	—	—	$916K	0.36%	—	HELD
74	GEV	GE VERNOVA INC	$981.98	9.07%	—	—	$834K	0.33%	—	HELD
75	ESGU	ISHARES TR	$162.50	1.65%	—	—	$818K	0.32%	—	HELD
76	JNJ	JOHNSON & JOHNSON	$255.82	-3.66%	—	—	$791K	0.31%	—	HELD
77	GOOGL	ALPHABET INC	$333.66	-0.91%	—	—	$742K	0.29%	—	HELD
78	DSI	ISHARES TR	$139.63	2.53%	—	—	$730K	0.29%	—	HELD
79	GSSC	GOLDMAN SACHS ETF TR	$89.49	0.88%	—	—	$712K	0.28%	—	HELD
80	LMUB	ISHARES TR	$49.71	-0.16%	—	—	$687K	0.27%	—	HELD
81	ABBV	ABBVIE INC	$257.41	-2.24%	—	—	$642K	0.25%	—	HELD
82	AVGO	BROADCOM INC	$387.84	4.73%	—	—	$562K	0.22%	—	HELD
83	SPTL	SPDR SERIES TRUST	$25.25	-0.04%	—	—	$560K	0.22%	—	HELD
84	GTIP	GOLDMAN SACHS ETF TR	$48.00	-0.04%	—	—	$533K	0.21%	—	HELD
85	USXF	ISHARES TR	$66.02	2.77%	—	—	$513K	0.20%	—	HELD
86	META	META PLATFORMS INC	$539.03	-7.95%	—	—	$508K	0.20%	—	HELD
87	SCNM	STERLING CAP FDS	$24.75	-0.09%	—	—	$505K	0.20%	—	HELD
88	WMT	WALMART INC	$111.10	-2.73%	—	—	$494K	0.19%	—	HELD
89	TSLA	TESLA INC	$308.85	3.53%	—	—	$467K	0.18%	—	HELD
90	ESGE	ISHARES INC	$51.05	4.08%	—	—	$456K	0.18%	—	HELD
91	VTIP	VANGUARD MALVERN FDS	$49.66	-0.04%	—	—	$440K	0.17%	—	HELD
92	SHV	ISHARES TR	$110.37	0.01%	—	—	$433K	0.17%	—	HELD
93	IWY	ISHARES TR	$274.05	3.19%	—	—	$420K	0.17%	—	HELD
94	COST	COSTCO WHOLESALE CORPORATION	$954.17	-2.04%	—	—	$409K	0.16%	—	HELD
95	IWP	ISHARES TR	$137.48	2.35%	—	—	$384K	0.15%	—	HELD
96	EUSB	ISHARES TR	$42.87	0.05%	—	—	$370K	0.15%	—	HELD
97	SYSB	ISHARES TR	$87.36	0.15%	—	—	$357K	0.14%	—	HELD
98	CVX	CHEVRON CORPORATION	$192.31	0.23%	—	—	$355K	0.14%	—	HELD
99	LLY	ELI LILLY & CO	$1154.97	-4.55%	—	—	$343K	0.13%	—	HELD
100	DUK	DUKE ENERGY CORP NEW	$126.27	-2.18%	—	—	$331K	0.13%	—	HELD
101	HD	HOME DEPOT INC	—	—	—	—	$328K	0.13%	—	HELD
102	EVUS	ISHARES TR	—	—	—	—	$321K	0.13%	—	HELD
103	GOOG	ALPHABET INC	—	—	—	—	$303K	0.12%	—	HELD
104	IWS	ISHARES TR	—	—	—	—	$298K	0.12%	—	HELD
105	DMXF	ISHARES TR	—	—	—	—	$292K	0.11%	—	HELD
106	CSCO	CISCO SYS INC	—	—	—	—	$289K	0.11%	—	HELD
107	BRK/B	BERKSHIRE HATHAWAY INC DEL	—	—	—	—	$288K	0.11%	—	HELD
108	CIEN	CIENA CORP	—	—	—	—	$272K	0.11%	—	HELD
109	GGG	GRACO INC	—	—	—	—	$264K	0.10%	—	HELD
110	GLD	SPDR GOLD TR	—	—	—	—	$253K	0.10%	—	HELD
111	IWX	ISHARES TR	—	—	—	—	$252K	0.10%	—	HELD
112	PG	PROCTER & GAMBLE CO	—	—	—	—	$249K	0.10%	—	HELD
113	AMD	ADVANCED MICRO DEVICES INC	—	—	—	—	$236K	0.09%	—	HELD
114	SO	SOUTHERN CO	—	—	—	—	$233K	0.09%	—	HELD
115	MA	MASTERCARD INCORPORATED	—	—	—	—	$225K	0.09%	—	HELD
116	SCEC	CAPITOL SER TR	—	—	—	—	$220K	0.09%	—	HELD
117	ESGD	ISHARES TR	—	—	—	—	$217K	0.09%	—	HELD
118	QQQ	INVESCO QQQ TR	—	—	—	—	$216K	0.09%	—	HELD
119	GS	GOLDMAN SACHS GROUP INC	—	—	—	—	$208K	0.08%	—	HELD
120	PLTR	PALANTIR TECHNOLOGIES INC	—	—	—	—	$208K	0.08%	—	HELD
121	PAXS	PIMCO ACCESS INCOME FUND	—	—	—	—	$144K	0.06%	—	HELD
122	NABL	N-ABLE INC	—	—	—	—	$63K	0.02%	—	HELD

Source: SEC EDGAR · accession 0001214659-26-006150. 13F discloses long positions only — shorts, foreign equities, and options are excluded.