LifePlan Financial, LLC: 13F holdings
CIK 17394852026Q2
| Positions | 89 |
|---|
| Reported value | $142.8m |
|---|
| Filed | 2026-07-21 |
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Change since last quarter
| Positions | 89 (+6 vs prior quarter) |
|---|
| Reported value | $142.8m (+5.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPYG SPDR SERIES TRUST | 90,592 | $10.8m | 7.6% |
| IAU ISHARES GOLD TR | 131,129 | $9.9m | 6.9% |
| XLP SELECT SECTOR SPDR TR | 112,886 | $9.4m | 6.6% |
| XLB SELECT SECTOR SPDR TR | 149,110 | $7.6m | 5.3% |
| SWAN AMPLIFY ETF TR | 146,278 | $4.9m | 3.4% |
| VGIT VANGUARD SCOTTSDALE FDS | 78,244 | $4.6m | 3.2% |
| IBDS ISHARES TR | 120,053 | $2.9m | 2.0% |
| IBDT ISHARES TR | 114,917 | $2.9m | 2.0% |
| IBDU ISHARES TR | 125,028 | $2.9m | 2.0% |
| IBDV ISHARES TR | 132,284 | $2.9m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1739485")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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