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Disclosery

13F-HR filed by LifePlan Financial, LLC

LifePlan Financial, LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-04-14, with 83 holding rows worth $135,316,855.

Accession
0001739485-26-000002
Filer
CIK 1739485
Filed
2026-04-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 83 entries on the cover page, a total value of $135,316,855 stated on the cover page (in dollars after the unit check, H1), rows summing to $135,316,855 with VALUE read as dollars as filed, 13F file number 028-23556. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
iShares Gold Trust464285204COM135,456$11,941,757dollars as filed
SPDR Portfolio S&P 500 Growth ETF78464A409SHS93,330$9,137,940dollars as filed
SELECT SECTOR SPDR TR81369Y308STATE STREET CON109,847$9,005,257dollars as filed
SELECT SECTOR SPDR TR81369Y100SBI MATERIALS149,798$7,485,406dollars as filed
AMPLIFY ETF TR032108888BLACKSWAN GRWT147,155$4,570,826dollars as filed
Vanguard Intermediate-Term Treasury ETF92206C706SHS76,619$4,562,661dollars as filed
Energy Select Sector SPDR Fund81369Y506SHS47,870$2,932,528dollars as filed
iShares iBonds Dec. 2028 Corporate Bond ETF46435U515ETF112,577$2,851,563dollars as filed
iShares iBonds Dec. 2029 Corporate Bond ETF46436E205ETF122,537$2,850,211dollars as filed
iShares iBonds Dec. 2027 Corporate Bond ETF46435UAA9ETF117,124$2,839,086dollars as filed
ISHARES TR46436E726IBONDS DEC 2030129,615$2,837,272dollars as filed
VANGUARD SCOTTSDALE FDS92206C771SHS48,804$2,291,348dollars as filed
ISHARES TR46429B333GNMA BOND ETF51,393$2,278,252dollars as filed
Microsoft Corp594918104COM6,087$2,253,225dollars as filed
Salesforce.com, Inc79466L302COM11,974$2,235,162dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM7,678$2,207,886dollars as filed
USBANCORPDEL902973304COM NEW39,165$2,036,946dollars as filed
Verizon Communications Inc92343V104COM36,038$1,809,083dollars as filed
NXP SEMICONDUCTORS N V COMN6596X109Stock9,180$1,807,175dollars as filed
ISHARES TR464289875CORE 40 MODE ETF37,301$1,766,951dollars as filed
Medtronic PlcG5960L103COM20,154$1,746,344dollars as filed
PAYPALHLDGSINC70450Y103STOK36,396$1,646,191dollars as filed
CVS Health Corporation126650100COM22,904$1,644,929dollars as filed
Schlumberger Limited806857108COM31,302$1,608,627dollars as filed
Comcast Corp20030N101COM54,538$1,565,772dollars as filed
Duke Energy Corporation26441C204COM11,646$1,524,927dollars as filed
Amazon.com, Inc023135106COM7,283$1,516,830dollars as filed
CORTEVA INC COM22052L104Stock18,101$1,515,235dollars as filed
ISHARES TR46436E486IBONDS DEC 203169,700$1,458,821dollars as filed
Caterpillar Inc.149123101COM2,004$1,419,754dollars as filed
S&P Global,Inc.78409V104COM3,283$1,396,391dollars as filed
Vanguard Mega Cap Growth ETF921910816SHS3,796$1,394,802dollars as filed
TERADYNE INC COM880770102Stock4,689$1,390,101dollars as filed
iShares iBonds Dec 2026 Term Corporate ETF46435GAA0SHS54,921$1,331,285dollars as filed
Applied Materials,Inc.038222105COM3,788$1,294,701dollars as filed
AUTODESK INC COM052769106Stock5,366$1,284,620dollars as filed
GENERAL DYNAMICS CORP COM369550108Stock3,433$1,178,274dollars as filed
PALO ALTO NETWORKS INC697435105COM7,015$1,124,605dollars as filed
EXXON MOBIL CORP30231G102COM6,508$1,104,147dollars as filed
American Tower Corporation03027X100COM6,196$1,069,306dollars as filed
Danaher Corporation235851102COM5,417$1,027,063dollars as filed
TARGET CORP COM87612E106Stock8,269$1,002,203dollars as filed
McDonalds Corporation580135101COM3,212$998,257dollars as filed
Advanced Micro Devices,Inc.007903107COM4,857$988,060dollars as filed
Schwab Short Term US Treasury ETF808524862SHS39,502$958,714dollars as filed
VANGUARD SCOTTSDALE FDS92206C409COM12,060$955,996dollars as filed
NIKE,Inc. Class B654106103COM18,038$952,767dollars as filed
EXPEDIA GROUP INC COM NEW30212P303Stock4,093$945,033dollars as filed
Vanguard Mid-Cap ETF922908629SHS3,281$942,238dollars as filed
Mondelez International,Inc. Class A609207105COM15,807$911,115dollars as filed
HASBRO INC COM418056107Stock9,411$880,870dollars as filed
Citigroup Inc.172967424COM7,715$874,958dollars as filed
Merck & Co.,Inc.58933Y105COM7,039$846,721dollars as filed
COLGATE PALMOLIVE CO COM194162103Stock9,679$824,941dollars as filed
Johnson & Johnson478160104COM3,357$820,585dollars as filed
Raytheon Technologies Corporation75513E101COM4,040$779,316dollars as filed
MOTOROLA SOLUTIONS INC COM NEW620076307Stock1,743$756,410dollars as filed
Apple Inc037833100COM2,969$753,503dollars as filed
Schwab U.S. Small-Cap ETF808524607SHS25,662$746,251dollars as filed
Schwab U.S. Large-Cap ETF808524201SHS28,551$732,048dollars as filed
SCHD808524797COM23,777$729,478dollars as filed
iShares Core Dividend Growth ETF46434V621SHS10,335$725,310dollars as filed
Gilead Sciences,Inc.375558103COM5,134$715,526dollars as filed
EMERSON ELEC CO COM291011104Stock5,181$678,815dollars as filed
Schwab US Mid-Cap ETF808524508SHS18,946$586,568dollars as filed
ZOETIS INC CL A98978V103Stock4,420$522,488dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS6,813$511,656dollars as filed
Lockheed Martin Corporation539830109COM812$490,765dollars as filed
Coca-Cola Company191216100COM6,279$477,518dollars as filed
Qualcomm Incorporated747525103COM3,287$423,300dollars as filed
EQUIFAX INC COM294429105Stock2,316$417,042dollars as filed
BORGWARNER INC COM099724106Stock6,306$342,136dollars as filed
AMERICAN INTL GROUP INC COM NEW026874784Stock4,250$319,794dollars as filed
CHIPOTLEMEXICANGRILLI169656105STOK9,821$314,370dollars as filed
Adobe Inc00724F101COM1,291$313,816dollars as filed
Automatic Data Processing,Inc.053015103COM1,538$312,491dollars as filed
HORMEL FOODS CORP COM440452100Stock13,422$304,008dollars as filed
AT&T Inc00206R102COM9,771$283,261dollars as filed
KENVUE INC49177J102COM16,031$276,374dollars as filed
SPDR GOLD TR78463V107GOLD SHS613$263,768dollars as filed
Lam Research Corporation512807306COM1,230$262,802dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS1,766$219,531dollars as filed
VENTAS INC COM92276F100REIT2,602$212,792dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001739485-26-000002this filing2026-04-14acceptance time not in the bulk data set