LifePlan Financial, LLC - Portfolio overview
LifePlan Financial, LLC has 90 reported holdings in this dataset, with the latest filing dated 2026-04-14.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Healthcare.
Largest reported holdings by portfolio allocation
- IAU - ISHARES GOLD TR, 8.63%
- SPYG - SPDR SERIES TRUST, 6.60%
- XLP - SELECT SECTOR SPDR TR, 6.51%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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