LifePlan Financial, LLC holds a diversified book of 89 stocks worth $142.8M as of Q2 2026 (disclosed Jul 21, 2026, a ~45-day 13F lag). This quarter they opened Masco Corp and trimmed SS SPDR P S&P 500 Growth ETF. Their largest long position is SS SPDR P S&P 500 Growth ETF at 8% of the equity book. Cloning the disclosed picks since 2024 would be +25% (+13.5%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1739485/holdings"
Use Arkolith to show LifePlan Financial, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 3.5 points over this window.
Growth of $10,000 cloning LifePlan Financial, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
50% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | SPDR Series Trust ST STR P500GRW | $10.8M | 90.6K | 7.6% | ▼−2.9% Reduced · −3K sh | |
| 2 | Ishares Gold TR ISHARES NEW | $9.9M | 131.1K | 6.9% | ▼−3.2% Reduced · −4K sh | |
| 3 | Select Sector SPDR TR ST STR STAPL ETF | $9.4M | 112.9K | 6.6% | ▲+2.8% Added · +3K sh | |
| 4 | Select Sector SPDR TR ST STR MATER ETF | $7.6M | 149.1K | 5.3% | ▼−0.5% Reduced · −688 sh | |
| 5 | Amplify ETF TR BLACKSWAN GRWT | $4.9M | 146.3K | 3.4% | ▼−0.6% Reduced · −877 sh | |
| 6 | Vanguard Scottsdale FDS INTER TERM TREAS | $4.6M | 78.2K | 3.2% | ▲+2.1% Added · +2K sh | |
| 7 | Ishares TR IBONDS 27 ETF | $2.9M | 120.1K | 2.0% | ▲+2.5% Added · +3K sh | |
| 8 | Ishares TR IBDS DEC28 ETF | $2.9M | 114.9K | 2.0% | ▲+2.1% Added · +2K sh | |
| 9 | Ishares TR IBONDS DEC 29 | $2.9M | 125.0K | 2.0% | ▲+2.0% Added · +2K sh | |
| 10 | Ishares TR IBONDS DEC 2030 | $2.9M | 132.3K | 2.0% | ▲+2.0% Added · +3K sh | |
| 11 | Advanced Micro Devices Inc COM | $2.7M | 4.6K | 1.9% | ▼−5.6% Reduced · −272 sh | |
| 12 | NXP Semiconductors N V COM | $2.5M | 9.0K | 1.8% | ▼−2.1% Reduced · −191 sh | |
| 13 | Select Sector SPDR TR ST STR ENERG ETF | $2.5M | 46.7K | 1.7% | ▼−2.4% Reduced · −1K sh | |
| 14 | Microsoft Corp COM | $2.4M | 6.5K | 1.7% | ▲+6.9% Added · +419 sh | |
| 15 | Alphabet Inc CAP STK CL A | $2.4M | 6.7K | 1.7% | ▼−12% Reduced · −946 sh | |
| 16 | CVS Health Corp COM | $2.4M | 23.0K | 1.7% | ▲+0.5% Added · +108 sh | |
| 17 | US Bancorp COM NEW | $2.3M | 38.5K | 1.6% | ▼−1.6% Reduced · −625 sh | |
| 18 | Vanguard Scottsdale FDS MTG-BKD SECS ETF | $2.3M | 49.5K | 1.6% | ▲+1.4% Added · +676 sh | |
| 19 | Ishares TR GNMA BOND ETF | $2.3M | 52.2K | 1.6% | ▲+1.5% Added · +767 sh | |
| 20 | Palo Alto Networks Inc COM | $2.3M | 6.7K | 1.6% | ▼−5.1% Reduced · −357 sh | |
| 21 | Ishares TR IBONDS DEC 2031 | $2.2M | 107.2K | 1.6% | ▲+54% Added · +38K sh | |
| 22 | Teradyne Inc COM | $2.2M | 4.5K | 1.5% | ▼−3.8% Reduced · −180 sh | |
| 23 | Caterpillar Inc COM | $2.0M | 1.9K | 1.4% | ▼−4.9% Reduced · −98 sh | |
| 24 | PayPal Hldgs Inc COM | $1.8M | 40.9K | 1.2% | ▲+12% Added · +5K sh | |
| 25 | Ishares TR CORE 40 MODE ETF | $1.7M | 35.0K | 1.2% | ▼−6.1% Reduced · −2K sh | |
| 26 | Amazon Com Inc COM | $1.7M | 7.3K | 1.2% | ▲+0.6% Added · +44 sh | |
| 27 | Medtronic PLC SHS | $1.6M | 21.0K | 1.2% | ▲+4.2% Added · +851 sh | |
| 28 | Vanguard World FD MEGA GRWTH IND | $1.6M | 18.3K | 1.1% | ▲+381% Added · +14K sh | |
| 29 | S&P Global Inc COM | $1.6M | 3.9K | 1.1% | ▲+19% Added · +608 sh | |
| 30 | Comcast Corp New CL A | $1.5M | 62.1K | 1.1% | ▲+14% Added · +8K sh | |
| 31 | Salesforce Inc COM | $1.5M | 9.6K | 1.1% | ▼−20% Reduced · −2K sh | |
| 32 | Duke Energy Corp New COM NEW | $1.5M | 11.7K | 1.0% | ▲+0.8% Added · +90 sh | |
| 33 | Corteva Inc COM | $1.5M | 17.5K | 1.0% | ▼−3.6% Reduced · −647 sh | |
| 34 | Mondelez Intl Inc CL A | $1.4M | 23.7K | 1.0% | ▲+50% Added · +8K sh | |
| 35 | SLB Limited COM STK | $1.3M | 28.3K | 0.9% | ▼−9.7% Reduced · −3K sh | |
| 36 | General Dynamics Corp COM | $1.3M | 3.7K | 0.9% | ▲+7.0% Added · +241 sh | |
| 37 | Danaher Corp Del COM | $1.3M | 6.7K | 0.9% | ▲+23% Added · +1K sh | |
| 38 | Verizon Communications Inc COM | $1.2M | 27.3K | 0.8% | ▼−24% Reduced · −9K sh | |
| 39 | American Tower Corp COM | $1.1M | 6.7K | 0.8% | ▲+8.3% Added · +515 sh | |
| 40 | Nike Inc CL B | $1.1M | 26.2K | 0.8% | ▲+45% Added · +8K sh | |
| 41 | Vanguard Index FDS MID CAP ETF | $1.1M | 13.1K | 0.7% | ▲+299% Added · +10K sh | |
| 42 | Autodesk Inc COM | $1.0M | 5.4K | 0.7% | ▲+0.6% Added · +31 sh | |
| 43 | Expedia Group Inc COM NEW | $968K | 3.8K | 0.7% | ▼−7.6% Reduced · −310 sh | |
| 44 | Schwab Strategic TR SHT TM US TRES | $966K | 40.0K | 0.7% | ▲+1.3% Added · +519 sh | |
| 45 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $964K | 12.2K | 0.7% | ▲+1.2% Added · +143 sh | |
| 46 | Citigroup Inc COM NEW | $937K | 6.7K | 0.7% | ▼−13% Reduced · −1K sh | |
| 47 | Exxon Mobil Corp COM | $906K | 6.6K | 0.6% | ▲+1.8% Added · +120 sh | |
| 48 | Schwab Strategic TR US SML CAP ETF | $895K | 24.8K | 0.6% | ▼−3.5% Reduced · −898 sh | |
| 49 | Merck & Co Inc COM | $876K | 6.8K | 0.6% | ▼−3.2% Reduced · −224 sh | |
| 50 | Colgate Palmolive Co COM | $825K | 9.0K | 0.6% | ▼−7.1% Reduced · −684 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 21, 2026 | 89 | $142.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 14, 2026 | 83 | $135.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 20, 2026 | 86 | $130.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 83 | $126.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 9, 2025 | 89 | $120.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 25, 2025 | 89 | $114.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 17, 2025 | 86 | $113.2M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 4, 2024 | 88 | $116.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.