LifePlan Investment Advisors, Inc. holds a diversified book of 131 stocks worth $290.5M as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened Ish Intl Ctry Rot Act ETF and trimmed Ishares Core U.S. Aggregate. Their largest long position is Ishares Core S&P 500 ETF at 4% of the equity book.
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.
15% 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
Other tracked managers holding the same core names as LifePlan Investment Advisors, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 79 / 80 | $395.8B |
| ENVESTNET ASSET MANAGEMENT INC | 79 / 80 | $150.8B |
| OSAIC HOLDINGS, INC. | 79 / 80 | $14.8B |
| NewEdge Advisors, LLC | 79 / 80 | $9.5B |
| Integrated Wealth Concepts LLC | 79 / 80 | $4.0B |
| Global Retirement Partners, LLC | 79 / 80 | $1.7B |
| JPMORGAN CHASE & CO | 78 / 80 | $371.3B |
| Bank of New York Mellon Corp | 78 / 80 | $137.2B |
Ranked by how many of LifePlan Investment Advisors, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $13.0M | 17.4K | 4.5% | ▲+66% Added · +7K sh | |
| 2 | Ishares TR CORE US AGGBD ET | $11.8M | 119.0K | 4.1% | ▼−0.1% Reduced · −175 sh | |
| 3 | Vanguard Index FDS S&P 500 ETF SHS | $10.6M | 15.4K | 3.7% | ▲+3.1% Added · +460 sh | |
| 4 | Vanguard Index FDS GROWTH ETF | $10.5M | 122.4K | 3.6% | ▲+523% Added · +103K sh | |
| 5 | Goldman Sachs ETF TR MARKETBETA US EQ | $9.8M | 95.0K | 3.4% | ▼−3.4% Reduced · −3K sh | |
| 6 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $9.7M | 135.7K | 3.3% | ▲+7.3% Added · +9K sh | |
| 7 | Ishares TR CORE UNIVRSL USD | $8.1M | 175.8K | 2.8% | ▲+46% Added · +56K sh | |
| 8 | Vanguard Index FDS VALUE ETF | $7.9M | 36.0K | 2.7% | ▲+3.5% Added · +1K sh | |
| 9 | Vanguard Index FDS SM CP VAL ETF | $6.3M | 25.9K | 2.2% | ▼−1.3% Reduced · −346 sh | |
| 10 | Schwab Strategic TR EMRG MKTEQ ETF | $6.3M | 173.1K | 2.2% | ▼−1.9% Reduced · −3K sh | |
| 11 | Vanguard Index FDS SML CP GRW ETF | $5.3M | 14.6K | 1.8% | ▼−2.1% Reduced · −314 sh | |
| 12 | Ishares TR CORE INTL AGGR | $5.3M | 104.7K | 1.8% | ▼−23% Reduced · −30K sh | |
| 13 | Schwab Strategic TR US TIPS ETF | $5.2M | 196.6K | 1.8% | ▼−4.1% Reduced · −8K sh | |
| 14 | Schwab Strategic TR INTL EQTY ETF | $5.1M | 182.5K | 1.7% | ▼−2.0% Reduced · −4K sh | |
| 15 | Vanguard Index FDS MCAP VL IDXVIP | $4.9M | 24.7K | 1.7% | ▼−0.8% Reduced · −207 sh | |
| 16 | Vanguard Mun BD FDS TAX EXEMPT BD | $4.7M | 92.3K | 1.6% | ▼−12% Reduced · −13K sh | |
| 17 | Ishares TR S&P 500 GRWT ETF | $4.6M | 33.7K | 1.6% | ▼−3.3% Reduced · −1K sh | |
| 18 | BlackRock ETF Trust ISHARES US EQUIT | $4.6M | 68.0K | 1.6% | ▲+1.9% Added · +1K sh | |
| 19 | Vanguard Index FDS MCAP GR IDXVIP | $4.5M | 14.7K | 1.6% | ▼−1.2% Reduced · −183 sh | |
| 20 | Schwab Strategic TR US LCAP VA ETF | $4.5M | 129.1K | 1.5% | ▼−0.8% Reduced · −1K sh | |
| 21 | Apple Inc COM | $4.4M | 15.3K | 1.5% | ▲+3.4% Added · +508 sh | |
| 22 | Goldman Sachs ETF TR ACCESS US AGRAT | $4.4M | 107.8K | 1.5% | ▼−0.7% Reduced · −792 sh | |
| 23 | Western Digital Corp COM | $4.3M | 6.7K | 1.5% | ▲+0.1% Added · +9 sh | |
| 24 | Ishares Inc CORE MSCI EMKT | $4.3M | 51.8K | 1.5% | ▼−24% Reduced · −17K sh | |
| 25 | Sandisk Corp COM | $4.2M | 1.8K | 1.4% | ▼−15% Reduced · −322 sh | |
| 26 | Schwab Strategic TR US LCAP GR ETF | $4.0M | 117.2K | 1.4% | ▼−0.8% Reduced · −989 sh | |
| 27 | Goldman Sachs ETF TR ACTIVEBETA INT | $3.9M | 84.7K | 1.3% | ▲+2.5% Added · +2K sh | |
| 28 | Ishares Gold TR ISHARES NEW | $3.9M | 51.0K | 1.3% | ▲+2.9% Added · +1K sh | |
| 29 | Ishares TR S&P 500 VAL ETF | $3.8M | 16.9K | 1.3% | ▼−20% Reduced · −4K sh | |
| 30 | Schwab Strategic TR US REIT ETF | $3.5M | 149.3K | 1.2% | ▼−0.9% Reduced · −1K sh | |
| 31 | Fidelity Covington Trust MSCI UTILS INDEX | $3.5M | 59.2K | 1.2% | ▼−0.1% Reduced · −89 sh | |
| 32 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $3.4M | 57.4K | 1.2% | ▲+4.0% Added · +2K sh | |
| 33 | Ishares TR IBOXX HI YD ETF | $3.4M | 42.8K | 1.2% | ▼~0% Reduced · −13 sh | |
| 34 | Ishares TR JPMORGAN USD EMG | $3.4M | 35.2K | 1.2% | ▼−0.1% Reduced · −35 sh | |
| 35 | Vanguard Intl Equity Index F GLB EX US ETF | $3.2M | 71.6K | 1.1% | ▲+0.5% Added · +322 sh | |
| 36 | Goldman Sachs ETF TR ACTIVEBETA US LG | $3.0M | 21.3K | 1.0% | ▼−10% Reduced · −2K sh | |
| 37 | Nvidia Corporation COM | $3.0M | 15.0K | 1.0% | ▼−1.4% Reduced · −218 sh | |
| 38 | Ishares TR US TREAS BD ETF | $2.8M | 123.2K | 1.0% | ▲+37% Added · +33K sh | |
| 39 | Ishares TR EAFE GRWTH ETF | $2.6M | 20.9K | 0.9% | ▲+6.5% Added · +1K sh | |
| 40 | Ishares TR MBS ETF | $2.6M | 27.2K | 0.9% | ▲+28% Added · +6K sh | |
| 41 | Vanguard Index FDS SMALL CP ETF | $2.3M | 7.6K | 0.8% | ▲+4.1% Added · +302 sh | |
| 42 | BlackRock ETF Trust ISHA I IN TE ETF | $2.3M | 42.9K | 0.8% | ▼−22% Reduced · −12K sh | |
| 43 | Ishares TR NATIONAL MUN ETF | $2.3M | 21.0K | 0.8% | ▲+15% Added · +3K sh | |
| 44 | Vanguard Charlotte FDS TOTAL INT BD ETF | $2.2M | 45.9K | 0.8% | ▲+1.6% Added · +713 sh | |
| 45 | Vanguard BD Index FDS SHORT TRM BOND | $2.1M | 26.8K | 0.7% | ▲+1.2% Added · +309 sh | |
| 46 | Texas Instrs Inc COM | $2.0M | 6.6K | 0.7% | ▲+0.5% Added · +32 sh | |
| 47 | Ishares TR MSCI USA MMENTM | $1.9M | 5.5K | 0.6% | ▼−27% Reduced · −2K sh | |
| 48 | BlackRock ETF Trust ISHA LA CORE ETF | $1.8M | 35.3K | 0.6% | ▲+9.7% Added · +3K sh | |
| 49 | International Business Machs COM | $1.7M | 6.0K | 0.6% | ▲+38% Added · +2K sh | |
| 50 | Ishares TR 10-20 YR TRS ETF | $1.7M | 16.9K | 0.6% | ▼−7.7% Reduced · −1K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2045484/holdings"
Use Arkolith to show LifePlan Investment Advisors, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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. Price-derived performance is withheld until the price-source policy and freshness gate are green.