LifePlan Investment Advisors, Inc.
Filing Date
Global Rank
#6,691
/ 8,517
▲ 643
Top Industry
Computer Hardware
21.2%
3Y Alpha vs SPY
+26.1%
Period ended 46 days ago
Filed Aug 11, 2026 · 4d
13 quarters · since Jun 2023
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+218.5%
SPY
+75.3%
Annualised alpha
+26.5%
Max drawdown
−14.2%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
49 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
15.6%
−1.3 pts
Top 5
42.7%
−1.1 pts
Top 10
61.7%
+0.8 pts
HHI
558
Diversified−44
Portfolio Trend
13 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 39.1% | $24,238,949 |
| Unclassified | 35.2% | $21,796,734 |
| Industrials | 5.7% | $3,513,134 |
| Financial Services | 3.5% | $2,140,384 |
| Healthcare | 3.4% | $2,114,550 |
| Consumer Cyclical | 3.4% | $2,105,578 |
| Communication Services | 3.2% | $1,997,322 |
| Utilities | 2.9% | $1,773,378 |
| Consumer Defensive | 1.9% | $1,189,251 |
| Energy | 1.7% | $1,065,379 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VEA | Vanguard FTSE Developed Markets ETF | +9,221 | 135,731 | $9,670,833 | |
| IBM | International Business Machines Corp | +1,658 | 6,045 | $1,699,914 | |
| IAU | Ishares Gold Trust | +1,431 | 50,998 | $3,850,858 | |
| DUK | Duke Energy CORP | +1,180 | 3,710 | $469,611 | |
| BNDX | Vanguard Total International Bond ETF | +713 | 45,913 | $2,223,566 | |
| AAPL | Apple Inc. | +508 | 15,333 | $4,436,756 | |
| AMZN | Amazon Com Inc | +497 | 5,029 | $1,198,611 | |
| GOOGL | Alphabet Inc. | +453 | 4,091 | $1,457,127 | |
| WMT | Walmart Inc. | +319 | 4,296 | $486,564 | |
| VB | Vanguard Morningstar Small-Cap ETF | +302 | 7,611 | $2,307,046 | |
| AVGO | Broadcom Inc. | +237 | 2,053 | $775,520 | |
| SO | Southern Co | +232 | 2,646 | $253,248 | |
| XOM | ExxonMobil Holdings Corp | +224 | 5,621 | $768,503 | |
| MSFT | Microsoft Corp | +220 | 3,557 | $1,326,832 | |
| JNJ | Johnson & Johnson | +186 | 3,420 | $868,577 | |
| JPM | Jpmorgan Chase & Co | +155 | 3,630 | $1,188,207 | |
| BIV | Vanguard Intermediate-Term Bond ETF | +143 | 13,032 | $999,554 | |
| NEE | Nextera Energy Inc | +121 | 11,969 | $1,050,519 | |
| COST | Costco Wholesale Corp /New | +117 | 527 | $492,992 | |
| TSLA | Tesla, Inc. | +114 | 1,369 | $575,801 | |
| CVX | Chevron Corp | +76 | 1,791 | $296,876 | |
| ABBV | AbbVie Inc. | +71 | 3,021 | $760,204 | |
| META | Meta Platforms, Inc. | +71 | 959 | $540,195 | |
| CSCO | Cisco Systems, Inc. | +52 | 3,773 | $443,176 | |
| MA | Mastercard Inc | +36 | 486 | $249,609 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BAI | iShares A.I. Innovation and Tech Active ETF | −12,131 | 42,949 | $2,264,271 | |
| SNDK | Sandisk Corp | −322 | 1,843 | $4,190,484 | |
| PG | PROCTER & GAMBLE Co | −297 | 1,430 | $209,695 | |
| NVDA | Nvidia Corp | −218 | 15,015 | $3,004,351 | |
| HD | Home Depot, Inc. | −59 | 939 | $331,166 | |
| QQQ | Invesco Qqq Trust, Series 1 | −16 | 359 | $264,367 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
5 positions
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| PLTR | Palantir Technologies Inc. | 1,424 | $208,302 | |
| No positions match the current search. | ||||
49 tracked positions ·
$61,934,659 total
· filing declares
131 positions · $290,516,302
· as of Jun 30, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| VEA |
Vanguard FTSE Developed Markets ETF
|
Added | 135,731 | $9,670,833 | 15.61% | |
| AAPL |
Apple Inc.
Technology
|
Added | 15,333 | $4,436,756 | 7.16% | |
| WDC |
Western Digital Corp
Technology
|
Added | 6,747 | $4,309,443 | 6.96% | |
| SNDK |
Sandisk Corp
Technology
|
Reduced | 1,843 | $4,190,484 | 6.77% | |
| IAU |
Ishares Gold Trust
|
Added | 50,998 | $3,850,858 | 6.22% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 15,015 | $3,004,351 | 4.85% | |
| VB |
Vanguard Morningstar Small-Cap ETF
|
Added | 7,611 | $2,307,046 | 3.72% | |
| BAI |
iShares A.I. Innovation and Tech Active ETF
|
Reduced | 42,949 | $2,264,271 | 3.66% | |
| BNDX |
Vanguard Total International Bond ETF
|
Added | 45,913 | $2,223,566 | 3.59% | |
| TXN |
Texas Instruments Inc
Technology
|
Added | 6,643 | $1,980,079 | 3.20% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 6,045 | $1,699,914 | 2.74% | |
| GE |
General Electric Co
Industrials
|
Added | 4,303 | $1,608,160 | 2.60% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 4,091 | $1,457,127 | 2.35% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 3,557 | $1,326,832 | 2.14% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 5,029 | $1,198,611 | 1.94% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 3,630 | $1,188,207 | 1.92% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 970 | $1,139,614 | 1.84% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 11,969 | $1,050,519 | 1.70% | |
| BIV |
Vanguard Intermediate-Term Bond ETF
|
Added | 13,032 | $999,554 | 1.61% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 3,420 | $868,577 | 1.40% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 2,053 | $775,520 | 1.25% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 5,621 | $768,503 | 1.24% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 3,021 | $760,204 | 1.23% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 1,180 | $685,473 | 1.11% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 1,369 | $575,801 | 0.93% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 959 | $540,195 | 0.87% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 527 | $492,992 | 0.80% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 4,296 | $486,564 | 0.79% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 405 | $485,769 | 0.78% | |
| DUK |
Duke Energy CORP
Utilities
|
Added | 3,710 | $469,611 | 0.76% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 3,773 | $443,176 | 0.72% | |
| LRCX |
Lam Research Corp
Technology
|
NEW | 906 | $392,596 | 0.63% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 327 | $377,452 | 0.61% | |
| CIEN |
Ciena Corp
Technology
|
Held | 700 | $343,392 | 0.55% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 939 | $331,166 | 0.53% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 610 | $305,237 | 0.49% | |
| CVX |
Chevron Corp
Energy
|
Added | 1,791 | $296,876 | 0.48% | |
| DAL |
Delta Air Lines, Inc.
Industrials
|
NEW | 2,856 | $267,492 | 0.43% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 359 | $264,367 | 0.43% | |
| CAT |
Caterpillar Inc
Industrials
|
NEW | 246 | $261,965 | 0.42% | |
| SO |
Southern Co
Utilities
|
Added | 2,646 | $253,248 | 0.41% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 249 | $251,831 | 0.41% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 486 | $249,609 | 0.40% | |
| GGG |
Graco Inc
Industrials
|
Held | 3,120 | $235,903 | 0.38% | |
| INTC |
Intel Corp
Technology
|
NEW | 1,604 | $223,966 | 0.36% | |
| GLD |
Spdr Gold Trust
|
Held | 587 | $216,239 | 0.35% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 1,430 | $209,695 | 0.34% | |
| PAXS |
PIMCO Access Income Fund
Financial Services
|
Held | 10,000 | $145,500 | 0.23% | |
| NABL |
N-able, Inc.
Technology
|
Held | 13,492 | $49,515 | 0.08% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.