LifePlan Investment Advisors, Inc.

Registered adviser

CIK

2045484

Location

RALEIGH, NC

Portfolio Value

Small $288,953,748

Diversification

Diversified

Filing Date

Global Rank

#5,353 / 8,819 ▲ 25

Top Industry

Computer Hardware 21.2%

Period ended 4 months ago

Filed Aug 11, 2026 · 3mo

13 quarters · since Jun 2023

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 144157

Roster of Oct 1, 2026

Regulatory AUM

$325,994,818

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$325,994,818	Individuals and high net worth (100%)
Apr 2025 to Mar 2026	$238,613,582	Individuals and high net worth (100%)
Apr 2024 to Mar 2025	$183,998,415	Individuals and high net worth (100%)
May 2023 to Mar 2024	$132,778,471	Individuals and high net worth (100%)
Apr 2023	$132,778,471	Individuals and high net worth (100%)
Mar 2022 to Mar 2023	$135,505,585	Individuals and high net worth (100%)

1 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 82.3% of the book (60%+)

Turnover

Low turnover

16.9% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 10.9 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 81.8%; sector active share 73.2% against the combined 13F book's sector weights.

Over time 13 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

130 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

29.0%

−0.3 pts

Top 5

72.0%

−1.0 pts

Top 10

82.3%

−1.9 pts

HHI

1,425

Diversified−41

Portfolio Trend

13 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	86.1%	$248,815,823	88
Technology	8.4%	$24,238,949	15
Industrials	1.2%	$3,513,134	5
Financial Services	0.7%	$2,140,384	5
Healthcare	0.7%	$2,114,550	3
Consumer Cyclical	0.7%	$2,105,578	3
Communication Services	0.7%	$1,997,322	3
Utilities	0.6%	$1,773,378	3
Consumer Defensive	0.4%	$1,189,251	3
Energy	0.4%	$1,065,379	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VUG	VANGUARD GROWTH INDEX FUND	+102,775	122,424	$10,545,603
IUSB	iShares Core Universal USD Bond ETF	+55,604	175,803	$8,113,308
GOVT	iShares U.S. Treasury Bond ETF	+33,408	123,180	$2,806,040
VEA	Vanguard FTSE Developed Markets ETF	+9,221	135,731	$9,670,833
IVV	iShares Core S&P 500 ETF	+6,943	17,403	$13,032,932
IDEF		+6,089	46,825	$1,488,098
MBB	iShares MBS ETF	+5,899	27,229	$2,573,685
BLCR		+3,108	35,252	$1,775,643
LMUB	iShares Long-Term National Muni Bond ETF	+3,028	16,787	$859,830
MUB	iShares National Muni Bond ETF	+2,689	21,028	$2,263,033
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	+2,229	57,400	$3,426,206
GSIE	Goldman Sachs ActiveBeta(R) International Equity ETF	+2,071	84,703	$3,870,927
SYSB	iShares Systematic Bond ETF	+1,868	5,878	$521,472
SPTL	State Street(R) SPDR(R) Portfolio Long Term Treasury ETF	+1,757	23,067	$605,047
IBM	International Business Machines Corp	+1,658	6,045	$1,699,914
GIGB	Goldman Sachs Access Investment Grade Corporate Bond ETF	+1,475	27,327	$1,254,582
IAU	Ishares Gold Trust	+1,431	50,998	$3,850,858
EFG	iShares MSCI EAFE Growth ETF	+1,279	20,936	$2,604,857
DYNF	iShares U.S. Equity Factor Rotation Active ETF	+1,253	67,964	$4,622,231
VTV	VANGUARD VALUE INDEX FUND	+1,238	36,033	$7,852,671
DUK	Duke Energy CORP	+1,180	3,710	$469,611
GSID	Goldman Sachs MarketBeta International Equity ETF	+740	15,542	$1,167,825
BNDX	Vanguard Total International Bond ETF	+713	45,913	$2,223,566
SCEC	STERLING CAPITAL ENHANCED CORE BOND ETF	+593	9,369	$234,552
AAPL	Apple Inc.	+508	15,333	$4,436,756
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
IAGG	iShares Core International Aggregate Bond ETF	−30,427	104,740	$5,299,844
EFV	iShares MSCI EAFE Value ETF	−24,036	21,008	$1,608,162
SUSC	iShares ESG Aware USD Corporate Bond ETF	−17,607	33,753	$781,415
THRO		−17,410	31,549	$1,360,077
IEMG	iShares Trust	−16,695	51,846	$4,294,922
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	−12,975	92,314	$4,669,242
BAI	BlackRock ETF Trust	−12,131	42,949	$2,264,271
QUAL	iShares MSCI USA Quality Factor ETF	−9,099	3,849	$844,586
SCHP	Schwab U.S. TIPS ETF	−8,353	196,586	$5,209,529
BINC		−4,993	13,197	$690,730
IVE	iShares S&P 500 Value ETF	−4,329	16,913	$3,840,265
EUSB	iShares ESG Advanced Universal USD Bond ETF	−3,879	4,628	$201,086
SCHF	Schwab International Equity ETF	−3,704	182,499	$5,055,222
GSUS	Goldman Sachs MarketBeta U.S. Equity ETF	−3,299	94,978	$9,792,231
SCHE	Schwab Emerging Markets Equity ETF	−3,283	173,074	$6,275,663
ESGE	iShares Trust	−2,826	7,207	$394,150
GSLC	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF	−2,467	21,266	$3,017,432
MTUM	iShares MSCI USA Momentum Factor ETF	−2,070	5,464	$1,873,223
LCTU		−1,705	13,448	$1,077,991
GEM	Goldman Sachs ActiveBeta(R) Emerging Markets Equity ETF	−1,470	27,567	$1,433,484
TLH	iShares 10-20 Year Treasury Bond ETF	−1,401	16,866	$1,692,503
IDEV	iShares Core MSCI International Developed Markets ETF	−1,370	17,124	$1,524,207
SCHH	Schwab U.S. REIT ETF	−1,300	149,269	$3,534,689
IVW	iShares S&P 500 Growth ETF	−1,141	33,691	$4,633,523
SCHV	Schwab U.S. Large-Cap Value ETF	−1,095	129,069	$4,492,891
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
CORO		42,893	$1,569,883
IALT		51,199	$1,436,131
SFLR		16,001	$617,318
SUSB	iShares ESG Aware 1-5 Year USD Corporate Bond ETF	16,176	$404,238
LRCX	Lam Research Corp	906	$392,596
MU	Micron Technology Inc	327	$377,452
STIP	iShares 0-5 Year TIPS Bond ETF	3,321	$339,273
DAL	Delta Air Lines, Inc.	2,856	$267,492
GGOV		5,294	$266,235
CAT	Caterpillar Inc	246	$261,965
INTC	Intel Corp	1,604	$223,966
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
ESGD	iShares ESG Aware MSCI EAFE ETF	2,267	$216,770
PLTR	Palantir Technologies Inc.	1,424	$208,302
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

130 tracked positions · $288,953,748 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

Showing 1–50 of 130 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
IVV	iShares Core S&P 500 ETF	Added	17,403	+6,943	$13,032,932	+90.7%	13	before history	4.51%
AGG	iShares Core U.S. Aggregate Bond ETF	Reduced	119,048	-175	$11,783,371	−0.4%	13	before history	4.08%
VOO	VANGUARD 500 INDEX FUND	Added	15,449	+460	$10,610,527	+18.5%	13	before history	3.67%
VUG	VANGUARD GROWTH INDEX FUND	Added	122,424	+102,775	$10,545,603	+22.9%	13	before history	3.65%
GSUS	Goldman Sachs MarketBeta U.S. Equity ETF	Reduced	94,978	-3,299	$9,792,231	+11.2%	10	$81.42	3.39%
VEA	Vanguard FTSE Developed Markets ETF	Added	135,731	+9,221	$9,670,833	+19.3%	11	$53.14	3.35%
IUSB	iShares Core Universal USD Bond ETF	Added	175,803	+55,604	$8,113,308	+46.1%	13	before history	2.81%
VTV	VANGUARD VALUE INDEX FUND	Added	36,033	+1,238	$7,852,671	+15.0%	13	before history	2.72%
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	Reduced	25,925	-346	$6,299,515	+10.4%	13	before history	2.18%
SCHE	Schwab Emerging Markets Equity ETF	Reduced	173,074	-3,283	$6,275,663	+8.0%	13	before history	2.17%
VBK	VANGUARD SMALL-CAP GROWTH INDEX FUND	Reduced	14,562	-314	$5,325,323	+18.4%	13	before history	1.84%
IAGG	iShares Core International Aggregate Bond ETF	Reduced	104,740	-30,427	$5,299,844	−21.6%	13	before history	1.83%
SCHP	Schwab U.S. TIPS ETF	Reduced	196,586	-8,353	$5,209,529	−4.5%	13	before history	1.80%
SCHF	Schwab International Equity ETF	Reduced	182,499	-3,704	$5,055,222	+9.7%	13	before history	1.75%
VOE	VANGUARD MID-CAP VALUE INDEX FUND	Reduced	24,692	-207	$4,879,139	+6.3%	13	before history	1.69%
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	Reduced	92,314	-12,975	$4,669,242	−11.1%	13	before history	1.62%
IVW	iShares S&P 500 Growth ETF	Reduced	33,691	-1,141	$4,633,523	+17.6%	12	unpriced	1.60%
DYNF	iShares U.S. Equity Factor Rotation Active ETF	Added	67,964	+1,253	$4,622,231	+19.1%	10	$48.31	1.60%
VOT	VANGUARD MID-CAP GROWTH INDEX FUND	Reduced	14,701	-183	$4,502,916	+17.6%	13	before history	1.56%
SCHV	Schwab U.S. Large-Cap Value ETF	Reduced	129,069	-1,095	$4,492,891	+13.2%	13	before history	1.55%
AAPL	Apple Inc. Technology	Added	15,333	+508	$4,436,756	+17.9%	13	before history	1.54%
GCOR	Goldman Sachs Access U.S. Aggregate Bond ETF	Reduced	107,765	-792	$4,435,607	−1.1%	10	$41.08	1.54%
WDC	Western Digital Corp Technology	Added	6,747	+9	$4,309,443	+136.4%	2	$261.35	1.49%
IEMG	iShares Trust	Reduced	51,846	-16,695	$4,294,922	—	13	before history	1.49%
SNDK	Sandisk Corp Technology	Reduced	1,843	-322	$4,190,484	+204.6%	2	$564.88	1.45%
SCHG	Schwab U.S. Large-Cap Growth ETF	Reduced	117,166	-989	$3,964,897	+15.2%	13	before history	1.37%
GSIE	Goldman Sachs ActiveBeta(R) International Equity ETF	Added	84,703	+2,071	$3,870,927	+8.6%	10	$36.67	1.34%
IAU	Ishares Gold Trust	Added	50,998	+1,431	$3,850,858	−11.9%	13	before history	1.33%
IVE	iShares S&P 500 Value ETF	Reduced	16,913	-4,329	$3,840,265	−14.4%	10	unpriced	1.33%
SCHH	Schwab U.S. REIT ETF	Reduced	149,269	-1,300	$3,534,689	+9.2%	13	before history	1.22%
FUTY	Fidelity MSCI Utilities Index ETF	Reduced	59,173	-89	$3,456,886	−1.2%	13	before history	1.20%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Added	57,400	+2,229	$3,426,206	+14.9%	11	$46.29	1.19%
HYG	iShares iBoxx $ High Yield Corporate Bond ETF	Reduced	42,769	-13	$3,420,236	+0.5%	13	before history	1.18%
EMB	iShares J.P. Morgan USD Emerging Markets Bond ETF	Reduced	35,216	-35	$3,396,231	+2.6%	13	before history	1.18%
VNQI	VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX FUND	Added	71,578	+322	$3,210,273	+1.4%	13	before history	1.11%
GSLC	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF	Reduced	21,266	-2,467	$3,017,432	+1.6%	9	$117.27	1.04%
NVDA	Nvidia Corp Technology	Reduced	15,015	-218	$3,004,351	+13.1%	13	before history	1.04%
GOVT	iShares U.S. Treasury Bond ETF	Added	123,180	+33,408	$2,806,040	+36.4%	8	unpriced	0.97%
EFG	iShares MSCI EAFE Growth ETF	Added	20,936	+1,279	$2,604,857	+19.0%	13	before history	0.90%
MBB	iShares MBS ETF	Added	27,229	+5,899	$2,573,685	+27.1%	13	before history	0.89%
VB	Vanguard Index Funds	Added	7,611	+302	$2,307,046	+20.5%	10	unpriced	0.80%
BAI	BlackRock ETF Trust	Reduced	42,949	-12,131	$2,264,271	+24.8%	5	$30.29	0.78%
MUB	iShares National Muni Bond ETF	Added	21,028	+2,689	$2,263,033	+16.3%	13	before history	0.78%
BNDX	Vanguard Total International Bond ETF	Added	45,913	+713	$2,223,566	+2.4%	11	$49.06	0.77%
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	Added	26,777	+309	$2,086,196	+0.5%	11	$77.53	0.72%
TXN	Texas Instruments Inc Technology	Added	6,643	+32	$1,980,079	+54.3%	6	$187.55	0.69%
MTUM	iShares MSCI USA Momentum Factor ETF	Reduced	5,464	-2,070	$1,873,223	+3.6%	7	unpriced	0.65%
BLCR		Added	35,252	+3,108	$1,775,643	+34.5%	2	$43.30	0.61%
IBM	International Business Machines Corp Technology	Added	6,045	+1,658	$1,699,914	+59.9%	13	before history	0.59%
TLH	iShares 10-20 Year Treasury Bond ETF	Reduced	16,866	-1,401	$1,692,503	−8.0%	7	unpriced	0.59%

Showing the top 50 of 130 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.