LifePlan Investment Advisors, Inc.

CIK

2045484

Location

RALEIGH, NC

Portfolio Value

Micro $31,803,403

Diversification

Diversified

Filing Date

Global Rank

#7,335 / 8,603 ▲ 199 · as of Mar 2026

Top Industry

Semiconductors 17.6%

3Y Alpha vs SPY

+5.9%

Period ended 3 months ago

Filed May 14, 2026 · 56d

12 quarters · since Jun 2023

Clone Performance

Aug 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+101.0%

SPY

+72.2%

Annualised alpha

+6.6%

Max drawdown

−16.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

39 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

13.7%

−5.4 pts

Top 5

44.0%

−6.9 pts

Top 10

62.5%

−6.7 pts

HHI

585

Diversified−196

Portfolio Trend

12 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	46.6%	$14,829,053	13
Unclassified	15.2%	$4,838,848	3
Industrials	7.3%	$2,312,546	3
Financial Services	5.9%	$1,886,786	5
Healthcare	5.6%	$1,775,187	3
Consumer Cyclical	5.5%	$1,738,657	3
Utilities	5.2%	$1,664,719	3
Communication Services	3.9%	$1,250,530	2
Consumer Defensive	3.6%	$1,152,244	3
Energy	1.1%	$354,833	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

12 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+2,646	15,233	$2,656,635
DUK	Duke Energy CORP	+628	2,530	$331,278
AAPL	Apple Inc.	+292	14,825	$3,762,436
PLTR	Palantir Technologies Inc.	+253	1,424	$208,302
CVX	Chevron Corp	+132	1,715	$354,833
CSCO	Cisco Systems, Inc.	+123	3,721	$288,712
JPM	Jpmorgan Chase & Co	+116	3,475	$1,022,206
GOOGL	Alphabet Inc.	+82	2,582	$742,479
PG	PROCTER & GAMBLE Co	+48	1,727	$249,447
COST	Costco Wholesale Corp /New	+27	410	$408,536
META	Meta Platforms, Inc.	+7	888	$508,051
LLY	ELI LILLY & Co	+3	373	$343,074
No positions match the current search.

Trimmed

Positions the filer reduced

17 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	−19,719	49,567	$4,369,826
WMT	Walmart Inc.	−460	3,977	$494,261
ABBV	AbbVie Inc.	−271	2,950	$641,595
GE	General Electric Co	−206	4,281	$1,214,819
HD	Home Depot, Inc.	−103	998	$328,232
MSFT	Microsoft Corp	−54	3,337	$1,235,257
AMZN	Amazon Com Inc	−46	4,532	$943,879
TSLA	Tesla, Inc.	−38	1,255	$466,546
IBM	International Business Machines Corp	−26	4,387	$1,063,364
JNJ	Johnson & Johnson	−21	3,234	$790,518
BRK-B	Berkshire Hathaway Inc	−20	600	$287,520
MA	Mastercard Inc	−15	450	$224,847
GEV	GE Vernova Inc.	−13	955	$833,619
GS	Goldman Sachs Group Inc	−12	246	$208,113
AVGO	Broadcom Inc.	−10	1,816	$562,070
TXN	Texas Instruments Inc	−5	6,611	$1,283,459
AMD	Advanced Micro Devices Inc	−2	1,160	$235,978
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
WDC	Western Digital Corp	6,738	$1,822,561
SNDK	Sandisk Corp	2,165	$1,375,511
NEE	Nextera Energy Inc	11,848	$1,100,442
CIEN	Ciena Corp	700	$271,761
SO	Southern Co	2,414	$232,999
NABL	N-able, Inc.	13,492	$63,007
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
INTU	Intuit Inc.	406	$268,942
FGDL	Franklin Templeton Holdings Trust	3,538	$203,788
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

39 positions · $31,803,403 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IAU	Ishares Gold Trust	Reduced	49,567	-19,719	$4,369,826	−22.3%	13.74%
AAPL	Apple Inc. Technology	Added	14,825	+292	$3,762,436	−4.8%	11.83%
NVDA	Nvidia Corp Technology	Added	15,233	+2,646	$2,656,635	+13.2%	8.35%
WDC	Western Digital Corp Technology	NEW	6,738	NEW	$1,822,561	NEW	5.73%
SNDK	Sandisk Corp Technology	NEW	2,165	NEW	$1,375,511	NEW	4.33%
TXN	Texas Instruments Inc Technology	Reduced	6,611	-5	$1,283,459	+11.8%	4.04%
MSFT	Microsoft Corp Technology	Reduced	3,337	-54	$1,235,257	−24.7%	3.88%
GE	General Electric Co Industrials	Reduced	4,281	-206	$1,214,819	−12.1%	3.82%
NEE	Nextera Energy Inc Utilities	NEW	11,848	NEW	$1,100,442	NEW	3.46%
IBM	International Business Machines Corp Technology	Reduced	4,387	-26	$1,063,364	−18.7%	3.34%
JPM	Jpmorgan Chase & Co Financial Services	Added	3,475	+116	$1,022,206	−5.6%	3.21%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	4,532	-46	$943,879	−10.7%	2.97%
GEV	GE Vernova Inc. Industrials	Reduced	955	-13	$833,619	+31.8%	2.62%
JNJ	Johnson & Johnson Healthcare	Reduced	3,234	-21	$790,518	+17.4%	2.49%
GOOGL	Alphabet Inc. Communication Services	Added	2,582	+82	$742,479	−5.1%	2.33%
ABBV	AbbVie Inc. Healthcare	Reduced	2,950	-271	$641,595	−12.8%	2.02%
AVGO	Broadcom Inc. Technology	Reduced	1,816	-10	$562,070	−11.1%	1.77%
META	Meta Platforms, Inc. Communication Services	Added	888	+7	$508,051	−12.6%	1.60%
WMT	Walmart Inc. Consumer Defensive	Reduced	3,977	-460	$494,261	−0.0%	1.55%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,255	-38	$466,546	−19.8%	1.47%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	410	+27	$408,536	+23.7%	1.28%
CVX	Chevron Corp Energy	Added	1,715	+132	$354,833	+47.1%	1.12%
LLY	ELI LILLY & Co Healthcare	Added	373	+3	$343,074	−13.7%	1.08%
DUK	Duke Energy CORP Utilities	Added	2,530	+628	$331,278	+48.6%	1.04%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	998	-103	$328,232	−13.4%	1.03%
CSCO	Cisco Systems, Inc. Technology	Added	3,721	+123	$288,712	+4.2%	0.91%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	600	-20	$287,520	−7.7%	0.90%
CIEN	Ciena Corp Technology	NEW	700	NEW	$271,761	NEW	0.85%
GGG	Graco Inc Industrials	Held	3,120	0	$264,108	+3.3%	0.83%
GLD	Spdr Gold Trust	Held	587	0	$252,580	+8.6%	0.79%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	1,727	+48	$249,447	+3.7%	0.78%
AMD	Advanced Micro Devices Inc Technology	Reduced	1,160	-2	$235,978	−5.2%	0.74%
SO	Southern Co Utilities	NEW	2,414	NEW	$232,999	NEW	0.73%
MA	Mastercard Inc Financial Services	Reduced	450	-15	$224,847	−15.3%	0.71%
QQQ	Invesco Qqq Trust, Series 1	Held	375	0	$216,442	−6.0%	0.68%
PLTR	Palantir Technologies Inc. Technology	Added	1,424	+253	$208,302	+0.1%	0.65%
GS	Goldman Sachs Group Inc Financial Services	Reduced	246	-12	$208,113	−8.2%	0.65%
PAXS	PIMCO Access Income Fund Financial Services	Held	10,000	0	$144,100	−5.8%	0.45%
NABL	N-able, Inc. Technology	NEW	13,492	NEW	$63,007	NEW	0.20%