LifePlan Investment Advisors, Inc.
Filing Date
Global Rank
#6,966
/ 8,232
▲ 323
Top Industry
Semiconductors
17.0%
3Y Alpha vs SPY
+5.9%
Period ended 2 months ago
Filed May 14, 2026 · 31d
12 quarters · since Jun 2023
Clone Performance
Aug 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+96.0%
SPY
+71.4%
Annualised alpha
+5.9%
Max drawdown
−15.8%
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
40 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
13.4%
−5.4 pts
Top 5
42.7%
−7.1 pts
Top 10
60.8%
−7.0 pts
HHI
560
Diversified−192
Portfolio Trend
12 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 45.3% | $14,829,053 |
| Unclassified | 14.8% | $4,838,848 |
| Industrials | 7.1% | $2,312,546 |
| Financial Services | 5.8% | $1,886,786 |
| Healthcare | 5.4% | $1,775,187 |
| Consumer Cyclical | 5.3% | $1,738,657 |
| Utilities | 5.1% | $1,664,719 |
| Energy | 3.9% | $1,270,488 |
| Communication Services | 3.8% | $1,250,530 |
| Consumer Defensive | 3.5% | $1,152,244 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
13 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | |
| XOM | Exxon Mobil Corp | +36 | 5,397 | $915,655 | |
| 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 | Open |
|---|---|---|---|---|---|
| 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
3 positions ·
$1,152,244 total
· Consumer Defensive only
· as of Mar 31, 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 |
|---|---|---|---|---|---|---|
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 1,727 | $249,447 | 21.65% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 410 | $408,536 | 35.46% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 3,977 | $494,261 | 42.90% |