LifePlan Investment Advisors, Inc.
Top Portfolio Positions
40 positions ·
$32,719,058 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| IAU |
Ishares Gold Trust
|
49,567 | $4,369,826 | 13.36% | |
| AAPL |
Apple Inc.
Technology
|
14,825 | $3,762,436 | 11.50% | |
| NVDA |
Nvidia Corp
Technology
|
15,233 | $2,656,635 | 8.12% | |
| WDC |
Western Digital Corp
Technology
|
6,738 | $1,822,561 | 5.57% | |
| SNDK |
Sandisk Corp
Technology
|
2,165 | $1,375,511 | 4.20% | |
| TXN |
Texas Instruments Inc
Technology
|
6,611 | $1,283,459 | 3.92% | |
| MSFT |
Microsoft Corp
Technology
|
3,337 | $1,235,257 | 3.78% | |
| GE |
General Electric Co
Industrials
|
4,281 | $1,214,819 | 3.71% | |
| NEE |
Nextera Energy Inc
Utilities
|
11,848 | $1,100,442 | 3.36% | |
| IBM |
International Business Machines Corp
Technology
|
4,387 | $1,063,364 | 3.25% |
Portfolio Trend
12 quarters · across all stocks
Holdings in PAXS
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $144,100 | 10,000 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $153,000 | 10,000 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $162,700 | 10,000 | Shares | Sole | 2025-11-13 | |
| No 13F history on record for this holder in this stock. | ||||||