Lifeplan Investment Advisors, Inc. Portfolio Stock Holdings
Lifeplan Investment Advisors, Inc. disclosed 122 stock positions valued at approximately $254.5 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, VANGUARD INDEX FDS, and GOLDMAN SACHS ETF TR. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 122
- Portfolio Value
- $254.5M
Holdings by Sector
Lifeplan Investment Advisors, Inc. Portfolio Holdings in Q1 2026
112 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | AGG | Other | 4.65% | 119,223 | -899 | -0.75% | $11,835,267 |
| VANGUARD INDEX FDS | VOO | Other | 3.52% | 14,989 | -1,184 | -7.32% | $8,956,906 |
| GOLDMAN SACHS ETF TR | GSUS | Other | 3.46% | 98,277 | +2,612 | +2.73% | $8,804,644 |
| VANGUARD INDEX FDS | VUG | Other | 3.37% | 19,649 | +1,488 | +8.19% | $8,582,311 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 3.19% | 126,510 | +4,793 | +3.94% | $8,106,758 |
| ISHARES TR | IVV | Other | 2.68% | 10,460 | +2,721 | +35.16% | $6,832,616 |
| VANGUARD INDEX FDS | VTV | Other | 2.68% | 34,795 | +1,455 | +4.36% | $6,826,811 |
| ISHARES TR | IAGG | Other | 2.66% | 135,167 | +9,611 | +7.65% | $6,763,770 |
| SCHWAB STRATEGIC TR | SCHE | Other | 2.28% | 176,357 | +1,140 | +0.65% | $5,810,952 |
| VANGUARD INDEX FDS | VBR | Other | 2.24% | 26,271 | -647 | -2.40% | $5,707,465 |
| ISHARES TR | IUSB | Other | 2.18% | 120,199 | +11,262 | +10.34% | $5,552,006 |
| SCHWAB STRATEGIC TR | SCHP | Other | 2.14% | 204,939 | +7,981 | +4.05% | $5,453,428 |
| VANGUARD MUN BD FDS | VTEB | Other | 2.06% | 105,289 | +13,344 | +14.51% | $5,252,889 |
| ISHARES INC | IEMG | Other | 1.88% | 68,541 | +1,644 | +2.46% | $4,780,735 |
| SCHWAB STRATEGIC TR | SCHF | Other | 1.81% | 186,203 | -8,950 | -4.59% | $4,608,517 |
| VANGUARD INDEX FDS | VOE | Other | 1.80% | 24,899 | -927 | -3.59% | $4,588,466 |
| VANGUARD INDEX FDS | VBK | Other | 1.77% | 14,876 | -271 | -1.79% | $4,496,341 |
| GOLDMAN SACHS ETF TR | GCOR | Other | 1.76% | 108,557 | +11,909 | +12.32% | $4,485,571 |
| ISHARES TR | IVE | Other | 1.76% | 21,242 | +4,073 | +23.72% | $4,485,291 |
| ISHARES GOLD TR | IAU | Other | 1.72% | 49,567 | -19,719 | -28.46% | $4,369,827 |
| SCHWAB STRATEGIC TR | SCHV | Other | 1.56% | 130,164 | -4,589 | -3.41% | $3,969,996 |
| ISHARES TR | IVW | Other | 1.55% | 34,832 | +3,125 | +9.86% | $3,939,856 |
| BLACKROCK ETF TRUST | DYNF | Other | 1.53% | 66,711 | -8,705 | -11.54% | $3,881,272 |
| VANGUARD INDEX FDS | VOT | Other | 1.51% | 14,884 | +1,215 | +8.89% | $3,830,468 |
| APPLE INC | AAPL | Technology | 1.48% | 14,825 | +292 | +2.01% | $3,762,368 |
| GOLDMAN SACHS ETF TR | GSIE | Other | 1.40% | 82,632 | +7,877 | +10.54% | $3,563,911 |
| FIDELITY COVINGTON TRUST | FUTY | Other | 1.38% | 59,262 | -1,749 | -2.87% | $3,500,578 |
| SCHWAB STRATEGIC TR | SCHG | Other | 1.35% | 118,155 | +5,447 | +4.83% | $3,441,849 |
| ISHARES TR | HYG | Other | 1.34% | 42,782 | +2,269 | +5.60% | $3,403,740 |
| ISHARES TR | EFV | Other | 1.32% | 45,044 | -4,815 | -9.66% | $3,349,021 |
| ISHARES TR | EMB | Other | 1.30% | 35,251 | -3,297 | -8.55% | $3,311,124 |
| SCHWAB STRATEGIC TR | SCHH | Other | 1.27% | 150,569 | -1,694 | -1.11% | $3,235,722 |
| VANGUARD INTL EQUITY INDEX F | VNQI | Other | 1.24% | 71,256 | +1,714 | +2.46% | $3,167,322 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 1.17% | 55,171 | +3,021 | +5.79% | $2,982,001 |
| GOLDMAN SACHS ETF TR | GSLC | Other | 1.17% | 23,733 | +2,890 | +13.87% | $2,969,771 |
| NVIDIA CORPORATION | NVDA | Technology | 1.04% | 15,233 | +2,646 | +21.02% | $2,656,627 |
| ISHARES TR | QUAL | Other | 0.98% | 12,948 | -7,276 | -35.98% | $2,483,649 |
| ISHARES TR | EFG | Other | 0.86% | 19,657 | +15,355 | +356.93% | $2,189,200 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 0.85% | 45,200 | +6,307 | +16.22% | $2,171,849 |
| VANGUARD BD INDEX FDS | BSV | Other | 0.82% | 26,468 | +3,019 | +12.87% | $2,075,331 |
| ISHARES TR | GOVT | Other | 0.81% | 89,772 | +75,038 | +509.28% | $2,056,687 |
| ISHARES TR | MBB | Other | 0.80% | 21,330 | +2,003 | +10.36% | $2,025,321 |
| ISHARES TR | MUB | Other | 0.76% | 18,339 | -707 | -3.71% | $1,946,685 |
| VANGUARD INDEX FDS | VB | Other | 0.75% | 7,309 | +439 | +6.39% | $1,914,335 |
| ISHARES TR | TLH | Other | 0.72% | 18,267 | -3,732 | -16.96% | $1,839,881 |
| WESTERN DIGITAL CORP | WDC | Technology | 0.72% | 6,738 | +6,738 | +100.00% | $1,822,562 |
| ISHARES TR | MTUM | Other | 0.71% | 7,534 | +2,656 | +54.45% | $1,808,089 |
| ISHARES TR | IDEV | Other | 0.61% | 18,494 | -1,821 | -8.96% | $1,545,544 |
| SANDISK CORP | SNDK | Other | 0.54% | 2,165 | +2,165 | +100.00% | $1,375,511 |
| TEXAS INSTRS INC | TXN | Technology | 0.50% | 6,611 | -5 | -0.08% | $1,283,460 |
| GOLDMAN SACHS ETF TR | GEM | Other | 0.49% | 29,037 | +1,730 | +6.34% | $1,254,398 |
| MICROSOFT CORP | MSFT | Technology | 0.49% | 3,337 | -54 | -1.59% | $1,235,290 |
| GE AEROSPACE | GE | Industrials | 0.48% | 4,281 | -206 | -4.59% | $1,214,819 |
| ISHARES TR | SUSC | Other | 0.47% | 51,360 | +2,069 | +4.20% | $1,188,341 |
| GOLDMAN SACHS ETF TR | GIGB | Other | 0.47% | 25,852 | +4,087 | +18.78% | $1,184,032 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.43% | 11,848 | +11,848 | +100.00% | $1,100,442 |
| ISHARES TR | EAGG | Other | 0.43% | 22,757 | +2,506 | +12.37% | $1,082,080 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.42% | 4,387 | -26 | -0.59% | $1,063,324 |
| BLACKROCK ETF TRUST | LCTU | Other | 0.42% | 15,153 | -1,535 | -9.20% | $1,062,804 |
| GOLDMAN SACHS ETF TR | GSID | Other | 0.41% | 14,802 | +14,802 | +100.00% | $1,034,512 |
| VANGUARD SCOTTSDALE FDS | VMBS | Other | 0.40% | 21,838 | +2,198 | +11.19% | $1,025,276 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.40% | 3,475 | +116 | +3.45% | $1,022,323 |
| VANGUARD BD INDEX FDS | BIV | Other | 0.39% | 12,889 | +1,512 | +13.29% | $994,800 |
| VANGUARD BD INDEX FDS | BLV | Other | 0.37% | 13,760 | +1,436 | +11.65% | $946,442 |
| BLACKROCK ETF TRUST II | BINC | Other | 0.37% | 18,190 | -4,407 | -19.50% | $944,591 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.37% | 4,532 | -46 | -1.00% | $943,880 |
| EXXON MOBIL CORP | XOM | Energy | 0.36% | 5,397 | +36 | +0.67% | $915,655 |
| GE VERNOVA INC | GEV | Utilities | 0.33% | 955 | -13 | -1.34% | $833,642 |
| ISHARES TR | ESGU | Other | 0.32% | 5,784 | -430 | -6.92% | $818,042 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.31% | 3,234 | -21 | -0.65% | $790,519 |
| ALPHABET INC | GOOGL | Communication Services | 0.29% | 2,582 | +82 | +3.28% | $742,447 |
| ISHARES TR | DSI | Other | 0.29% | 6,025 | -499 | -7.65% | $730,188 |
| GOLDMAN SACHS ETF TR | GSSC | Other | 0.28% | 9,548 | +1,013 | +11.87% | $711,792 |
| ABBVIE INC | ABBV | Healthcare | 0.25% | 2,950 | -271 | -8.41% | $641,686 |
| BROADCOM INC | AVGO | Technology | 0.22% | 1,816 | -10 | -0.55% | $561,964 |
| SPDR SERIES TRUST | SPTL | Other | 0.22% | 21,310 | +2,976 | +16.23% | $560,441 |
| GOLDMAN SACHS ETF TR | GTIP | Other | 0.21% | 10,787 | +1,807 | +20.12% | $532,554 |
| ISHARES TR | USXF | Other | 0.20% | 9,292 | -159 | -1.68% | $512,900 |
| META PLATFORMS INC | META | Communication Services | 0.20% | 888 | +7 | +0.79% | $508,132 |
| WALMART INC | WMT | Consumer Defensive | 0.19% | 3,977 | -460 | -10.37% | $494,262 |
| TESLA INC | TSLA | Consumer Cyclical | 0.18% | 1,255 | -38 | -2.94% | $466,546 |
| ISHARES INC | ESGE | Other | 0.18% | 10,033 | +1,089 | +12.18% | $456,194 |
| VANGUARD MALVERN FDS | VTIP | Other | 0.17% | 8,815 | +1,528 | +20.97% | $440,309 |
| ISHARES TR | SHV | Other | 0.17% | 3,924 | +3,924 | +100.00% | $433,170 |
| ISHARES TR | IWY | Other | 0.17% | 1,689 | -334 | -16.51% | $420,291 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.16% | 410 | +27 | +7.05% | $408,956 |
| ISHARES TR | IWP | Other | 0.15% | 2,998 | +32 | +1.08% | $384,104 |
| ISHARES TR | EUSB | Other | 0.15% | 8,507 | +61 | +0.72% | $370,062 |
| ISHARES TR | FIBR | Other | 0.14% | 4,010 | +4,010 | +100.00% | $356,900 |
| CHEVRON CORPORATION | CVX | Energy | 0.14% | 1,715 | +132 | +8.34% | $354,834 |
| ELI LILLY & CO | LLY | Healthcare | 0.13% | 373 | +3 | +0.81% | $342,736 |
| DUKE ENERGY CORP NEW | DUK | Utilities | 0.13% | 2,530 | +628 | +33.02% | $331,278 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.13% | 998 | -103 | -9.36% | $328,372 |
| ALPHABET INC | GOOG | Communication Services | 0.12% | 1,056 | -27 | -2.49% | $302,924 |
| ISHARES TR | IWS | Other | 0.12% | 2,043 | -126 | -5.81% | $297,747 |
| ISHARES TR | DMXF | Other | 0.11% | 3,876 | +3,876 | +100.00% | $292,444 |
| CISCO SYS INC | CSCO | Technology | 0.11% | 3,721 | +123 | +3.42% | $288,712 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.11% | 600 | -20 | -3.23% | $287,520 |
| CIENA CORP | CIEN | Technology | 0.11% | 700 | +700 | +100.00% | $271,761 |
| GRACO INC | GGG | Industrials | 0.10% | 3,120 | - | - | $264,150 |