LifePlan Investment Advisors, Inc.

Q3 2025 13F-HR Holdings

Location
Raleigh, NC
Holdings as of
9/30/2025
Date filed
11/13/2025
Form type
13F-HR
Num holdings
112
Total value ($000)
$238,380
Net value change ($000)
+37,005 (18.4%)
New positions
10
Sold out positions
3
Turnover %
1.9%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 8/14/2025 Next filing: 2/9/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VOO 6,520 77.9%
IEMG 2,601 66.3%
OEF 1,770 139.7%
VUG 1,426 21.8%
DYNF 1,263 41.7%
GSUS 1,261 19.8%
BAI 1,230 327.1%
IDEV 1,113 80.7%
GCOR 1,106 42.0%
VEA 1,089 19.7%
Top Reduces (Value $000, Stocks/ETFs)
IYW -1,088 -100.0%
EFG -1,057 -73.0%
DMXF -336 -100.0%
EMXC -264 -100.0%
IUSB -215 -4.3%
EUSB -173 -31.8%
TXN -156 -11.4%
USXF -151 -23.1%
QUAL -86 -2.4%
INTU -42 -13.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type