LifePlan Investment Advisors, Inc.

Q4 2025 13F-HR Holdings

Location
Raleigh, NC
Holdings as of
12/31/2025
Date filed
2/9/2026
Form type
13F-HR
Num holdings
116
Total value ($000)
$245,539
Net value change ($000)
+7,159 (3.0%)
New positions
7
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: 11/13/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
AGEM 2,448 NEW
GSUS 1,408 18.5%
VEA 996 15.1%
VUG 890 11.2%
VTV 766 13.7%
QUAL 565 16.4%
IAU 497 9.7%
AAPL 382 10.7%
AGG 380 3.3%
IVV 342 6.9%
Top Reduces (Value $000, Stocks/ETFs)
VOO -4,744 -31.9%
IEMG -2,028 -31.1%
NVDA -1,609 -40.7%
IDEV -816 -32.7%
GSWO -445 -100.0%
NFLX -234 -100.0%
IWY -214 -27.6%
BLK -206 -100.0%
VGSH -201 -33.5%
STIP -160 -34.6%
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