LifePlan Investment Advisors, Inc.

Q1 2026 13F-HR Holdings

Location
Raleigh, NC
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
122
Total value ($000)
$254,491
Net value change ($000)
+8,952 (3.6%)
New positions
14
Sold out positions
8
Turnover %
6.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
WDC 1,823 NEW
GOVT 1,718 506.8%
EFG 1,699 346.7%
IVV 1,532 28.9%
SNDK 1,376 NEW
IDEF 1,333 NEW
BLCR 1,320 NEW
NEE 1,100 NEW
GSID 1,035 NEW
IVE 844 23.2%
Top Reduces (Value $000, Stocks/ETFs)
OEF -3,233 -100.0%
QUAL -1,533 -38.2%
IAU -1,254 -22.3%
VOO -1,185 -11.7%
AGEM -1,156 -47.2%
ITA -784 -100.0%
DYNF -705 -15.4%
MSFT -405 -24.7%
EMB -400 -10.8%
VGSH -399 -100.0%
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