LifePlan Investment Advisors, Inc.

Q3 2026 13F-HR Holdings

Location
Raleigh, NC
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
135
Total value ($000)
$306,552
Net value change ($000)
+16,036 (5.5%)
New positions
10
Sold out positions
6
Turnover %
3.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
VUG 2,610 24.7%
ACWX 2,252 NEW
HARDING LOEVNER FDS INC 2,133 NEW
IUSB 1,803 22.2%
VEA 1,667 17.2%
CORO 1,568 99.9%
GSUS 1,376 14.1%
GGOV 1,295 486.8%
VTV 1,238 15.8%
XOM 1,007 NEW
Top Reduces (Value $000, Stocks/ETFs)
MBB -2,355 -91.5%
MTUM -1,873 -100.0%
WDC -1,235 -28.7%
IEMG -1,047 -24.4%
SNDK -971 -23.2%
XOM -769 -100.0%
EFG -480 -18.4%
SHV -403 -100.0%
IBM -376 -22.1%
VBK -373 -7.0%
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