LifePlan Financial, LLC
All 13F Filings
- Location
- Mankato, MN
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 135,317
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/14/2026 | 83 | 135,317 | 13F-HR | LifePlan Financial, LLC |
| Q4 2025 | 1/20/2026 | 86 | 130,394 | 13F-HR | LifePlan Financial, LLC |
| Q3 2025 | 11/13/2025 | 83 | 126,213 | 13F-HR | LifePlan Financial, LLC |
| Q2 2025 | 7/9/2025 | 89 | 120,671 | 13F-HR | LifePlan Financial, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 56.41 K | 41.7% | 0 | 41.36 K | -41.36 K |
| ETFs | 65.31 K | 48.3% | 45.57 K | 0 | 45.57 K |
| Debt | 13.59 K | 10.0% | 707 | 0 | 707 |
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Fund Snapshot
Q1 2026
Latest filed
4/14/2026
Total value ($000)
135,317
Holdings
83
QoQ value change ($000)
4,923
(3.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.