LifePlan Investment Advisors, Inc.
All 13F Filings
- Location
- Raleigh, NC
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 254,491
- Description
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- Website
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- Founded
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- Chairman
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- 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 | 5/14/2026 | 122 | 254,491 | 13F-HR | LifePlan Investment Advisors, Inc. |
| Q4 2025 | 2/9/2026 | 116 | 245,539 | 13F-HR | LifePlan Investment Advisors, Inc. |
| Q3 2025 | 11/13/2025 | 112 | 238,380 | 13F-HR | LifePlan Investment Advisors, Inc. |
| Q2 2025 | 8/14/2025 | 105 | 201,375 | 13F-HR | LifePlan Investment Advisors, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 33.7 K | 13.2% | 0 | 77.01 K | -77.01 K |
| ETFs | 217.8 K | 85.6% | 94.43 K | 0 | 94.43 K |
| Debt | 3.021 K | 1.2% | 316 | 0 | 316 |
| Other | 0 | 0.0% | 0 | 8.781 K | -8.781 K |
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Fund Snapshot
Q1 2026
Latest filed
5/14/2026
Total value ($000)
254,491
Holdings
122
QoQ value change ($000)
8,952
(3.6%)
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.