13F Filings History of LifePlan Financial, LLC

Latest 13F report
Q3 2025 - Nov 13, 2025
Value $
$126M
Signature - Title
Shannon Hemphill - Compliance Consultant
Location
Mankato, MN
Summary
This page shows a list of all the recent 13F filings made by LifePlan Financial, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. LifePlan Financial, LLC reported 83 stock holdings with total value $126M as of Q3 2025. Top holdings included IAU, SPYG, XLP, XLB, and SWAN.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 83 $126M +$7.57M -$7.39M +$180K IAU, SPYG, XLP, XLB, SWAN 13F-HR 11/13/2025, 11:26 AM
Q2 2025 89 $121M +$9.64M -$8.85M +$790K IAU, SPYG, XLP, XLB, SWAN 13F-HR 7/9/2025, 03:09 PM
Q1 2025 89 $115M +$8.56M -$7.46M +$1.11M IAU, XLP, SPYG, XLB, VGIT 13F-HR 4/25/2025, 11:55 AM
Q4 2024 86 $113M +$10.7M -$9M +$1.73M IAU, SPYG, XLP, XLB, SWAN 13F-HR 1/16/2025, 06:03 PM
Q3 2024 88 $117M +$8.17M -$6.97M +$1.2M IAU, SPYG, XLP, XLB, SWAN 13F-HR 10/3/2024, 06:28 PM
Q2 2024 90 $109M +$6.11M -$6.18M -$68.6K IAU, SPYG, XLP, XLB, SWAN 13F-HR 7/30/2024, 11:44 AM
Q1 2024 94 $109M +$7.87M -$4.77M +$3.11M IAU, SPYG, XLP, XLB, SWAN 13F-HR 4/30/2024, 04:01 PM
Q4 2023 89 $99.8M $0 $0 IAU, SPYG, XLP, XLB, SWAN 13F-HR 1/30/2024, 02:56 PM