13F Filings History of LifePlan Financial, LLC

Latest 13F report
Q4 2025 - 20 Jan 2026
Value $
$130,394,024
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 86 stock holdings with total value $130,394,024 as of Q4 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 Filing Time
Q4 2025 86 $130,394,024 +$9,112,610 -$5,192,746 +$3,919,864 IAU, SPYG, XLP, XLB, SWAN 13F-HR 20 Jan 2026, 13:50
Q3 2025 83 $126,212,732 +$7,573,482 -$7,393,127 +$180,355 IAU, SPYG, XLP, XLB, SWAN 13F-HR 13 Nov 2025, 11:26
Q2 2025 89 $120,670,743 +$9,643,445 -$8,853,469 +$789,976 IAU, SPYG, XLP, XLB, SWAN 13F-HR 09 Jul 2025, 15:09
Q1 2025 89 $114,673,023 +$8,563,868 -$7,457,896 +$1,105,972 IAU, XLP, SPYG, XLB, VGIT 13F-HR 25 Apr 2025, 11:55
Q4 2024 86 $113,176,848 +$10,725,818 -$9,000,099 +$1,725,719 IAU, SPYG, XLP, XLB, SWAN 13F-HR 16 Jan 2025, 18:03
Q3 2024 88 $116,508,085 +$8,167,986 -$6,972,910 +$1,195,076 IAU, SPYG, XLP, XLB, SWAN 13F-HR 03 Oct 2024, 18:28
Q2 2024 90 $108,573,498 +$6,110,059 -$6,178,682 -$68,623 IAU, SPYG, XLP, XLB, SWAN 13F-HR 30 Jul 2024, 11:44
Q1 2024 94 $109,132,959 +$7,874,522 -$4,767,916 +$3,106,606 IAU, SPYG, XLP, XLB, SWAN 13F-HR 30 Apr 2024, 16:01
Q4 2023 89 $99,847,938 $0 $0 $0 IAU, SPYG, XLP, XLB, SWAN 13F-HR 30 Jan 2024, 14:56