LifePlan Investment Advisors, Inc.

13F Filings History

Latest 13F report
Q3 2025 - Nov 13, 2025
Value $
$238M
Signature - Title
Alex Sutherland - President
Location
Raleigh, NC
Summary
This page shows a list of all the recent 13F filings made by LifePlan Investment Advisors, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. LifePlan Investment Advisors, Inc. reported 112 stock holdings with total value $238M as of Q3 2025. Top holdings included VOO, AGG, VUG, GSUS, and VEA.

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Holdings Value

List of Other Managers Reporting for LifePlan Investment Advisors, Inc.:

Name Holdings Value Location File Number
AE Wealth Management LLC $15.7B Topeka, KS 028-17779
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 112 $238M +$29.6M -$4.41M +$25.2M VOO, AGG, VUG, GSUS, VEA 13F-HR 11/13/2025, 01:40 PM
Q2 2025 105 $201M +$21.4M -$6.74M +$14.7M AGG, VOO, VUG, GSUS, IAGG 13F-HR 8/14/2025, 12:53 PM
Q1 2025 100 $174M +$18.2M -$4.97M +$13.2M AGG, VOO, IVV, SCHE, IUSB 13F-HR 5/13/2025, 11:44 AM
Q4 2024 97 $162M +$20.9M -$3.36M +$17.5M AGG, VOO, IVV, VBR, SCHE 13F-HR 2/14/2025, 01:24 PM
Q3 2024 93 $156M +$10.5M -$1.59M +$8.86M AGG, VOO, IVV, SCHE, VBR 13F-HR 1/21/2025, 04:23 PM
Q2 2024 84 $139M +$13.5M -$698K +$12.8M AGG, VOO, IVV, SCHE, IAGG 13F-HR 1/21/2025, 04:23 PM
Q1 2024 81 $125M +$21.5M -$10.8M +$10.7M AGG, VOO, IVV, VBR, SCHE 13F-HR 1/21/2025, 04:23 PM
Q4 2023 67 $109M +$10.4M -$3.07M +$7.3M AGG, VOO, IVV, VBR, VOE 13F-HR 1/21/2025, 04:23 PM
Q3 2023 63 $94.1M +$9.41M -$1.03M +$8.39M AGG, VOO, VBR, IVV, VOE 13F-HR 1/21/2025, 04:23 PM
Q2 2023 52 $89.5M $0 $0 AGG, VOO, VBR, VOE, IAGG 13F-HR 1/21/2025, 04:23 PM