Notify me when LifePlan Investment Advisors, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Name | Holdings Value | Location | File Number |
|---|---|---|---|
| AE Wealth Management LLC | $17,422,671,879 | Topeka, KS | 028-17779 |
| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 116 | $245,538,600 | +$15,635,479 | -$11,446,030 | +$4,189,449 | AGG, VOO, GSUS, VUG, VEA | 13F-HR | 09 Feb 2026, 10:19 |
| Q3 2025 | 112 | $238,379,778 | +$29,628,939 | -$4,414,548 | +$25,214,391 | VOO, AGG, VUG, GSUS, VEA | 13F-HR | 13 Nov 2025, 13:40 |
| Q2 2025 | 105 | $201,375,188 | +$21,446,144 | -$6,739,738 | +$14,706,406 | AGG, VOO, VUG, GSUS, IAGG | 13F-HR | 14 Aug 2025, 12:53 |
| Q1 2025 | 100 | $173,853,620 | +$18,205,391 | -$4,965,855 | +$13,239,536 | AGG, VOO, IVV, SCHE, IUSB | 13F-HR | 13 May 2025, 11:44 |
| Q4 2024 | 97 | $161,657,956 | +$20,864,758 | -$3,356,347 | +$17,508,411 | AGG, VOO, IVV, VBR, SCHE | 13F-HR | 14 Feb 2025, 13:24 |
| Q3 2024 | 93 | $156,425,160 | +$10,456,418 | -$1,591,893 | +$8,864,525 | AGG, VOO, IVV, SCHE, VBR | 13F-HR | 21 Jan 2025, 16:23 |
| Q2 2024 | 84 | $138,759,511 | +$13,542,963 | -$698,051 | +$12,844,912 | AGG, VOO, IVV, SCHE, IAGG | 13F-HR | 21 Jan 2025, 16:23 |
| Q1 2024 | 81 | $125,497,422 | +$21,470,817 | -$10,763,221 | +$10,707,596 | AGG, VOO, IVV, VBR, SCHE | 13F-HR | 21 Jan 2025, 16:23 |
| Q4 2023 | 67 | $109,276,263 | +$10,369,752 | -$3,070,681 | +$7,299,071 | AGG, VOO, IVV, VBR, VOE | 13F-HR | 21 Jan 2025, 16:23 |
| Q3 2023 | 63 | $94,085,399 | +$9,414,296 | -$1,026,752 | +$8,387,544 | AGG, VOO, VBR, IVV, VOE | 13F-HR | 21 Jan 2025, 16:23 |
| Q2 2023 | 52 | $89,462,580 | $0 | $0 | $0 | AGG, VOO, VBR, VOE, IAGG | 13F-HR | 21 Jan 2025, 16:23 |