LifePlan Investment Advisors, Inc. reported 43 positions worth $44.06M for the quarter ended Jun 30, 2026, up 34.9% on the prior quarter. It opened 5 new positions, added to 30, trimmed 4 and exited 1. Its largest holding is Apple Inc. at 10.1% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| IBM International Business Machines Corp | +1,658 | +37.8% | $466.27K | 3.86% |
| LRCX Lam Research Corp | +906 | – | $392.60K | 0.891% |
| MU Micron Technology Inc | +327 | – | $377.53K | 0.857% |
| DAL Delta Air Lines, Inc. | +2,856 | – | $267.49K | 0.607% |
| CAT Caterpillar Inc | +246 | – | $262.22K | 0.595% |
| INTC Intel Corp | +1,604 | – | $223.97K | 0.508% |
| DUK Duke Energy CORP | +1,180 | +46.6% | $149.36K | 1.07% |
| AAPL Apple Inc. | +508 | +3.4% | $147.00K | 10.07% |
| AMZN Amazon Com Inc | +497 | +11.0% | $118.45K | 2.72% |
| COST Costco Wholesale Corp | +117 | +28.5% | $109.43K | 1.12% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| PLTR Palantir Technologies Inc. | -1,424 | $208.30K | 0.638% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 15.3K | $4.44M | 10.07% | +508 | +3.4% | Added | 0% |
| 2 | WDC Western Digital Corp | Technology | 6,747 | $4.31M | 9.78% | +9 | +0.1% | Added | 0% |
| 3 | SNDK Sandisk Corp | Technology | 1,843 | $4.19M | 9.51% | -322 | -14.9% | Reduced | 0% |
| 4 | IAU Ishares Gold Trust | Others | 51.0K | $3.85M | 8.74% | +1,431 | +2.9% | Added | 0.01% |
| 5 | NVDA Nvidia Corp | Technology | 15.0K | $3.00M | 6.82% | -218 | -1.4% | Reduced | 0% |
| 6 | TXN Texas Instruments Inc | Technology | 6,643 | $1.98M | 4.49% | +32 | +0.5% | Added | 0% |
| 7 | IBM International Business Machines Corp | Technology | 6,045 | $1.70M | 3.86% | +1,658 | +37.8% | Added | 0% |
| 8 | GE General Electric Co | Industrials | 4,303 | $1.61M | 3.65% | +22 | +0.5% | Added | 0% |
| 9 | MSFT Microsoft Corp | Technology | 3,557 | $1.33M | 3.01% | +220 | +6.6% | Added | 0% |
| 10 | AMZN Amazon Com Inc | Consumer Discretionary | 5,029 | $1.20M | 2.72% | +497 | +11.0% | Added | 0% |
| 11 | JPM Jpmorgan Chase & Co | Financial Services | 3,630 | $1.19M | 2.7% | +155 | +4.5% | Added | 0% |
| 12 | GEV GE Vernova Inc. | Industrials | 970 | $1.14M | 2.59% | +15 | +1.6% | Added | 0% |
| 13 | NEE Nextera Energy Inc | Utilities | 12.0K | $1.05M | 2.38% | +121 | +1.0% | Added | 0% |
| 14 | GOOGL Alphabet Inc. | Technology | 2,885 | $1.03M | 2.34% | +303 | +11.7% | Added | 0% |
| 15 | JNJ Johnson & Johnson | Healthcare | 3,420 | $868.49K | 1.97% | +186 | +5.8% | Added | 0% |
Tip. Select a row to see that position’s full history at LifePlan Investment Advisors.
As of its Q2 2026 13F filing, LifePlan Investment Advisors, Inc.’s five largest positions were Apple Inc. (AAPL) at 10.1%, Western Digital Corp (WDC) at 9.8%, Sandisk Corp (SNDK) at 9.5%, Ishares Gold Trust (IAU) at 8.7%, Nvidia Corp (NVDA) at 6.8% of the reported portfolio.
LifePlan Investment Advisors, Inc. reported a 13F portfolio worth $44.06M across 43 positions for Q2 2026. That is up 34.9% from the previous quarter.
Its largest purchases by value were International Business Machines Corp ($466.27K), Lam Research Corp ($392.60K), Micron Technology Inc ($377.53K). It opened 5 new positions.
Its largest sales by value were Sandisk Corp ($732.14K), Palantir Technologies Inc. ($208.30K), Nvidia Corp ($43.62K). It exited 1 positions entirely.
From the Form 13F-HR reports LifePlan Investment Advisors, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.