LifePlan Financial, LLC ETF holdings
Mankato, MN
Reported $80.0M in 28 ETFs in its Form 13F for June 30, 2026.
ETF value
$80.0M
ETFs held
28
Change from prior quarter
+1.3%
With price moves
ETFs as a share of its 13F
56.0%
of $142.8M
Top 10 of 28 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPYG | State Street SPDR Portfolio S&P 500 Growth ETF | $10.8M | 90,592 | −2,738 shares |
| IAU | iShares Gold Trust | $9.9M | 131,129 | −4,327 shares |
| XLP | State Street Consumer Staples Select Sector SPDR ETF | $9.4M | 112,886 | +3,039 shares |
| XLB | State Street Materials Select Sector SPDR ETF | $7.6M | 149,110 | −688 shares |
| SWAN | Amplify BlackSwan Growth & Treasury Core ETF | $4.9M | 146,278 | −877 shares |
| VGIT | Vanguard Intermediate-Term Treasury ETF | $4.6M | 78,244 | +1,625 shares |
| IBDS | iShares iBonds Dec 2027 Term Corporate ETF | $2.9M | 120,053 | +2,929 shares |
| IBDT | iShares iBonds Dec 2028 Term Corporate ETF | $2.9M | 114,917 | +2,340 shares |
| IBDU | iShares iBonds Dec 2029 Term Corporate ETF | $2.9M | 125,028 | +2,491 shares |
| IBDV | iShares iBonds Dec 2030 Term Corporate ETF | $2.9M | 132,284 | +2,669 shares |
18 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001739485. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does LifePlan Financial, LLC own?
LifePlan Financial, LLC reported 28 ETF positions worth $80.0M in its Form 13F for June 30, 2026. The largest was SPYG, at $10.8M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.