LifePlan Investment Advisors, Inc. ETF holdings
Raleigh, NC
Reported $250.1M in 88 ETFs in its Form 13F for June 30, 2026.
ETF value
$250.1M
ETFs held
88
Change from prior quarter
+10.6%
With price moves
ETFs as a share of its 13F
86.1%
of $290.5M
Top 10 of 88 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $13.0M | 17,403 | +6,943 shares |
| AGG | iShares Core U.S. Aggregate Bond ETF | $11.8M | 119,048 | −175 shares |
| VOO | Vanguard S&P 500 ETF | $10.6M | 15,449 | +460 shares |
| VUG | Vanguard Morningstar Growth ETF | $10.5M | 122,424 | +102,775 shares |
| GSUS | Goldman Sachs MarketBeta US Equity ETF | $9.8M | 94,978 | −3,299 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $9.7M | 135,731 | +9,221 shares |
| IUSB | iShares Core Universal USD Bond ETF | $8.1M | 175,803 | +55,604 shares |
| VTV | Vanguard Morningstar Value ETF | $7.9M | 36,033 | +1,238 shares |
| VBR | Vanguard Morningstar Small-Cap Value ETF | $6.3M | 25,925 | −346 shares |
| SCHE | Schwab Emerging Markets Equity ETF | $6.3M | 173,074 | −3,283 shares |
78 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) 0002045484. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does LifePlan Investment Advisors, Inc. own?
LifePlan Investment Advisors, Inc. reported 88 ETF positions worth $250.1M in its Form 13F for June 30, 2026. The largest was IVV, at $13.0M.
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.