Life Plan Financial, LLC Portfolio Holdings

Life Plan Financial, LLC

  • $121 Billion
  • Q2 2025

Life Plan Financial, LLC has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $121 Billion distributed in 89 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Gold Trust with a value of $10.1B, Spdr Portfolio with a value of $8.93B, Consumer Staples Sector Spdr with a value of $7.84B, Select Sector Spdr Fd Material with a value of $5.46B, and Amplify ETF Tr Blackswan Growt with a value of $4.32B.

Examining the 13F form we can see an increase of $6B in the current position value, from $115B to 121B.

Life Plan Financial, LLC is based out at Mankato, MN

Below you can find more details about Life Plan Financial, LLC portfolio as well as his latest detailed transactions.

Portfolio value $121 Billion
ETFs: $64.8 Billion
Technology: $13.1 Billion
Financial Services: $6.71 Billion
Healthcare: $6.05 Billion
Consumer Cyclical: $5.22 Billion
Communication Services: $4.64 Billion
Industrials: $4.49 Billion
Consumer Defensive: $3.76 Billion
Other: $5.27 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$4.32 Billion 3.58% of portfolio
-
Q2 2025 Reduced 1.54%
$3.8T
$2.8 Billion 2.32% of portfolio
5,632
Q2 2025 Added 2.51%
$242B
$2.39 Billion 1.98% of portfolio
8,760
Q2 2025 Added 5.62%
$126B
$2 Billion 1.66% of portfolio
22,955
Q2 2025 Added 0.77%
$79.4B
$1.93 Billion 1.6% of portfolio
26,009
Q2 2025 Added 12.73%
$58.3B
$1.63 Billion 1.35% of portfolio
7,465
Q2 2025 Added 77.82%
$1.5T
$1.55 Billion 1.29% of portfolio
8,809
Q2 2025 Reduced 0.17%
$73.7B
$1.52 Billion 1.26% of portfolio
33,559
Q2 2025 Added 5.73%
$97.1B
$1.44 Billion 1.19% of portfolio
20,866
Q2 2025 Added 9.86%
$143B
$1.34 Billion 1.11% of portfolio
37,608
Q2 2025 Added 4.38%
$60.8B
$1.32 Billion 1.09% of portfolio
6,452
Q2 2025 Reduced 5.93%
$50.8B
$1.3 Billion 1.08% of portfolio
17,509
Q2 2025 Added 24.25%
$2.36T
$1.19 Billion 0.99% of portfolio
5,425
Q2 2025 Added 8.94%
$93.2B
$1.18 Billion 0.98% of portfolio
9,999
Q2 2025 Added 4.92%
$283B
$1.15 Billion 0.96% of portfolio
11,794
Q1 2025 Reduced 1.3%
$53.1B
$1.12 Billion 0.93% of portfolio
3,616
Q2 2025 Reduced 9.12%
$197B
$1.05 Billion 0.87% of portfolio
12,302
Q2 2025 Reduced 11.31%
$77.5B
$1.03 Billion 0.85% of portfolio
7,720
Q2 2025 Added 12.88%
$91.1B
$972 Million 0.81% of portfolio
13,678
Q2 2025 Reduced 0.09%
$89.3B
$978 Million 0.81% of portfolio
3,353
Q2 2025 Added 111.55%
$10.2B
$954 Million 0.79% of portfolio
12,918
Q2 2025 Added 110.19%
$224B
$888 Million 0.74% of portfolio
3,040
Q2 2025 Reduced 2.09%
$49.3B
$881 Million 0.73% of portfolio
26,059
Q2 2025 Added 12.19%
$10.3B
$805 Million 0.67% of portfolio
24,052
Q2 2025 Reduced 30.62%
$257B
$759 Million 0.63% of portfolio
5,350
Q2 2025 Reduced 10.68%
$153B
$755 Million 0.63% of portfolio
4,126
Q2 2025 New
$233B
$737 Million 0.61% of portfolio
5,048
Q2 2025 Reduced 36.97%
$3.84T
$706 Million 0.59% of portfolio
3,441
Q2 2025 Added 45.56%
$480B
$671 Million 0.56% of portfolio
6,227
Q2 2025 Added 2.64%
$211B
$642 Million 0.53% of portfolio
22,190
Q2 2025 Reduced 2.07%
$141B
$624 Million 0.52% of portfolio
5,627
Q2 2025 Reduced 17.91%
$463B
$604 Million 0.5% of portfolio
3,955
Q2 2025 Reduced 1.03%
$31.5B
$578 Million 0.48% of portfolio
22,390
Q2 2025 Reduced 30.41%
$177B
$561 Million 0.46% of portfolio
1,064
Q2 2025 New
$91.8B
$540 Million 0.45% of portfolio
2,441
Q2 2025 Added 101.57%
$140B
$536 Million 0.44% of portfolio
2,714
Q2 2025 New
$36.3B
$536 Million 0.44% of portfolio
6,869
Q2 2025 Reduced 1.94%
$21.4B
$516 Million 0.43% of portfolio
3,169
Q2 2025 Reduced 11.51%
$94.3B
$472 Million 0.39% of portfolio
1,711
Q2 2025 Reduced 2.17%
$26.9B
$467 Million 0.39% of portfolio
7,403
Q2 2025 Reduced 37.96%
$13.6B
$417 Million 0.35% of portfolio
13,784
Q2 2025 Reduced 0.66%
$40.9B
$422 Million 0.35% of portfolio
4,276
Q2 2025 New
$58.4B
$407 Million 0.34% of portfolio
4,758
Q2 2025 Reduced 9.9%
$16.3B
$410 Million 0.34% of portfolio
6,367
Q2 2025 Reduced 0.93%
$34.2B
$416 Million 0.34% of portfolio
2,466
Q2 2025 Reduced 2.61%
$79.7B
$412 Million 0.34% of portfolio
979
Q2 2025 Reduced 6.58%
$186B
$399 Million 0.33% of portfolio
2,504
Q2 2025 Reduced 0.16%
$74B
$370 Million 0.31% of portfolio
3,501
Q2 2025 Reduced 25.24%
$15.7B
$359 Million 0.3% of portfolio
6,413
Q2 2025 Reduced 2.0%

Summary

  • Portfolio
  • No. of Stocks 89
  • Current Value $121 Billion
  • Prior Value $115 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 09, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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