Life Plan Financial, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $126 Billion distributed in 83 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Gold Trust with a value of $11.1B, Spdr Portfolio with a value of $9.48B, Consumer Staples Sector Spdr with a value of $7.79B, Select Sector Spdr Fd Material with a value of $5.88B, and Amplify ETF Tr Blackswan Growt with a value of $4.54B.
Examining the 13F form we can see an increase of $5.54B in the current position value, from $121B to 126B.
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
$126 Billion
ETFs: $66.6 Billion
Technology: $14.2 Billion
Healthcare: $6.68 Billion
Financial Services: $6.36 Billion
Consumer Cyclical: $5.63 Billion
Communication Services: $5.02 Billion
Industrials: $4.96 Billion
Consumer Defensive: $3.73 Billion
Other: $5.3 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
