Life Plan Financial, LLC Portfolio Holdings

Life Plan Financial, LLC

  • $126 Billion
  • Q3 2025

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 $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$2.83 Billion 2.24% of portfolio
5,463
Q3 2025 Reduced 3.0%
$237B
$2.17 Billion 1.72% of portfolio
9,166
Q3 2025 Added 4.63%
$1.65T
$2.08 Billion 1.64% of portfolio
8,538
Q3 2025 Reduced 3.08%
$2.39T
$1.22 Billion 0.96% of portfolio
5,536
Q3 2025 Added 2.05%
$279B
$1.21 Billion 0.96% of portfolio
11,699
Q3 2025 Reduced 0.81%
$291B
$1.04 Billion 0.82% of portfolio
2,171
Q3 2025 Added 148.68%
$224B
$924 Million 0.73% of portfolio
3,039
Q3 2025 Reduced 0.03%
$388B
$854 Million 0.68% of portfolio
5,279
Q3 2025 Reduced 1.33%
$4.3T
$846 Million 0.67% of portfolio
3,324
Q3 2025 Reduced 3.4%
$258B
$776 Million 0.61% of portfolio
4,636
Q3 2025 Reduced 8.16%
$490B
$732 Million 0.58% of portfolio
6,492
Q3 2025 Added 4.26%
$522B
$704 Million 0.56% of portfolio
3,798
Q3 2025 Reduced 3.97%
$235B
$595 Million 0.47% of portfolio
7,093
Q3 2025 New
$222B
$325 Million 0.26% of portfolio
670
Q3 2025 Reduced 1.18%

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $126 Billion
  • Prior Value $121 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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