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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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