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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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