Life Plan Investment Advisors, Inc. Portfolio Holdings

Life Plan Investment Advisors, Inc.

  • $201 Billion
  • Q2 2025

Life Plan Investment Advisors, Inc. has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $201 Billion distributed in 108 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $11.1B, Vanguard Index Fds S&P 500 ETF with a value of $8.37B, Vanguard Growth ETF with a value of $6.54B, Goldman Sachs ETF Tr Marketbet with a value of $6.36B, and Ishares Tr Core Intl Aggregate with a value of $5.9B.

Examining the 13F form we can see an increase of $27.5B in the current position value, from $174B to 201B.

Life Plan Investment Advisors, Inc. is based out at Raleigh, NC

Below you can find more details about Life Plan Investment Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $201 Billion
ETFs: $176 Billion
Technology: $11.2 Billion
Consumer Cyclical: $1.57 Billion
Financial Services: $1.46 Billion
Communication Services: $1.23 Billion
Healthcare: $1.18 Billion
Industrials: $1.04 Billion
Consumer Defensive: $991 Million
Other: $947 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$11.1 Billion 5.5% of portfolio
111,656
Q2 2025 Added 1.14%
$0
$8.37 Billion 4.15% of portfolio
14,728
Q2 2025 Reduced 12.55%
$0
$6.54 Billion 3.25% of portfolio
14,928
Q2 2025 Added 22.46%
$0
$6.36 Billion 3.16% of portfolio
74,348
Q2 2025 Added 36.74%
$0
$5.9 Billion 2.93% of portfolio
115,504
Q2 2025 Added 19.48%
$0
$5.52 Billion 2.74% of portfolio
96,812
Q2 2025 Added 12.02%
$0
$5.42 Billion 2.69% of portfolio
179,966
Q2 2025 Reduced 1.37%
$0
$5.03 Billion 2.5% of portfolio
25,782
Q2 2025 Added 0.24%
$0
$5.04 Billion 2.5% of portfolio
109,099
Q2 2025 Added 1.91%
$0
$4.9 Billion 2.43% of portfolio
183,574
Q2 2025 Added 0.84%
$0
$4.76 Billion 2.37% of portfolio
7,671
Q2 2025 Reduced 31.37%
$0
$4.65 Billion 2.31% of portfolio
26,300
Q2 2025 Added 20.84%
$0
$4.33 Billion 2.15% of portfolio
195,749
Q2 2025 Reduced 1.31%
$53.5B
$4.28 Billion 2.12% of portfolio
68,602
Q2 2025 Reduced 5.6%
$0
$4.22 Billion 2.09% of portfolio
86,045
Q2 2025 Added 0.58%
$0
$4.07 Billion 2.02% of portfolio
14,681
Q2 2025 Reduced 0.35%
$0
$3.92 Billion 1.95% of portfolio
65,360
Q2 2025 Added 45.81%
$0
$3.83 Billion 1.9% of portfolio
13,479
Q2 2025 Reduced 1.06%
$0
$3.54 Billion 1.76% of portfolio
19,351
Q2 2025 Added 8.69%
$0
$3.51 Billion 1.75% of portfolio
127,005
Q2 2025 Reduced 0.4%
$0
$3.32 Billion 1.65% of portfolio
113,664
Q2 2025 Reduced 0.96%
$0
$3.29 Billion 1.64% of portfolio
35,570
Q2 2025 Added 1.04%
$0
$3.25 Billion 1.61% of portfolio
70,347
Q2 2025 Reduced 1.55%
$0
$3.22 Billion 1.6% of portfolio
29,277
Q2 2025 Reduced 2.7%
$456B
$3.18 Billion 1.58% of portfolio
20,156
Q2 2025 Added 84.41%
$0
$3.09 Billion 1.53% of portfolio
58,687
Q2 2025 Reduced 0.93%
$0
$3.03 Billion 1.51% of portfolio
55,682
Q2 2025 Added 7.55%
$0
$2.98 Billion 1.48% of portfolio
46,983
Q2 2025 Added 44.26%
$0
$2.96 Billion 1.47% of portfolio
36,758
Q2 2025 Reduced 0.75%
$3.69T
$2.91 Billion 1.44% of portfolio
14,163
Q2 2025 Added 64.4%
$0
$2.82 Billion 1.4% of portfolio
71,126
Q2 2025 Added 36.3%
$0
$2.81 Billion 1.39% of portfolio
132,596
Q2 2025 Added 0.26%
$0
$2.64 Billion 1.31% of portfolio
13,521
Q2 2025 Added 18.82%
$0
$2.63 Billion 1.31% of portfolio
63,687
Q2 2025 Added 123.89%
$0
$2.03 Billion 1.01% of portfolio
41,089
Q2 2025 Added 14.33%
$0
$1.98 Billion 0.98% of portfolio
16,319
Q2 2025 Added 42.2%
$0
$1.85 Billion 0.92% of portfolio
17,688
Q2 2025 Added 6.27%
$0
$1.69 Billion 0.84% of portfolio
16,625
Q2 2025 Added 52.61%
$0
$1.49 Billion 0.74% of portfolio
15,833
Q2 2025 Added 15.51%
$3.95T
$1.46 Billion 0.73% of portfolio
2,936
Q2 2025 Reduced 5.01%
$0
$1.45 Billion 0.72% of portfolio
12,931
Q2 2025 Added 6.15%
$0
$1.45 Billion 0.72% of portfolio
29,347
Q2 2025 Added 3.48%
$0
$1.4 Billion 0.69% of portfolio
17,732
Q2 2025 Added 3.42%
$0
$1.38 Billion 0.68% of portfolio
18,138
Q2 2025 Reduced 8.64%
$177B
$1.37 Billion 0.68% of portfolio
6,576
Q2 2025 Reduced 2.88%
$0
$1.27 Billion 0.63% of portfolio
4,164
Q2 2025 Added 52.08%
$0
$1.27 Billion 0.63% of portfolio
5,357
Q2 2025 Added 30.18%
$210B
$1.26 Billion 0.63% of portfolio
4,272
Q2 2025 Reduced 0.07%
$0
$1.09 Billion 0.54% of portfolio
6,280
Q2 2025 Reduced 3.49%

Summary

  • Portfolio
  • No. of Stocks 108
  • Current Value $201 Billion
  • Prior Value $174 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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