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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$53B
$10.1 Billion 8.33% of portfolio
161,217
Q2 2025 Reduced 8.54%
$0
$8.93 Billion 7.4% of portfolio
93,718
Q2 2025 Reduced 1.35%
$0
$7.84 Billion 6.5% of portfolio
96,828
Q2 2025 Reduced 1.08%
$0
$5.46 Billion 4.52% of portfolio
62,181
Q2 2025 Added 4.22%
-
$4.32 Billion 3.58% of portfolio
-
Q2 2025 Reduced 1.54%
$0
$4.18 Billion 3.47% of portfolio
69,920
Q2 2025 Reduced 1.37%
$3.75T
$2.8 Billion 2.32% of portfolio
5,632
Q2 2025 Added 2.51%
$0
$2.61 Billion 2.16% of portfolio
111,739
Q2 2025 New
$0
$2.6 Billion 2.16% of portfolio
102,340
Q2 2025 Reduced 1.16%
$0
$2.59 Billion 2.15% of portfolio
106,728
Q2 2025 Reduced 1.05%
$0
$2.58 Billion 2.14% of portfolio
106,453
Q2 2025 Reduced 1.09%
$271B
$2.39 Billion 1.98% of portfolio
8,760
Q2 2025 Added 5.62%
$0
$2.23 Billion 1.85% of portfolio
26,271
Q2 2025 Reduced 2.34%
$0
$2.07 Billion 1.71% of portfolio
44,571
Q2 2025 Reduced 1.47%
$0
$2.06 Billion 1.71% of portfolio
46,919
Q2 2025 Reduced 1.26%
$118B
$2 Billion 1.66% of portfolio
22,955
Q2 2025 Added 0.77%
$0
$1.89 Billion 1.57% of portfolio
86,130
Q2 2025 Added 38.75%
$0
$1.73 Billion 1.44% of portfolio
37,643
Q2 2025 Reduced 0.89%
$0
$1.64 Billion 1.36% of portfolio
4,474
Q2 2025 Reduced 1.02%
$60.5B
$1.63 Billion 1.35% of portfolio
7,465
Q2 2025 Added 77.82%
$1.07T
$1.55 Billion 1.29% of portfolio
8,809
Q2 2025 Reduced 0.17%
$70.3B
$1.52 Billion 1.26% of portfolio
33,559
Q2 2025 Added 5.73%
$87.5B
$1.44 Billion 1.19% of portfolio
20,866
Q2 2025 Added 9.86%
$157B
$1.34 Billion 1.11% of portfolio
37,608
Q2 2025 Added 4.38%
$61.7B
$1.32 Billion 1.09% of portfolio
6,452
Q2 2025 Reduced 5.93%
$54.8B
$1.3 Billion 1.08% of portfolio
17,509
Q2 2025 Added 24.25%
$2.27T
$1.19 Billion 0.99% of portfolio
5,425
Q2 2025 Added 8.94%
$90.2B
$1.18 Billion 0.98% of portfolio
9,999
Q2 2025 Added 4.92%
$263B
$1.15 Billion 0.96% of portfolio
11,794
Q1 2025 Reduced 1.3%
$53.1B
$1.12 Billion 0.93% of portfolio
3,616
Q2 2025 Reduced 9.12%
$179B
$1.1 Billion 0.91% of portfolio
25,412
Q2 2025 Added 2.7%
$166B
$1.05 Billion 0.87% of portfolio
12,302
Q2 2025 Reduced 11.31%
$0
$1.03 Billion 0.86% of portfolio
3,691
Q2 2025 Reduced 1.13%
$0
$1.04 Billion 0.86% of portfolio
13,060
Q2 2025 Added 1.67%
$82.7B
$1.03 Billion 0.85% of portfolio
7,720
Q2 2025 Added 12.88%
$0
$1.03 Billion 0.85% of portfolio
42,234
Q2 2025 Added 1.31%
$92.7B
$972 Million 0.81% of portfolio
13,678
Q2 2025 Reduced 0.09%
$82.4B
$978 Million 0.81% of portfolio
3,353
Q2 2025 Added 111.55%
$10.6B
$954 Million 0.79% of portfolio
12,918
Q2 2025 Added 110.19%
$216B
$888 Million 0.74% of portfolio
3,040
Q2 2025 Reduced 2.09%
$51.4B
$881 Million 0.73% of portfolio
26,059
Q2 2025 Added 12.19%
$0
$827 Million 0.69% of portfolio
33,836
Q2 2025 Reduced 0.37%
$8.28B
$805 Million 0.67% of portfolio
24,052
Q2 2025 Reduced 30.62%
$0
$778 Million 0.64% of portfolio
12,161
Q2 2025 Reduced 0.33%
$223B
$759 Million 0.63% of portfolio
5,350
Q2 2025 Reduced 10.68%
$168B
$755 Million 0.63% of portfolio
4,126
Q2 2025 New
$215B
$737 Million 0.61% of portfolio
5,048
Q2 2025 Reduced 36.97%
$0
$734 Million 0.61% of portfolio
29,009
Q2 2025 Added 0.09%
$0
$720 Million 0.6% of portfolio
28,601
Q2 2025 Reduced 45.31%

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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