Life Plan Financial, LLC Portfolio Holdings

Life Plan Financial, LLC

  • $130 Billion
  • Q4 2025

Life Plan Financial, LLC has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $130 Billion distributed in 86 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Gold Trust with a value of $11.5B, Spdr Portfolio with a value of $9.52B, Consumer Staples Sector Spdr with a value of $8.01B, Select Sector Spdr Fd Material with a value of $6.24B, and Amplify ETF Tr Blackswan Growt with a value of $4.59B.

Examining the 13F form we can see an increase of $4.18B in the current position value, from $126B to 130B.

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 $130 Billion
ETFs: $67 Billion
Technology: $14.9 Billion
Healthcare: $7.15 Billion
Financial Services: $6.7 Billion
Consumer Cyclical: $5.97 Billion
Communication Services: $5.47 Billion
Industrials: $5.11 Billion
Consumer Defensive: $4.1 Billion
Other: $5.55 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$237B
$2.62 Billion 2.01% of portfolio
9,884
Q4 2025 Added 7.83%
$3.78T
$2.58 Billion 1.98% of portfolio
5,344
Q4 2025 Reduced 2.18%
$1.65T
$2.49 Billion 1.91% of portfolio
7,950
Q4 2025 Reduced 6.89%
$279B
$1.3 Billion 1.0% of portfolio
11,655
Q4 2025 Reduced 0.38%
$2.39T
$1.28 Billion 0.98% of portfolio
5,524
Q4 2025 Reduced 0.22%
$291B
$1.18 Billion 0.91% of portfolio
2,068
Q4 2025 Reduced 4.74%
$388B
$961 Million 0.74% of portfolio
4,488
Q4 2025 Reduced 14.98%
$4.3T
$882 Million 0.68% of portfolio
3,243
Q4 2025 Reduced 2.44%
$224B
$879 Million 0.67% of portfolio
2,875
Q4 2025 Reduced 5.4%
$258B
$827 Million 0.63% of portfolio
4,509
Q4 2025 Reduced 2.74%
$522B
$808 Million 0.62% of portfolio
3,904
Q4 2025 Added 2.79%
$235B
$751 Million 0.58% of portfolio
7,136
Q4 2025 Added 0.61%
$490B
$743 Million 0.57% of portfolio
6,178
Q4 2025 Reduced 4.84%
$306B
$453 Million 0.35% of portfolio
6,477
Q4 2025 New
$222B
$330 Million 0.25% of portfolio
570
Q4 2025 Reduced 14.93%

Summary

  • Portfolio
  • No. of Stocks 86
  • Current Value $130 Billion
  • Prior Value $126 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 20, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 5 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 52 stocks
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