Life Plan Investment Advisors, Inc. Portfolio Holdings

Life Plan Investment Advisors, Inc.

  • $238 Billion
  • Q3 2025

Life Plan Investment Advisors, Inc. has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $238 Billion distributed in 117 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $14.9B, Ishares Core U.S. Aggregate Bo with a value of $11.6B, Vanguard Growth ETF with a value of $7.97B, Goldman Sachs ETF Tr Marketbet with a value of $7.62B, and Vanguard Ftse Developed Market with a value of $6.61B.

Examining the 13F form we can see an increase of $37B in the current position value, from $201B to 238B.

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 $238 Billion
ETFs: $207 Billion
Technology: $12.8 Billion
Financial Services: $1.87 Billion
Consumer Cyclical: $1.81 Billion
Communication Services: $1.69 Billion
Healthcare: $1.53 Billion
Industrials: $1.48 Billion
Consumer Defensive: $970 Million
Other: $1.08 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$14.9 Billion 6.24% of portfolio
24,309
Q3 2025 Added 65.05%
$0
$11.6 Billion 4.87% of portfolio
115,887
Q3 2025 Added 3.79%
$0
$7.97 Billion 3.34% of portfolio
16,618
Q3 2025 Added 11.32%
$0
$7.62 Billion 3.2% of portfolio
82,497
Q3 2025 Added 10.96%
$0
$6.61 Billion 2.77% of portfolio
110,282
Q3 2025 Added 13.91%
$0
$6.52 Billion 2.74% of portfolio
98,982
Q3 2025 Added 51.44%
$0
$6.2 Billion 2.6% of portfolio
121,080
Q3 2025 Added 4.83%
$0
$5.82 Billion 2.44% of portfolio
174,340
Q3 2025 Reduced 3.13%
$0
$5.6 Billion 2.35% of portfolio
30,039
Q3 2025 Added 14.22%
$0
$5.53 Billion 2.32% of portfolio
26,480
Q3 2025 Added 2.71%
$65.3B
$5.13 Billion 2.15% of portfolio
70,456
Q3 2025 Added 2.7%
$0
$5.13 Billion 2.15% of portfolio
190,398
Q3 2025 Added 3.72%
$0
$4.96 Billion 2.08% of portfolio
7,409
Q3 2025 Reduced 3.42%
$0
$4.83 Billion 2.03% of portfolio
103,393
Q3 2025 Reduced 5.23%
$0
$4.55 Billion 1.91% of portfolio
90,842
Q3 2025 Added 5.57%
$0
$4.52 Billion 1.9% of portfolio
194,212
Q3 2025 Reduced 0.79%
$0
$4.44 Billion 1.86% of portfolio
25,455
Q3 2025 Added 4.65%
$0
$4.3 Billion 1.8% of portfolio
72,559
Q3 2025 Added 30.31%
$465B
$3.96 Billion 1.66% of portfolio
21,202
Q3 2025 Added 5.19%
$0
$3.93 Billion 1.65% of portfolio
13,372
Q3 2025 Reduced 0.79%
$0
$3.86 Billion 1.62% of portfolio
132,528
Q3 2025 Added 4.35%
$0
$3.74 Billion 1.57% of portfolio
89,493
Q3 2025 Added 40.52%
$0
$3.69 Billion 1.55% of portfolio
30,559
Q3 2025 Added 4.38%
$0
$3.58 Billion 1.5% of portfolio
37,564
Q3 2025 Added 5.61%
$4.3T
$3.57 Billion 1.5% of portfolio
14,018
Q3 2025 Reduced 1.02%
$0
$3.59 Billion 1.5% of portfolio
112,424
Q3 2025 Reduced 1.09%
$0
$3.45 Billion 1.45% of portfolio
17,746
Q3 2025 Reduced 8.29%
$0
$3.41 Billion 1.43% of portfolio
60,325
Q3 2025 Added 2.79%
$0
$3.32 Billion 1.39% of portfolio
16,082
Q3 2025 Added 18.94%
$0
$3.27 Billion 1.37% of portfolio
68,535
Q3 2025 Reduced 2.58%
$0
$3.23 Billion 1.36% of portfolio
47,648
Q3 2025 Added 1.42%
$0
$3.2 Billion 1.34% of portfolio
39,390
Q3 2025 Added 7.16%
$0
$3.19 Billion 1.34% of portfolio
147,901
Q3 2025 Added 11.54%
$0
$3.04 Billion 1.27% of portfolio
9,125
Q3 2025 Added 119.14%
$0
$3.01 Billion 1.26% of portfolio
73,112
Q3 2025 Added 2.79%
$0
$2.52 Billion 1.06% of portfolio
46,420
Q3 2025 Added 12.97%
$0
$2.49 Billion 1.05% of portfolio
31,082
Q3 2025 Added 71.36%
$0
$2.43 Billion 1.02% of portfolio
18,676
Q3 2025 Added 14.44%
$0
$2.17 Billion 0.91% of portfolio
21,098
Q3 2025 Added 26.91%
$0
$1.9 Billion 0.8% of portfolio
17,858
Q3 2025 Added 0.96%
$0
$1.73 Billion 0.73% of portfolio
34,969
Q3 2025 Added 19.16%
$0
$1.73 Billion 0.72% of portfolio
18,134
Q3 2025 Added 14.53%
$0
$1.65 Billion 0.69% of portfolio
20,945
Q3 2025 Added 18.12%
Blackrock ETF Trust
-
$1.63 Billion 0.68% of portfolio
-
Q3 2025 Added 40.12%
Blackrock ETF Trust
-
$1.61 Billion 0.67% of portfolio
-
Q3 2025 Added 260.43%
$3.78T
$1.56 Billion 0.65% of portfolio
3,012
Q3 2025 Added 2.59%
$0
$1.55 Billion 0.65% of portfolio
6,103
Q3 2025 Added 13.93%
$266B
$1.22 Billion 0.51% of portfolio
4,315
Q3 2025 Added 1.01%
$177B
$1.21 Billion 0.51% of portfolio
6,579
Q3 2025 Added 0.05%

Summary

  • Portfolio
  • No. of Stocks 117
  • Current Value $238 Billion
  • Prior Value $201 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 10 stocks
  • Additional Purchases 79 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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