LifePlan Investment Advisors, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 11, 2026), LifePlan Investment Advisors, Inc. reported 131 stock positions worth $290.5 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 4.5% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 4.1%) and Vanguard S&P 500 ETF (VOO, 3.7%). Compared with Q1 2026, it opened 11 new positions, sold out of 2, added to 66 and reduced 49. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +66%) and the biggest sale iShares Intl Aggregate Bond (IAGG, shares −23%).
- Most Recent 13F
- Q2 2026
- Location
- RALEIGH, NC
- CIK
- 0002045484
- Portfolio Value
- $290.5M (Q2 2026)
- SEC Filing
- 0001214659-26-009887 ↗ filed Aug 11, 2026
Holdings Value
Holdings 131 stocks · $290.5M
| IVV iShares Core S&P 500 ETF | 4.49% | 17,403 | $13.0M | Add +66.4% |
| AGG iShares Core U.S. Aggregate | 4.06% | 119,048 | $11.8M | Reduce -0.1% |
| VOO Vanguard S&P 500 ETF | 3.65% | 15,449 | $10.6M | Add +3.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.63% | 122,424 | $10.5M | Add +3.8% |
| GSUS Goldman Sachs Marketbeta US | 3.37% | 94,978 | $9.8M | Reduce -3.4% |
| VEA Vanguard Ftse Developed ETF | 3.33% | 135,731 | $9.7M | Add +7.3% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 2.79% | 175,803 | $8.1M | Add +46.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.70% | 36,033 | $7.9M | Add +3.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 2.17% | 25,925 | $6.3M | Reduce -1.3% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 2.16% | 173,074 | $6.3M | Reduce -1.9% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 1.83% | 14,562 | $5.3M | Reduce -2.1% |
| IAGG iShares Intl Aggregate Bond | 1.82% | 104,740 | $5.3M | Reduce -22.5% |
| SCHP Schwab U.S. Tips ETF | 1.79% | 196,586 | $5.2M | Reduce -4.1% |
| SCHF Schwab Intl Equity ETF | 1.74% | 182,499 | $5.1M | Reduce -2.0% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 1.68% | 24,692 | $4.9M | Reduce -0.8% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.61% | 92,314 | $4.7M | Reduce -12.3% |
| IVW iShares S&P 500 Growth ETF | 1.59% | 33,691 | $4.6M | Reduce -3.3% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 1.59% | 67,964 | $4.6M | Add +1.9% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 1.55% | 14,701 | $4.5M | Reduce -1.2% |
| SCHV Schwab US Large-Cap Value | 1.55% | 129,069 | $4.5M | Reduce -0.8% |
| AAPL Apple Inc. | 1.53% | 15,333 | $4.4M | Add +3.4% |
| GCOR Goldman Sachs Access US Agg | 1.53% | 107,765 | $4.4M | Reduce -0.7% |
| WDC Western Digital Corp. | 1.48% | 6,747 | $4.3M | Add +0.1% |
| IEMG iShares Core MSCI Emerging | 1.48% | 51,846 | $4.3M | Reduce -24.4% |
| SNDK Sandisk Corp. | 1.44% | 1,843 | $4.2M | Reduce -14.9% |
| SCHG Schwab US Large-Cap Growth | 1.36% | 117,166 | $4.0M | Reduce -0.8% |
| GSIE Goldman Sachs Activebeta Int | 1.33% | 84,703 | $3.9M | Add +2.5% |
| IAU iShares Gold Trust | 1.33% | 50,998 | $3.9M | Add +2.9% |
| IVE iShares S&P 500 Value ETF | 1.32% | 16,913 | $3.8M | Reduce -20.4% |
| SCHH Schwab US REIT ETF | 1.22% | 149,269 | $3.5M | Reduce -0.9% |
| FUTY Fidelity MSCI US Utilities | 1.19% | 59,173 | $3.5M | Reduce -0.1% |
| VWO Vanguard Ftse Emerging Marke | 1.18% | 57,400 | $3.4M | Add +4.0% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 1.18% | 42,769 | $3.4M | Reduce -0.0% |
| EMB iShares JP Morgan Usd Emergi | 1.17% | 35,216 | $3.4M | Reduce -0.1% |
| VNQI Vanguard GLBL Ex-US Real Est | 1.10% | 71,578 | $3.2M | Add +0.5% |
| GSLC Goldman Activebeta US LC ETF | 1.04% | 21,266 | $3.0M | Reduce -10.4% |
| NVDA Nvidia Corp. | 1.03% | 15,015 | $3.0M | Reduce -1.4% |
| GOVT iShares US Treasury Bond ETF | 0.97% | 123,180 | $2.8M | Add +37.2% |
| EFG iShares MSCI Eafe Growth ETF | 0.90% | 20,936 | $2.6M | Add +6.5% |
| MBB iShares MBS ETF | 0.89% | 27,229 | $2.6M | Add +27.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.79% | 7,611 | $2.3M | Add +4.1% |
| BAI Ishrs AI in and Tech Act ETF | 0.78% | 42,949 | $2.3M | Reduce -22.0% |
| MUB iShares National Muni Bond E | 0.78% | 21,028 | $2.3M | Add +14.7% |
| BNDX Vanguard Total Intl Bond ETF | 0.77% | 45,913 | $2.2M | Add +1.6% |
| BSV Vanguard Short-Term Bond ETF | 0.72% | 26,777 | $2.1M | Add +1.2% |
| TXN Texas Instruments Inc. | 0.68% | 6,643 | $2.0M | Add +0.5% |
| MTUM iShares MSCI USA Momentum Fa | 0.64% | 5,464 | $1.9M | Reduce -27.5% |
| BLCR iShares LRG CP CR Act ETF-Ui | 0.61% | 35,252 | $1.8M | Add +9.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.59% | 6,045 | $1.7M | Add +37.8% |
| TLH iShares 10-20 Year Treasury | 0.58% | 16,866 | $1.7M | Reduce -7.7% |
| EFV iShares MSCI Eafe Value ETF | 0.55% | 21,008 | $1.6M | Reduce -53.4% |
| GE General Electric filed as GE AEROSPACE | 0.55% | 4,303 | $1.6M | Add +0.5% |
| CORO Ish Intl CTRY Rot Act ETF | 0.54% | 42,893 | $1.6M | New |
| AGEM Abrdn Emerg MRKT DVD Act | 0.54% | 31,639 | $1.6M | Reduce -0.7% |
| IDEV iShares Core MSCI Dev MKTS | 0.52% | 17,124 | $1.5M | Reduce -7.4% |
| IDEF Ishars Def Ind TC Ac ETF-Ui | 0.51% | 46,825 | $1.5M | Add +14.9% |
| IALT Ishrs SYS Alt Act ETF | 0.49% | 51,199 | $1.4M | New |
| GEM Goldman Sachs Activebeta Em | 0.49% | 27,567 | $1.4M | Reduce -5.1% |
| GGUS Goldman SS MB RL 1000 GE ETF | 0.47% | 20,116 | $1.4M | Add +0.2% |
| THRO iShares U.S. Thematic Rotati | 0.47% | 31,549 | $1.4M | Reduce -35.6% |
| MSFT Microsoft Corp. | 0.46% | 3,557 | $1.3M | Add +6.6% |
| GIGB Goldman Sachs Inv GRD Corp. | 0.43% | 27,327 | $1.3M | Add +5.7% |
| AMZN Amazon.com Inc. | 0.41% | 5,029 | $1.2M | Add +11.0% |
| JPM JPMorgan Chase & Co. | 0.41% | 3,630 | $1.2M | Add +4.5% |
| GSID Goldman Sachs Marketbeta Int | 0.40% | 15,542 | $1.2M | Add +5.0% |
| GEV GE Vernova Inc. | 0.39% | 970 | $1.1M | Add +1.6% |
| EAGG iShares ESG Aware US Aggrega | 0.38% | 23,199 | $1.1M | Add +1.9% |
| LCTU iShares U.S. Carbon Transiti | 0.37% | 13,448 | $1.1M | Reduce -11.3% |
| NEE Nextera Energy Inc. | 0.36% | 11,969 | $1.1M | Add +1.0% |
| VMBS Vanguard Mortgage-Backed Sec | 0.36% | 22,052 | $1.0M | Add +1.0% |
| GOOGL Alphabet Inc. Class A | 0.35% | 2,885 | $1.0M | Add +11.7% |
| BIV Vanguard Intermediate-Term B | 0.34% | 13,032 | $1000K | Add +1.1% |
| BLV Vanguard Long-Term Bond ETF | 0.33% | 13,910 | $959K | Add +1.1% |
| ESGU iShares ESG Aware MSCI USA | 0.31% | 5,498 | $900K | Reduce -4.9% |
| JNJ Johnson & Johnson | 0.30% | 3,420 | $868K | Add +5.8% |
| GSSC Goldman Sachs Activebeta US | 0.30% | 9,498 | $867K | Reduce -0.5% |
| LMUB iShares LT National Muni BD | 0.30% | 16,787 | $860K | Add +22.0% |
| QUAL iShares MSCI USA Quality Fac | 0.29% | 3,849 | $845K | Reduce -70.3% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.27% | 5,535 | $788K | Reduce -8.1% |
| SUSC iShares ESG Aware Usd Corpor | 0.27% | 33,753 | $781K | Reduce -34.3% |
| AVGO Broadcom Inc. | 0.27% | 2,053 | $776K | Add +13.1% |
| XOM Exxon Mobil Corp. | 0.26% | 5,621 | $769K | Add +4.2% |
| ABBV Abbvie Inc. | 0.26% | 3,021 | $760K | Add +2.4% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.24% | 13,197 | $691K | Reduce -27.4% |
| AMD Advanced Micro Devices | 0.24% | 1,180 | $685K | Add +1.7% |
| SFLR Innovator Eqty MGD Floor ETF | 0.21% | 16,001 | $617K | New |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.21% | 23,067 | $605K | Add +8.2% |
| USXF iShares ESG Advance MSCI USA | 0.20% | 8,405 | $584K | Reduce -9.6% |
| TSLA Tesla Inc. | 0.20% | 1,369 | $576K | Add +9.1% |
| GTIP Goldman Sachs Access Inflati | 0.19% | 11,200 | $547K | Add +3.8% |
| META Meta Platforms Inc. Class A | 0.19% | 959 | $540K | Add +8.0% |
| IWY iShares Russell Top 200 Grow | 0.18% | 1,802 | $524K | Add +6.7% |
| SYSB iShares Systematic Bond ETF | 0.18% | 5,878 | $522K | Add +46.6% |
| SCNM Sterling Cap Natl MB ETF | 0.18% | 20,521 | $516K | Add +0.9% |
| COST Costco Wholesale Corp. | 0.17% | 527 | $493K | Add +28.5% |
| WMT Walmart Inc. | 0.17% | 4,296 | $487K | Add +8.0% |
| LLY Eli Lilly & Co. | 0.17% | 405 | $485K | Add +8.6% |
| DUK Duke Energy Corp. | 0.16% | 3,710 | $470K | Add +46.6% |
| VTIP Vanguard Short-Term Tips | 0.16% | 9,078 | $456K | Add +3.0% |
| IWP iShares Russell Mid-Cap Grow | 0.16% | 3,086 | $452K | Add +2.9% |
Portfolio Sells Q1 2026 → Q2 2026
| IAGG iShares Intl Aggregate Bond | Reduce -22.5% | 1.82% | −0.83 |
| EFV iShares MSCI Eafe Value ETF | Reduce -53.4% | 0.55% | −0.76 |
| QUAL iShares MSCI USA Quality Fac | Reduce -70.3% | 0.29% | −0.69 |
| AGG iShares Core U.S. Aggregate | Reduce -0.1% | 4.06% | −0.59 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -12.3% | 1.61% | −0.46 |
| IVE iShares S&P 500 Value ETF | Reduce -20.4% | 1.32% | −0.44 |
| IEMG iShares Core MSCI Emerging | Reduce -24.4% | 1.48% | −0.40 |
| SCHP Schwab U.S. Tips ETF | Reduce -4.1% | 1.79% | −0.35 |
| GCOR Goldman Sachs Access US Agg | Reduce -0.7% | 1.53% | −0.24 |
| THRO iShares U.S. Thematic Rotati | Reduce -35.6% | 0.47% | −0.23 |
| SUSC iShares ESG Aware Usd Corpor | Reduce -34.3% | 0.27% | −0.20 |
| FUTY Fidelity MSCI US Utilities | Reduce -0.1% | 1.19% | −0.19 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -0.0% | 1.18% | −0.16 |
| TLH iShares 10-20 Year Treasury | Reduce -7.7% | 0.58% | −0.14 |
| BINC iShares Flex I A ETF-Usd Inc. | Reduce -27.4% | 0.24% | −0.13 |
| EMB iShares JP Morgan Usd Emergi | Reduce -0.1% | 1.17% | −0.13 |
| GSLC Goldman Activebeta US LC ETF | Reduce -10.4% | 1.04% | −0.13 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -0.8% | 1.68% | −0.12 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -1.9% | 2.16% | −0.12 |
| GSUS Goldman Sachs Marketbeta US | Reduce -3.4% | 3.37% | −0.09 |
| ESGD iShares Trust iShares ESG Aw | Sold out | 0.00% | −0.09 |
| IDEV iShares Core MSCI Dev MKTS | Reduce -7.4% | 0.52% | −0.08 |
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −0.08 |
| EUSB Ishr ESG Advn Universal BD-$ | Reduce -45.6% | 0.07% | −0.08 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -1.3% | 2.17% | −0.07 |
| SCHF Schwab Intl Equity ETF | Reduce -2.0% | 1.74% | −0.07 |
| MTUM iShares MSCI USA Momentum Fa | Reduce -27.5% | 0.64% | −0.07 |
| SCHH Schwab US REIT ETF | Reduce -0.9% | 1.22% | −0.05 |
| LCTU iShares U.S. Carbon Transiti | Reduce -11.3% | 0.37% | −0.05 |
| ESGE iShares Inc. iShares ESG Awar | Reduce -28.2% | 0.14% | −0.04 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -6.9% | 0.14% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -17.2% | 0.07% | −0.03 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -8.1% | 0.27% | −0.02 |
| HD Home Depot Inc. | Reduce -5.9% | 0.11% | −0.02 |
| SCHV Schwab US Large-Cap Value | Reduce -0.8% | 1.55% | −0.01 |
| ESGU iShares ESG Aware MSCI USA | Reduce -4.9% | 0.31% | −0.01 |
| NVDA Nvidia Corp. | Reduce -1.4% | 1.03% | −0.01 |
| DMXF iShares ESG Advanc MSCI Eafe | Reduce -5.4% | 0.11% | −0.01 |
| EVUS iShares ESG Aw MSCI US Value | Reduce -2.1% | 0.12% | −0.01 |
| IWS iShares Russell Mid-Cap Valu | Reduce -0.4% | 0.12% | −0.00 |
| USXF iShares ESG Advance MSCI USA | Reduce -9.6% | 0.20% | −0.00 |
| GEM Goldman Sachs Activebeta Em | Reduce -5.1% | 0.49% | +0.00 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -4.3% | 0.09% | +0.01 |
| SCHG Schwab US Large-Cap Growth | Reduce -0.8% | 1.36% | +0.01 |
| GSSC Goldman Sachs Activebeta US | Reduce -0.5% | 0.30% | +0.02 |
| AGEM Abrdn Emerg MRKT DVD Act | Reduce -0.7% | 0.54% | +0.03 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -1.2% | 1.55% | +0.04 |
| IVW iShares S&P 500 Growth ETF | Reduce -3.3% | 1.59% | +0.05 |
| BAI Ishrs AI in and Tech Act ETF | Reduce -22.0% | 0.78% | +0.07 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -2.1% | 1.83% | +0.07 |
Portfolio Buys Q1 2026 → Q2 2026
| IVV iShares Core S&P 500 ETF | Add +66.4% | 4.49% | +1.80 |
| WDC Western Digital Corp. | Add +0.1% | 1.48% | +0.77 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +46.3% | 2.79% | +0.61 |
| CORO Ish Intl CTRY Rot Act ETF | New | 0.54% | +0.54 |
| IALT Ishrs SYS Alt Act ETF | New | 0.49% | +0.49 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +3.8% | 3.63% | +0.26 |
| SFLR Innovator Eqty MGD Floor ETF | New | 0.21% | +0.21 |
| TXN Texas Instruments Inc. | Add +0.5% | 0.68% | +0.18 |
| IBM Intl Business Machines Corp. | Add +37.8% | 0.59% | +0.17 |
| GOVT iShares US Treasury Bond ETF | Add +37.2% | 0.97% | +0.16 |
| VEA Vanguard Ftse Developed ETF | Add +7.3% | 3.33% | +0.14 |
| AMD Advanced Micro Devices | Add +1.7% | 0.24% | +0.14 |
| SUSB iShares ESG Aware 1-5 Year U | New | 0.14% | +0.14 |
| LRCX Lam Research Corp. | New | 0.14% | +0.14 |
| VOO Vanguard S&P 500 ETF | Add +3.1% | 3.65% | +0.13 |
| MU Micron Technology Inc. | New | 0.13% | +0.13 |
| STIP iShares 0-5 Year Tips Bond E | New | 0.12% | +0.12 |
| BLCR iShares LRG CP CR Act ETF-Ui | Add +9.7% | 0.61% | +0.09 |
| DAL Delta Air Lines Inc. | New | 0.09% | +0.09 |
| GGOV iShares Global GB Usd Ha ETF | New | 0.09% | +0.09 |
| CAT Caterpillar Inc. | New | 0.09% | +0.09 |
| MBB iShares MBS ETF | Add +27.7% | 0.89% | +0.09 |
| INTC Intel Corp. | New | 0.08% | +0.08 |
| GE General Electric | Add +0.5% | 0.55% | +0.08 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +1.9% | 1.59% | +0.07 |
| GEV GE Vernova Inc. | Add +1.6% | 0.39% | +0.06 |
| GOOGL Alphabet Inc. Class A | Add +11.7% | 0.35% | +0.06 |
| AAPL Apple Inc. | Add +3.4% | 1.53% | +0.05 |
| AVGO Broadcom Inc. | Add +13.1% | 0.27% | +0.05 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +4.1% | 0.79% | +0.04 |
| AMZN Amazon.com Inc. | Add +11.0% | 0.41% | +0.04 |
| SYSB iShares Systematic Bond ETF | Add +46.6% | 0.18% | +0.04 |
| CSCO Cisco Systems Inc. | Add +1.4% | 0.15% | +0.04 |
| EFG iShares MSCI Eafe Growth ETF | Add +6.5% | 0.90% | +0.04 |
| LLY Eli Lilly & Co. | Add +8.6% | 0.17% | +0.03 |
| DUK Duke Energy Corp. | Add +46.6% | 0.16% | +0.03 |
| GOOG Alphabet Inc. Class C | Add +14.2% | 0.15% | +0.03 |
| LMUB iShares LT National Muni BD | Add +22.0% | 0.30% | +0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +3.6% | 2.70% | +0.02 |
| IWY iShares Russell Top 200 Grow | Add +6.7% | 0.18% | +0.02 |
| GGUS Goldman SS MB RL 1000 GE ETF | Add +0.2% | 0.47% | +0.01 |
| TSLA Tesla Inc. | Add +9.1% | 0.20% | +0.01 |
| MUB iShares National Muni Bond E | Add +14.7% | 0.78% | +0.01 |
| ABBV Abbvie Inc. | Add +2.4% | 0.26% | +0.01 |
| COST Costco Wholesale Corp. | Add +28.5% | 0.17% | +0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +4.0% | 1.18% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +4.5% | 0.41% | +0.01 |
| IWX iShares Russell Top 200 Valu | Add +7.3% | 0.11% | +0.01 |
| GS Goldman Sachs Group Inc. | Add +1.2% | 0.09% | +0.00 |
| IWP iShares Russell Mid-Cap Grow | Add +2.9% | 0.16% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 131 | $290.5M | IVV, AGG, VOO, VUG, GSUS |
| Q1 2026 | 122 | $254.5M | AGG, VOO, GSUS, VUG, VEA |
| Q4 2025 | 116 | $245.5M | AGG, VOO, GSUS, VUG, VEA |
| Q3 2025 | 112 | $238.4M | VOO, AGG, VUG, GSUS, VEA |
| Q2 2025 | 105 | $201.4M | AGG, VOO, VUG, GSUS, IAGG |
| Q1 2025 | 100 | $173.9M | AGG, VOO, IVV, SCHE, IUSB |
| Q4 2024 | 97 | $161.7M | AGG, VOO, IVV, VBR, SCHE |
| Q3 2024 | 93 | $156.4M | AGG, VOO, IVV, SCHE, VBR |
| Q2 2024 | 84 | $138.8M | AGG, VOO, IVV, SCHE, IAGG |
| Q1 2024 | 81 | $125.5M | AGG, VOO, IVV, VBR, SCHE |