LifePlan Investment Advisors, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), LifePlan Investment Advisors, Inc. reported 122 stock positions worth $254.5 million. Its top holding was iShares Core U.S. Aggregate (AGG) at 4.7% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 3.5%) and Goldman Sachs Marketbeta US (GSUS, 3.5%). Compared with Q4 2025, it opened 14 new positions, sold out of 8, added to 59 and reduced 45. The biggest buy was a new position in Western Digital (WDC) and the biggest sale an exit from iShares S&P 100 ETF (OEF).
- Most Recent 13F
- Q2 2026
- Location
- RALEIGH, NC
- CIK
- 0002045484
- Portfolio Value
- $254.5M (Q1 2026)
- SEC Filing
- 0001214659-26-006150 ↗ filed May 14, 2026
Holdings Value
Holdings 122 stocks · $254.5M
| AGG iShares Core U.S. Aggregate | 4.65% | 119,223 | $11.8M | Reduce -0.8% |
| VOO Vanguard S&P 500 ETF | 3.52% | 14,989 | $9.0M | Reduce -7.3% |
| GSUS Goldman Sachs Marketbeta US | 3.46% | 98,277 | $8.8M | Add +2.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.37% | 19,649 | $8.6M | Add +8.2% |
| VEA Vanguard Ftse Developed ETF | 3.19% | 126,510 | $8.1M | Add +3.9% |
| IVV iShares Core S&P 500 ETF | 2.68% | 10,460 | $6.8M | Add +35.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.68% | 34,795 | $6.8M | Add +4.4% |
| IAGG iShares Intl Aggregate Bond | 2.66% | 135,167 | $6.8M | Add +7.7% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 2.28% | 176,357 | $5.8M | Add +0.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 2.24% | 26,271 | $5.7M | Reduce -2.4% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 2.18% | 120,199 | $5.6M | Add +10.3% |
| SCHP Schwab U.S. Tips ETF | 2.14% | 204,939 | $5.5M | Add +4.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 2.06% | 105,289 | $5.3M | Add +14.5% |
| IEMG iShares Core MSCI Emerging | 1.88% | 68,541 | $4.8M | Add +2.5% |
| SCHF Schwab Intl Equity ETF | 1.81% | 186,203 | $4.6M | Reduce -4.6% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 1.80% | 24,899 | $4.6M | Reduce -3.6% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 1.77% | 14,876 | $4.5M | Reduce -1.8% |
| GCOR Goldman Sachs Access US Agg | 1.76% | 108,557 | $4.5M | Add +12.3% |
| IVE iShares S&P 500 Value ETF | 1.76% | 21,242 | $4.5M | Add +23.7% |
| IAU iShares Gold Trust | 1.72% | 49,567 | $4.4M | Reduce -28.5% |
| SCHV Schwab US Large-Cap Value | 1.56% | 130,164 | $4.0M | Reduce -3.4% |
| IVW iShares S&P 500 Growth ETF | 1.55% | 34,832 | $3.9M | Add +9.9% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 1.53% | 66,711 | $3.9M | Reduce -11.5% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 1.51% | 14,884 | $3.8M | Add +8.9% |
| AAPL Apple Inc. | 1.48% | 14,825 | $3.8M | Add +2.0% |
| GSIE Goldman Sachs Activebeta Int | 1.40% | 82,632 | $3.6M | Add +10.5% |
| FUTY Fidelity MSCI US Utilities | 1.38% | 59,262 | $3.5M | Reduce -2.9% |
| SCHG Schwab US Large-Cap Growth | 1.35% | 118,155 | $3.4M | Add +4.8% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 1.34% | 42,782 | $3.4M | Add +5.6% |
| EFV iShares MSCI Eafe Value ETF | 1.32% | 45,044 | $3.3M | Reduce -9.7% |
| EMB iShares JP Morgan Usd Emergi | 1.30% | 35,251 | $3.3M | Reduce -8.6% |
| SCHH Schwab US REIT ETF | 1.27% | 150,569 | $3.2M | Reduce -1.1% |
| VNQI Vanguard GLBL Ex-US Real Est | 1.24% | 71,256 | $3.2M | Add +2.5% |
| VWO Vanguard Ftse Emerging Marke | 1.17% | 55,171 | $3.0M | Add +5.8% |
| GSLC Goldman Activebeta US LC ETF | 1.17% | 23,733 | $3.0M | Add +13.9% |
| NVDA Nvidia Corp. | 1.04% | 15,233 | $2.7M | Add +21.0% |
| QUAL iShares MSCI USA Quality Fac | 0.98% | 12,948 | $2.5M | Reduce -36.0% |
| EFG iShares MSCI Eafe Growth ETF | 0.86% | 19,657 | $2.2M | Add +356.9% |
| BNDX Vanguard Total Intl Bond ETF | 0.85% | 45,200 | $2.2M | Add +16.2% |
| BSV Vanguard Short-Term Bond ETF | 0.82% | 26,468 | $2.1M | Add +12.9% |
| GOVT iShares US Treasury Bond ETF | 0.81% | 89,772 | $2.1M | Add +509.3% |
| MBB iShares MBS ETF | 0.80% | 21,330 | $2.0M | Add +10.4% |
| MUB iShares National Muni Bond E | 0.76% | 18,339 | $1.9M | Reduce -3.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.75% | 7,309 | $1.9M | Add +6.4% |
| TLH iShares 10-20 Year Treasury | 0.72% | 18,267 | $1.8M | Reduce -17.0% |
| WDC Western Digital Corp. | 0.72% | 6,738 | $1.8M | New |
| BAI Ishrs AI in and Tech Act ETF | 0.71% | 55,080 | $1.8M | Add +14.3% |
| MTUM iShares MSCI USA Momentum Fa | 0.71% | 7,534 | $1.8M | Add +54.5% |
| THRO iShares U.S. Thematic Rotati | 0.70% | 48,959 | $1.8M | Add +9.8% |
| IDEV iShares Core MSCI Dev MKTS | 0.61% | 18,494 | $1.5M | Reduce -9.0% |
| SNDK Sandisk Corp. | 0.54% | 2,165 | $1.4M | New |
| IDEF Ishars Def Ind TC Ac ETF-Ui | 0.52% | 40,736 | $1.3M | New |
| BLCR iShares LRG CP CR Act ETF-Ui | 0.52% | 32,144 | $1.3M | New |
| AGEM Abrdn Emerg MRKT DVD Act | 0.51% | 31,845 | $1.3M | Reduce -50.1% |
| TXN Texas Instruments Inc. | 0.50% | 6,611 | $1.3M | Reduce -0.1% |
| GEM Goldman Sachs Activebeta Em | 0.49% | 29,037 | $1.3M | Add +6.3% |
| MSFT Microsoft Corp. | 0.49% | 3,337 | $1.2M | Reduce -1.6% |
| GE General Electric filed as GE AEROSPACE | 0.48% | 4,281 | $1.2M | Reduce -4.6% |
| SUSC iShares ESG Aware Usd Corpor | 0.47% | 51,360 | $1.2M | Add +4.2% |
| GIGB Goldman Sachs Inv GRD Corp. | 0.47% | 25,852 | $1.2M | Add +18.8% |
| GGUS Goldman SS MB RL 1000 GE ETF | 0.46% | 20,082 | $1.2M | Add +16.0% |
| NEE Nextera Energy Inc. | 0.43% | 11,848 | $1.1M | New |
| EAGG iShares ESG Aware US Aggrega | 0.43% | 22,757 | $1.1M | Add +12.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.42% | 4,387 | $1.1M | Reduce -0.6% |
| LCTU iShares U.S. Carbon Transiti | 0.42% | 15,153 | $1.1M | Reduce -9.2% |
| GSID Goldman Sachs Marketbeta Int | 0.41% | 14,802 | $1.0M | New |
| VMBS Vanguard Mortgage-Backed Sec | 0.40% | 21,838 | $1.0M | Add +11.2% |
| JPM JPMorgan Chase & Co. | 0.40% | 3,475 | $1.0M | Add +3.5% |
| BIV Vanguard Intermediate-Term B | 0.39% | 12,889 | $995K | Add +13.3% |
| BLV Vanguard Long-Term Bond ETF | 0.37% | 13,760 | $946K | Add +11.7% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.37% | 18,190 | $945K | Reduce -19.5% |
| AMZN Amazon.com Inc. | 0.37% | 4,532 | $944K | Reduce -1.0% |
| XOM Exxon Mobil Corp. | 0.36% | 5,397 | $916K | Add +0.7% |
| GEV GE Vernova Inc. | 0.33% | 955 | $834K | Reduce -1.3% |
| ESGU iShares ESG Aware MSCI USA | 0.32% | 5,784 | $818K | Reduce -6.9% |
| JNJ Johnson & Johnson | 0.31% | 3,234 | $791K | Reduce -0.7% |
| GOOGL Alphabet Inc. Class A | 0.29% | 2,582 | $742K | Add +3.3% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.29% | 6,025 | $730K | Reduce -7.7% |
| GSSC Goldman Sachs Activebeta US | 0.28% | 9,548 | $712K | Add +11.9% |
| LMUB iShares LT National Muni BD | 0.27% | 13,759 | $687K | New |
| ABBV Abbvie Inc. | 0.25% | 2,950 | $642K | Reduce -8.4% |
| AVGO Broadcom Inc. | 0.22% | 1,816 | $562K | Reduce -0.6% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.22% | 21,310 | $560K | Add +16.2% |
| GTIP Goldman Sachs Access Inflati | 0.21% | 10,787 | $533K | Add +20.1% |
| USXF iShares ESG Advance MSCI USA | 0.20% | 9,292 | $513K | Reduce -1.7% |
| META Meta Platforms Inc. Class A | 0.20% | 888 | $508K | Add +0.8% |
| SCNM Sterling Cap Natl MB ETF | 0.20% | 20,332 | $505K | New |
| WMT Walmart Inc. | 0.19% | 3,977 | $494K | Reduce -10.4% |
| TSLA Tesla Inc. | 0.18% | 1,255 | $467K | Reduce -2.9% |
| ESGE iShares Inc. iShares ESG Awar | 0.18% | 10,033 | $456K | Add +12.2% |
| VTIP Vanguard Short-Term Tips | 0.17% | 8,815 | $440K | Add +21.0% |
| SHV iShares 0-1 Year Treasury Bo | 0.17% | 3,924 | $433K | New |
| IWY iShares Russell Top 200 Grow | 0.17% | 1,689 | $420K | Reduce -16.5% |
| COST Costco Wholesale Corp. | 0.16% | 410 | $409K | Add +7.0% |
| IWP iShares Russell Mid-Cap Grow | 0.15% | 2,998 | $384K | Add +1.1% |
| EUSB Ishr ESG Advn Universal BD-$ | 0.15% | 8,507 | $370K | Add +0.7% |
| SYSB iShares Systematic Bond ETF | 0.14% | 4,010 | $357K | New |
| CVX Chevron Corp. | 0.14% | 1,715 | $355K | Add +8.3% |
| LLY Eli Lilly & Co. | 0.13% | 373 | $343K | Add +0.8% |
| DUK Duke Energy Corp. | 0.13% | 2,530 | $331K | Add +33.0% |
Portfolio Sells Q4 2025 → Q1 2026
| OEF iShares S&P 100 ETF | Sold out | 0.00% | −1.32 |
| QUAL iShares MSCI USA Quality Fac | Reduce -36.0% | 0.98% | −0.66 |
| VOO Vanguard S&P 500 ETF | Reduce -7.3% | 3.52% | −0.61 |
| IAU iShares Gold Trust | Reduce -28.5% | 1.72% | −0.57 |
| AGEM Abrdn Emerg MRKT DVD Act | Reduce -50.1% | 0.51% | −0.49 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Reduce -11.5% | 1.53% | −0.34 |
| ITA iShares U.S. Aerospace & Def | Sold out | 0.00% | −0.32 |
| AGG iShares Core U.S. Aggregate | Reduce -0.8% | 4.65% | −0.24 |
| EMB iShares JP Morgan Usd Emergi | Reduce -8.6% | 1.30% | −0.21 |
| TLH iShares 10-20 Year Treasury | Reduce -17.0% | 0.72% | −0.19 |
| MSFT Microsoft Corp. | Reduce -1.6% | 0.49% | −0.18 |
| VGSH Vanguard Short-Term Treasury | Sold out | 0.00% | −0.16 |
| EFV iShares MSCI Eafe Value ETF | Reduce -9.7% | 1.32% | −0.13 |
| STIP iShares 0-5 Year Tips Bond E | Sold out | 0.00% | −0.12 |
| IBM Intl Business Machines Corp. | Reduce -0.6% | 0.42% | −0.11 |
| BINC iShares Flex I A ETF-Usd Inc. | Reduce -19.5% | 0.37% | −0.11 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.11 |
| HIMU iShares High Yild Muni A ETF | Sold out | 0.00% | −0.10 |
| SCHF Schwab Intl Equity ETF | Reduce -4.6% | 1.81% | −0.10 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -1.8% | 1.77% | −0.10 |
| CAPITOL SER TR | Reduce -50.0% | 0.09% | −0.09 |
| LCTD iShares World Ex U.S. Carbon | Sold out | 0.00% | −0.09 |
| LCTU iShares U.S. Carbon Transiti | Reduce -9.2% | 0.42% | −0.09 |
| GE General Electric | Reduce -4.6% | 0.48% | −0.09 |
| FGDL Franklin Resp Sourced Gold | Sold out | 0.00% | −0.08 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -2.4% | 2.24% | −0.08 |
| IDEV iShares Core MSCI Dev MKTS | Reduce -9.0% | 0.61% | −0.08 |
| MUB iShares National Muni Bond E | Reduce -3.7% | 0.76% | −0.07 |
| SCHV Schwab US Large-Cap Value | Reduce -3.4% | 1.56% | −0.07 |
| IWY iShares Russell Top 200 Grow | Reduce -16.5% | 0.17% | −0.06 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -3.6% | 1.80% | −0.06 |
| AMZN Amazon.com Inc. | Reduce -1.0% | 0.37% | −0.06 |
| ESGU iShares ESG Aware MSCI USA | Reduce -6.9% | 0.32% | −0.06 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -7.7% | 0.29% | −0.06 |
| TSLA Tesla Inc. | Reduce -2.9% | 0.18% | −0.05 |
| ABBV Abbvie Inc. | Reduce -8.4% | 0.25% | −0.05 |
| AVGO Broadcom Inc. | Reduce -0.6% | 0.22% | −0.04 |
| HD Home Depot Inc. | Reduce -9.4% | 0.13% | −0.03 |
| SCHH Schwab US REIT ETF | Reduce -1.1% | 1.27% | −0.02 |
| USXF iShares ESG Advance MSCI USA | Reduce -1.7% | 0.20% | −0.02 |
| MA Mastercard Inc. Class A | Reduce -3.2% | 0.09% | −0.02 |
| GOOG Alphabet Inc. Class C | Reduce -2.5% | 0.12% | −0.02 |
| IWX iShares Russell Top 200 Valu | Reduce -11.1% | 0.10% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.2% | 0.11% | −0.01 |
| ESGD iShares Trust iShares ESG Aw | Reduce -11.4% | 0.09% | −0.01 |
| GS Goldman Sachs Group Inc. | Reduce -4.7% | 0.08% | −0.01 |
| AMD Advanced Micro Devices | Reduce -0.2% | 0.09% | −0.01 |
| IWS iShares Russell Mid-Cap Valu | Reduce -5.8% | 0.12% | −0.01 |
| WMT Walmart Inc. | Reduce -10.4% | 0.19% | −0.01 |
| FUTY Fidelity MSCI US Utilities | Reduce -2.9% | 1.38% | +0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| WDC Western Digital Corp. | New | 0.72% | +0.72 |
| GOVT iShares US Treasury Bond ETF | Add +509.3% | 0.81% | +0.67 |
| EFG iShares MSCI Eafe Growth ETF | Add +356.9% | 0.86% | +0.66 |
| SNDK Sandisk Corp. | New | 0.54% | +0.54 |
| IVV iShares Core S&P 500 ETF | Add +35.2% | 2.68% | +0.53 |
| IDEF Ishars Def Ind TC Ac ETF-Ui | New | 0.52% | +0.52 |
| BLCR iShares LRG CP CR Act ETF-Ui | New | 0.52% | +0.52 |
| NEE Nextera Energy Inc. | New | 0.43% | +0.43 |
| GSID Goldman Sachs Marketbeta Int | New | 0.41% | +0.41 |
| IVE iShares S&P 500 Value ETF | Add +23.7% | 1.76% | +0.28 |
| LMUB iShares LT National Muni BD | New | 0.27% | +0.27 |
| MTUM iShares MSCI USA Momentum Fa | Add +54.5% | 0.71% | +0.21 |
| SCNM Sterling Cap Natl MB ETF | New | 0.20% | +0.20 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +14.5% | 2.06% | +0.18 |
| SHV iShares 0-1 Year Treasury Bo | New | 0.17% | +0.17 |
| SYSB iShares Systematic Bond ETF | New | 0.14% | +0.14 |
| GCOR Goldman Sachs Access US Agg | Add +12.3% | 1.76% | +0.13 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +10.3% | 2.18% | +0.12 |
| DMXF iShares ESG Advanc MSCI Eafe | New | 0.11% | +0.11 |
| CIEN Ciena Corp. | New | 0.11% | +0.11 |
| IAGG iShares Intl Aggregate Bond | Add +7.7% | 2.66% | +0.10 |
| XOM Exxon Mobil Corp. | Add +0.7% | 0.36% | +0.10 |
| GSIE Goldman Sachs Activebeta Int | Add +10.5% | 1.40% | +0.09 |
| SO The Southern Co. | New | 0.09% | +0.09 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +4.4% | 2.68% | +0.09 |
| VEA Vanguard Ftse Developed ETF | Add +3.9% | 3.19% | +0.09 |
| BNDX Vanguard Total Intl Bond ETF | Add +16.2% | 0.85% | +0.09 |
| NVDA Nvidia Corp. | Add +21.0% | 1.04% | +0.09 |
| BSV Vanguard Short-Term Bond ETF | Add +12.9% | 0.82% | +0.06 |
| BAI Ishrs AI in and Tech Act ETF | Add +14.3% | 0.71% | +0.06 |
| GIGB Goldman Sachs Inv GRD Corp. | Add +18.8% | 0.47% | +0.06 |
| IEMG iShares Core MSCI Emerging | Add +2.5% | 1.88% | +0.05 |
| MBB iShares MBS ETF | Add +10.4% | 0.80% | +0.05 |
| GSLC Goldman Activebeta US LC ETF | Add +13.9% | 1.17% | +0.04 |
| CVX Chevron Corp. | Add +8.3% | 0.14% | +0.04 |
| EVUS iShares ESG Aw MSCI US Value | Add +54.5% | 0.13% | +0.04 |
| DUK Duke Energy Corp. | Add +33.0% | 0.13% | +0.04 |
| EAGG iShares ESG Aware US Aggrega | Add +12.4% | 0.43% | +0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +6.4% | 0.75% | +0.03 |
| GEM Goldman Sachs Activebeta Em | Add +6.3% | 0.49% | +0.03 |
| BIV Vanguard Intermediate-Term B | Add +13.3% | 0.39% | +0.03 |
| VWO Vanguard Ftse Emerging Marke | Add +5.8% | 1.17% | +0.03 |
| GTIP Goldman Sachs Access Inflati | Add +20.1% | 0.21% | +0.03 |
| VMBS Vanguard Mortgage-Backed Sec | Add +11.2% | 0.40% | +0.03 |
| VTIP Vanguard Short-Term Tips | Add +21.0% | 0.17% | +0.03 |
| COST Costco Wholesale Corp. | Add +7.0% | 0.16% | +0.03 |
| NABL N-Able Inc. | New | 0.02% | +0.02 |
| BLV Vanguard Long-Term Bond ETF | Add +11.7% | 0.37% | +0.02 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Add +16.2% | 0.22% | +0.02 |
| ESGE iShares Inc. iShares ESG Awar | Add +12.2% | 0.18% | +0.02 |
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 |