LifePlan Investment Advisors, Inc.

Name: LifePlan Investment Advisors, Inc. 13F holdings, Q1 2026
Creator: LifePlan Investment Advisors, Inc.
Published: 2026-05-14

Q2 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

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%
HD Home Depot Inc.	0.13%	998	$328K	Reduce -9.4%
EVUS iShares ESG Aw MSCI US Value	0.13%	10,084	$321K	Add +54.5%
GOOG Alphabet Inc. Class C	0.12%	1,056	$303K	Reduce -2.5%
IWS iShares Russell Mid-Cap Valu	0.12%	2,043	$298K	Reduce -5.8%
DMXF iShares ESG Advanc MSCI Eafe	0.11%	3,876	$292K	New
CSCO Cisco Systems Inc.	0.11%	3,721	$289K	Add +3.4%
BRK.B Berkshire Hathaway Inc. Class B	0.11%	600	$288K	Reduce -3.2%
CIEN Ciena Corp.	0.11%	700	$272K	New
GGG Graco Inc.	0.10%	3,120	$264K	No change
GLD SPDR Gold Shares	0.10%	587	$253K	No change
IWX iShares Russell Top 200 Valu	0.10%	2,723	$252K	Reduce -11.1%
PG The Procter & Gamble Co.	0.10%	1,727	$249K	Add +2.9%
AMD Advanced Micro Devices	0.09%	1,160	$236K	Reduce -0.2%
SO The Southern Co.	0.09%	2,414	$233K	New
MA Mastercard Inc. Class A	0.09%	450	$225K	Reduce -3.2%
CAPITOL SER TR	0.09%	8,776	$220K	Reduce -50.0%
ESGD iShares Trust iShares ESG Aw	0.09%	2,267	$217K	Reduce -11.4%
QQQ Invesco QQQ Trust Series 1	0.09%	375	$216K	No change
GS Goldman Sachs Group Inc.	0.08%	246	$208K	Reduce -4.7%
PLTR Palantir Technologies Inc. Class A	0.08%	1,424	$208K	Add +21.6%
PAXS PIMCO Access Income Fund	0.06%	10,000	$144K	No change
NABL N-Able Inc.	0.02%	13,492	$63K	New

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