LifePlan Investment Advisors, Inc.

Name: LifePlan Investment Advisors, Inc. 13F holdings, Q2 2026
Creator: LifePlan Investment Advisors, Inc.
Published: 2026-08-11

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

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%
CSCO Cisco Systems Inc.	0.15%	3,773	$443K	Add +1.4%
GOOG Alphabet Inc. Class C	0.15%	1,206	$426K	Add +14.2%
SUSB iShares ESG Aware 1-5 Year U	0.14%	16,176	$404K	New
SHV iShares 0-1 Year Treasury Bo	0.14%	3,652	$403K	Reduce -6.9%
ESGE iShares Inc. iShares ESG Awar	0.14%	7,207	$394K	Reduce -28.2%
LRCX Lam Research Corp.	0.14%	906	$393K	New
MU Micron Technology Inc.	0.13%	327	$378K	New
EVUS iShares ESG Aw MSCI US Value	0.12%	9,873	$347K	Reduce -2.1%
CIEN Ciena Corp.	0.12%	700	$343K	No change
STIP iShares 0-5 Year Tips Bond E	0.12%	3,321	$339K	New
IWS iShares Russell Mid-Cap Valu	0.12%	2,035	$335K	Reduce -0.4%
HD Home Depot Inc.	0.11%	939	$331K	Reduce -5.9%
DMXF iShares ESG Advanc MSCI Eafe	0.11%	3,667	$310K	Reduce -5.4%
IWX iShares Russell Top 200 Valu	0.11%	2,922	$307K	Add +7.3%
BRK.B Berkshire Hathaway Inc. Class B	0.11%	610	$305K	Add +1.7%
CVX Chevron Corp.	0.10%	1,791	$297K	Add +4.4%
DAL Delta Air Lines Inc.	0.09%	2,856	$267K	New
GGOV iShares Global GB Usd Ha ETF	0.09%	5,294	$266K	New
QQQ Invesco QQQ Trust Series 1	0.09%	359	$264K	Reduce -4.3%
CAT Caterpillar Inc.	0.09%	246	$262K	New
SO The Southern Co.	0.09%	2,646	$253K	Add +9.6%
GS Goldman Sachs Group Inc.	0.09%	249	$251K	Add +1.2%
MA Mastercard Inc. Class A	0.09%	486	$250K	Add +8.0%
GGG Graco Inc.	0.08%	3,120	$236K	No change
CAPITOL SER TR	0.08%	9,369	$235K	Add +6.8%
INTC Intel Corp.	0.08%	1,604	$224K	New
GLD SPDR Gold Shares	0.07%	587	$216K	No change
PG The Procter & Gamble Co.	0.07%	1,430	$210K	Reduce -17.2%
EUSB Ishr ESG Advn Universal BD-$	0.07%	4,628	$201K	Reduce -45.6%
PAXS PIMCO Access Income Fund	0.05%	10,000	$146K	No change
NABL N-Able Inc.	0.02%	13,492	$50K	No change

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