Lifeplan Financial, LLC - Q42025 Holdings

Lifeplan Financial, LLC holds 86 stocks with a total portfolio value of $ 130.39M as of Q42025. In Q42025, Lifeplan Financial, LLC added 5 new positions, increased stakes in 27 stocks, reduced 52 holdings, and fully exited 2 positions. The largest holding is Ishares Gold Tr (IAU), representing 8.82% of the total portfolio.