Lifeplan Financial, LLC - Q32026 Holdings

Lifeplan Financial, LLC holds 91 stocks with a total portfolio value of $ 141.26M as of Q32026. In Q32026, Lifeplan Financial, LLC added 7 new positions, increased stakes in 29 stocks, reduced 54 holdings, and fully exited 5 positions. The largest holding is Spdr Series Trust (SPYG), representing 7.85% of the total portfolio.