Lifeplan Financial, LLC - Q22026 Holdings

Lifeplan Financial, LLC holds 89 stocks with a total portfolio value of $ 142.77M as of Q22026. In Q22026, Lifeplan Financial, LLC added 9 new positions, increased stakes in 32 stocks, reduced 46 holdings, and fully exited 3 positions. The largest holding is Spdr Series Trust (SPYG), representing 7.55% of the total portfolio.