Lifeplan Financial, LLC - Q12026 Holdings

Lifeplan Financial, LLC holds 83 stocks with a total portfolio value of $ 135.32M as of Q12026. In Q12026, Lifeplan Financial, LLC added 2 new positions, increased stakes in 35 stocks, reduced 43 holdings, and fully exited 5 positions. The largest holding is Ishares Gold Tr (IAU), representing 8.83% of the total portfolio.