LifePlan Investment Advisors, Inc.
LifePlan Investment Advisors, Inc. reported 131 holdings worth US$291M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 11, 2026
LifePlan Investment Advisors, Inc. reported 131 holdings worth US$291M as of Jun 30, 2026. Largest: Apple Inc, Western Digital Corporation and Sandisk Corporation. Filed Aug 11, 2026 (Form 13F).
- Holdings
- 131
- Value as reported
- US$291M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 15,333 | US$4.44M | 1.5% |
| Western Digital Corporation | 6,747 | US$4.31M | 1.5% |
| Sandisk Corporation | 1,843 | US$4.19M | 1.4% |
| Nvidia Corporation | 15,015 | US$3M | 1.0% |
| Texas Instruments Incorporated | 6,643 | US$1.98M | 0.68% |
| International Business Machines Corporation | 6,045 | US$1.7M | 0.59% |
| Ge Aerospace | 4,303 | US$1.61M | 0.55% |
| Alphabet Inc (google) Class C | 4,077 | US$1.46M | 0.50% |
| Microsoft Corp. | 3,557 | US$1.33M | 0.46% |
| Amazon.com, Inc. | 5,029 | US$1.2M | 0.41% |
| Jp Morgan Chase & Co. | 3,630 | US$1.19M | 0.41% |
| Ge Vernova Inc. | 970 | US$1.14M | 0.39% |
| Nextera Energy, Inc. | 11,969 | US$1.05M | 0.36% |
| Johnson & Johnson | 3,420 | US$868K | 0.30% |
| Broadcom Inc. | 2,053 | US$776K | 0.27% |
| Exxon Mobil Corporation | 5,621 | US$769K | 0.26% |
| Abbvie Inc. | 3,021 | US$760K | 0.26% |
| Advanced Micro Devices Inc | 1,180 | US$685K | 0.24% |
| Tesla, Inc. | 1,369 | US$576K | 0.20% |
| Meta Platforms, Inc. | 959 | US$540K | 0.19% |
| Costco Wholesale Corporation | 527 | US$493K | 0.17% |
| Walmart Inc. | 4,296 | US$487K | 0.17% |
| Eli Lilly And Company | 405 | US$485K | 0.17% |
| Duke Energy Corporation (holding Company) | 3,710 | US$470K | 0.16% |
| Cisco Systems, Inc. | 3,773 | US$443K | 0.15% |
| Lam Research Corporation | 906 | US$393K | 0.14% |
| Micron Technology, Inc. | 327 | US$378K | 0.13% |
| Ciena Corporation | 700 | US$343K | 0.12% |
| Home Depot, Inc. (the) | 939 | US$331K | 0.11% |
| Berkshire Hathaway Inc. | 610 | US$305K | 0.11% |
| Chevron Corporation | 1,791 | US$297K | 0.10% |
| Delta Air Lines, Inc. | 2,856 | US$267K | 0.09% |
| Caterpillar, Inc. | 246 | US$262K | 0.09% |
| Southern Company (the) | 2,646 | US$253K | 0.09% |
| Goldman Sachs Group, Inc. (the) | 249 | US$251K | 0.09% |
| Mastercard Incorporated | 486 | US$250K | 0.09% |
| Graco Inc. | 3,120 | US$236K | 0.08% |
| Intel Corporation | 1,604 | US$224K | 0.08% |
| Procter & Gamble Company (the) | 1,430 | US$210K | 0.07% |
| N-able, Inc. | 13,492 | US$49,516 | 0.02% |
| Palantir Technologies Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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