Holdings
LifePlan Financial, LLC
As of Sep 30, 2026, LifePlan Financial, LLC reported 60 positions worth US$55.3M. Largest: Microsoft Corp., Advanced Micro Devices Inc and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Microsoft Corp. | 7,938 | US$4.15M | +1,432 | Sep 30, 2026 |
| Advanced Micro Devices Inc | 4,351 | US$2.7M | −234 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 6,169 | US$2.15M | −563 | Sep 30, 2026 |
| U.s. Bancorp | 37,264 | US$2.13M | −1,276 | Sep 30, 2026 |
| Palo Alto Networks, Inc. | 5,313 | US$2.12M | −1,345 | Sep 30, 2026 |
| Danaher Corporation | 9,735 | US$2.12M | +3,058 | Sep 30, 2026 |
| Amazon.com, Inc. | 7,395 | US$1.88M | +68 | Sep 30, 2026 |
| Cvs Health Corporation | 20,891 | US$1.83M | −2,121 | Sep 30, 2026 |
| Nvidia Corporation | 7,411 | US$1.71M | +3,592 | Sep 30, 2026 |
| Paypal Holdings, Inc. | 30,960 | US$1.7M | −9,945 | Sep 30, 2026 |