Holdings
LifePlan Investment Advisors, Inc.
As of Jun 30, 2026, LifePlan Investment Advisors, Inc. reported 40 positions worth US$40M. Largest: Apple Inc, Western Digital Corporation and Sandisk Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 15,333 | US$4.44M | +508 | Jun 30, 2026 |
| Western Digital Corporation | 6,747 | US$4.31M | +9 | Jun 30, 2026 |
| Sandisk Corporation | 1,843 | US$4.19M | −322 | Jun 30, 2026 |
| Nvidia Corporation | 15,015 | US$3M | −218 | Jun 30, 2026 |
| Texas Instruments Incorporated | 6,643 | US$1.98M | +32 | Jun 30, 2026 |
| International Business Machines Corporation | 6,045 | US$1.7M | +1,658 | Jun 30, 2026 |
| Ge Aerospace | 4,303 | US$1.61M | +22 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 4,077 | US$1.46M | +442 | Jun 30, 2026 |
| Microsoft Corp. | 3,557 | US$1.33M | +220 | Jun 30, 2026 |
| Amazon.com, Inc. | 5,029 | US$1.2M | +497 | Jun 30, 2026 |