Portfolio (Quarterly) Guide ↗

LifePlan Financial, LLC

· CIK 0001739485

13F Portfolio $143M AUM 89 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 9 New 31 Added 45 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	EMR	EMERSON ELEC CO	Industrials	5,181	$679K	0.50%	SOLD
2	T	AT&T INC	Communication Services	9,771	$283K	0.21%	SOLD
3	KVUE	KENVUE INC	Consumer Defensive	16,031	$276K	0.20%	SOLD

Sector Allocation

Technology 27.5%

Financial Services 23.3%

Healthcare 10.8%

Consumer Cyclical 8.2%

Industrials 8.0%

Communication Services 7.6%

Consumer Defensive 5.6%

Energy 3.0%

Basic Materials 2.0%

Utilities 2.0%