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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 Chg Shares Chg % Period Price ① Since Period ①
1 MAS MASCO CORP Industrials 9,816.0 $799K 0.56% NEW $81.37 -10.0%
2 NVDA NVIDIA CORPORATION Technology 3,819.0 $764K 0.54% NEW $200.09 +8.7%
3 NOW SERVICENOW INC Technology 7,029.0 $698K 0.49% NEW $99.28 +45.8%
4 ABNB AIRBNB INC Consumer Cyclical 4,263.0 $610K 0.43% NEW $143.10 +32.4%
5 ANET ARISTA NETWORKS INC Technology 3,481.0 $591K 0.41% NEW $169.88 +15.0%
6 PEP PEPSICO INC Consumer Defensive 3,532.0 $478K 0.34% NEW $135.40 +4.2%
7 TMUS T-MOBILE US INC Communication Services 2,716.0 $456K 0.32% NEW $167.73 +8.1%
8 GLW CORNING INC Technology 988.0 $252K 0.18% NEW $255.43 -41.7%
9 INTC INTEL CORP Technology 1,488.0 $208K 0.15% NEW $139.63 -35.9%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%