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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
Page 2 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CL COLGATE PALMOLIVE CO Consumer Defensive 8,995.0 $825K 0.58% -684.0 -7.1% $91.68 -1.0%
22 SCHX SCHWAB STRATEGIC TR 27,475.0 $809K 0.57% -1K -3.8% $29.43 +3.1%
23 DGRO ISHARES TR 10,137.0 $768K 0.54% -198.0 -1.9% $75.79 +4.7%
24 SCHD SCHWAB STRATEGIC TR 23,199.0 $736K 0.52% -578.0 -2.4% $31.71 +10.1%
25 JNJ JOHNSON & JOHNSON Healthcare 2,811.0 $714K 0.50% -546.0 -16.3% $253.97 +5.5%
26 MSI MOTOROLA SOLUTIONS INC Technology 1,692.0 $703K 0.49% -51.0 -2.9% $415.29 +17.0%
27 AMAT APPLIED MATLS INC Technology 970.0 $701K 0.49% -3K -74.4% $723.00 -36.1%
28 SCHM SCHWAB STRATEGIC TR 18,117.0 $668K 0.47% -829.0 -4.4% $36.87 -3.5%
29 RTX RTX CORPORATION Industrials 3,453.0 $655K 0.46% -587.0 -14.5% $189.73 +11.6%
30 IBDR ISHARES TR 26,839.0 $650K 0.46% -28K -51.1% $24.23 +0.0%
31 TGT TARGET CORP Consumer Defensive 4,892.0 $639K 0.45% -3K -40.8% $130.61 +24.9%
32 VEU VANGUARD INTL EQUITY INDEX F 6,603.0 $553K 0.39% -210.0 -3.1% $83.75 +2.0%
33 MCD MCDONALDS CORP Consumer Cyclical 1,919.0 $519K 0.36% -1K -40.3% $270.31 -2.0%
34 LRCX LAM RESEARCH CORP Technology 1,144.0 $496K 0.35% -86.0 -7.0% $433.33 -30.3%
35 QCOM QUALCOMM INC Technology 2,651.0 $490K 0.34% -636.0 -19.4% $184.79 -11.1%
36 HAS HASBRO INC Consumer Cyclical 5,211.0 $430K 0.30% -4K -44.6% $82.59 +14.1%
37 KO COCA COLA CO Consumer Defensive 5,232.0 $425K 0.30% -1K -16.7% $81.27 +10.3%
38 BWA BORGWARNER INC Consumer Cyclical 5,399.0 $358K 0.25% -907.0 -14.4% $66.39 -3.5%
39 AAPL APPLE INC Technology 1,087.0 $315K 0.22% -2K -63.4% $289.36 +10.5%
40 EFX EQUIFAX INC Industrials 1,963.0 $312K 0.22% -353.0 -15.2% $158.72 +22.4%
Page 2 of 3  ·  45 positions

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%