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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 4 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SCHM SCHWAB STRATEGIC TR 18,117.0 $668K 0.47% -829.0 -4.4% $36.87 -3.5%
62 RTX RTX CORPORATION Industrials 3,453.0 $655K 0.46% -587.0 -14.5% $189.73 +11.6%
63 IBDR ISHARES TR 26,839.0 $650K 0.46% -28K -51.1% $24.23 +0.0%
64 TGT TARGET CORP Consumer Defensive 4,892.0 $639K 0.45% -3K -40.8% $130.61 +24.9%
65 ABNB AIRBNB INC Consumer Cyclical 4,263.0 $610K 0.43% NEW $143.10 +32.4%
66 ANET ARISTA NETWORKS INC Technology 3,481.0 $591K 0.41% NEW $169.88 +15.0%
67 VEU VANGUARD INTL EQUITY INDEX F 6,603.0 $553K 0.39% -210.0 -3.1% $83.75 +2.0%
68 MCD MCDONALDS CORP Consumer Cyclical 1,919.0 $519K 0.36% -1K -40.3% $270.31 -2.0%
69 LRCX LAM RESEARCH CORP Technology 1,144.0 $496K 0.35% -86.0 -7.0% $433.33 -30.3%
70 QCOM QUALCOMM INC Technology 2,651.0 $490K 0.34% -636.0 -19.4% $184.79 -11.1%
71 PEP PEPSICO INC Consumer Defensive 3,532.0 $478K 0.34% NEW $135.40 +4.2%
72 TMUS T-MOBILE US INC Communication Services 2,716.0 $456K 0.32% NEW $167.73 +8.1%
73 HAS HASBRO INC Consumer Cyclical 5,211.0 $430K 0.30% -4K -44.6% $82.59 +14.1%
74 KO COCA COLA CO Consumer Defensive 5,232.0 $425K 0.30% -1K -16.7% $81.27 +10.3%
75 LMT LOCKHEED MARTIN CORP Industrials 834.0 $425K 0.30% +22.0 +2.7% $509.46 +10.7%
76 BWA BORGWARNER INC Consumer Cyclical 5,399.0 $358K 0.25% -907.0 -14.4% $66.39 -3.5%
77 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,550.0 $347K 0.24% +12.0 +0.8% $223.95 +28.4%
78 ZTS ZOETIS INC Healthcare 4,660.0 $335K 0.23% +240.0 +5.4% $71.86 +7.6%
79 HRL HORMEL FOODS CORP Consumer Defensive 13,422.0 $333K 0.23% $24.82 -13.1%
80 AAPL APPLE INC Technology 1,087.0 $315K 0.22% -2K -63.4% $289.36 +10.5%
Page 4 of 5  ·  89 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%