Life Plan Financial, LLC Portfolio Holdings

Life Plan Financial, LLC

  • $126 Billion
  • Q3 2025

Life Plan Financial, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $126 Billion distributed in 83 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Gold Trust with a value of $11.1B, Spdr Portfolio with a value of $9.48B, Consumer Staples Sector Spdr with a value of $7.79B, Select Sector Spdr Fd Material with a value of $5.88B, and Amplify ETF Tr Blackswan Growt with a value of $4.54B.

Examining the 13F form we can see an increase of $5.54B in the current position value, from $121B to 126B.

Life Plan Financial, LLC is based out at Mankato, MN

Below you can find more details about Life Plan Financial, LLC portfolio as well as his latest detailed transactions.

Portfolio value $126 Billion
ETFs: $66.6 Billion
Technology: $14.2 Billion
Healthcare: $6.68 Billion
Financial Services: $6.36 Billion
Consumer Cyclical: $5.63 Billion
Communication Services: $5.02 Billion
Industrials: $4.96 Billion
Consumer Defensive: $3.73 Billion
Other: $5.3 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$4.54 Billion 3.6% of portfolio
-
Q3 2025 Added 0.03%
$3.78T
$2.83 Billion 2.24% of portfolio
5,463
Q3 2025 Reduced 3.0%
$128B
$2.21 Billion 1.75% of portfolio
23,227
Q3 2025 Added 1.18%
$237B
$2.17 Billion 1.72% of portfolio
9,166
Q3 2025 Added 4.63%
$1.65T
$2.08 Billion 1.64% of portfolio
8,538
Q3 2025 Reduced 3.08%
$51.8B
$1.96 Billion 1.55% of portfolio
8,600
Q3 2025 Added 15.2%
$71.6B
$1.85 Billion 1.47% of portfolio
27,631
Q3 2025 Added 6.24%
$67.6B
$1.71 Billion 1.36% of portfolio
35,469
Q3 2025 Added 5.69%
$103B
$1.7 Billion 1.34% of portfolio
22,486
Q3 2025 Added 7.76%
$61.4B
$1.48 Billion 1.18% of portfolio
7,290
Q3 2025 Added 12.99%
$172B
$1.38 Billion 1.09% of portfolio
31,430
Q3 2025 Added 23.68%
$120B
$1.28 Billion 1.02% of portfolio
40,839
Q3 2025 Added 8.59%
$96.4B
$1.26 Billion 1.0% of portfolio
10,208
Q3 2025 Added 2.09%
$94.5B
$1.22 Billion 0.97% of portfolio
3,576
Q3 2025 Added 6.65%
$2.39T
$1.22 Billion 0.96% of portfolio
5,536
Q3 2025 Added 2.05%
$279B
$1.21 Billion 0.96% of portfolio
11,699
Q3 2025 Reduced 0.81%
$190B
$1.17 Billion 0.93% of portfolio
11,539
Q3 2025 Reduced 6.2%
$26.6B
$1.15 Billion 0.91% of portfolio
8,359
Q3 2025 Added 141.24%
$47.4B
$1.13 Billion 0.9% of portfolio
16,740
Q3 2025 Reduced 4.39%
$291B
$1.04 Billion 0.82% of portfolio
2,171
Q3 2025 Added 148.68%
$79.2B
$1.02 Billion 0.81% of portfolio
14,675
Q3 2025 Added 7.29%
$159B
$1.01 Billion 0.8% of portfolio
2,077
Q3 2025 Added 95.21%
$52.4B
$971 Million 0.77% of portfolio
28,240
Q3 2025 Added 8.37%
$10.7B
$957 Million 0.76% of portfolio
12,611
Q3 2025 Reduced 2.38%
$75.4B
$957 Million 0.76% of portfolio
7,295
Q3 2025 Reduced 5.51%
$40.2B
$960 Million 0.76% of portfolio
4,493
Q3 2025 Added 82.2%
$224B
$924 Million 0.73% of portfolio
3,039
Q3 2025 Reduced 0.03%
$388B
$854 Million 0.68% of portfolio
5,279
Q3 2025 Reduced 1.33%
$197B
$845 Million 0.67% of portfolio
4,125
Q3 2025 Reduced 0.02%
$4.3T
$846 Million 0.67% of portfolio
3,324
Q3 2025 Reduced 3.4%
$258B
$776 Million 0.61% of portfolio
4,636
Q3 2025 Reduced 8.16%
$41.4B
$773 Million 0.61% of portfolio
8,613
Q3 2025 Added 101.43%
$84B
$772 Million 0.61% of portfolio
4,012
Q3 2025 Added 64.36%
$490B
$732 Million 0.58% of portfolio
6,492
Q3 2025 Added 4.26%
$76.2B
$718 Million 0.57% of portfolio
11,500
Q3 2025 Added 144.94%
$522B
$704 Million 0.56% of portfolio
3,798
Q3 2025 Reduced 3.97%
$156B
$610 Million 0.48% of portfolio
5,496
Q3 2025 Reduced 2.33%
$235B
$595 Million 0.47% of portfolio
7,093
Q3 2025 New
$10.5B
$556 Million 0.44% of portfolio
12,638
Q3 2025 Reduced 47.46%
$160B
$540 Million 0.43% of portfolio
2,725
Q3 2025 Added 0.41%
$63.4B
$442 Million 0.35% of portfolio
966
Q3 2025 Reduced 1.33%
$20.8B
$412 Million 0.33% of portfolio
3,062
Q3 2025 Reduced 3.38%
$187B
$401 Million 0.32% of portfolio
2,412
Q3 2025 Reduced 3.67%
$81.8B
$371 Million 0.29% of portfolio
3,373
Q3 2025 Reduced 3.66%
$59.1B
$353 Million 0.28% of portfolio
4,496
Q3 2025 Reduced 5.51%
$123B
$342 Million 0.27% of portfolio
686
Q3 2025 Reduced 4.99%
$222B
$325 Million 0.26% of portfolio
670
Q3 2025 Reduced 1.18%
$12.4B
$332 Million 0.26% of portfolio
13,422
Q3 2025 Reduced 2.63%
$30.4B
$288 Million 0.23% of portfolio
11,074
Q3 2025 Reduced 50.54%

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $126 Billion
  • Prior Value $121 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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