LIFEPLAN INVESTMENT ADVISORS, INC.

Filed: 2/9/2026ACC: 0001214659-26-001314

📋 What this filing means

LIFEPLAN INVESTMENT ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 116 equity positions with a total reported market value of $245.54M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

116

Positions

$245.54M

Total AUM (reported)

3.38M

Total Shares

Allocation by class

COM$19.79M8.1%

CORE US AGGBD ET$12.00M4.9%

S&P 500 ETF SHS$10.14M4.1%

MARKETBETA US EQ$9.03M3.7%

GROWTH ETF$8.86M3.6%

VAN FTSE DEV MKT$7.60M3.1%

VALUE ETF$6.37M2.6%

Portfolio Concentration

Top 3$31.17M12.7%

4–10$46.17M18.8%

11–25$66.84M27.2%

Rest$101.36M41.3%

Top 3 weight

12.7%

Top 10 weight

31.5%

Voting Authority Distribution

Total shares with voting rights: 3.38M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

3.38M

% of voting shares100.0%

Investment Discretion (by position count)

Sole116

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings116

Rows:

ISHARES TR

SOLE

CORE US AGGBD ET

Shares120.12K

TypeSH

Market value$12.00M

4.89%

Sole

0.00

Shared

0.00

None

120.12K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares16.17K

TypeSH

Market value$10.14M

4.13%

Sole

0.00

Shared

0.00

None

16.17K

GOLDMAN SACHS ETF TR

SOLE

MARKETBETA US EQ

Shares95.67K

TypeSH

Market value$9.03M

3.68%

Sole

0.00

Shared

0.00

None

95.67K

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares18.16K

TypeSH

Market value$8.86M

3.61%

Sole

0.00

Shared

0.00

None

18.16K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares121.72K

TypeSH

Market value$7.60M

3.10%

Sole

0.00

Shared

0.00

None

121.72K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares33.34K

TypeSH

Market value$6.37M

2.59%

Sole

0.00

Shared

0.00

None

33.34K

ISHARES TR

SOLE

CORE INTL AGGR

Shares125.56K

TypeSH

Market value$6.28M

2.56%

Sole

0.00

Shared

0.00

None

125.56K

SCHWAB STRATEGIC TR

SOLE

EMRG MKTEQ ETF

Shares175.22K

TypeSH

Market value$5.74M

2.34%

Sole

0.00

Shared

0.00

None

175.22K

VANGUARD INDEX FDS

SOLE

SM CP VAL ETF

Shares26.92K

TypeSH

Market value$5.70M

2.32%

Sole

0.00

Shared

0.00

None

26.92K

ISHARES GOLD TR

SOLE

ISHARES NEW

Shares69.29K

TypeSH

Market value$5.62M

2.29%

Sole

0.00

Shared

0.00

None

69.29K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares7.74K

TypeSH

Market value$5.30M

2.16%

Sole

0.00

Shared

0.00

None

7.74K

SCHWAB STRATEGIC TR

SOLE

US TIPS ETF

Shares196.96K

TypeSH

Market value$5.22M

2.12%

Sole

0.00

Shared

0.00

None

196.96K

ISHARES TR

SOLE

CORE UNIVRSL USD

Shares108.94K

TypeSH

Market value$5.07M

2.06%

Sole

0.00

Shared

0.00

None

108.94K

SCHWAB STRATEGIC TR

SOLE

INTL EQTY ETF

Shares195.15K

TypeSH

Market value$4.69M

1.91%

Sole

0.00

Shared

0.00

None

195.15K

VANGUARD MUN BD FDS

SOLE

TAX EXEMPT BD

Shares91.94K

TypeSH

Market value$4.62M

1.88%

Sole

0.00

Shared

0.00

None

91.94K

BLACKROCK ETF TRUST

SOLE

ISHARES US EQUIT

Shares75.42K

TypeSH

Market value$4.59M

1.87%

Sole

0.00

Shared

0.00

None

75.42K

VANGUARD INDEX FDS

SOLE

MCAP VL IDXVIP

Shares25.83K

TypeSH

Market value$4.58M

1.87%

Sole

0.00

Shared

0.00

None

25.83K

VANGUARD INDEX FDS

SOLE

SML CP GRW ETF

Shares15.15K

TypeSH

Market value$4.58M

1.86%

Sole

0.00

Shared

0.00

None

15.15K

ISHARES INC

SOLE

CORE MSCI EMKT

Shares66.90K

TypeSH

Market value$4.50M

1.83%

Sole

0.00

Shared

0.00

None

66.90K

ISHARES TR

SOLE

MSCI USA QLT FCT

Shares20.22K

TypeSH

Market value$4.02M

1.64%

Sole

0.00

Shared

0.00

None

20.22K

GOLDMAN SACHS ETF TR

SOLE

ACCESS US AGRAT

Shares96.65K

TypeSH

Market value$4.01M

1.63%

Sole

0.00

Shared

0.00

None

96.65K

SCHWAB STRATEGIC TR

SOLE

US LCAP VA ETF

Shares134.75K

TypeSH

Market value$3.99M

1.63%

Sole

0.00

Shared

0.00

None

134.75K

APPLE INC

SOLE

COM

Shares14.53K

TypeSH

Market value$3.95M

1.61%

Sole

0.00

Shared

0.00

None

14.53K

ISHARES TR

SOLE

S&P 500 GRWT ETF

Shares31.71K

TypeSH

Market value$3.91M

1.59%

Sole

0.00

Shared

0.00

None

31.71K

VANGUARD INDEX FDS

SOLE

MCAP GR IDXVIP

Shares13.67K

TypeSH

Market value$3.82M

1.55%

Sole

0.00

Shared

0.00

None

13.67K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TRSOLE	CORE US AGGBD ET	120.12K	SH	$12.00M 4.89%	120.12K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	16.17K	SH	$10.14M 4.13%	16.17K
GOLDMAN SACHS ETF TRSOLE	MARKETBETA US EQ	95.67K	SH	$9.03M 3.68%	95.67K
VANGUARD INDEX FDSSOLE	GROWTH ETF	18.16K	SH	$8.86M 3.61%	18.16K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	121.72K	SH	$7.60M 3.10%	121.72K
VANGUARD INDEX FDSSOLE	VALUE ETF	33.34K	SH	$6.37M 2.59%	33.34K
ISHARES TRSOLE	CORE INTL AGGR	125.56K	SH	$6.28M 2.56%	125.56K
SCHWAB STRATEGIC TRSOLE	EMRG MKTEQ ETF	175.22K	SH	$5.74M 2.34%	175.22K
VANGUARD INDEX FDSSOLE	SM CP VAL ETF	26.92K	SH	$5.70M 2.32%	26.92K
ISHARES GOLD TRSOLE	ISHARES NEW	69.29K	SH	$5.62M 2.29%	69.29K
ISHARES TRSOLE	CORE S&P500 ETF	7.74K	SH	$5.30M 2.16%	7.74K
SCHWAB STRATEGIC TRSOLE	US TIPS ETF	196.96K	SH	$5.22M 2.12%	196.96K
ISHARES TRSOLE	CORE UNIVRSL USD	108.94K	SH	$5.07M 2.06%	108.94K
SCHWAB STRATEGIC TRSOLE	INTL EQTY ETF	195.15K	SH	$4.69M 1.91%	195.15K
VANGUARD MUN BD FDSSOLE	TAX EXEMPT BD	91.94K	SH	$4.62M 1.88%	91.94K
BLACKROCK ETF TRUSTSOLE	ISHARES US EQUIT	75.42K	SH	$4.59M 1.87%	75.42K
VANGUARD INDEX FDSSOLE	MCAP VL IDXVIP	25.83K	SH	$4.58M 1.87%	25.83K
VANGUARD INDEX FDSSOLE	SML CP GRW ETF	15.15K	SH	$4.58M 1.86%	15.15K
ISHARES INCSOLE	CORE MSCI EMKT	66.90K	SH	$4.50M 1.83%	66.90K
ISHARES TRSOLE	MSCI USA QLT FCT	20.22K	SH	$4.02M 1.64%	20.22K
GOLDMAN SACHS ETF TRSOLE	ACCESS US AGRAT	96.65K	SH	$4.01M 1.63%	96.65K
SCHWAB STRATEGIC TRSOLE	US LCAP VA ETF	134.75K	SH	$3.99M 1.63%	134.75K
APPLE INCSOLE	COM	14.53K	SH	$3.95M 1.61%	14.53K
ISHARES TRSOLE	S&P 500 GRWT ETF	31.71K	SH	$3.91M 1.59%	31.71K
VANGUARD INDEX FDSSOLE	MCAP GR IDXVIP	13.67K	SH	$3.82M 1.55%	13.67K

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