LifePlan Financial, LLC

MANKATO, MN · CIK 1739485 · 13F filing filed 2026-07-21

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyMankato, MN

$142.8m reported value +5.5% vs Q1 2026

89positions

41.1%in top 10

9 new 30 added 48 reduced 3 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	90,592	$10.8m7.55%	7.55%	Reduced -2.7k	-2,738 -2.9%
2	ISHARES GOLD TR ISHARES NEW IAU	IAU	131,129	$9.9m6.94%	6.94%	Reduced -4.3k	-4,327 -3.2%
3	SELECT SECTOR SPDR TR SBI CONS STPLS XLP	XLP	112,886	$9.4m6.57%	6.57%	Added +3.0k	+3,039 2.8%
4	SELECT SECTOR SPDR TR SBI MATERIALS XLB	XLB	149,110	$7.6m5.31%	5.31%	Reduced -688	-688 -0.5%
5	AMPLIFY ETF TR BLACKSWAN GRWT SWAN	SWAN	146,278	$4.9m3.42%	3.42%	Reduced -877	-877 -0.6%
6	VANGUARD SCOTTSDALE FDS INTER TERM TREAS VGIT	VGIT	78,244	$4.6m3.23%	3.23%	Added +1.6k	+1,625 2.1%
7	ISHARES TR IBONDS 27 ETF IBDS	IBDS	120,053	$2.9m2.04%	2.04%	Added +2.9k	+2,929 2.5%
8	ISHARES TR IBDS DEC28 ETF IBDT	IBDT	114,917	$2.9m2.03%	2.03%	Added +2.3k	+2,340 2.1%
9	ISHARES TR IBONDS DEC 29 IBDU	IBDU	125,028	$2.9m2.03%	2.03%	Added +2.5k	+2,491 2.0%
10	ISHARES TR IBONDS DEC 2030 IBDV	IBDV	132,284	$2.9m2.02%	2.02%	Added +2.7k	+2,669 2.1%
11	ADVANCED MICRO DEVICES INC COM AMD	AMD	4,585	$2.7m1.87%	1.87%	Reduced -272	-272 -5.6%
12	NXP SEMICONDUCTORS N V COM NXPI	NXPI	8,989	$2.5m1.77%	1.77%	Reduced -191	-191 -2.1%
13	SELECT SECTOR SPDR TR ENERGY XLE	XLE	46,713	$2.5m1.74%	1.74%	Reduced -1.2k	-1,157 -2.4%
14	MICROSOFT CORP COM MSFT	MSFT	6,506	$2.4m1.70%	1.70%	Added +419	+419 6.9%
15	ALPHABET INC CAP STK CL A GOOGL	GOOGL	6,732	$2.4m1.69%	1.69%	Reduced -946	-946 -12.3%
16	CVS HEALTH CORP COM CVS	CVS	23,012	$2.4m1.67%	1.67%	Added +108	+108 0.5%
17	US BANCORP DEL COM NEW USB	USB	38,540	$2.3m1.63%	1.63%	Reduced -625	-625 -1.6%
18	VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF VMBS	VMBS	49,480	$2.3m1.62%	1.62%	Added +676	+676 1.4%
19	ISHARES TR GNMA BOND ETF GNMA	GNMA	52,160	$2.3m1.62%	1.62%	Added +767	+767 1.5%
20	PALO ALTO NETWORKS INC COM PANW	PANW	6,658	$2.3m1.59%	1.59%	Reduced -357	-357 -5.1%
21	ISHARES TR IBONDS DEC 2031 IBDW	IBDW	107,249	$2.2m1.57%	1.57%	Added +37.5k	+37,549 53.9%
22	TERADYNE INC COM TER	TER	4,509	$2.2m1.53%	1.53%	Reduced -180	-180 -3.8%
23	CATERPILLAR INC COM CAT	CAT	1,906	$2.0m1.42%	1.42%	Reduced -98	-98 -4.9%
24	PAYPAL HLDGS INC COM PYPL	PYPL	40,905	$1.8m1.24%	1.24%	Added +4.5k	+4,509 12.4%
25	ISHARES TR MODERT ALLOC ETF AOM	AOM	35,023	$1.7m1.22%	1.22%	Reduced -2.3k	-2,278 -6.1%
26	AMAZON COM INC COM AMZN	AMZN	7,327	$1.7m1.22%	1.22%	Added +44	+44 0.6%
27	MEDTRONIC PLC SHS MDT	MDT	21,005	$1.6m1.15%	1.15%	Added +851	+851 4.2%
28	VANGUARD WORLD FD MEGA GRWTH IND MGK	MGK	18,271	$1.6m1.13%	1.13%	Reduced -709	-709 -3.7%
29	S&P GLOBAL INC COM SPGI	SPGI	3,891	$1.6m1.11%	1.11%	Added +608	+608 18.5%
30	COMCAST CORP NEW CL A CMCSA	CMCSA	62,145	$1.5m1.07%	1.07%	Added +7.6k	+7,607 13.9%
31	SALESFORCE INC COM CRM	CRM	9,589	$1.5m1.05%	1.05%	Reduced -2.4k	-2,385 -19.9%
32	DUKE ENERGY CORP NEW COM NEW DUK	DUK	11,736	$1.5m1.04%	1.04%	Added +90	+90 0.8%
33	CORTEVA INC COM CTVA	CTVA	17,454	$1.5m1.04%	1.04%	Reduced -647	-647 -3.6%
34	MONDELEZ INTL INC CL A MDLZ	MDLZ	23,701	$1.4m0.96%	0.96%	Added +7.9k	+7,894 49.9%
35	SCHLUMBERGER LTD COM STK SLB	SLB	28,259	$1.3m0.92%	0.92%	Reduced -3.0k	-3,043 -9.7%
36	GENERAL DYNAMICS CORP COM GD	GD	3,674	$1.3m0.91%	0.91%	Added +241	+241 7.0%
37	DANAHER CORPORATION COM DHR	DHR	6,677	$1.3m0.89%	0.89%	Added +1.3k	+1,260 23.3%
38	VERIZON COMMUNICATIONS INC COM VZ	VZ	27,280	$1.2m0.81%	0.81%	Reduced -8.8k	-8,758 -24.3%
39	AMERICAN TOWER CORP NEW COM AMT	AMT	6,711	$1.1m0.77%	0.77%	Added +515	+515 8.3%
40	NIKE INC CL B NKE	NKE	26,240	$1.1m0.75%	0.75%	Added +8.2k	+8,202 45.5%
41	VANGUARD INDEX FDS MID CAP ETF VO	VO	13,080	$1.1m0.74%	0.74%	Reduced -44	-44 -0.3%
42	AUTODESK INC COM ADSK	ADSK	5,397	$1.0m0.73%	0.73%	Added +31	+31 0.6%
43	EXPEDIA GROUP INC COM NEW EXPE	EXPE	3,783	$968.0k0.68%	0.68%	Reduced -310	-310 -7.6%
44	SCHWAB STRATEGIC TR SHT TM US TRES SCHO	SCHO	40,021	$966.1k0.68%	0.68%	Added +519	+519 1.3%
45	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	12,203	$964.4k0.68%	0.68%	Added +143	+143 1.2%
46	CITIGROUP INC COM NEW C	C	6,692	$936.6k0.66%	0.66%	Reduced -1.0k	-1,023 -13.3%
47	EXXON MOBIL CORP COM XOM	XOM	6,628	$906.2k0.63%	0.63%	Added +120	+120 1.8%
48	SCHWAB STRATEGIC TR US SML CAP ETF SCHA	SCHA	24,764	$894.7k0.63%	0.63%	Reduced -898	-898 -3.5%
49	MERCK & CO INC COM MRK	MRK	6,815	$875.7k0.61%	0.61%	Reduced -224	-224 -3.2%
50	COLGATE PALMOLIVE CO COM CL	CL	8,995	$824.7k0.58%	0.58%	Reduced -684	-684 -7.1%
51	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	27,475	$808.6k0.57%	0.57%	Reduced -1.1k	-1,076 -3.8%
52	MASCO CORP COM MAS	MAS	9,816	$798.7k0.56%	0.56%	New
53	ISHARES TR CORE DIV GRWTH DGRO	DGRO	10,137	$768.3k0.54%	0.54%	Reduced -198	-198 -1.9%
54	NVIDIA CORPORATION COM NVDA	NVDA	3,819	$764.1k0.54%	0.54%	New
55	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	23,199	$735.6k0.52%	0.52%	Reduced -578	-578 -2.4%
56	JOHNSON & JOHNSON COM JNJ	JNJ	2,811	$713.9k0.50%	0.50%	Reduced -546	-546 -16.3%
57	MOTOROLA SOLUTIONS INC COM NEW MSI	MSI	1,692	$702.7k0.49%	0.49%	Reduced -51	-51 -2.9%
58	APPLIED MATLS INC COM AMAT	AMAT	970	$701.3k0.49%	0.49%	Reduced -2.8k	-2,818 -74.4%
59	SERVICENOW INC COM NOW	NOW	7,029	$697.8k0.49%	0.49%	New
60	GILEAD SCIENCES INC COM GILD	GILD	5,399	$682.1k0.48%	0.48%	Added +265	+265 5.2%
61	SCHWAB STRATEGIC TR US MID-CAP ETF SCHM	SCHM	18,117	$668.0k0.47%	0.47%	Reduced -829	-829 -4.4%
62	RTX CORPORATION COM RTX	RTX	3,453	$655.1k0.46%	0.46%	Reduced -587	-587 -14.5%
63	ISHARES TR IBONDS DEC2026 IBDR	IBDR	26,839	$650.3k0.46%	0.46%	Reduced -28.1k	-28,082 -51.1%
64	TARGET CORP COM TGT	TGT	4,892	$638.9k0.45%	0.45%	Reduced -3.4k	-3,377 -40.8%
65	AIRBNB INC COM CL A ABNB	ABNB	4,263	$610.0k0.43%	0.43%	New
66	ARISTA NETWORKS INC COM SHS ANET	ANET	3,481	$591.4k0.41%	0.41%	New
67	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	6,603	$553.0k0.39%	0.39%	Reduced -210	-210 -3.1%
68	MCDONALDS CORP COM MCD	MCD	1,919	$518.7k0.36%	0.36%	Reduced -1.3k	-1,293 -40.3%
69	LAM RESEARCH CORP COM NEW LRCX	LRCX	1,144	$495.7k0.35%	0.35%	Reduced -86	-86 -7.0%
70	QUALCOMM INC COM QCOM	QCOM	2,651	$489.9k0.34%	0.34%	Reduced -636	-636 -19.4%
71	PEPSICO INC COM PEP	PEP	3,532	$478.2k0.33%	0.33%	New
72	T-MOBILE US INC COM TMUS	TMUS	2,716	$455.6k0.32%	0.32%	New
73	HASBRO INC COM HAS	HAS	5,211	$430.4k0.30%	0.30%	Reduced -4.2k	-4,200 -44.6%
74	COCA COLA CO COM KO	KO	5,232	$425.2k0.30%	0.30%	Reduced -1.0k	-1,047 -16.7%
75	LOCKHEED MARTIN CORP COM LMT	LMT	834	$424.9k0.30%	0.30%	Added +22	+22 2.7%
76	BORGWARNER INC COM BWA	BWA	5,399	$358.5k0.25%	0.25%	Reduced -907	-907 -14.4%
77	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	1,550	$347.1k0.24%	0.24%	Added +12	+12 0.8%
78	ZOETIS INC CL A ZTS	ZTS	4,660	$334.9k0.23%	0.23%	Added +240	+240 5.4%
79	HORMEL FOODS CORP COM HRL	HRL	13,422	$333.1k0.23%	0.23%	Unchanged
80	APPLE INC COM AAPL	AAPL	1,087	$314.5k0.22%	0.22%	Reduced -1.9k	-1,882 -63.4%
81	EQUIFAX INC COM EFX	EFX	1,963	$311.6k0.22%	0.22%	Reduced -353	-353 -15.2%
82	AMERICAN INTL GROUP INC COM NEW AIG	AIG	3,875	$288.8k0.20%	0.20%	Reduced -375	-375 -8.8%
83	CHIPOTLE MEXICAN GRILL INC COM CMG	CMG	8,370	$284.6k0.20%	0.20%	Reduced -1.5k	-1,451 -14.8%
84	CORNING INC COM GLW	GLW	988	$252.4k0.18%	0.18%	New
85	ISHARES TR CORE S&P SCP ETF IJR	IJR	1,695	$251.4k0.18%	0.18%	Reduced -71	-71 -4.0%
86	SPDR GOLD TR GOLD SHS GLD	GLD	613	$225.8k0.16%	0.16%	Unchanged
87	ADOBE INC COM ADBE	ADBE	1,025	$210.1k0.15%	0.15%	Reduced -266	-266 -20.6%
88	INTEL CORP COM INTC	INTC	1,488	$207.8k0.15%	0.15%	New
89	VENTAS INC COM VTR	VTR	2,271	$201.7k0.14%	0.14%	Reduced -331	-331 -12.7%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
EMERSON ELEC CO EMR	EMR	5,181	$678.8k5.2k shares
AT&T INC T	T	9,771	$283.3k9.8k shares
KENVUE INC KVUE	KVUE	16,031	$276.4k16.0k shares