LifePlan Investment Advisors, Inc.

RALEIGH, NC · CIK 2045484 · 13F filing filed 2026-08-11

SEC-registered investment adviser since 2021 · corporation

Assets managed$326.0m
Staff9 · 4 in investment roles
Main clients (by assets)High net worth individuals 81%, Individuals 19%
Websitelifeplangroup.com
Form ADV · 2026-07-30SEC adviser record

Kindwealth
Others nearbyRaleigh, NC

$290.5m reported value +14.2% vs Q1 2026

131positions

32.3%in top 10

11 new 66 added 49 reduced 2 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	ISHARES TR CORE S&P500 ETF IVV	IVV	17,403	$13.0m4.49%	4.49%	Added +6.9k	+6,943 66.4%
2	ISHARES TR CORE US AGGBD ET AGG	AGG	119,048	$11.8m4.06%	4.06%	Reduced -175	-175 -0.1%
3	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	15,449	$10.6m3.65%	3.65%	Added +460	+460 3.1%
4	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	122,424	$10.5m3.63%	3.63%	Added +4.5k	+4,530 3.8%
5	GOLDMAN SACHS ETF TR MARKETBETA US EQ GSUS	GSUS	94,978	$9.8m3.37%	3.37%	Reduced -3.3k	-3,299 -3.4%
6	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	135,731	$9.7m3.33%	3.33%	Added +9.2k	+9,221 7.3%
7	ISHARES TR CORE TOTAL USD IUSB	IUSB	175,803	$8.1m2.79%	2.79%	Added +55.6k	+55,604 46.3%
8	VANGUARD INDEX FDS VALUE ETF VTV	VTV	36,033	$7.9m2.70%	2.70%	Added +1.2k	+1,238 3.6%
9	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	25,925	$6.3m2.17%	2.17%	Reduced -346	-346 -1.3%
10	SCHWAB STRATEGIC TR EMRG MKTEQ ETF SCHE	SCHE	173,074	$6.3m2.16%	2.16%	Reduced -3.3k	-3,283 -1.9%
11	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	14,562	$5.3m1.83%	1.83%	Reduced -314	-314 -2.1%
12	ISHARES TR CORE INTL AGGR IAGG	IAGG	104,740	$5.3m1.82%	1.82%	Reduced -30.4k	-30,427 -22.5%
13	SCHWAB STRATEGIC TR US TIPS ETF SCHP	SCHP	196,586	$5.2m1.79%	1.79%	Reduced -8.4k	-8,353 -4.1%
14	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	182,499	$5.1m1.74%	1.74%	Reduced -3.7k	-3,704 -2.0%
15	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	24,692	$4.9m1.68%	1.68%	Reduced -207	-207 -0.8%
16	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	92,314	$4.7m1.61%	1.61%	Reduced -13.0k	-12,975 -12.3%
17	ISHARES TR S&P 500 GRWT ETF IVW	IVW	33,691	$4.6m1.59%	1.59%	Reduced -1.1k	-1,141 -3.3%
18	BLACKROCK ETF TRUST ISHARES US EQUIT DYNF	DYNF	67,964	$4.6m1.59%	1.59%	Added +1.3k	+1,253 1.9%
19	VANGUARD INDEX FDS MCAP GR IDXVIP VOT	VOT	14,701	$4.5m1.55%	1.55%	Reduced -183	-183 -1.2%
20	SCHWAB STRATEGIC TR US LCAP VA ETF SCHV	SCHV	129,069	$4.5m1.55%	1.55%	Reduced -1.1k	-1,095 -0.8%
21	APPLE INC COM AAPL	AAPL	15,333	$4.4m1.53%	1.53%	Added +508	+508 3.4%
22	GOLDMAN SACHS ETF TR ACCESS US AGRAT GCOR	GCOR	107,765	$4.4m1.53%	1.53%	Reduced -792	-792 -0.7%
23	WESTERN DIGITAL CORP COM WDC	WDC	6,747	$4.3m1.48%	1.48%	Added +9	+9 0.1%
24	ISHARES INC CORE MSCI EMKT IEMG	IEMG	51,846	$4.3m1.48%	1.48%	Reduced -16.7k	-16,695 -24.4%
25	SANDISK CORP COM SNDK	SNDK	1,843	$4.2m1.44%	1.44%	Reduced -322	-322 -14.9%
26	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	117,166	$4.0m1.36%	1.36%	Reduced -989	-989 -0.8%
27	GOLDMAN SACHS ETF TR ACTIVEBETA INT GSIE	GSIE	84,703	$3.9m1.33%	1.33%	Added +2.1k	+2,071 2.5%
28	ISHARES GOLD TR ISHARES NEW IAU	IAU	50,998	$3.9m1.33%	1.33%	Added +1.4k	+1,431 2.9%
29	ISHARES TR S&P 500 VAL ETF IVE	IVE	16,913	$3.8m1.32%	1.32%	Reduced -4.3k	-4,329 -20.4%
30	SCHWAB STRATEGIC TR US REIT ETF SCHH	SCHH	149,269	$3.5m1.22%	1.22%	Reduced -1.3k	-1,300 -0.9%
31	FIDELITY COVINGTON TRUST MSCI UTILS INDEX FUTY	FUTY	59,173	$3.5m1.19%	1.19%	Reduced -89	-89 -0.1%
32	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	57,400	$3.4m1.18%	1.18%	Added +2.2k	+2,229 4.0%
33	ISHARES TR IBOXX HI YD ETF HYG	HYG	42,769	$3.4m1.18%	1.18%	Reduced -13	-13 -0.0%
34	ISHARES TR JPMORGAN USD EMG EMB	EMB	35,216	$3.4m1.17%	1.17%	Reduced -35	-35 -0.1%
35	VANGUARD INTL EQUITY INDEX F GLB EX US ETF VNQI	VNQI	71,578	$3.2m1.11%	1.11%	Added +322	+322 0.5%
36	GOLDMAN SACHS ETF TR ACTIVEBETA US LG GSLC	GSLC	21,266	$3.0m1.04%	1.04%	Reduced -2.5k	-2,467 -10.4%
37	NVIDIA CORPORATION COM NVDA	NVDA	15,015	$3.0m1.03%	1.03%	Reduced -218	-218 -1.4%
38	ISHARES TR US TREAS BD ETF GOVT	GOVT	123,180	$2.8m0.97%	0.97%	Added +33.4k	+33,408 37.2%
39	ISHARES TR EAFE GRWTH ETF EFG	EFG	20,936	$2.6m0.90%	0.90%	Added +1.3k	+1,279 6.5%
40	ISHARES TR MBS ETF MBB	MBB	27,229	$2.6m0.89%	0.89%	Added +5.9k	+5,899 27.7%
41	VANGUARD INDEX FDS SMALL CP ETF VB	VB	7,611	$2.3m0.79%	0.79%	Added +302	+302 4.1%
42	BLACKROCK ETF TRUST ISHA I IN TE ETF BAI	BAI	42,949	$2.3m0.78%	0.78%	Reduced -12.1k	-12,131 -22.0%
43	ISHARES TR NATIONAL MUN ETF MUB	MUB	21,028	$2.3m0.78%	0.78%	Added +2.7k	+2,689 14.7%
44	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	45,913	$2.2m0.77%	0.77%	Added +713	+713 1.6%
45	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	26,777	$2.1m0.72%	0.72%	Added +309	+309 1.2%
46	TEXAS INSTRS INC COM TXN	TXN	6,643	$2.0m0.68%	0.68%	Added +32	+32 0.5%
47	ISHARES TR MSCI USA MMENTM MTUM	MTUM	5,464	$1.9m0.64%	0.64%	Reduced -2.1k	-2,070 -27.5%
48	BLACKROCK ETF TRUST ISHA LA CORE ETF BLCR	BLCR	35,252	$1.8m0.61%	0.61%	Added +3.1k	+3,108 9.7%
49	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	6,045	$1.7m0.59%	0.59%	Added +1.7k	+1,658 37.8%
50	ISHARES TR 10-20 YR TRS ETF TLH	TLH	16,866	$1.7m0.58%	0.58%	Reduced -1.4k	-1,401 -7.7%
51	ISHARES TR EAFE VALUE ETF EFV	EFV	21,008	$1.6m0.55%	0.55%	Reduced -24.0k	-24,036 -53.4%
52	GE AEROSPACE COM NEW GE	GE	4,303	$1.6m0.55%	0.55%	Added +22	+22 0.5%
53	BLACKROCK ETF TRUST ISHA IN CTRY ETF CORO	CORO	42,893	$1.6m0.54%	0.54%	New
54	ABRDN FDS EMERGING MKTS DI AGEM	AGEM	31,639	$1.6m0.54%	0.54%	Reduced -206	-206 -0.7%
55	ISHARES TR CORE MSCI INTL IDEV	IDEV	17,124	$1.5m0.52%	0.52%	Reduced -1.4k	-1,370 -7.4%
56	BLACKROCK ETF TRUST ISHARES DEFENSE IDEF	IDEF	46,825	$1.5m0.51%	0.51%	Added +6.1k	+6,089 14.9%
57	BLACKROCK ETF TRUST ISHA SYST AL ETF IALT	IALT	51,199	$1.4m0.49%	0.49%	New
58	GOLDMAN SACHS ETF TR ACTIVEBETA EME GEM	GEM	27,567	$1.4m0.49%	0.49%	Reduced -1.5k	-1,470 -5.1%
59	GOLDMAN SACHS ETF TR MAR 1000 GRO ETF GGUS	GGUS	20,116	$1.4m0.47%	0.47%	Added +34	+34 0.2%
60	BLACKROCK ETF TRUST ISHARES US THEMA THRO	THRO	31,549	$1.4m0.47%	0.47%	Reduced -17.4k	-17,410 -35.6%
61	MICROSOFT CORP COM MSFT	MSFT	3,557	$1.3m0.46%	0.46%	Added +220	+220 6.6%
62	GOLDMAN SACHS ETF TR ACCESS INVT GR GIGB	GIGB	27,327	$1.3m0.43%	0.43%	Added +1.5k	+1,475 5.7%
63	AMAZON COM INC COM AMZN	AMZN	5,029	$1.2m0.41%	0.41%	Added +497	+497 11.0%
64	JPMORGAN CHASE & CO COM JPM	JPM	3,630	$1.2m0.41%	0.41%	Added +155	+155 4.5%
65	GOLDMAN SACHS ETF TR MARKETBETA INTL GSID	GSID	15,542	$1.2m0.40%	0.40%	Added +740	+740 5.0%
66	GE VERNOVA INC COM GEV	GEV	970	$1.1m0.39%	0.39%	Added +15	+15 1.6%
67	ISHARES TR ESG AWR US AGRGT EAGG	EAGG	23,199	$1.1m0.38%	0.38%	Added +442	+442 1.9%
68	BLACKROCK ETF TRUST US CARBON TRANS LCTU	LCTU	13,448	$1.1m0.37%	0.37%	Reduced -1.7k	-1,705 -11.2%
69	NEXTERA ENERGY INC COM NEE	NEE	11,969	$1.1m0.36%	0.36%	Added +121	+121 1.0%
70	VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF VMBS	VMBS	22,052	$1.0m0.36%	0.36%	Added +214	+214 1.0%
71	ALPHABET INC CAP STK CL A GOOGL	GOOGL	2,885	$1.0m0.35%	0.35%	Added +303	+303 11.7%
72	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	13,032	$999.5k0.34%	0.34%	Added +143	+143 1.1%
73	VANGUARD BD INDEX FDS LONG TERM BOND BLV	BLV	13,910	$958.8k0.33%	0.33%	Added +150	+150 1.1%
74	ISHARES TR ESG AWR MSCI USA ESGU	ESGU	5,498	$899.9k0.31%	0.31%	Reduced -286	-286 -4.9%
75	JOHNSON & JOHNSON COM JNJ	JNJ	3,420	$868.5k0.30%	0.30%	Added +186	+186 5.8%
76	GOLDMAN SACHS ETF TR ACTIVEBETA US GSSC	GSSC	9,498	$866.8k0.30%	0.30%	Reduced -50	-50 -0.5%
77	ISHARES TR LONG TERM MUNI LMUB	LMUB	16,787	$859.8k0.30%	0.30%	Added +3.0k	+3,028 22.0%
78	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	3,849	$844.5k0.29%	0.29%	Reduced -9.1k	-9,099 -70.3%
79	ISHARES TR MSCI KLD400 SOC DSI	DSI	5,535	$788.1k0.27%	0.27%	Reduced -490	-490 -8.1%
80	ISHARES TR ESG AWRE USD ETF SUSC	SUSC	33,753	$781.4k0.27%	0.27%	Reduced -17.6k	-17,607 -34.3%
81	BROADCOM INC COM AVGO	AVGO	2,053	$775.5k0.27%	0.27%	Added +237	+237 13.1%
82	EXXON MOBIL CORP COM XOM	XOM	5,621	$768.5k0.26%	0.26%	Added +224	+224 4.2%
83	ABBVIE INC COM ABBV	ABBV	3,021	$760.2k0.26%	0.26%	Added +71	+71 2.4%
84	BLACKROCK ETF TRUST II ISHARES FLEXIBLE BINC	BINC	13,197	$690.7k0.24%	0.24%	Reduced -5.0k	-4,993 -27.4%
85	ADVANCED MICRO DEVICES INC COM AMD	AMD	1,180	$685.5k0.24%	0.24%	Added +20	+20 1.7%
86	INNOVATOR ETFS TRUST QUITY MANAGD FLR SFLR	SFLR	16,001	$617.3k0.21%	0.21%	New
87	SPDR SER TR PORTFOLIO LN TSR SPTL	SPTL	23,067	$605.0k0.21%	0.21%	Added +1.8k	+1,757 8.2%
88	ISHARES TR ESG MSCI USA ETF USXF	USXF	8,405	$583.7k0.20%	0.20%	Reduced -887	-887 -9.6%
89	TESLA INC COM TSLA	TSLA	1,369	$575.8k0.20%	0.20%	Added +114	+114 9.1%
90	GOLDMAN SACHS ETF TR ACCESS INFLATI GTIP	GTIP	11,200	$547.1k0.19%	0.19%	Added +413	+413 3.8%
91	META PLATFORMS INC CL A META	META	959	$540.3k0.19%	0.19%	Added +71	+71 8.0%
92	ISHARES TR RUS TP200 GR ETF IWY	IWY	1,802	$523.7k0.18%	0.18%	Added +113	+113 6.7%
93	ISHARES TR SYSTEMATIC BD ET SYSB	SYSB	5,878	$521.5k0.18%	0.18%	Added +1.9k	+1,868 46.6%
94	STERLING CAP FDS NATIONAL MUNI BD SCNM	SCNM	20,521	$516.2k0.18%	0.18%	Added +189	+189 0.9%
95	COSTCO WHSL CORP NEW COM COST	COST	527	$492.9k0.17%	0.17%	Added +117	+117 28.5%
96	WALMART INC COM WMT	WMT	4,296	$486.6k0.17%	0.17%	Added +319	+319 8.0%
97	ELI LILLY & CO COM LLY	LLY	405	$485.5k0.17%	0.17%	Added +32	+32 8.6%
98	DUKE ENERGY CORP NEW COM NEW DUK	DUK	3,710	$469.6k0.16%	0.16%	Added +1.2k	+1,180 46.6%
99	VANGUARD MALVERN FDS STRM INFPROIDX VTIP	VTIP	9,078	$456.0k0.16%	0.16%	Added +263	+263 3.0%
100	ISHARES TR RUS MD CP GR ETF IWP	IWP	3,086	$451.8k0.16%	0.16%	Added +88	+88 2.9%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ISHARES TR ESGD	ESGD	2,267	$216.8k2.3k shares
PALANTIR TECHNOLOGIES INC PLTR	PLTR	1,424	$208.3k1.4k shares