Institutional Fund
Lifeplan Financial, LLC
Mankato, MNCIK 17394855 filings on record
Portfolio Value
$135.32M
Q1 2026
Holdings
83
Reported positions
New Buys
2
Opened this quarter
QoQ Change
+3.8%
from $130.39M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Gold Tr8.8%
- Spdr Series Trust6.8%
- Select Sector Spdr Tr6.7%
- Select Sector Spdr Tr5.5%
- Amplify ETF Tr3.4%
- Vanguard Scottsdale Fds3.4%
- Other65.5%
Portfolio Holdings
83 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Gold Tr | 135.5K | $11.94M | 8.8% | −6.2K | Reduced |
| 2 | Spdr Series Trust | 93.3K | $9.14M | 6.8% | +4.1K | Added |
| 3 | Select Sector Spdr Tr | 109.8K | $9.01M | 6.7% | +6.7K | Added |
| 4 | Select Sector Spdr Tr | 149.8K | $7.49M | 5.5% | +12.1K | Added |
| 5 | Amplify ETF Tr | 147.2K | $4.57M | 3.4% | +5.9K | Added |
| 6 | Vanguard Scottsdale Fds | 76.6K | $4.56M | 3.4% | +4.8K | Added |
| 7 | Select Sector Spdr Tr | 47.9K | $2.93M | 2.2% | −1.5K | Reduced |
| 8 | Ishares Tr | 112.6K | $2.85M | 2.1% | +7.4K | Added |
| 9 | Ishares Tr | 122.5K | $2.85M | 2.1% | +6.9K | Added |
| 10 | Ishares Tr | 117.1K | $2.84M | 2.1% | +7.2K | Added |
73 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio