SEC Form 13F

LifePlan Financial, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-22
Reported value$142,766,889
Positions89

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SPDR SERIES TRUSTSPYGST STR P500GRW$10,779,54290,592
ISHARES GOLD TRIAUISHARES NEW$9,901,551131,129
SELECT SECTOR SPDR TRXLPST STR STAPL ETF$9,377,440112,886
SELECT SECTOR SPDR TRXLBST STR MATER ETF$7,579,261149,110
AMPLIFY ETF TRSWANBLACKSWAN GRWT$4,880,112146,278
VANGUARD SCOTTSDALE FDSVGITINTER TERM TREAS$4,614,83178,244
ISHARES TRIBDSIBONDS 27 ETF$2,907,684120,053
ISHARES TRIBDTIBDS DEC28 ETF$2,901,642114,917
ISHARES TRIBDUIBONDS DEC 29$2,895,648125,028
ISHARES TRIBDVIBONDS DEC 2030$2,883,791132,284

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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