Shannon Hemphill

Lifeplan Financial, Llc

Assets Managed

$135.317M

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 16d ago

Growth Rate

3.78%(2Q avg: 3.55%)

Sustained Growth

5 quarters

Portfolio positions

This chart displays the top 10 holdings in Lifeplan Financial, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 83 positions.

Assets under management

The assets under management (AUM) of Lifeplan Financial, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 135.317M in assets, with a quarterly growth rate of 3.78% and a 2-quarter average growth rate of 3.55%. The portfolio is managed by Shannon Hemphill, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
IAU Ishares Gold Trust Recent Activity Decreased -4.34%	8.83%	$11.942M 135,456 shares@ $88.16 avg price	Decreased -4.34%
SPYG Spdr Portfolio S&p 500 Growt Recent Activity Increased 4.64%	6.76%	$9.138M 93,330 shares@ $97.91 avg price	Increased 4.64%
XLP Consumer Staples Spdr Recent Activity Increased 6.5%	6.66%	$9.005M 109,847 shares@ $81.98 avg price	Increased 6.5%
XLB Materials Select Sector Spdr Recent Activity Increased 8.82%	5.54%	$7.485M 149,798 shares@ $49.97 avg price	Increased 8.82%
SWAN Amplify Blackswan Growth Tsy Recent Activity Increased 4.15%	3.38%	$4.571M 147,155 shares@ $31.07 avg price	Increased 4.15%
VGIT Vanguard Intermediate-term T Recent Activity Increased 6.65%	3.38%	$4.563M 76,619 shares@ $59.55 avg price	Increased 6.65%
XLE Energy Select Sector Spdr Recent Activity Decreased -3.11%	2.17%	$2.933M 47,870 shares@ $61.27 avg price	Decreased -3.11%
IBDT Ishares Ibonds Dec 2028 Etf Recent Activity Increased 7.01%	2.11%	$2.852M 112,577 shares@ $25.33 avg price	Increased 7.01%
IBDU Ishares Ibonds Dec 2029 Term Recent Activity Increased 6.01%	2.11%	$2.85M 122,537 shares@ $23.27 avg price	Increased 6.01%
IBDS Ishrs Ibnds Dec 27 Corp Etf Recent Activity Increased 6.56%	2.1%	$2.839M 117,124 shares@ $24.25 avg price	Increased 6.56%

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