LifePlan Financial, LLC
RIA/Wealth
LifePlan Financial, LLC is a RIA/Wealth based in Mankato, MN led by Larry Allen Kuyper, managing $126.2M across 83 long positions as of Q3 2025 with 50% ETF concentration.
PresidentLarry Allen Kuyper
- Portfolio Value
- $126.2M
- Positions
- 83
- Top Holding
- IAU at 8.79%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in LifePlan Financial, LLC's portfolio (42.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Unknown Unknown | $11.1M | 8.79% | -$632.2K Sold | — 152.5K shares | |
ETF ETF | $9.5M | 7.51% | -$317.2K Sold | — 90.7K shares | |
ETF ETF | $7.8M | 6.17% | +$196.8K Bought | — 99.3K shares | |
ETF ETF | $5.9M | 4.66% | +$304.2K Bought | — 65.6K shares | |
ETF ETF | $4.5M | 3.60% | +$1.4K Bought | — 141.1K shares | |
ETF ETF | $4.3M | 3.39% | +$78.3K Bought | — 71.2K shares | |
Software - Infrastructure Technology | $2.8M | 2.24% | -$87.5K Sold | 0.00% 5.5K shares | |
ETF ETF | $2.7M | 2.11% | +$45.3K Bought | — 113.7K shares | |
ETF ETF | $2.7M | 2.11% | +$51.2K Bought | — 104.3K shares | |
ETF ETF | $2.6M | 2.10% | +$51.8K Bought | — 108.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in LifePlan Financial, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+148.68% | |
+144.94% | |
+141.24% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for LifePlan Financial, LLC
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