LifePlan Investment Advisors, Inc.

RIA/Wealth

LifePlan Investment Advisors, Inc. is a RIA/Wealth based in Raleigh, NC led by Alex Paul Sutherland, reporting $238.6M in AUM as of Q3 2025 with 85% ETF concentration.

OwnerAlex Paul Sutherland

Portfolio Value: $236.3M
Positions: 109
Top Holding: VOO at 6.3%
Last Reported: Q3 2025

Address7201 Creedmoor Rd., Suite 147, Raleigh, NC, 27613, United States

Top Holdings

Largest long holdings in LifePlan Investment Advisors, Inc.'s portfolio (33.2% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard S&P 500 ETF VOO	ETF ETF	$14.9M	6.30%	+$5.9M Bought	— 24.3K shares	Q2 2023 Held for 2y 5m
2 iShares Core U.S. Aggregate Bond AGG	ETF ETF	$11.6M	4.92%	+$424.2K Bought	— 115.9K shares	Q2 2023 Held for 2y 5m
3 Vanguard Growth VUG	ETF ETF	$8.0M	3.37%	+$810.5K Bought	— 16.6K shares	Q2 2023 Held for 2y 5m
4 Goldman Sachs MarketBeta U.S. Equity GSUS	ETF ETF	$7.6M	3.23%	+$753.0K Bought	— 82.5K shares	Q1 2024 Held for 1y 8m
5 Vanguard FTSE Developed Markets VEA	ETF ETF	$6.6M	2.80%	+$807.1K Bought	— 110.3K shares	Q4 2023 Held for 1y 11m
6 iShares Core MSCI Emerging Markets IEMG	ETF ETF	$6.5M	2.76%	+$2.2M Bought	— 99.0K shares	Q2 2023 Held for 2y 5m
7 iShares Core International Aggregate Bond IAGG	ETF ETF	$6.2M	2.62%	+$285.7K Bought	— 121.1K shares	Q2 2023 Held for 2y 5m
8 Schwab Emerging Markets Equity SCHE	ETF ETF	$5.8M	2.46%	-$187.7K Sold	— 174.3K shares	Q2 2023 Held for 2y 5m
9 Vanguard Value VTV	ETF ETF	$5.6M	2.37%	+$697.3K Bought	— 30.0K shares	Q2 2023 Held for 2y 5m
10 Vanguard Small-Cap Value VBR	ETF ETF	$5.5M	2.34%	+$145.7K Bought	— 26.5K shares	Q2 2023 Held for 2y 5m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in LifePlan Investment Advisors, Inc.'s latest filing

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Market Value

$236.3M

Prior: $200.8M

Q/Q Change

+17.7%

+$35.5M

Net Flows % of MV

+9.85%

Turnover Ratio

6.91%

New Purchases

7 stocks

$2.0M

Added To

77 stocks

+$25.7M

Sold Out Of

3 stocks

$1.7M

Reduced Holdings

19 stocks

-$2.7M

Increased Positions

Position	Shares Δ	Change
1 iShares U.S. Aerospace & Defense ITA	New	0 → 3.6K +$748.5K
2 Alphabet Inc. GOOG	New	0 → 973.0 +$237.0K
3 iShares Russell Mid-Cap Value IWS	New	0 → 1.6K +$223.1K
4 iShares ESG Aware MSCI EAFE ETF ESGD	New	0 → 2.3K +$217.9K
5 Palantir Technologies Inc. PLTR	New	0 → 1.1K +$208.9K

Decreased Positions

Position	Shares Δ	Change
1 iShares U.S. Technology IYW	Sold	6.3K → 0 −$1.1M
2 iShares ESG Advanced MSCI EAFE DMXF	Sold	4.5K → 0 −$335.8K
3 iShares MSCI Emerging Markets ex China EMXC	Sold	4.2K → 0 −$263.5K
4 iShares MSCI EAFE Growth EFG	-73.45%	12.9K → 3.4K −$1.1M
5 EUSB iShares ESG Advanced Total USD Bond Market EUSB	-32.33%	12.5K → 8.4K −$177.3K