SEC 13F Intelligence

Lifeplan Financial, LLC / GOOGL

Lifeplan Financial, LLC’s Alphabet Inc Position

Does Lifeplan Financial, LLC own Alphabet Inc (GOOGL)? Yes — 7.7K shares worth $2M (+1.63% of its 13F portfolio) as of Q1 2026, down from 8.0K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
7.7K
% of Portfolio
+1.63%
Quarters Held
10
currently held

Position History GOOGL

Reported value by quarter
Q4 ’23: $1MQ4 ’23Q1 ’24: $1MQ2 ’24: $2MQ2 ’24Q3 ’24: $2MQ4 ’24: $2MQ4 ’24Q1 ’25: $1MQ2 ’25: $2MQ2 ’25Q3 ’25: $2MQ4 ’25: $2MQ4 ’25Q1 ’26: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20267.7K$2M+1.63%
Q4 20258.0K$2M+1.91%
Q3 20258.5K$2M+1.64%
Q2 20258.8K$2M+1.29%
Q1 20258.8K$1M+1.19%
Q4 20249.0K$2M+1.51%
Q3 20249.3K$2M+1.33%
Q2 20249.5K$2M+1.59%
Q1 20249.7K$1M+1.34%
Q4 20239.7K$1M+1.35%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lifeplan Financial, LLC’s full portfolio or all institutional holders of GOOGL.