SEC 13F Intelligence

Lifeplan Financial, LLC / MGK

Lifeplan Financial, LLC’s Vanguard World Fd Position

Does Lifeplan Financial, LLC own Vanguard World Fd (MGK)? Yes — 3.8K shares worth $1M (+1.03% of its 13F portfolio) as of Q1 2026, down from 3.9K shares the prior filed quarter.

Position Value
$1M
Q1 2026
Shares
3.8K
% of Portfolio
+1.03%
Quarters Held
10
currently held

Position History MGK

Reported value by quarter
Q4 ’23: $2MQ4 ’23Q1 ’24: $2MQ2 ’24: $2MQ2 ’24Q3 ’24: $2MQ4 ’24: $2MQ4 ’24Q1 ’25: $1MQ2 ’25: $2MQ2 ’25Q3 ’25: $2MQ4 ’25: $2MQ4 ’25Q1 ’26: $1Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20263.8K$1M+1.03%
Q4 20253.9K$2M+1.25%
Q3 20254.1K$2M+1.32%
Q2 20254.5K$2M+1.36%
Q1 20254.5K$1M+1.22%
Q4 20244.7K$2M+1.44%
Q3 20245.2K$2M+1.44%
Q2 20245.4K$2M+1.58%
Q1 20245.4K$2M+1.43%
Q4 20235.9K$2M+1.54%

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 MGK.