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LifeGuide Financial Advisors

Latest statistics and disclosures from LifeGuide Financial Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFGR, SCHP, IEF, DFAC, ESGV, and represent 66.12% of LifeGuide Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: DFGR (+$6.0M), SCHP, IEF, PTL, VGSH, DFAC, AAPL, PRXV, PRXG, DFIC.
Started 4 new stock positions in SPGI, VGSH, HD, PTL.
Reduced shares in these 10 stocks: BIBL, SHY, SPXL, TMF, EURL, DRN, VT, VOO, VTI, EDC.
Sold out of its positions in TNA, EURL, EDC, SHY, VT.
LifeGuide Financial Advisors was a net buyer of stock by $19M.
LifeGuide Financial Advisors has $301M in assets under management (AUM), dropping by 10.99%.
Central Index Key (CIK): 0001908585

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Positions held by LifeGuide Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for LifeGuide Financial Advisors

LifeGuide Financial Advisors holds 47 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Global Real Est (DFGR)	21.2	$64M	+10%	2.4M	26.47	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	16.1	$49M	+9%	1.8M	26.48	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	14.0	$42M	+9%	439k	96.08	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	8.9	$27M	+8%	671k	39.79	View chart
Vanguard World Esg Us Stk Etf (ESGV)	5.9	$18M	+2%	148k	121.04	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	5.5	$17M		49k	336.31	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	5.1	$16M	+4%	444k	34.80	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	4.6	$14M		192k	72.65	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.4	$7.2M	+2%	115k	63.20	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.8	$5.3M	+4%	157k	33.83	View chart
Praxis Fds Impact Large Cap (PRXV)	1.7	$5.0M	+39%	165k	30.52	View chart
Praxis Fds Impact Large Cap (PRXG)	1.7	$5.0M	+34%	137k	36.39	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.4	$4.2M		48k	88.52	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$2.8M	-10%	4.4k	628.28	View chart
Apple (AAPL)	0.8	$2.5M	+146%	9.1k	271.00	View chart
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)	0.8	$2.4M	NEW	9.7k	249.45	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.8	$2.4M	+11%	24k	102.38	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.8	$2.4M	NEW	41k	58.75	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.7	$2.0M	+4%	36k	54.93	View chart
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)	0.6	$1.8M	+4%	50k	36.68	View chart
International Business Machines (IBM)	0.5	$1.4M	+60%	5.0k	291.51	View chart
Mccormick & Co Com Non Vtg (MKC)	0.4	$1.1M		17k	67.28	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$930k	-6%	1.4k	682.98	View chart
Exxon Mobil Corporation (XOM)	0.3	$773k		6.3k	122.65	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$719k	-15%	1.8k	398.28	View chart
Wal-Mart Stores (WMT)	0.2	$708k	+36%	6.3k	112.76	View chart
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)	0.2	$571k	+4%	24k	24.21	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.2	$539k	-18%	5.8k	93.12	View chart
Hershey Company (HSY)	0.2	$488k	-8%	2.7k	182.38	View chart
United Parcel Service CL B (UPS)	0.2	$477k	-3%	4.7k	101.02	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$431k	-5%	1.6k	261.54	View chart
Astrazeneca Sponsored Adr (AZN)	0.1	$406k		4.4k	91.57	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$399k		1.4k	292.63	View chart
Microsoft Corporation (MSFT)	0.1	$382k	-37%	808.00	472.94	View chart
McDonald's Corporation (MCD)	0.1	$367k	+11%	1.2k	303.26	View chart
Amazon (AMZN)	0.1	$360k	-3%	1.6k	226.50	View chart
PNC Financial Services (PNC)	0.1	$321k		1.5k	211.46	View chart
PPL Corporation (PPL)	0.1	$321k	+3%	9.1k	35.11	View chart
Direxion Shs Etf Tr Drx S&p500bull (SPXL)	0.1	$301k	-78%	1.4k	221.64	View chart
Meta Platforms Cl A (META)	0.1	$270k		415.00	650.41	View chart
Linkbancorp (LNKB)	0.1	$266k	+35%	33k	8.19	View chart
Direxion Shs Etf Tr Daily 20+ Year T (TMF)	0.1	$261k	-71%	7.0k	37.10	View chart
Direxion Shs Etf Tr Daily Real Est B (DRN)	0.1	$256k	-66%	30k	8.52	View chart
S&p Global (SPGI)	0.1	$246k	NEW	480.00	512.66	View chart
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)	0.1	$228k	-90%	5.0k	45.97	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$224k	-14%	450.00	496.85	View chart
Home Depot (HD)	0.1	$214k	NEW	619.00	345.92	View chart

Past Filings by LifeGuide Financial Advisors

SEC 13F filings are viewable for LifeGuide Financial Advisors going back to 2021

LifeGuide Financial Advisors 2025 Q4 filed Jan. 5, 2026
LifeGuide Financial Advisors 2025 Q3 filed Oct. 20, 2025
LifeGuide Financial Advisors 2025 Q2 filed July 17, 2025
LifeGuide Financial Advisors 2025 Q1 filed April 11, 2025
LifeGuide Financial Advisors 2024 Q4 filed Jan. 17, 2025
LifeGuide Financial Advisors 2024 Q3 filed Oct. 7, 2024
LifeGuide Financial Advisors 2024 Q2 filed Aug. 2, 2024
LifeGuide Financial Advisors 2024 Q1 filed April 18, 2024
LifeGuide Financial Advisors 2023 Q4 filed Jan. 22, 2024
LifeGuide Financial Advisors 2023 Q3 filed Oct. 25, 2023
LifeGuide Financial Advisors 2023 Q2 filed July 13, 2023
LifeGuide Financial Advisors 2022 Q4 restated filed June 13, 2023
LifeGuide Financial Advisors 2023 Q1 filed April 20, 2023
LifeGuide Financial Advisors 2022 Q4 filed Jan. 18, 2023
LifeGuide Financial Advisors 2022 Q3 filed Oct. 18, 2022
LifeGuide Financial Advisors 2022 Q2 filed July 12, 2022

View all past filings

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