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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 66.32% of LifeGuide Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: DFAC, SCHP, DFIC, DFGR, IEF, PRXV, PRXG, WWJD, DFEM, EURL.
Reduced shares in these 8 stocks: DRN, ESGV, TNA, VSGX, VTI, VEA, STIP, SHY.
LifeGuide Financial Advisors was a net buyer of stock by $382k.
LifeGuide Financial Advisors has $272M in assets under management (AUM), dropping by 0.23%.
Central Index Key (CIK): 0001908585

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Portfolio Holdings for LifeGuide Financial Advisors

LifeGuide Financial Advisors holds 48 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Global Real Est (DFGR)	21.7	$59M		2.2M	26.99	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	16.5	$45M		1.7M	26.57	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	14.1	$38M		402k	95.29	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	8.2	$22M		620k	36.04	View chart
Vanguard World Esg Us Stk Etf (ESGV)	5.8	$16M		144k	109.47	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	5.6	$15M		50k	303.93	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	4.9	$13M		425k	31.06	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	4.6	$13M		190k	65.50	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.3	$6.4M		112k	56.97	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.6	$4.5M		150k	29.76	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.6	$4.3M		48k	89.71	View chart
Praxis Fds Impact Large Cap (PRXV)	1.2	$3.4M		118k	28.64	View chart
Praxis Fds Impact Large Cap (PRXG)	1.2	$3.3M		102k	32.50	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.0	$2.8M		4.9k	567.82	View chart
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)	0.8	$2.2M		53k	41.53	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.8	$2.2M		21k	102.45	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.8	$2.1M		26k	82.51	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$1.7M		35k	49.66	View chart
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)	0.6	$1.6M		48k	34.32	View chart
Mccormick & Co Com Non Vtg (MKC)	0.5	$1.3M		16k	77.17	View chart
Direxion Shs Etf Tr Drx S&p500bull (SPXL)	0.4	$1.1M		6.2k	173.23	View chart
Direxion Shs Etf Tr Daily 20+ Year T (TMF)	0.4	$967k		25k	39.47	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$904k		1.5k	617.65	View chart
International Business Machines (IBM)	0.3	$899k		3.1k	291.22	View chart
Direxion Shs Etf Tr Daily Real Est B (DRN)	0.3	$864k		89k	9.73	View chart
Apple (AAPL)	0.3	$768k		3.7k	207.85	View chart
Exxon Mobil Corporation (XOM)	0.2	$677k		6.2k	109.24	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$654k		2.1k	307.55	View chart
Microsoft Corporation (MSFT)	0.2	$641k		1.3k	492.05	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.2	$612k		7.1k	86.02	View chart
Direxion Shs Etf Tr Dly Fts Bul 3x (EURL)	0.2	$583k		17k	34.52	View chart
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)	0.2	$544k		23k	24.05	View chart
United Parcel Service CL B (UPS)	0.2	$514k		4.9k	104.47	View chart
Hershey Company (HSY)	0.2	$512k		2.9k	175.82	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$477k		3.7k	128.53	View chart
Wal-Mart Stores (WMT)	0.2	$453k		4.6k	98.24	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$416k		1.7k	239.44	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$384k		1.4k	281.43	View chart
Amazon (AMZN)	0.1	$362k		1.6k	220.46	View chart
McDonald's Corporation (MCD)	0.1	$323k		1.1k	297.49	View chart
Astrazeneca Sponsored Adr (AZN)	0.1	$316k		4.4k	71.46	View chart
PPL Corporation (PPL)	0.1	$299k		8.8k	33.99	View chart
Meta Platforms Cl A (META)	0.1	$299k		415.00	719.22	View chart
PNC Financial Services (PNC)	0.1	$292k		1.5k	192.52	View chart
Direxion Shs Etf Tr Dly Emg Mk Bl 3x (EDC)	0.1	$258k		6.6k	39.39	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$258k		527.00	489.61	View chart
Direxion Shs Etf Tr Dly Smcap Bull3x (TNA)	0.1	$209k	-3%	6.0k	34.57	View chart
Linkbancorp (LNKB)	0.1	$179k		24k	7.50	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 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
LifeGuide Financial Advisors 2022 Q1 filed April 29, 2022

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