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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 67.12% of LifeGuide Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: DFAC, SCHP, IEF, DFGR, DFIC, ESGV, DFEM, VTI, VSGX, PRXG.
Started 1 new stock position in JNJ.
Reduced shares in these 10 stocks: AstraZeneca, BIBL, AAPL, LNKB, STIP, VNQ, VGSH, UPS, VEA, TMF.
Sold out of its positions in AstraZeneca, BIBL.
LifeGuide Financial Advisors was a net buyer of stock by $14M.
LifeGuide Financial Advisors has $313M in assets under management (AUM), dropping by 3.76%.
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 46 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Global Real Est (DFGR)	21.3	$67M	+4%	2.5M	26.58	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	16.5	$52M	+5%	1.9M	26.61	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	14.3	$45M	+6%	468k	95.44	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	9.4	$29M	+12%	756k	38.86	View chart
Vanguard World Esg Us Stk Etf (ESGV)	5.6	$18M	+5%	156k	112.27	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	5.4	$17M	+7%	477k	35.53	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	5.2	$16M	+2%	50k	320.81	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	4.5	$14M	+2%	196k	71.73	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.3	$7.3M		114k	64.08	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.9	$5.8M	+6%	168k	34.55	View chart
Praxis Fds Impact Large Cap (PRXV)	1.7	$5.3M	+2%	169k	31.09	View chart
Praxis Fds Impact Large Cap (PRXG)	1.5	$4.8M	+5%	145k	32.86	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.3	$4.2M		47k	88.70	View chart
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)	0.8	$2.6M	+8%	11k	250.55	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$2.6M		4.4k	597.53	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.8	$2.4M		23k	103.43	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.8	$2.4M		40k	58.54	View chart
Apple (AAPL)	0.7	$2.2M	-5%	8.6k	253.78	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$2.0M		37k	54.05	View chart
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)	0.6	$2.0M	+4%	52k	37.39	View chart
International Business Machines (IBM)	0.4	$1.2M		5.0k	242.40	View chart
Exxon Mobil Corporation (XOM)	0.3	$1.1M		6.3k	169.66	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$885k		1.4k	650.15	View chart
Mccormick & Co Com Non Vtg (MKC)	0.3	$846k		17k	50.44	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$777k		1.8k	430.29	View chart
Wal-Mart Stores (WMT)	0.2	$773k		6.2k	124.28	View chart
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)	0.2	$637k	+13%	27k	23.86	View chart
Hershey Company (HSY)	0.2	$557k		2.7k	207.90	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.2	$530k	-2%	5.7k	93.74	View chart
United Parcel Svcs CL B (UPS)	0.1	$435k	-6%	4.4k	98.38	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$431k		1.6k	261.92	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$392k		1.4k	287.18	View chart
McDonald's Corporation (MCD)	0.1	$373k		1.2k	310.79	View chart
PPL Corporation (PPL)	0.1	$349k		9.1k	38.20	View chart
Amazon (AMZN)	0.1	$322k	-2%	1.5k	208.27	View chart
PNC Financial Services (PNC)	0.1	$316k		1.5k	208.09	View chart
Microsoft Corporation (MSFT)	0.1	$299k		808.00	370.17	View chart
Meta Platforms Cl A (META)	0.1	$271k	+13%	473.00	572.13	View chart
Direxion Shares Etf Trust Daily S&p 500 Bu (SPXL)	0.1	$270k	+7%	1.5k	184.89	View chart
Direxion Shares Etf Trust Daily Real Estat (DRN)	0.1	$232k	-10%	27k	8.59	View chart
Direxion Shares Etf Trust Dly 20 Yr Tresur (TMF)	0.1	$228k	-10%	6.3k	36.06	View chart
Johnson & Johnson (JNJ)	0.1	$222k	NEW	909.00	244.44	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$216k		450.00	479.20	View chart
S&p Global (SPGI)	0.1	$204k		480.00	425.34	View chart
Home Depot (HD)	0.1	$204k		620.00	329.15	View chart
Linkbancorp (LNKB)	0.1	$168k	-37%	20k	8.34	View chart

Past Filings by LifeGuide Financial Advisors

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

LifeGuide Financial Advisors 2026 Q1 filed April 9, 2026
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

View all past filings

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