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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 66.59% of LifeGuide Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: IEF, SCHP, DFGR, DFAC, ESGV, DFIC, BHRB, VTI, VOO, VSGX.
Started 5 new stock positions in VBR, BHRB, CMI, AZN, CAT.
Reduced shares in these 10 stocks: , TMF, SPGI, LNKB, DRN, DFEM, VNQ, UPS, HD, WWJD.
Sold out of its positions in SPXL, TMF, LNKB, SPGI.
LifeGuide Financial Advisors was a net buyer of stock by $16M.
LifeGuide Financial Advisors has $351M in assets under management (AUM), dropping by 12.29%.
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 June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Global Real Est (DFGR)	21.4	$75M	+3%	2.6M	28.97	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	15.6	$55M	+6%	2.1M	26.50	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	13.6	$48M	+8%	506k	94.57	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	9.8	$35M	+2%	778k	44.36	View chart
Vanguard World Esg Us Stk Etf (ESGV)	6.1	$21M	+3%	162k	132.24	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	5.5	$19M	+2%	52k	370.04	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	5.3	$19M	+4%	498k	37.26	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	4.7	$17M	+2%	201k	82.34	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.4	$8.4M	+3%	118k	71.25	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.9	$6.7M		166k	40.64	View chart
Praxis Fds Impa La Valu Etf (PRXV)	1.7	$6.0M		172k	34.83	View chart
Praxis Fds Impa La Grow Etf (PRXG)	1.6	$5.8M	+2%	148k	39.02	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.3	$4.5M		47k	96.43	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.0	$3.5M	+15%	5.0k	686.87	View chart
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)	0.9	$3.0M		11k	286.10	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.7	$2.6M	+10%	26k	102.16	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.7	$2.6M	+10%	44k	58.20	View chart
Apple (AAPL)	0.7	$2.5M		8.6k	289.36	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.7	$2.3M	+5%	38k	59.69	View chart
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)	0.6	$2.0M		52k	38.13	View chart
International Business Machines (IBM)	0.4	$1.4M		5.0k	281.22	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$1.2M	+13%	1.5k	746.58	View chart
Exxon Mobil Corporation (XOM)	0.2	$873k		6.4k	136.72	View chart
Mccormick & Co Com Non Vtg (MKC)	0.2	$853k		17k	50.42	View chart
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)	0.2	$702k	+10%	30k	23.77	View chart
Wal-Mart Stores (WMT)	0.2	$699k		6.2k	113.26	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$665k		1.8k	368.38	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.2	$601k		5.7k	106.32	View chart
Burke & Herbert Financial Serv (BHRB)	0.2	$542k	NEW	7.5k	71.86	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$499k		1.6k	303.12	View chart
Hershey Company (HSY)	0.1	$473k		2.7k	175.42	View chart
United Parcel Svcs CL B (UPS)	0.1	$449k	-5%	4.2k	107.50	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$440k	+300%	5.5k	80.57	View chart
Caterpillar (CAT)	0.1	$406k	NEW	382.00	1063.92	View chart
Amazon (AMZN)	0.1	$391k	+6%	1.6k	238.34	View chart
PNC Financial Services (PNC)	0.1	$375k		1.5k	246.22	View chart
PPL Corporation (PPL)	0.1	$328k		9.0k	36.35	View chart
McDonald's Corporation (MCD)	0.1	$324k		1.2k	270.31	View chart
Microsoft Corporation (MSFT)	0.1	$310k	+2%	832.00	373.02	View chart
Meta Platforms Cl A (META)	0.1	$277k	+4%	492.00	563.29	View chart
Astrazeneca Ord (AZN)	0.1	$252k	NEW	1.3k	189.62	View chart
Johnson & Johnson (JNJ)	0.1	$231k		910.00	253.93	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$225k		450.00	500.39	View chart
Cummins (CMI)	0.1	$218k	NEW	306.00	713.21	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$205k	NEW	844.00	243.03	View chart
Home Depot (HD)	0.1	$202k	-7%	573.00	352.54	View chart
Direxion Shares Etf Trust Dai Rea Bul Etf (DRN)	0.0	$162k	-43%	15k	10.54	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 Q2 filed July 9, 2026
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

View all past filings

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