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CIK: 0001908585
Total reported value
$356.0M
$356.0M
48 檔
50.5%
In Q2 2025, LifeGuide Financial Advisors, LLC's U.S. equity holdings reached a combined market value of $356.0M, distributed across 48 disclosed stock positions.
In Q2 2025, LifeGuide Financial Advisors, LLC displayed an active expansion posture, initiating 8 new positions and adding to 25 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFGR | Dim Global Real Estate ETF | ETF-Other | 21.63% | -0.68% | +4.27% | |
| 2 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 16.54% | +0.29% | +3.03% | |
| 3 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 14.21% | -0.05% | +2.94% | |
| 4 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 8.16% | +0.26% | +1.32% | |
| 5 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 5.81% | +0.16% | -2.74% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.65% | -0.25% | +12.75% | |
| 7 | DFIC | Dimensional International Co | ETF-Other | 4.85% | +0.16% | +3.51% | |
| 8 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 4.60% | -0.13% | +1.34% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.36% | -0.18% | -2.97% | |
| 10 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.64% | +0.01% | +5.63% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.57% | -0.09% | -24.03% | |
| 12 | PRXG | Praxis Impact Large Cap ETF | ETF-Large Cap & Growth | 1.23% | +0.19% | — | |
| 13 | PRXV | Praxis Imp Large Cap Val ETF | ETF-Large Cap & Growth | 1.23% | +0.08% | — | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.03% | -0.02% | +4.23% | |
| 15 | BIBL | Inspire 100 ETF | ETF-Other | 0.80% | — | +2.10% | |
| 16 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.80% | +0.09% | -6.36% | |
| 17 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.80% | — | -6.25% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.63% | -0.04% | +8.64% | |
| 19 | WWJD | Inspire International ETF | ETF-Other | 0.60% | +0.05% | +0.42% | |
| 20 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.46% | -0.13% | +0.60% | |
| 21 | SPXL | Direxion Daily S&p 500 Bull | ETF-Large Cap & Growth | 0.39% | — | -11.75% | |
| 22 | TMF | Dir Dly 20+yr Tr Bl3x Etf-ui | ETF-Other | 0.35% | — | +19.36% | |
| 23 | IBM | Intl Business Machines CORP | Stock-Tech | 0.34% | -0.09% | — | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.33% | — | +3.10% | |
| 25 | DRN | Dir Dly Re Es Bul 3x Etf-usd | ETF-Other | 0.32% | -0.01% | +17.97% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.28% | +0.16% | +24.42% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.25% | -0.25% | EXIT | |
| 28 | GLD | Spdr Gold Shares | ETF-Commodities | 0.24% | — | +5.19% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.24% | +0.07% | — | |
| 30 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.22% | +0.01% | — | |
| 31 | EURL | Dir Da Fts Eur Bu 3x Etf-usd | ETF-Other | 0.21% | — | -15.55% | |
| 32 | IBD | Inspire Corporate Bond ETF | ETF-Corp Bonds | 0.20% | +0.02% | +1.25% | |
| 33 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.18% | -0.02% | +15.20% | |
| 34 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.18% | — | +19.82% | |
| 35 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.18% | — | +43.53% | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.17% | -0.03% | — | |
| 37 | VB | Vanguard Small-cap ETF | ETF-Other | 0.15% | +0.02% | -3.76% | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.14% | -0.01% | — | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.13% | — | — | |
| 40 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.12% | -0.01% | +38.17% | |
| 41 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.11% | — | — | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.11% | +0.02% | -11.51% | |
| 43 | PPL | Ppl CORP | Stock-Utilities | 0.11% | -0.01% | +45.67% | |
| 44 | PNC | Pnc Financial Services Group | Stock-Financials | 0.10% | -0.02% | — | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.09% | — | — | |
| 46 | EDC | Dir Da Ms Em Ma Bul 3x Etf-u | ETF-Other | 0.09% | — | -14.88% | |
| 47 | TNA | Dir Dai Sml Ca Bul 3x Et-usd | ETF-Other | 0.08% | — | — | |
| 48 | LNKB | Linkbancorp Inc | Stock-Other | 0.06% | — | — |
According to official SEC Form 13F filings, LifeGuide Financial Advisors, LLC reported a total U.S. public equity portfolio value of $356.0M across 48 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFGR, SCHP, IEF) accounted for 50.5% of total reported equity market value during Q2 2025.
Top New Position Initiated
PRXG
市值: $3.3M
Top Position Liquidated / Trimmed
ESGV
前期市值: $14.5M
During Q2 2025, LifeGuide Financial Advisors, LLC's top holdings by market value included DFGR (21.6%)、SCHP (16.5%)、IEF (14.2%). The largest single position, DFGR, represented 21.6% of total portfolio value.
In Q2 2025, LifeGuide Financial Advisors, LLC made 43 total portfolio adjustments, initiating 8 new buys, adding to 25 positions, trimming 10 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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