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CIK: 0001908585
Total reported value
$356.0M
$356.0M
47 檔
56.0%
During the Q4 2025 filing period, LifeGuide Financial Advisors, LLC (CIK: 0001908585) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $356.0M across 47 reported positions.
In Q4 2025, LifeGuide Financial Advisors, LLC displayed an active expansion posture, initiating 4 new positions and adding to 26 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 | 21.19% | -0.68% | +10.37% | |
| 2 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 16.14% | +0.29% | +9.21% | |
| 3 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 13.99% | -0.05% | +9.12% | |
| 4 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 8.86% | +0.26% | +8.19% | |
| 5 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 5.94% | +0.16% | +2.93% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.51% | -0.25% | -1.84% | |
| 7 | DFIC | Dimensional International Co | ETF-Other | 5.13% | +0.16% | +4.65% | |
| 8 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 4.62% | -0.13% | +0.67% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.40% | -0.18% | +2.27% | |
| 10 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.77% | +0.01% | +4.80% | |
| 11 | PRXV | Praxis Imp Large Cap Val ETF | ETF-Large Cap & Growth | 1.67% | +0.08% | +39.21% | |
| 12 | PRXG | Praxis Impact Large Cap ETF | ETF-Large Cap & Growth | 1.66% | +0.19% | +34.18% | |
| 13 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.41% | -0.09% | +0.14% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.91% | -0.02% | -10.83% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 0.82% | +0.16% | +146.37% | |
| 16 | PTL | Inspire 500 ETF | ETF-Other | 0.80% | -0.02% | — | |
| 17 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.80% | +0.09% | +11.74% | |
| 18 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.80% | +0.10% | — | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.66% | -0.04% | +4.23% | |
| 20 | WWJD | Inspire International ETF | ETF-Other | 0.61% | +0.05% | +4.83% | |
| 21 | IBM | Intl Business Machines CORP | Stock-Tech | 0.48% | -0.09% | +60.54% | |
| 22 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.37% | -0.13% | +1.30% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.31% | — | -6.97% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.26% | -0.25% | EXIT | |
| 25 | GLD | Spdr Gold Shares | ETF-Commodities | 0.24% | — | -15.09% | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 0.23% | -0.03% | +36.25% | |
| 27 | IBD | Inspire Corporate Bond ETF | ETF-Corp Bonds | 0.19% | +0.02% | +4.26% | |
| 28 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.18% | +0.01% | -18.60% | |
| 29 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.16% | — | -8.17% | |
| 30 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.16% | -0.02% | -3.96% | |
| 31 | VB | Vanguard Small-cap ETF | ETF-Other | 0.14% | +0.02% | -5.35% | |
| 32 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.13% | — | +0.23% | |
| 33 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.13% | -0.01% | — | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 0.13% | +0.07% | -37.99% | |
| 35 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.12% | -0.01% | +11.42% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.12% | — | -3.23% | |
| 37 | PNC | Pnc Financial Services Group | Stock-Financials | 0.11% | -0.02% | +0.20% | |
| 38 | PPL | Ppl CORP | Stock-Utilities | 0.11% | -0.01% | +3.95% | |
| 39 | SPXL | Direxion Daily S&p 500 Bull | ETF-Large Cap & Growth | 0.10% | — | -78.05% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.09% | +0.02% | — | |
| 41 | LNKB | Linkbancorp Inc | Stock-Other | 0.09% | — | +35.92% | |
| 42 | TMF | Dir Dly 20+yr Tr Bl3x Etf-ui | ETF-Other | 0.09% | — | -71.25% | |
| 43 | DRN | Dir Dly Re Es Bul 3x Etf-usd | ETF-Other | 0.09% | -0.01% | -66.12% | |
| 44 | SPGI | S&p Global Inc | Stock-Financials | 0.08% | — | — | |
| 45 | BIBL | Inspire 100 ETF | ETF-Other | 0.08% | — | -90.59% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.07% | — | -14.61% | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.07% | -0.06% | EXIT |
According to official SEC Form 13F filings, LifeGuide Financial Advisors, LLC reported a total U.S. public equity portfolio value of $356.0M across 47 disclosed positions in Q4 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 56.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
PTL
市值: $2.4M
Top Position Liquidated / Trimmed
SHY
前期市值: $2.1M
During Q4 2025, LifeGuide Financial Advisors, LLC's top holdings by market value included DFGR (21.2%)、SCHP (16.1%)、IEF (14.0%). The largest single position, DFGR, represented 21.2% of total portfolio value.
In Q4 2025, LifeGuide Financial Advisors, LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 26 positions, trimming 15 holdings, and fully liquidating 5 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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