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CIK: 0001908585
Total reported value
$356.0M
$356.0M
47 檔
65.7%
The Q2 2026 SEC filing reveals that LifeGuide Financial Advisors, LLC held a total portfolio value of $356.0M, covering 47 public equity positions.
In Q2 2026, LifeGuide Financial Advisors, LLC displayed an active expansion posture, initiating 5 new positions and adding to 27 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 | 21.40% | -0.68% | +3.36% | |
| 2 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 15.64% | +0.29% | +6.75% | |
| 3 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 13.63% | -0.05% | +8.16% | |
| 4 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 9.83% | +0.26% | +2.87% | |
| 5 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 6.09% | +0.16% | +3.86% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.45% | -0.25% | +2.57% | |
| 7 | DFIC | Dimensional International Co | ETF-Other | 5.28% | +0.16% | +4.32% | |
| 8 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 4.71% | -0.13% | +2.54% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.40% | -0.18% | +3.86% | |
| 10 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.91% | +0.01% | -1.23% | |
| 11 | PRXV | Praxis Imp Large Cap Val ETF | ETF-Large Cap & Growth | 1.71% | +0.08% | +1.72% | |
| 12 | PRXG | Praxis Impact Large Cap ETF | ETF-Large Cap & Growth | 1.65% | +0.19% | +2.03% | |
| 13 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.28% | -0.09% | -1.45% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.98% | -0.02% | +15.28% | |
| 15 | PTL | Inspire 500 ETF | ETF-Other | 0.86% | -0.02% | -0.14% | |
| 16 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.74% | +0.09% | +10.55% | |
| 17 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.73% | +0.10% | +10.03% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 0.71% | +0.16% | +0.20% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.65% | -0.04% | +5.12% | |
| 20 | WWJD | Inspire International ETF | ETF-Other | 0.57% | +0.05% | -0.53% | |
| 21 | IBM | Intl Business Machines CORP | Stock-Tech | 0.40% | -0.09% | — | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.33% | — | +13.30% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 0.25% | -0.25% | EXIT | |
| 24 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.24% | -0.13% | +0.94% | |
| 25 | IBD | Inspire Corporate Bond ETF | ETF-Corp Bonds | 0.20% | +0.02% | +10.69% | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 0.20% | -0.03% | -0.80% | |
| 27 | GLD | Spdr Gold Shares | ETF-Commodities | 0.19% | — | — | |
| 28 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.17% | +0.01% | — | |
| 29 | BHRB | Burke & Herbert Financial Se | Stock-Other | 0.15% | +0.12% | — | |
| 30 | VB | Vanguard Small-cap ETF | ETF-Other | 0.14% | +0.02% | — | |
| 31 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.13% | — | +0.75% | |
| 32 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.13% | -0.02% | -5.61% | |
| 33 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.13% | -0.01% | +300.00% | |
| 34 | CAT | Caterpillar Inc | Stock-Industrials | 0.12% | -0.04% | — | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.11% | — | +6.07% | |
| 36 | PNC | Pnc Financial Services Group | Stock-Financials | 0.11% | -0.02% | +0.46% | |
| 37 | PPL | Ppl CORP | Stock-Utilities | 0.09% | -0.01% | -1.22% | |
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.09% | -0.01% | — | |
| 39 | MSFT | Microsoft CORP | Stock-Tech | 0.09% | +0.07% | +2.97% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.08% | +0.02% | +4.02% | |
| 41 | AZN | AstraZeneca PLC | Stock-Healthcare | 0.07% | -0.07% | EXIT | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.07% | — | +0.11% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.06% | — | — | |
| 44 | CMI | Cummins Inc | Stock-Industrials | 0.06% | -0.06% | EXIT | |
| 45 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.06% | -0.06% | EXIT | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.06% | -0.06% | EXIT | |
| 47 | DRN | Dir Dly Re Es Bul 3x Etf-usd | ETF-Other | 0.05% | -0.01% | -43.22% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ESGV | Vanguard Esg US Stock ETF | +0.5% | +3.86% | Add |
| 2 | DFAC | Dimensional US Core Equity 2 | +0.4% | +2.87% | Add |
| 3 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | +2.57% | Add |
| 4 | VSGX | Vanguard Esg Intl Stock ETF | +0.2% | +2.54% | Add |
| 5 | VOO | Vanguard S&p 500 ETF | +0.2% | +15.28% | Add |
| 6 | BHRB | Burke & Herbert Financial Se | +0.2% | NEW | New buy |
| 7 | PRXG | Praxis Impact Large Cap ETF | +0.1% | +2.03% | Add |
| 8 | CAT | Caterpillar Inc | +0.1% | NEW | New buy |
| 9 | DFGR | Dim Global Real Estate ETF | +0.1% | +3.36% | Add |
| 10 | DFEM | Dimensional Emrg Mrkt Core | +0.1% | -1.23% | Trim |
| 11 | AZN | AstraZeneca PLC | +0.1% | NEW | New buy |
| 12 | VEA | Vanguard Ftse Developed ETF | +0.1% | +3.86% | Add |
| 13 | CMI | Cummins Inc | +0.1% | NEW | New buy |
| 14 | VBR | Vanguard Small-cap Value ETF | +0.1% | NEW | New buy |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +13.30% | Add |
| 16 | PRXV | Praxis Imp Large Cap Val ETF | 0% | +1.72% | Add |
| 17 | PTL | Inspire 500 ETF | 0% | -0.14% | Trim |
| 18 | VWO | Vanguard Ftse Emerging Marke | 0% | +5.12% | Add |
| 19 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 20 | AAPL | Apple Inc | 0% | +0.20% | Add |
| 21 | AMZN | Amazon.com Inc | 0% | +6.07% | Add |
| 22 | PNC | Pnc Financial Services Group | 0% | +0.46% | Add |
| 23 | VONV | Vanguard Russell 1000 Value | — | — | Unchanged |
| 24 | VB | Vanguard Small-cap ETF | — | — | Unchanged |
| 25 | IBD | Inspire Corporate Bond ETF | — | +10.69% | Add |
| 26 | VO | Vanguard Mid-cap ETF | — | +300.00% | Add |
| 27 | JNJ | Johnson & Johnson | — | +0.11% | Add |
| 28 | UPS | United Parcel Service-cl B | 0% | -5.61% | Trim |
| 29 | MSFT | Microsoft CORP | 0% | +2.97% | Add |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | Unchanged |
| 31 | META | Meta Platforms Inc-class A | 0% | +4.02% | Add |
| 32 | HD | Home Depot Inc | 0% | -7.58% | Trim |
| 33 | VGSH | Vanguard Short-term Treasury | 0% | +10.03% | Add |
| 34 | STIP | Ishares 0-5 Year Tips Bond E | 0% | +10.55% | Add |
| 35 | DRN | Dir Dly Re Es Bul 3x Etf-usd | 0% | -43.22% | Trim |
| 36 | PPL | Ppl CORP | 0% | -1.22% | Trim |
| 37 | MCD | Mcdonald's CORP | 0% | — | Unchanged |
| 38 | MKC | Mccormick & Co-non Vtg Shrs | 0% | +0.94% | Add |
| 39 | LNKB | Linkbancorp Inc | -0.1% | EXIT | Sold out |
| 40 | HSY | Hershey Co/the | -0.1% | +0.75% | Add |
| 41 | WMT | Walmart Inc | -0.1% | -0.80% | Trim |
| 42 | VNQ | Vanguard Real Estate ETF | -0.1% | -1.45% | Trim |
| 43 | GLD | Spdr Gold Shares | -0.1% | — | Unchanged |
| 44 | WWJD | Inspire International ETF | -0.1% | -0.53% | Trim |
| 45 | TMF | Dir Dly 20+yr Tr Bl3x Etf-ui | -0.1% | EXIT | Sold out |
| 46 | SPGI | S&p Global Inc | -0.1% | EXIT | Sold out |
| 47 | SPXL | Direxion Daily S&p 500 Bull | -0.1% | EXIT | Sold out |
| 48 | XOM | Exxon Mobil CORP | -0.1% | +0.65% | Add |
| 49 | DFIC | Dimensional International Co | -0.1% | +4.32% | Add |
| 50 | IEF | Ishares 7-10 Year Treasury B | -0.7% | +8.16% | Add |
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 Q2 2026.
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 65.7% of total reported equity market value during Q2 2026.
Top New Position Initiated
BHRB
市值: $541.8K
Top Position Liquidated / Trimmed
SPXL
前期市值: $269.9K
During Q2 2026, LifeGuide Financial Advisors, LLC's top holdings by market value included DFGR (21.4%)、SCHP (15.6%)、IEF (13.6%). The largest single position, DFGR, represented 21.4% of total portfolio value.
In Q2 2026, LifeGuide Financial Advisors, LLC made 45 total portfolio adjustments, initiating 5 new buys, adding to 27 positions, trimming 9 holdings, and fully liquidating 4 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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