LifeGuide Financial Advisors, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 9, 2026), LifeGuide Financial Advisors, LLC reported 47 stock positions worth $351.2 million. Its top holding was Dim Global Real Estate ETF (DFGR) at 21.4% of the portfolio, followed by Schwab U.S. Tips ETF (SCHP, 15.6%) and iShares 7-10 Year Treasury B (IEF, 13.6%). Compared with Q1 2026, it opened 5 new positions, sold out of 4, added to 26 and reduced 9. The biggest buy was Vanguard ESG US Stock ETF (ESGV, shares +4%) and the biggest sale an exit from Direxion Daily S&P 500 Bull (SPXL).
- Most Recent 13F
- Q2 2026
- Location
- MECHANICSBURG, PA
- CIK
- 0001908585
- Portfolio Value
- $351.2M (Q2 2026)
- SEC Filing
- 0001951757-26-000965 ↗ filed Jul 9, 2026
Holdings Value
Holdings 47 stocks · $351.2M
| DFGR Dim Global Real Estate ETF | 21.40% | 2,593,868 | $75.1M | Add +3.4% |
| SCHP Schwab U.S. Tips ETF | 15.64% | 2,072,506 | $54.9M | Add +6.8% |
| IEF iShares 7-10 Year Treasury B | 13.63% | 506,239 | $47.9M | Add +8.2% |
| DFAC Dimensional US Core Equity 2 | 9.83% | 777,969 | $34.5M | Add +2.9% |
| ESGV Vanguard ESG US Stock ETF | 6.09% | 161,663 | $21.4M | Add +3.9% |
| VTI VG Morningstar TS MKT ETF-US | 5.45% | 51,724 | $19.1M | Add +2.6% |
| DFIC Dimensional International Co. | 5.28% | 497,486 | $18.5M | Add +4.3% |
| VSGX Vanguard ESG Intl Stock ETF | 4.71% | 200,730 | $16.5M | Add +2.5% |
| VEA Vanguard Ftse Developed ETF | 2.40% | 118,423 | $8.4M | Add +3.9% |
| DFEM Dimensional Emrg MRKT Core | 1.92% | 165,470 | $6.7M | Reduce -1.2% |
| PRXV Praxis Imp Large Cap Val ETF | 1.71% | 172,356 | $6.0M | Add +1.7% |
| PRXG Praxis Impact Large Cap ETF | 1.65% | 148,164 | $5.8M | Add +2.0% |
| VNQ Vanguard Real Estate ETF | 1.28% | 46,733 | $4.5M | Reduce -1.4% |
| VOO Vanguard S&P 500 ETF | 0.98% | 5,031 | $3.5M | Add +15.3% |
| PTL Inspire 500 ETF | 0.86% | 10,532 | $3.0M | Reduce -0.1% |
| STIP iShares 0-5 Year Tips Bond E | 0.74% | 25,490 | $2.6M | Add +10.6% |
| VGSH Vanguard Short-Term Treasury | 0.73% | 44,329 | $2.6M | Add +10.0% |
| AAPL Apple Inc. | 0.71% | 8,617 | $2.5M | Add +0.2% |
| VWO Vanguard Ftse Emerging Marke | 0.65% | 38,388 | $2.3M | Add +5.1% |
| WWJD Inspire International ETF | 0.57% | 52,090 | $2.0M | Reduce -0.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.40% | 4,956 | $1.4M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.33% | 1,542 | $1.2M | Add +13.3% |
| XOM Exxon Mobil Corp. | 0.25% | 6,385 | $873K | Add +0.7% |
| MKC McCormick & Co.-Non VTG SHRS | 0.24% | 16,919 | $853K | Add +0.9% |
| IBD Inspire Corporate Bond ETF | 0.20% | 29,545 | $702K | Add +10.7% |
| WMT Walmart Inc. | 0.20% | 6,171 | $699K | Reduce -0.8% |
| GLD SPDR Gold Shares | 0.19% | 1,806 | $665K | No change |
| VONV Vanguard Russell 1000 Value | 0.17% | 5,651 | $601K | No change |
| BHRB Burke & Herbert Financial SE | 0.15% | 7,540 | $542K | New |
| VB Vanguard Most SM-Cap ETF-Usd | 0.14% | 1,646 | $499K | No change |
| HSY The Hershey Co. | 0.13% | 2,698 | $473K | Add +0.8% |
| UPS United Parcel Service Class B | 0.13% | 4,173 | $449K | Reduce -5.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.13% | 5,456 | $440K | No change |
| CAT Caterpillar Inc. | 0.12% | 382 | $406K | New |
| AMZN Amazon.com Inc. | 0.11% | 1,642 | $391K | Add +6.1% |
| PNC PNC Financial Services Group | 0.11% | 1,524 | $375K | Add +0.5% |
| PPL PPL Corp. | 0.09% | 9,024 | $328K | Reduce -1.2% |
| MCD McDonald's Corp. | 0.09% | 1,200 | $324K | No change |
| MSFT Microsoft Corp. | 0.09% | 832 | $310K | Add +3.0% |
| META Meta Platforms Inc. Class A | 0.08% | 492 | $277K | Add +4.0% |
| AZN Astrazeneca PLC | 0.07% | 1,328 | $252K | New |
| JNJ Johnson & Johnson | 0.07% | 910 | $231K | Add +0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.06% | 450 | $225K | No change |
| CMI Cummins Inc. | 0.06% | 306 | $218K | New |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.06% | 844 | $205K | New |
| HD Home Depot Inc. | 0.06% | 573 | $202K | Reduce -7.6% |
| DRN Dir DLY Re Es Bul 3X ETF-Usd | 0.05% | 15,362 | $162K | Reduce -43.2% |
Portfolio Sells Q1 2026 → Q2 2026
| SPXL Direxion Daily S&P 500 Bull | Sold out | 0.00% | −0.09 |
| TMF Dir DLY 20+YR TR BL3X ETF-Ui | Sold out | 0.00% | −0.07 |
| SPGI S&P Global Inc. | Sold out | 0.00% | −0.07 |
| VNQ Vanguard Real Estate ETF | Reduce -1.4% | 1.28% | −0.06 |
| WWJD Inspire International ETF | Reduce -0.5% | 0.57% | −0.06 |
| LNKB Linkbancorp Inc. | Sold out | 0.00% | −0.05 |
| WMT Walmart Inc. | Reduce -0.8% | 0.20% | −0.05 |
| DRN Dir DLY Re Es Bul 3X ETF-Usd | Reduce -43.2% | 0.05% | −0.03 |
| PPL PPL Corp. | Reduce -1.2% | 0.09% | −0.02 |
| UPS United Parcel Service Class B | Reduce -5.6% | 0.13% | −0.01 |
| HD Home Depot Inc. | Reduce -7.6% | 0.06% | −0.01 |
| PTL Inspire 500 ETF | Reduce -0.1% | 0.86% | +0.01 |
| DFEM Dimensional Emrg MRKT Core | Reduce -1.2% | 1.92% | +0.06 |
Portfolio Buys Q1 2026 → Q2 2026
| ESGV Vanguard ESG US Stock ETF | Add +3.9% | 6.09% | +0.50 |
| DFAC Dimensional US Core Equity 2 | Add +2.9% | 9.83% | +0.43 |
| VTI VG Morningstar TS MKT ETF-US | Add +2.6% | 5.45% | +0.28 |
| VSGX Vanguard ESG Intl Stock ETF | Add +2.5% | 4.71% | +0.22 |
| BHRB Burke & Herbert Financial SE | New | 0.15% | +0.15 |
| VOO Vanguard S&P 500 ETF | Add +15.3% | 0.98% | +0.15 |
| PRXG Praxis Impact Large Cap ETF | Add +2.0% | 1.65% | +0.12 |
| CAT Caterpillar Inc. | New | 0.12% | +0.12 |
| AZN Astrazeneca PLC | New | 0.07% | +0.07 |
| DFGR Dim Global Real Estate ETF | Add +3.4% | 21.40% | +0.07 |
| VEA Vanguard Ftse Developed ETF | Add +3.9% | 2.40% | +0.07 |
| CMI Cummins Inc. | New | 0.06% | +0.06 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | New | 0.06% | +0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +13.3% | 0.33% | +0.04 |
| PRXV Praxis Imp Large Cap Val ETF | Add +1.7% | 1.71% | +0.03 |
| VWO Vanguard Ftse Emerging Marke | Add +5.1% | 0.65% | +0.02 |
| AAPL Apple Inc. | Add +0.2% | 0.71% | +0.01 |
| AMZN Amazon.com Inc. | Add +6.1% | 0.11% | +0.01 |
| PNC PNC Financial Services Group | Add +0.5% | 0.11% | +0.01 |
| IBD Inspire Corporate Bond ETF | Add +10.7% | 0.20% | −0.00 |
| JNJ Johnson & Johnson | Add +0.1% | 0.07% | −0.01 |
| MSFT Microsoft Corp. | Add +3.0% | 0.09% | −0.01 |
| META Meta Platforms Inc. Class A | Add +4.0% | 0.08% | −0.01 |
| VGSH Vanguard Short-Term Treasury | Add +10.0% | 0.73% | −0.02 |
| STIP iShares 0-5 Year Tips Bond E | Add +10.6% | 0.74% | −0.02 |
| MKC McCormick & Co.-Non VTG SHRS | Add +0.9% | 0.24% | −0.03 |
| HSY The Hershey Co. | Add +0.8% | 0.13% | −0.04 |
| XOM Exxon Mobil Corp. | Add +0.7% | 0.25% | −0.10 |
| DFIC Dimensional International Co. | Add +4.3% | 5.28% | −0.14 |
| IEF iShares 7-10 Year Treasury B | Add +8.2% | 13.63% | −0.65 |
| SCHP Schwab U.S. Tips ETF | Add +6.8% | 15.64% | −0.88 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 47 | $351.2M | DFGR, SCHP, IEF, DFAC, ESGV |
| Q1 2026 | 46 | $312.7M | DFGR, SCHP, IEF, DFAC, ESGV |
| Q4 2025 | 47 | $301.4M | DFGR, SCHP, IEF, DFAC, ESGV |
| Q3 2025 | 48 | $271.6M | DFGR, SCHP, IEF, DFAC, ESGV |
| Q2 2025 | 48 | $270.9M | DFGR, SCHP, IEF, DFAC, ESGV |
| Q1 2025 | 40 | $245.1M | DFGR, SCHP, IEF, DFAC, ESGV |
| Q4 2024 | 42 | $233.1M | VNQ, SCHP, IEF, DFAC, ESGV |
| Q3 2024 | 41 | $234.4M | VNQ, SCHP, IEF, DFAC, ESGV |
| Q2 2024 | 41 | $205.9M | VNQ, SCHP, IEF, DFAC, ESGV |
| Q1 2024 | 41 | $198.5M | VNQ, SCHP, IEF, DFAC, VTI |