LifeGuide Financial Advisors, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 17, 2025), LifeGuide Financial Advisors, LLC reported 42 stock positions worth $233.1 million. Its top holding was Vanguard Real Estate ETF (VNQ) at 25.4% of the portfolio, followed by Schwab U.S. Tips ETF (SCHP, 17.4%) and iShares 7-10 Year Treasury B (IEF, 14.2%). Compared with Q3 2024, it opened 2 new positions, sold out of 1, added to 22 and reduced 13. The biggest buy was Vanguard ESG US Stock ETF (ESGV, shares +14%) and the biggest sale Direxion Daily S&P 500 Bull (SPXL, shares −35%).
- Most Recent 13F
- Q2 2026
- Location
- MECHANICSBURG, PA
- CIK
- 0001908585
- Portfolio Value
- $233.1M (Q4 2024)
- SEC Filing
- 0001951757-25-000068 ↗ filed Jan 17, 2025
Holdings Value
Holdings 42 stocks · $233.1M
| VNQ Vanguard Real Estate ETF | 25.40% | 664,726 | $59.2M | Add +1.0% |
| SCHP Schwab U.S. Tips ETF | 17.37% | 1,567,621 | $40.5M | Add +5.3% |
| IEF iShares 7-10 Year Treasury B | 14.21% | 358,228 | $33.1M | Add +6.1% |
| DFAC Dimensional US Core Equity 2 | 8.08% | 544,716 | $18.8M | Add +0.7% |
| ESGV Vanguard ESG US Stock ETF | 6.54% | 145,434 | $15.3M | Add +13.6% |
| VTI VG Morningstar TS MKT ETF-US | 5.49% | 44,202 | $12.8M | Add +2.7% |
| VSGX Vanguard ESG Intl Stock ETF | 4.45% | 182,799 | $10.4M | Add +18.7% |
| DFIC Dimensional International Co. | 4.13% | 372,355 | $9.6M | Add +6.4% |
| VEA Vanguard Ftse Developed ETF | 2.30% | 111,892 | $5.4M | Add +10.4% |
| DFEM Dimensional Emrg MRKT Core | 1.39% | 124,074 | $3.2M | Add +4.6% |
| VOO Vanguard S&P 500 ETF | 1.07% | 4,628 | $2.5M | Add +3.0% |
| STIP iShares 0-5 Year Tips Bond E | 1.01% | 23,300 | $2.3M | Add +13.4% |
| SHY iShares 1-3 Year Treasury Bo | 1.00% | 28,499 | $2.3M | Add +14.8% |
| VWO Vanguard Ftse Emerging Marke | 0.60% | 31,708 | $1.4M | Add +21.1% |
| BIBL Inspire 100 ETF | 0.60% | 35,786 | $1.4M | Add +4.3% |
| MKC McCormick & Co.-Non VTG SHRS | 0.53% | 16,229 | $1.2M | Reduce -0.2% |
| SPXL Direxion Daily S&P 500 Bull | 0.45% | 6,249 | $1.1M | Reduce -34.8% |
| WWJD Inspire International ETF | 0.41% | 33,159 | $962K | Add +8.3% |
| TMF Dir DLY 20+YR TR BL3X ETF-Ui | 0.39% | 22,775 | $910K | Add +2.2% |
| VGIT Vanguard Intermediate-Term T | 0.39% | 15,477 | $898K | New |
| DRN Dir DLY Re Es Bul 3X ETF-Usd | 0.37% | 88,521 | $871K | Reduce -6.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.36% | 1,419 | $832K | Reduce -7.4% |
| AAPL Apple Inc. | 0.31% | 2,906 | $728K | Add +34.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.29% | 3,087 | $679K | No change |
| XOM Exxon Mobil Corp. | 0.28% | 6,102 | $656K | Reduce -17.8% |
| EURL Dir Da FTS Eur Bu 3X ETF-Usd | 0.24% | 27,968 | $571K | Reduce -2.3% |
| MSFT Microsoft Corp. | 0.24% | 1,338 | $564K | Add +54.5% |
| UPS United Parcel Service Class B | 0.24% | 4,371 | $551K | Reduce -4.7% |
| GLD SPDR Gold Shares | 0.21% | 2,022 | $490K | Add +6.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.19% | 1,806 | $434K | No change |
| HSY The Hershey Co. | 0.18% | 2,418 | $409K | Add +0.8% |
| IBD Inspire Corporate Bond ETF | 0.17% | 16,668 | $391K | Reduce -4.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.15% | 1,364 | $360K | No change |
| VT Vanguard Tot World STK ETF | 0.15% | 2,886 | $339K | Add +22.2% |
| CSL Carlisle Cos Inc. | 0.13% | 843 | $311K | Reduce -31.7% |
| AZN Astrazeneca PLC-Spons ADR | 0.12% | 4,426 | $290K | No change |
| EDC Dir Da Ms Em Ma Bul 3X ETF-U | 0.11% | 8,850 | $255K | Reduce -10.9% |
| META Meta Platforms Inc. Class A | 0.10% | 415 | $243K | Reduce -2.1% |
| MCD McDonald's Corp. | 0.10% | 795 | $230K | Reduce -0.8% |
| TNA Dir Dai SML Ca Bul 3X Et-Usd | 0.09% | 4,958 | $208K | Reduce -30.1% |
| TIP iShares Tips Bond ETF | 0.09% | 1,881 | $200K | New |
| LNKB Linkbancorp Inc. | 0.08% | 23,880 | $179K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| SPXL Direxion Daily S&P 500 Bull | Reduce -34.8% | 0.45% | −0.22 |
| IVV iShares Core S&P 500 ETF | Sold out | 0.00% | −0.20 |
| DRN Dir DLY Re Es Bul 3X ETF-Usd | Reduce -6.9% | 0.37% | −0.17 |
| EURL Dir Da FTS Eur Bu 3X ETF-Usd | Reduce -2.3% | 0.24% | −0.11 |
| CSL Carlisle Cos Inc. | Reduce -31.7% | 0.13% | −0.10 |
| XOM Exxon Mobil Corp. | Reduce -17.8% | 0.28% | −0.09 |
| EDC Dir Da Ms Em Ma Bul 3X ETF-U | Reduce -10.9% | 0.11% | −0.05 |
| TNA Dir Dai SML Ca Bul 3X Et-Usd | Reduce -30.1% | 0.09% | −0.05 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -0.2% | 0.53% | −0.04 |
| UPS United Parcel Service Class B | Reduce -4.7% | 0.24% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -7.4% | 0.36% | −0.02 |
| IBD Inspire Corporate Bond ETF | Reduce -4.5% | 0.17% | −0.01 |
| MCD McDonald's Corp. | Reduce -0.8% | 0.10% | −0.01 |
| META Meta Platforms Inc. Class A | Reduce -2.1% | 0.10% | +0.00 |
Portfolio Buys Q3 2024 → Q4 2024
| ESGV Vanguard ESG US Stock ETF | Add +13.6% | 6.54% | +0.99 |
| VSGX Vanguard ESG Intl Stock ETF | Add +18.7% | 4.45% | +0.41 |
| VGIT Vanguard Intermediate-Term T | New | 0.39% | +0.39 |
| SCHP Schwab U.S. Tips ETF | Add +5.3% | 17.37% | +0.34 |
| VTI VG Morningstar TS MKT ETF-US | Add +2.7% | 5.49% | +0.30 |
| DFAC Dimensional US Core Equity 2 | Add +0.7% | 8.08% | +0.17 |
| SHY iShares 1-3 Year Treasury Bo | Add +14.8% | 1.00% | +0.12 |
| STIP iShares 0-5 Year Tips Bond E | Add +13.4% | 1.01% | +0.12 |
| AAPL Apple Inc. | Add +34.2% | 0.31% | +0.10 |
| TIP iShares Tips Bond ETF | New | 0.09% | +0.09 |
| MSFT Microsoft Corp. | Add +54.5% | 0.24% | +0.08 |
| IEF iShares 7-10 Year Treasury B | Add +6.1% | 14.21% | +0.07 |
| VWO Vanguard Ftse Emerging Marke | Add +21.1% | 0.60% | +0.06 |
| VOO Vanguard S&P 500 ETF | Add +3.0% | 1.07% | +0.06 |
| VT Vanguard Tot World STK ETF | Add +22.2% | 0.15% | +0.02 |
| GLD SPDR Gold Shares | Add +6.3% | 0.21% | +0.01 |
| VEA Vanguard Ftse Developed ETF | Add +10.4% | 2.30% | +0.01 |
| BIBL Inspire 100 ETF | Add +4.3% | 0.60% | +0.00 |
| WWJD Inspire International ETF | Add +8.3% | 0.41% | −0.01 |
| HSY The Hershey Co. | Add +0.8% | 0.18% | −0.02 |
| DFEM Dimensional Emrg MRKT Core | Add +4.6% | 1.39% | −0.03 |
| DFIC Dimensional International Co. | Add +6.4% | 4.13% | −0.07 |
| TMF Dir DLY 20+YR TR BL3X ETF-Ui | Add +2.2% | 0.39% | −0.16 |
| VNQ Vanguard Real Estate ETF | Add +1.0% | 25.40% | −1.95 |
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 |