LifeGuide Financial Advisors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 11, 2025), LifeGuide Financial Advisors, LLC reported 40 stock positions worth $245.1 million. Its top holding was Dim Global Real Estate ETF (DFGR) at 22.4% of the portfolio, followed by Schwab U.S. Tips ETF (SCHP, 17.9%) and iShares 7-10 Year Treasury B (IEF, 15.2%). Compared with Q4 2024, it opened 2 new positions, sold out of 4, added to 21 and reduced 11. The biggest buy was a new position in Dim Global Real Estate ETF (DFGR) and the biggest sale Vanguard Real Estate ETF (VNQ, shares −91%).
- Most Recent 13F
- Q2 2026
- Location
- MECHANICSBURG, PA
- CIK
- 0001908585
- Portfolio Value
- $245.1M (Q1 2025)
- SEC Filing
- 0001951757-25-000314 ↗ filed Apr 11, 2025
Holdings Value
Holdings 40 stocks · $245.1M
| DFGR Dim Global Real Estate ETF | 22.45% | 2,094,830 | $55.0M | New |
| SCHP Schwab U.S. Tips ETF | 17.89% | 1,630,614 | $43.8M | Add +4.0% |
| IEF iShares 7-10 Year Treasury B | 15.20% | 390,534 | $37.2M | Add +9.0% |
| DFAC Dimensional US Core Equity 2 | 8.20% | 609,025 | $20.1M | Add +11.8% |
| ESGV Vanguard ESG US Stock ETF | 5.90% | 147,729 | $14.5M | Add +1.6% |
| VTI VG Morningstar TS MKT ETF-US | 5.01% | 44,636 | $12.3M | Add +1.0% |
| DFIC Dimensional International Co. | 4.63% | 408,592 | $11.3M | Add +9.7% |
| VSGX Vanguard ESG Intl Stock ETF | 4.52% | 187,827 | $11.1M | Add +2.8% |
| VEA Vanguard Ftse Developed ETF | 2.39% | 115,364 | $5.9M | Add +3.1% |
| VNQ Vanguard Real Estate ETF | 2.33% | 63,030 | $5.7M | Reduce -90.5% |
| DFEM Dimensional Emrg MRKT Core | 1.53% | 141,570 | $3.7M | Add +14.1% |
| VOO Vanguard S&P 500 ETF | 0.99% | 4,705 | $2.4M | Add +1.7% |
| STIP iShares 0-5 Year Tips Bond E | 0.95% | 22,481 | $2.3M | Reduce -3.5% |
| SHY iShares 1-3 Year Treasury Bo | 0.94% | 27,789 | $2.3M | Reduce -2.5% |
| BIBL Inspire 100 ETF | 0.81% | 51,554 | $2.0M | Add +44.1% |
| WWJD Inspire International ETF | 0.59% | 47,082 | $1.4M | Add +42.0% |
| VWO Vanguard Ftse Emerging Marke | 0.59% | 31,869 | $1.4M | Add +0.5% |
| MKC McCormick & Co.-Non VTG SHRS | 0.55% | 16,332 | $1.3M | Add +0.6% |
| SPXL Direxion Daily S&P 500 Bull | 0.40% | 6,973 | $979K | Add +11.6% |
| TMF Dir DLY 20+YR TR BL3X ETF-Ui | 0.37% | 20,354 | $896K | Reduce -10.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.32% | 1,419 | $794K | No change |
| DRN Dir DLY Re Es Bul 3X ETF-Usd | 0.32% | 76,637 | $791K | Reduce -13.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.31% | 3,087 | $768K | No change |
| XOM Exxon Mobil Corp. | 0.30% | 6,153 | $732K | Add +0.8% |
| AAPL Apple Inc. | 0.27% | 2,969 | $660K | Add +2.2% |
| GLD SPDR Gold Shares | 0.24% | 2,022 | $583K | No change |
| IBD Inspire Corporate Bond ETF | 0.22% | 22,254 | $529K | Add +33.5% |
| EURL Dir Da FTS Eur Bu 3X ETF-Usd | 0.21% | 19,668 | $525K | Reduce -29.7% |
| MSFT Microsoft Corp. | 0.20% | 1,303 | $489K | Reduce -2.6% |
| UPS United Parcel Service Class B | 0.19% | 4,271 | $470K | Reduce -2.3% |
| HSY The Hershey Co. | 0.17% | 2,432 | $416K | Add +0.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.16% | 1,807 | $401K | Add +0.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.14% | 1,364 | $353K | No change |
| AZN Astrazeneca PLC-Spons ADR | 0.13% | 4,426 | $325K | No change |
| VT Vanguard Tot World STK ETF | 0.12% | 2,587 | $300K | Reduce -10.4% |
| META Meta Platforms Inc. Class A | 0.11% | 469 | $270K | Add +13.0% |
| MCD McDonald's Corp. | 0.10% | 786 | $246K | Reduce -1.1% |
| EDC Dir Da Ms Em Ma Bul 3X ETF-U | 0.10% | 7,640 | $235K | Reduce -13.7% |
| PPL PPL Corp. | 0.09% | 6,033 | $218K | New |
| LNKB Linkbancorp Inc. | 0.07% | 23,880 | $162K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| VNQ Vanguard Real Estate ETF | Reduce -90.5% | 2.33% | −23.07 |
| VGIT Vanguard Intermediate-Term T | Sold out | 0.00% | −0.39 |
| CSL Carlisle Cos Inc. | Sold out | 0.00% | −0.13 |
| TNA Dir Dai SML Ca Bul 3X Et-Usd | Sold out | 0.00% | −0.09 |
| TIP iShares Tips Bond ETF | Sold out | 0.00% | −0.09 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -2.5% | 0.94% | −0.06 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -3.5% | 0.95% | −0.06 |
| DRN Dir DLY Re Es Bul 3X ETF-Usd | Reduce -13.4% | 0.32% | −0.05 |
| UPS United Parcel Service Class B | Reduce -2.3% | 0.19% | −0.04 |
| MSFT Microsoft Corp. | Reduce -2.6% | 0.20% | −0.04 |
| EURL Dir Da FTS Eur Bu 3X ETF-Usd | Reduce -29.7% | 0.21% | −0.03 |
| TMF Dir DLY 20+YR TR BL3X ETF-Ui | Reduce -10.6% | 0.37% | −0.03 |
| VT Vanguard Tot World STK ETF | Reduce -10.4% | 0.12% | −0.02 |
| EDC Dir Da Ms Em Ma Bul 3X ETF-U | Reduce -13.7% | 0.10% | −0.01 |
| MCD McDonald's Corp. | Reduce -1.1% | 0.10% | +0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| DFGR Dim Global Real Estate ETF | New | 22.45% | +22.45 |
| IEF iShares 7-10 Year Treasury B | Add +9.0% | 15.20% | +0.99 |
| SCHP Schwab U.S. Tips ETF | Add +4.0% | 17.89% | +0.52 |
| DFIC Dimensional International Co. | Add +9.7% | 4.63% | +0.50 |
| BIBL Inspire 100 ETF | Add +44.1% | 0.81% | +0.21 |
| WWJD Inspire International ETF | Add +42.0% | 0.59% | +0.18 |
| DFEM Dimensional Emrg MRKT Core | Add +14.1% | 1.53% | +0.13 |
| DFAC Dimensional US Core Equity 2 | Add +11.8% | 8.20% | +0.12 |
| VEA Vanguard Ftse Developed ETF | Add +3.1% | 2.39% | +0.10 |
| PPL PPL Corp. | New | 0.09% | +0.09 |
| VSGX Vanguard ESG Intl Stock ETF | Add +2.8% | 4.52% | +0.07 |
| IBD Inspire Corporate Bond ETF | Add +33.5% | 0.22% | +0.05 |
| MKC McCormick & Co.-Non VTG SHRS | Add +0.6% | 0.55% | +0.02 |
| XOM Exxon Mobil Corp. | Add +0.8% | 0.30% | +0.02 |
| META Meta Platforms Inc. Class A | Add +13.0% | 0.11% | +0.01 |
| HSY The Hershey Co. | Add +0.6% | 0.17% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +0.5% | 0.59% | −0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +0.1% | 0.16% | −0.02 |
| AAPL Apple Inc. | Add +2.2% | 0.27% | −0.04 |
| SPXL Direxion Daily S&P 500 Bull | Add +11.6% | 0.40% | −0.05 |
| VOO Vanguard S&P 500 ETF | Add +1.7% | 0.99% | −0.08 |
| VTI VG Morningstar TS MKT ETF-US | Add +1.0% | 5.01% | −0.49 |
| ESGV Vanguard ESG US Stock ETF | Add +1.6% | 5.90% | −0.64 |
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 |