LifeGuide Financial Advisors, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 17, 2025), LifeGuide Financial Advisors, LLC reported 48 stock positions worth $270.9 million. Its top holding was Dim Global Real Estate ETF (DFGR) at 21.6% of the portfolio, followed by Schwab U.S. Tips ETF (SCHP, 16.5%) and iShares 7-10 Year Treasury B (IEF, 14.2%). Compared with Q1 2025, it opened 8 new positions, added to 25 and reduced 10. The biggest buy was a new position in Praxis Impact Large Cap ETF (PRXG) and the biggest sale Vanguard Real Estate ETF (VNQ, shares −24%).
- Most Recent 13F
- Q2 2026
- Location
- MECHANICSBURG, PA
- CIK
- 0001908585
- Portfolio Value
- $270.9M (Q2 2025)
- SEC Filing
- 0001951757-25-000884 ↗ filed Jul 17, 2025
Holdings Value
Holdings 48 stocks · $270.9M
| DFGR Dim Global Real Estate ETF | 21.63% | 2,184,381 | $58.6M | Add +4.3% |
| SCHP Schwab U.S. Tips ETF | 16.54% | 1,679,994 | $44.8M | Add +3.0% |
| IEF iShares 7-10 Year Treasury B | 14.21% | 401,998 | $38.5M | Add +2.9% |
| DFAC Dimensional US Core Equity 2 | 8.16% | 617,042 | $22.1M | Add +1.3% |
| ESGV Vanguard ESG US Stock ETF | 5.81% | 143,686 | $15.8M | Reduce -2.7% |
| VTI VG Morningstar TS MKT ETF-US | 5.65% | 50,326 | $15.3M | Add +12.8% |
| DFIC Dimensional International Co. | 4.85% | 422,947 | $13.1M | Add +3.5% |
| VSGX Vanguard ESG Intl Stock ETF | 4.60% | 190,339 | $12.5M | Add +1.3% |
| VEA Vanguard Ftse Developed ETF | 2.36% | 111,941 | $6.4M | Reduce -3.0% |
| DFEM Dimensional Emrg MRKT Core | 1.64% | 149,539 | $4.4M | Add +5.6% |
| VNQ Vanguard Real Estate ETF | 1.57% | 47,882 | $4.3M | Reduce -24.0% |
| PRXG Praxis Impact Large Cap ETF | 1.23% | 101,598 | $3.3M | New |
| PRXV Praxis Imp Large Cap Val ETF | 1.23% | 117,362 | $3.3M | New |
| VOO Vanguard S&P 500 ETF | 1.03% | 4,904 | $2.8M | Add +4.2% |
| BIBL Inspire 100 ETF | 0.80% | 52,637 | $2.2M | Add +2.1% |
| STIP iShares 0-5 Year Tips Bond E | 0.80% | 21,052 | $2.2M | Reduce -6.4% |
| SHY iShares 1-3 Year Treasury Bo | 0.80% | 26,051 | $2.2M | Reduce -6.3% |
| VWO Vanguard Ftse Emerging Marke | 0.63% | 34,623 | $1.7M | Add +8.6% |
| WWJD Inspire International ETF | 0.60% | 47,282 | $1.6M | Add +0.4% |
| MKC McCormick & Co.-Non VTG SHRS | 0.46% | 16,430 | $1.2M | Add +0.6% |
| SPXL Direxion Daily S&P 500 Bull | 0.39% | 6,154 | $1.1M | Reduce -11.8% |
| TMF Dir DLY 20+YR TR BL3X ETF-Ui | 0.35% | 24,294 | $953K | Add +19.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.34% | 3,087 | $910K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.33% | 1,463 | $904K | Add +3.1% |
| DRN Dir DLY Re Es Bul 3X ETF-Usd | 0.32% | 90,412 | $863K | Add +18.0% |
| AAPL Apple Inc. | 0.28% | 3,694 | $758K | Add +24.4% |
| XOM Exxon Mobil Corp. | 0.25% | 6,200 | $668K | Add +0.8% |
| GLD SPDR Gold Shares | 0.24% | 2,127 | $648K | Add +5.2% |
| MSFT Microsoft Corp. | 0.24% | 1,303 | $648K | No change |
| VONV Vanguard Russell 1000 Value | 0.22% | 7,112 | $606K | New |
| EURL Dir Da FTS Eur Bu 3X ETF-Usd | 0.21% | 16,610 | $574K | Reduce -15.6% |
| IBD Inspire Corporate Bond ETF | 0.20% | 22,533 | $541K | Add +1.3% |
| UPS United Parcel Service Class B | 0.18% | 4,920 | $497K | Add +15.2% |
| HSY The Hershey Co. | 0.18% | 2,914 | $484K | Add +19.8% |
| VT Vanguard Tot World STK ETF | 0.18% | 3,713 | $477K | Add +43.5% |
| WMT Walmart Inc. | 0.17% | 4,607 | $450K | New |
| VB Vanguard Most SM-Cap ETF-Usd | 0.15% | 1,739 | $412K | Reduce -3.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.14% | 1,364 | $382K | No change |
| AMZN Amazon.com Inc. | 0.13% | 1,641 | $360K | New |
| MCD McDonald's Corp. | 0.12% | 1,086 | $317K | Add +38.2% |
| AZN Astrazeneca PLC-Spons ADR | 0.11% | 4,426 | $309K | No change |
| META Meta Platforms Inc. Class A | 0.11% | 415 | $306K | Reduce -11.5% |
| PPL PPL Corp. | 0.11% | 8,788 | $298K | Add +45.7% |
| PNC PNC Financial Services Group | 0.10% | 1,517 | $283K | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.09% | 527 | $256K | New |
| EDC Dir Da Ms Em Ma Bul 3X ETF-U | 0.09% | 6,503 | $255K | Reduce -14.9% |
| TNA Dir Dai SML Ca Bul 3X Et-Usd | 0.08% | 6,273 | $210K | New |
| LNKB Linkbancorp Inc. | 0.06% | 23,880 | $175K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| VNQ Vanguard Real Estate ETF | Reduce -24.0% | 1.57% | −0.75 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -6.4% | 0.80% | −0.15 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -6.3% | 0.80% | −0.14 |
| ESGV Vanguard ESG US Stock ETF | Reduce -2.7% | 5.81% | −0.09 |
| VEA Vanguard Ftse Developed ETF | Reduce -3.0% | 2.36% | −0.04 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -3.8% | 0.15% | −0.01 |
| SPXL Direxion Daily S&P 500 Bull | Reduce -11.8% | 0.39% | −0.01 |
| EURL Dir Da FTS Eur Bu 3X ETF-Usd | Reduce -15.6% | 0.21% | −0.00 |
| EDC Dir Da Ms Em Ma Bul 3X ETF-U | Reduce -14.9% | 0.09% | −0.00 |
| META Meta Platforms Inc. Class A | Reduce -11.5% | 0.11% | +0.00 |
Portfolio Buys Q1 2025 → Q2 2025
| PRXG Praxis Impact Large Cap ETF | New | 1.23% | +1.23 |
| PRXV Praxis Imp Large Cap Val ETF | New | 1.23% | +1.23 |
| VTI VG Morningstar TS MKT ETF-US | Add +12.8% | 5.65% | +0.64 |
| VONV Vanguard Russell 1000 Value | New | 0.22% | +0.22 |
| DFIC Dimensional International Co. | Add +3.5% | 4.85% | +0.22 |
| WMT Walmart Inc. | New | 0.17% | +0.17 |
| AMZN Amazon.com Inc. | New | 0.13% | +0.13 |
| DFEM Dimensional Emrg MRKT Core | Add +5.6% | 1.64% | +0.11 |
| PNC PNC Financial Services Group | New | 0.10% | +0.10 |
| BRK.B Berkshire Hathaway Inc. Class B | New | 0.09% | +0.09 |
| VSGX Vanguard ESG Intl Stock ETF | Add +1.3% | 4.60% | +0.08 |
| TNA Dir Dai SML Ca Bul 3X Et-Usd | New | 0.08% | +0.08 |
| VT Vanguard Tot World STK ETF | Add +43.5% | 0.18% | +0.05 |
| VWO Vanguard Ftse Emerging Marke | Add +8.6% | 0.63% | +0.04 |
| VOO Vanguard S&P 500 ETF | Add +4.2% | 1.03% | +0.04 |
| PPL PPL Corp. | Add +45.7% | 0.11% | +0.02 |
| MCD McDonald's Corp. | Add +38.2% | 0.12% | +0.02 |
| AAPL Apple Inc. | Add +24.4% | 0.28% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +3.1% | 0.33% | +0.01 |
| HSY The Hershey Co. | Add +19.8% | 0.18% | +0.01 |
| WWJD Inspire International ETF | Add +0.4% | 0.60% | +0.01 |
| GLD SPDR Gold Shares | Add +5.2% | 0.24% | +0.00 |
| DRN Dir DLY Re Es Bul 3X ETF-Usd | Add +18.0% | 0.32% | −0.00 |
| BIBL Inspire 100 ETF | Add +2.1% | 0.80% | −0.01 |
| UPS United Parcel Service Class B | Add +15.2% | 0.18% | −0.01 |
| TMF Dir DLY 20+YR TR BL3X ETF-Ui | Add +19.4% | 0.35% | −0.01 |
| IBD Inspire Corporate Bond ETF | Add +1.3% | 0.20% | −0.02 |
| DFAC Dimensional US Core Equity 2 | Add +1.3% | 8.16% | −0.04 |
| XOM Exxon Mobil Corp. | Add +0.8% | 0.25% | −0.05 |
| MKC McCormick & Co.-Non VTG SHRS | Add +0.6% | 0.46% | −0.09 |
| DFGR Dim Global Real Estate ETF | Add +4.3% | 21.63% | −0.82 |
| IEF iShares 7-10 Year Treasury B | Add +2.9% | 14.21% | −0.99 |
| SCHP Schwab U.S. Tips ETF | Add +3.0% | 16.54% | −1.35 |
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 |