LifeGuide Financial Advisors, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 5, 2026), LifeGuide Financial Advisors, LLC reported 47 stock positions worth $301.4 million. Its top holding was Dim Global Real Estate ETF (DFGR) at 21.2% of the portfolio, followed by Schwab U.S. Tips ETF (SCHP, 16.1%) and iShares 7-10 Year Treasury B (IEF, 14.0%). Compared with Q3 2025, it opened 4 new positions, sold out of 5, added to 26 and reduced 15. The biggest buy was a new position in Inspire 500 ETF (PTL) and the biggest sale an exit from iShares 1-3 Year Treasury Bo (SHY).
- Most Recent 13F
- Q2 2026
- Location
- MECHANICSBURG, PA
- CIK
- 0001908585
- Portfolio Value
- $301.4M (Q4 2025)
- SEC Filing
- 0001951757-26-000002 ↗ filed Jan 5, 2026
Holdings Value
Holdings 47 stocks · $301.4M
| DFGR Dim Global Real Estate ETF | 21.19% | 2,412,706 | $63.9M | Add +10.4% |
| SCHP Schwab U.S. Tips ETF | 16.14% | 1,837,308 | $48.7M | Add +9.2% |
| IEF iShares 7-10 Year Treasury B | 13.99% | 438,992 | $42.2M | Add +9.1% |
| DFAC Dimensional US Core Equity 2 | 8.86% | 670,853 | $26.7M | Add +8.2% |
| ESGV Vanguard ESG US Stock ETF | 5.94% | 147,811 | $17.9M | Add +2.9% |
| VTI VG Morningstar TS MKT ETF-US | 5.51% | 49,396 | $16.6M | Reduce -1.8% |
| DFIC Dimensional International Co. | 5.13% | 444,307 | $15.5M | Add +4.7% |
| VSGX Vanguard ESG Intl Stock ETF | 4.62% | 191,546 | $13.9M | Add +0.7% |
| VEA Vanguard Ftse Developed ETF | 2.40% | 114,461 | $7.2M | Add +2.3% |
| DFEM Dimensional Emrg MRKT Core | 1.76% | 157,246 | $5.3M | Add +4.8% |
| PRXV Praxis Imp Large Cap Val ETF | 1.67% | 164,795 | $5.0M | Add +39.2% |
| PRXG Praxis Impact Large Cap ETF | 1.66% | 137,308 | $5.0M | Add +34.2% |
| VNQ Vanguard Real Estate ETF | 1.41% | 47,950 | $4.2M | Add +0.1% |
| VOO Vanguard S&P 500 ETF | 0.91% | 4,379 | $2.8M | Reduce -10.8% |
| AAPL Apple Inc. | 0.82% | 9,101 | $2.5M | Add +146.4% |
| PTL Inspire 500 ETF | 0.80% | 9,702 | $2.4M | New |
| STIP iShares 0-5 Year Tips Bond E | 0.80% | 23,517 | $2.4M | Add +11.7% |
| VGSH Vanguard Short-Term Treasury | 0.80% | 40,938 | $2.4M | New |
| VWO Vanguard Ftse Emerging Marke | 0.66% | 36,094 | $2.0M | Add +4.2% |
| WWJD Inspire International ETF | 0.61% | 50,163 | $1.8M | Add +4.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.48% | 4,956 | $1.4M | Add +60.5% |
| MKC McCormick & Co.-Non VTG SHRS | 0.37% | 16,643 | $1.1M | Add +1.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.31% | 1,361 | $930K | Reduce -7.0% |
| XOM Exxon Mobil Corp. | 0.26% | 6,303 | $773K | Add +1.7% |
| GLD SPDR Gold Shares | 0.24% | 1,806 | $719K | Reduce -15.1% |
| WMT Walmart Inc. | 0.23% | 6,277 | $708K | Add +36.3% |
| IBD Inspire Corporate Bond ETF | 0.19% | 23,585 | $571K | Add +4.3% |
| VONV Vanguard Russell 1000 Value | 0.18% | 5,789 | $539K | Reduce -18.6% |
| HSY The Hershey Co. | 0.16% | 2,676 | $488K | Reduce -8.2% |
| UPS United Parcel Service Class B | 0.16% | 4,725 | $477K | Reduce -4.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.14% | 1,646 | $430K | Reduce -5.3% |
| AZN Astrazeneca PLC-Spons ADR | 0.13% | 4,436 | $406K | Add +0.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.13% | 1,364 | $399K | No change |
| MSFT Microsoft Corp. | 0.13% | 808 | $382K | Reduce -38.0% |
| MCD McDonald's Corp. | 0.12% | 1,210 | $367K | Add +11.4% |
| AMZN Amazon.com Inc. | 0.12% | 1,588 | $360K | Reduce -3.2% |
| PNC PNC Financial Services Group | 0.11% | 1,520 | $321K | Add +0.2% |
| PPL PPL Corp. | 0.11% | 9,135 | $321K | Add +4.0% |
| SPXL Direxion Daily S&P 500 Bull | 0.10% | 1,356 | $301K | Reduce -78.0% |
| META Meta Platforms Inc. Class A | 0.09% | 415 | $270K | No change |
| LNKB Linkbancorp Inc. | 0.09% | 32,458 | $266K | Add +35.9% |
| TMF Dir DLY 20+YR TR BL3X ETF-Ui | 0.09% | 7,046 | $261K | Reduce -71.3% |
| DRN Dir DLY Re Es Bul 3X ETF-Usd | 0.09% | 30,095 | $256K | Reduce -66.1% |
| SPGI S&P Global Inc. | 0.08% | 480 | $246K | New |
| BIBL Inspire 100 ETF | 0.08% | 4,967 | $228K | Reduce -90.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.07% | 450 | $224K | Reduce -14.6% |
| HD Home Depot Inc. | 0.07% | 619 | $214K | New |
Portfolio Sells Q3 2025 → Q4 2025
| SHY iShares 1-3 Year Treasury Bo | Sold out | 0.00% | −0.79 |
| BIBL Inspire 100 ETF | Reduce -90.6% | 0.08% | −0.73 |
| SPXL Direxion Daily S&P 500 Bull | Reduce -78.0% | 0.10% | −0.29 |
| TMF Dir DLY 20+YR TR BL3X ETF-Ui | Reduce -71.3% | 0.09% | −0.27 |
| DRN Dir DLY Re Es Bul 3X ETF-Usd | Reduce -66.1% | 0.09% | −0.23 |
| EURL Dir Da FTS Eur Bu 3X ETF-Usd | Sold out | 0.00% | −0.21 |
| VT Vanguard Tot World STK ETF | Sold out | 0.00% | −0.18 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.8% | 5.51% | −0.12 |
| VOO Vanguard S&P 500 ETF | Reduce -10.8% | 0.91% | −0.11 |
| MSFT Microsoft Corp. | Reduce -38.0% | 0.13% | −0.11 |
| EDC Dir Da Ms Em Ma Bul 3X ETF-U | Sold out | 0.00% | −0.10 |
| TNA Dir Dai SML Ca Bul 3X Et-Usd | Sold out | 0.00% | −0.08 |
| VONV Vanguard Russell 1000 Value | Reduce -18.6% | 0.18% | −0.05 |
| UPS United Parcel Service Class B | Reduce -4.0% | 0.16% | −0.03 |
| HSY The Hershey Co. | Reduce -8.2% | 0.16% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -7.0% | 0.31% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -14.6% | 0.07% | −0.02 |
| AMZN Amazon.com Inc. | Reduce -3.2% | 0.12% | −0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -5.3% | 0.14% | −0.01 |
| GLD SPDR Gold Shares | Reduce -15.1% | 0.24% | −0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| PTL Inspire 500 ETF | New | 0.80% | +0.80 |
| VGSH Vanguard Short-Term Treasury | New | 0.80% | +0.80 |
| DFAC Dimensional US Core Equity 2 | Add +8.2% | 8.86% | +0.63 |
| AAPL Apple Inc. | Add +146.4% | 0.82% | +0.54 |
| PRXG Praxis Impact Large Cap ETF | Add +34.2% | 1.66% | +0.43 |
| PRXV Praxis Imp Large Cap Val ETF | Add +39.2% | 1.67% | +0.42 |
| DFIC Dimensional International Co. | Add +4.7% | 5.13% | +0.27 |
| IBM Intl Business Machines Corp. | Add +60.5% | 0.48% | +0.15 |
| ESGV Vanguard ESG US Stock ETF | Add +2.9% | 5.94% | +0.15 |
| DFEM Dimensional Emrg MRKT Core | Add +4.8% | 1.76% | +0.12 |
| SPGI S&P Global Inc. | New | 0.08% | +0.08 |
| HD Home Depot Inc. | New | 0.07% | +0.07 |
| WMT Walmart Inc. | Add +36.3% | 0.23% | +0.07 |
| VEA Vanguard Ftse Developed ETF | Add +2.3% | 2.40% | +0.05 |
| VSGX Vanguard ESG Intl Stock ETF | Add +0.7% | 4.62% | +0.03 |
| VWO Vanguard Ftse Emerging Marke | Add +4.2% | 0.66% | +0.02 |
| LNKB Linkbancorp Inc. | Add +35.9% | 0.09% | +0.02 |
| AZN Astrazeneca PLC-Spons ADR | Add +0.2% | 0.13% | +0.02 |
| XOM Exxon Mobil Corp. | Add +1.7% | 0.26% | +0.01 |
| WWJD Inspire International ETF | Add +4.8% | 0.61% | +0.01 |
| STIP iShares 0-5 Year Tips Bond E | Add +11.7% | 0.80% | +0.00 |
| MCD McDonald's Corp. | Add +11.4% | 0.12% | +0.00 |
| PNC PNC Financial Services Group | Add +0.2% | 0.11% | −0.00 |
| PPL PPL Corp. | Add +4.0% | 0.11% | −0.00 |
| IBD Inspire Corporate Bond ETF | Add +4.3% | 0.19% | −0.01 |
| MKC McCormick & Co.-Non VTG SHRS | Add +1.3% | 0.37% | −0.10 |
| IEF iShares 7-10 Year Treasury B | Add +9.1% | 13.99% | −0.12 |
| VNQ Vanguard Real Estate ETF | Add +0.1% | 1.41% | −0.17 |
| SCHP Schwab U.S. Tips ETF | Add +9.2% | 16.14% | −0.32 |
| DFGR Dim Global Real Estate ETF | Add +10.4% | 21.19% | −0.54 |
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 |