LifeGuide Financial Advisors, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 9, 2026), LifeGuide Financial Advisors, LLC reported 46 stock positions worth $312.7 million. Its top holding was Dim Global Real Estate ETF (DFGR) at 21.3% of the portfolio, followed by Schwab U.S. Tips ETF (SCHP, 16.5%) and iShares 7-10 Year Treasury B (IEF, 14.3%). Compared with Q4 2025, it opened 1 new position, sold out of 2, added to 21 and reduced 15. The biggest buy was Dimensional US Core Equity 2 (DFAC, shares +13%) and the biggest sale an exit from Astrazeneca PLC-Spons ADR (AZN).
- Most Recent 13F
- Q2 2026
- Location
- MECHANICSBURG, PA
- CIK
- 0001908585
- Portfolio Value
- $312.7M (Q1 2026)
- SEC Filing
- 0001951757-26-000552 ↗ filed Apr 9, 2026
Holdings Value
Holdings 46 stocks · $312.7M
| DFGR Dim Global Real Estate ETF | 21.33% | 2,509,620 | $66.7M | Add +4.0% |
| SCHP Schwab U.S. Tips ETF | 16.52% | 1,941,538 | $51.7M | Add +5.7% |
| IEF iShares 7-10 Year Treasury B | 14.28% | 468,039 | $44.7M | Add +6.6% |
| DFAC Dimensional US Core Equity 2 | 9.40% | 756,251 | $29.4M | Add +12.7% |
| ESGV Vanguard ESG US Stock ETF | 5.59% | 155,652 | $17.5M | Add +5.3% |
| DFIC Dimensional International Co. | 5.42% | 476,904 | $16.9M | Add +7.3% |
| VTI VG Morningstar TS MKT ETF-US | 5.17% | 50,429 | $16.2M | Add +2.1% |
| VSGX Vanguard ESG Intl Stock ETF | 4.49% | 195,758 | $14.0M | Add +2.2% |
| VEA Vanguard Ftse Developed ETF | 2.34% | 114,018 | $7.3M | Reduce -0.4% |
| DFEM Dimensional Emrg MRKT Core | 1.85% | 167,539 | $5.8M | Add +6.5% |
| PRXV Praxis Imp Large Cap Val ETF | 1.68% | 169,436 | $5.3M | Add +2.8% |
| PRXG Praxis Impact Large Cap ETF | 1.53% | 145,219 | $4.8M | Add +5.8% |
| VNQ Vanguard Real Estate ETF | 1.34% | 47,420 | $4.2M | Reduce -1.1% |
| PTL Inspire 500 ETF | 0.84% | 10,547 | $2.6M | Add +8.7% |
| VOO Vanguard S&P 500 ETF | 0.83% | 4,364 | $2.6M | Reduce -0.3% |
| STIP iShares 0-5 Year Tips Bond E | 0.76% | 23,057 | $2.4M | Reduce -2.0% |
| VGSH Vanguard Short-Term Treasury | 0.75% | 40,288 | $2.4M | Reduce -1.6% |
| AAPL Apple Inc. | 0.70% | 8,600 | $2.2M | Reduce -5.5% |
| VWO Vanguard Ftse Emerging Marke | 0.63% | 36,518 | $2.0M | Add +1.2% |
| WWJD Inspire International ETF | 0.63% | 52,370 | $2.0M | Add +4.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.38% | 4,956 | $1.2M | No change |
| XOM Exxon Mobil Corp. | 0.34% | 6,344 | $1.1M | Add +0.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.28% | 1,361 | $885K | No change |
| MKC McCormick & Co.-Non VTG SHRS | 0.27% | 16,762 | $845K | Add +0.7% |
| GLD SPDR Gold Shares | 0.25% | 1,806 | $777K | No change |
| WMT Walmart Inc. | 0.25% | 6,221 | $773K | Reduce -0.9% |
| IBD Inspire Corporate Bond ETF | 0.20% | 26,691 | $637K | Add +13.2% |
| HSY The Hershey Co. | 0.18% | 2,678 | $557K | Add +0.1% |
| VONV Vanguard Russell 1000 Value | 0.17% | 5,651 | $530K | Reduce -2.4% |
| UPS United Parcel Service Class B | 0.14% | 4,421 | $435K | Reduce -6.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.14% | 1,646 | $431K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.13% | 1,364 | $392K | No change |
| MCD McDonald's Corp. | 0.12% | 1,200 | $373K | Reduce -0.8% |
| PPL PPL Corp. | 0.11% | 9,135 | $349K | No change |
| AMZN Amazon.com Inc. | 0.10% | 1,548 | $322K | Reduce -2.5% |
| PNC PNC Financial Services Group | 0.10% | 1,517 | $316K | Reduce -0.2% |
| MSFT Microsoft Corp. | 0.10% | 808 | $299K | No change |
| META Meta Platforms Inc. Class A | 0.09% | 473 | $271K | Add +14.0% |
| SPXL Direxion Daily S&P 500 Bull | 0.09% | 1,460 | $270K | Add +7.7% |
| DRN Dir DLY Re Es Bul 3X ETF-Usd | 0.07% | 27,056 | $232K | Reduce -10.1% |
| TMF Dir DLY 20+YR TR BL3X ETF-Ui | 0.07% | 6,315 | $228K | Reduce -10.4% |
| JNJ Johnson & Johnson | 0.07% | 909 | $222K | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.07% | 450 | $216K | No change |
| SPGI S&P Global Inc. | 0.07% | 480 | $204K | No change |
| HD Home Depot Inc. | 0.07% | 620 | $204K | Add +0.2% |
| LNKB Linkbancorp Inc. | 0.05% | 20,185 | $168K | Reduce -37.8% |
Portfolio Sells Q4 2025 → Q1 2026
| AZN Astrazeneca PLC-Spons ADR | Sold out | 0.00% | −0.13 |
| AAPL Apple Inc. | Reduce -5.5% | 0.70% | −0.12 |
| VOO Vanguard S&P 500 ETF | Reduce -0.3% | 0.83% | −0.08 |
| BIBL Inspire 100 ETF | Sold out | 0.00% | −0.08 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.4% | 2.34% | −0.06 |
| VNQ Vanguard Real Estate ETF | Reduce -1.1% | 1.34% | −0.06 |
| VGSH Vanguard Short-Term Treasury | Reduce -1.6% | 0.75% | −0.04 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -2.0% | 0.76% | −0.04 |
| LNKB Linkbancorp Inc. | Reduce -37.8% | 0.05% | −0.03 |
| UPS United Parcel Service Class B | Reduce -6.4% | 0.14% | −0.02 |
| AMZN Amazon.com Inc. | Reduce -2.5% | 0.10% | −0.02 |
| TMF Dir DLY 20+YR TR BL3X ETF-Ui | Reduce -10.4% | 0.07% | −0.01 |
| DRN Dir DLY Re Es Bul 3X ETF-Usd | Reduce -10.1% | 0.07% | −0.01 |
| VONV Vanguard Russell 1000 Value | Reduce -2.4% | 0.17% | −0.01 |
| PNC PNC Financial Services Group | Reduce -0.2% | 0.10% | −0.01 |
| MCD McDonald's Corp. | Reduce -0.8% | 0.12% | −0.00 |
| WMT Walmart Inc. | Reduce -0.9% | 0.25% | +0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| DFAC Dimensional US Core Equity 2 | Add +12.7% | 9.40% | +0.54 |
| SCHP Schwab U.S. Tips ETF | Add +5.7% | 16.52% | +0.38 |
| IEF iShares 7-10 Year Treasury B | Add +6.6% | 14.28% | +0.29 |
| DFIC Dimensional International Co. | Add +7.3% | 5.42% | +0.29 |
| DFGR Dim Global Real Estate ETF | Add +4.0% | 21.33% | +0.14 |
| XOM Exxon Mobil Corp. | Add +0.7% | 0.34% | +0.09 |
| DFEM Dimensional Emrg MRKT Core | Add +6.5% | 1.85% | +0.09 |
| JNJ Johnson & Johnson | New | 0.07% | +0.07 |
| PTL Inspire 500 ETF | Add +8.7% | 0.84% | +0.04 |
| HSY The Hershey Co. | Add +0.1% | 0.18% | +0.02 |
| WWJD Inspire International ETF | Add +4.4% | 0.63% | +0.02 |
| PRXV Praxis Imp Large Cap Val ETF | Add +2.8% | 1.68% | +0.02 |
| IBD Inspire Corporate Bond ETF | Add +13.2% | 0.20% | +0.01 |
| META Meta Platforms Inc. Class A | Add +14.0% | 0.09% | −0.00 |
| HD Home Depot Inc. | Add +0.2% | 0.07% | −0.01 |
| SPXL Direxion Daily S&P 500 Bull | Add +7.7% | 0.09% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +1.2% | 0.63% | −0.03 |
| MKC McCormick & Co.-Non VTG SHRS | Add +0.7% | 0.27% | −0.10 |
| VSGX Vanguard ESG Intl Stock ETF | Add +2.2% | 4.49% | −0.13 |
| PRXG Praxis Impact Large Cap ETF | Add +5.8% | 1.53% | −0.13 |
| VTI VG Morningstar TS MKT ETF-US | Add +2.1% | 5.17% | −0.34 |
| ESGV Vanguard ESG US Stock ETF | Add +5.3% | 5.59% | −0.35 |
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 |