LifeGuide Financial Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 5, 2026, for the 2025 Q4 period, LifeGuide Financial Advisors, LLC held in its portfolio 46 assets valued at $301,389,300 (i.e. $301.39M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($63.86M), SCHWAB STRATEGIC TR ($48.65M), and ISHARES TR ($42.18M).
The chart below shows the top 10 valuable assets, and the table below shows the top 46 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
LifeGuide Financial Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 2412706 | 63864316 | GLOBAL REAL EST |
| SCHWAB STRATEGIC TR | 1837308 | 48651914 | US TIPS ETF |
| ISHARES TR | 438992 | 42178359 | 7-10 YR TRSY BD |
| DIMENSIONAL ETF TRUST | 670853 | 26693242 | US CORE EQUITY 2 |
| VANGUARD WORLD FD | 147811 | 17891045 | ESG US STK ETF |
| VANGUARD INDEX FDS | 49396 | 16612531 | TOTAL STK MKT |
| DIMENSIONAL ETF TRUST | 444307 | 15461888 | INTL CORE EQUITY |
| VANGUARD WORLD FD | 191546 | 13915816 | ESG INTL STK ETF |
| PRAXIS FDS | 302103 | 10026279 | IMPACT LARGE CAP |
| VANGUARD TAX-MANAGED FDS | 114461 | 7233954 | VAN FTSE DEV MKT |
| DIMENSIONAL ETF TRUST | 157246 | 5319635 | EMERGING MKTS CO |
| VANGUARD INDEX FDS | 47950 | 4244549 | REAL ESTATE ETF |
| VANGUARD INDEX FDS | 4379 | 2751238 | S&P 500 ETF SHS |
| APPLE INC | 9101 | 2466368 | COM |
| NORTHERN LTS FD TR IV | 9702 | 2420190 | INSPIRE 500 ETF |
| ISHARES TR | 23517 | 2407669 | 0-5 YR TIPS ETF |
| VANGUARD SCOTTSDALE FDS | 40938 | 2405090 | SHORT TERM TREAS |
| VANGUARD INTL EQUITY INDEX F | 36094 | 1982648 | FTSE EMR MKT ETF |
| NORTHERN LTS FD TR IV | 50163 | 1839972 | INSPIRE INTL ETF |
| INTERNATIONAL BUSINESS MACHS | 4956 | 1444734 | COM |
| MCCORMICK & CO INC | 16643 | 1119762 | COM NON VTG |
| SPDR S&P 500 ETF TR | 1361 | 929529 | TR UNIT |
| EXXON MOBIL CORP | 6303 | 773041 | COM |
| SPDR GOLD TR | 1806 | 719294 | GOLD SHS |
| WALMART INC | 6277 | 707795 | COM |
| NORTHERN LTS FD TR IV | 23585 | 570998 | INSPIRE CORP BD |
| VANGUARD SCOTTSDALE FDS | 5789 | 539087 | VNG RUS1000VAL |
| HERSHEY CO | 2676 | 488049 | COM |
| UNITED PARCEL SERVICE INC | 4725 | 477320 | CL B |
| VANGUARD INDEX FDS | 1646 | 430495 | SMALL CP ETF |
| ASTRAZENECA PLC | 4436 | 406205 | SPONSORED ADR |
| VANGUARD INDEX FDS | 1364 | 399147 | MID CAP ETF |
| MICROSOFT CORP | 808 | 382136 | COM |
| MCDONALDS CORP | 1210 | 366945 | COM |
| AMAZON COM INC | 1588 | 359682 | COM |
| PNC FINL SVCS GROUP INC | 1520 | 321419 | COM |
| PPL CORP | 9135 | 320714 | COM |
| DIREXION SHS ETF TR | 1356 | 300544 | DRX S&P500BULL |
| META PLATFORMS INC | 415 | 269920 | CL A |
| LINKBANCORP INC | 32458 | 265831 | COM |
| DIREXION SHS ETF TR | 7046 | 261407 | DAILY 20+ YEAR T |
| DIREXION SHS ETF TR | 30095 | 256406 | DAILY REAL EST B |
| S&P GLOBAL INC | 480 | 246077 | COM |
| NORTHERN LTS FD TR IV | 4967 | 228353 | INSPIRE 100 ETF |
| BERKSHIRE HATHAWAY INC DEL | 450 | 223582 | CL B NEW |
| HOME DEPOT INC | 619 | 214125 | COM |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.