LifeGuide Financial Advisors, LLC
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
22 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 32.0% | $4,197,443 |
| Consumer Defensive | 15.4% | $2,025,346 |
| Unclassified | 13.8% | $1,816,813 |
| Financial Services | 8.7% | $1,142,238 |
| Industrials | 8.2% | $1,073,630 |
| Consumer Cyclical | 7.0% | $917,811 |
| Energy | 6.6% | $872,957 |
| Healthcare | 3.7% | $482,927 |
| Utilities | 2.5% | $328,022 |
| Communication Services | 2.1% | $277,138 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SPY | Spdr S&P 500 ETF Trust | +181 | 1,542 | $1,151,519 | |
| MKC | Mccormick & Co Inc | +157 | 16,919 | $853,055 | |
| AMZN | Amazon Com Inc | +94 | 1,642 | $391,354 | |
| XOM | ExxonMobil Holdings Corp | +41 | 6,385 | $872,957 | |
| MSFT | Microsoft Corp | +24 | 832 | $310,352 | |
| HSY | Hershey Co | +20 | 2,698 | $473,364 | |
| META | Meta Platforms, Inc. | +19 | 492 | $277,138 | |
| AAPL | Apple Inc. | +17 | 8,617 | $2,493,415 | |
| PNC | Pnc Financial Services Group, Inc. | +7 | 1,524 | $375,239 | |
| JNJ | Johnson & Johnson | +1 | 910 | $231,112 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VEA | Vanguard FTSE Developed Markets ETF | 114,018 | $7,306,273 | |
| PRXG | Praxis Impact Large Cap Growth ETF | 145,219 | $4,771,896 | |
| VB | Vanguard Morningstar Small-Cap ETF | 1,646 | $431,120 | |
| TMF | Direxion Daily 20+ Year Treasury Bull 3X ETF | 6,315 | $227,718 | |
| SPGI | S&P Global Inc. | 480 | $204,163 | |
| LNKB | LINKBANCORP, Inc. | 20,185 | $0 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 8,617 | $2,493,415 | 18.98% | |
| IBM |
International Business Machines Corp
Technology
|
Held | 4,956 | $1,393,676 | 10.61% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 1,542 | $1,151,519 | 8.77% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 6,385 | $872,957 | 6.65% | |
| MKC |
Mccormick & Co Inc
Consumer Defensive
|
Added | 16,919 | $853,055 | 6.49% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 6,171 | $698,927 | 5.32% | |
| GLD |
Spdr Gold Trust
|
Held | 1,806 | $665,294 | 5.07% | |
| BHRB |
Burke & Herbert Financial Services Corp.
Financial Services
|
NEW | 7,540 | $541,824 | 4.13% | |
| HSY |
Hershey Co
Consumer Defensive
|
Added | 2,698 | $473,364 | 3.60% | |
| UPS |
United Parcel Service Inc
Industrials
|
Reduced | 4,173 | $448,597 | 3.42% | |
| CAT |
Caterpillar Inc
Industrials
|
NEW | 382 | $406,791 | 3.10% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 1,642 | $391,354 | 2.98% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
Added | 1,524 | $375,239 | 2.86% | |
| PPL |
PPL Corp
Utilities
|
Reduced | 9,024 | $328,022 | 2.50% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Held | 1,200 | $324,372 | 2.47% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 832 | $310,352 | 2.36% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 492 | $277,138 | 2.11% | |
| AZN |
Astrazeneca PLC
Healthcare
|
NEW | 1,328 | $251,815 | 1.92% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 910 | $231,112 | 1.76% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 450 | $225,175 | 1.71% | |
| CMI |
Cummins Inc
Industrials
|
NEW | 306 | $218,242 | 1.66% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 573 | $202,085 | 1.54% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.