LifeGuide Financial Advisors, LLC
CIK
1908585
Location
MECHANICSBURG, PA
Portfolio Value
Small
$350,998,841
Diversification
Moderately concentrated
Filing Date
Global Rank
#4,772
/ 8,794
▲ 43
· as of Jun 2026
Top Industry
Consumer Electronics
22.0%
Period ended 3 months ago
Filed Jul 9, 2026 · 3mo
19 quarters · since Dec 2021
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
35 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
38.4%
−6.5 pts
Top 5
86.0%
−1.4 pts
Top 10
94.8%
+0.0 pts
HHI
2,114
Moderately concentrated−507
Portfolio Trend
19 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 96.8% | $339,681,329 |
| Technology | 1.2% | $4,197,443 |
| Consumer Defensive | 0.6% | $2,025,346 |
| Financial Services | 0.3% | $1,142,238 |
| Industrials | 0.3% | $1,073,630 |
| Consumer Cyclical | 0.3% | $917,811 |
| Energy | 0.2% | $872,957 |
| Healthcare | 0.1% | $482,927 |
| Utilities | 0.1% | $328,022 |
| Communication Services | 0.1% | $277,138 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
20 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| FNDA | Schwab Fundamental U.S. Small Company ETF | +130,968 | 2,072,506 | $54,921,409 | |
| DCOR | Dimensional US Core Equity 1 ETF | +124,479 | 4,034,793 | $134,916,087 | |
| AAXJ | iShares MSCI All Country Asia ex Japan ETF | +40,633 | 531,729 | $50,479,080 | |
| EDV | Vanguard World Funds Extended Duration ETF | +10,983 | 362,393 | $37,906,423 | |
| VB | Vanguard Morningstar Small-Cap ETF | +6,898 | 64,701 | $23,738,896 | |
| PRXG | Praxis Impact Large Cap Growth ETF | +5,865 | 320,520 | $11,784,863 | |
| VEA | Vanguard FTSE Developed Markets ETF | +4,405 | 118,423 | $8,437,638 | |
| BNDW | Vanguard Total World Bond ETF | +4,041 | 49,980 | $3,180,704 | |
| — | +2,574 | 81,635 | $2,688,475 | ||
| VEU | Vanguard FTSE All-World Ex-US ETF | +1,870 | 38,388 | $2,291,379 | |
| 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. | |||||
Trimmed
Positions the filer reduced
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPD | Direxion Shares ETF Trust Direxion Daily AAPL Bear 1X ETF | −13,154 | 15,362 | $0 | |
| VIG | Vanguard Dividend Appreciation ETF | −687 | 46,733 | $4,506,463 | |
| UPS | United Parcel Service Inc | −248 | 4,173 | $448,597 | |
| PPL | PPL Corp | −111 | 9,024 | $328,022 | |
| WMT | Walmart Inc. | −50 | 6,171 | $698,927 | |
| HD | Home Depot, Inc. | −47 | 573 | $202,085 | |
| FMCE | FM Compounders Equity ETF | −15 | 10,532 | $3,013,099 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
3 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| — | 6,315 | $227,718 | ||
| SPGI | S&P Global Inc. | 480 | $204,163 | |
| — | 20,185 | $0 | ||
| No positions match the current search. | ||||
35 tracked positions ·
$350,998,841 total
· filing declares
47 positions · $351,160,521
· as of Jun 30, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| DCOR |
Dimensional US Core Equity 1 ETF
|
Added | 4,034,793 | $134,916,087 | 38.44% | |
| FNDA |
Schwab Fundamental U.S. Small Company ETF
|
Added | 2,072,506 | $54,921,409 | 15.65% | |
| AAXJ |
iShares MSCI All Country Asia ex Japan ETF
|
Added | 531,729 | $50,479,080 | 14.38% | |
| EDV |
Vanguard World Funds Extended Duration ETF
|
Added | 362,393 | $37,906,423 | 10.80% | |
| VB |
Vanguard Morningstar Small-Cap ETF
|
Added | 64,701 | $23,738,896 | 6.76% | |
| PRXG |
Praxis Impact Large Cap Growth ETF
|
Added | 320,520 | $11,784,863 | 3.36% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Added | 118,423 | $8,437,638 | 2.40% | |
| VIG |
Vanguard Dividend Appreciation ETF
|
Reduced | 46,733 | $4,506,463 | 1.28% | |
| BNDW |
Vanguard Total World Bond ETF
|
Added | 49,980 | $3,180,704 | 0.91% | |
| FMCE |
FM Compounders Equity ETF
|
Reduced | 10,532 | $3,013,099 | 0.86% | |
|
|
Added | 81,635 | $2,688,475 | 0.77% | ||
| AAPL |
Apple Inc.
Technology
|
Added | 8,617 | $2,493,415 | 0.71% | |
| VEU |
Vanguard FTSE All-World Ex-US ETF
|
Added | 38,388 | $2,291,379 | 0.65% | |
| IBM |
International Business Machines Corp
Technology
|
Held | 4,956 | $1,393,676 | 0.40% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 1,542 | $1,151,519 | 0.33% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 6,385 | $872,957 | 0.25% | |
| MKC |
Mccormick & Co Inc
Consumer Defensive
|
Added | 16,919 | $853,055 | 0.24% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 6,171 | $698,927 | 0.20% | |
| GLD |
Spdr Gold Trust
|
Held | 1,806 | $665,294 | 0.19% | |
| BHRB |
Burke & Herbert Financial Services Corp.
Financial Services
|
NEW | 7,540 | $541,824 | 0.15% | |
| HSY |
Hershey Co
Consumer Defensive
|
Added | 2,698 | $473,364 | 0.13% | |
| UPS |
United Parcel Service Inc
Industrials
|
Reduced | 4,173 | $448,597 | 0.13% | |
| CAT |
Caterpillar Inc
Industrials
|
NEW | 382 | $406,791 | 0.12% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 1,642 | $391,354 | 0.11% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
Added | 1,524 | $375,239 | 0.11% | |
| PPL |
PPL Corp
Utilities
|
Reduced | 9,024 | $328,022 | 0.09% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Held | 1,200 | $324,372 | 0.09% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 832 | $310,352 | 0.09% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 492 | $277,138 | 0.08% | |
| AZN |
Astrazeneca PLC
Healthcare
|
NEW | 1,328 | $251,815 | 0.07% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 910 | $231,112 | 0.07% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 450 | $225,175 | 0.06% | |
| CMI |
Cummins Inc
Industrials
|
NEW | 306 | $218,242 | 0.06% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 573 | $202,085 | 0.06% | |
| AAPD |
Direxion Shares ETF Trust Direxion Daily AAPL Bear 1X ETF
|
Reduced | 15,362 | $0 | 0.00% |
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.