LifeGuide Financial Advisors, LLC
CIK
1908585
Location
MECHANICSBURG, PA
Portfolio Value
Micro
$11,676,645
Diversification
Diversified
Filing Date
Global Rank
#7,687
/ 8,232
▲ 195
Top Industry
Consumer Electronics
21.8%
3Y Alpha vs SPY
-10.2%
Period ended 2 months ago
Filed Apr 9, 2026 · 2mo
18 quarters · since Dec 2021
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+35.5%
SPY
+76.5%
Annualised alpha
-10.2%
Max drawdown
−14.4%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
20 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
18.7%
−1.7 pts
Top 5
53.0%
−2.7 pts
Top 10
78.0%
−0.5 pts
HHI
836
Diversified−74
Portfolio Trend
18 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 31.5% | $3,682,975 |
| Consumer Defensive | 18.6% | $2,175,349 |
| Unclassified | 14.2% | $1,662,215 |
| Energy | 9.2% | $1,076,323 |
| Financial Services | 7.7% | $903,817 |
| Consumer Cyclical | 7.7% | $899,260 |
| Industrials | 3.7% | $434,937 |
| Utilities | 3.0% | $348,957 |
| Communication Services | 2.3% | $270,617 |
| Healthcare | 1.9% | $222,195 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
5 positions
Trimmed
Positions the filer reduced
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| LNKB | LINKBANCORP, Inc. | −12,273 | 20,185 | $168,342 | |
| AAPL | Apple Inc. | −501 | 8,600 | $2,182,594 | |
| UPS | United Parcel Service Inc | −304 | 4,421 | $434,937 | |
| WMT | Walmart Inc. | −56 | 6,221 | $773,145 | |
| AMZN | Amazon Com Inc | −40 | 1,548 | $322,401 | |
| MCD | Mcdonalds Corp | −10 | 1,200 | $372,948 | |
| PNC | Pnc Financial Services Group, Inc. | −3 | 1,517 | $315,672 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| JNJ | Johnson & Johnson | 909 | $222,195 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
20 positions ·
$11,676,645 total
· as of Mar 31, 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 |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 8,600 | $2,182,594 | 18.69% | |
| IBM |
International Business Machines Corp
Technology
|
Held | 4,956 | $1,201,284 | 10.29% | |
| XOM |
Exxon Mobil Corp
Energy
|
Added | 6,344 | $1,076,323 | 9.22% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 1,361 | $885,112 | 7.58% | |
| MKC |
Mccormick & Co Inc
Consumer Defensive
|
Added | 16,762 | $845,475 | 7.24% | |
| GLD |
Spdr Gold Trust
|
Held | 1,806 | $777,103 | 6.66% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 6,221 | $773,145 | 6.62% | |
| HSY |
Hershey Co
Consumer Defensive
|
Added | 2,678 | $556,729 | 4.77% | |
| UPS |
United Parcel Service Inc
Industrials
|
Reduced | 4,421 | $434,937 | 3.72% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 1,200 | $372,948 | 3.19% | |
| PPL |
PPL Corp
Utilities
|
Held | 9,135 | $348,957 | 2.99% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 1,548 | $322,401 | 2.76% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
Reduced | 1,517 | $315,672 | 2.70% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 808 | $299,097 | 2.56% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 473 | $270,617 | 2.32% | |
| JNJ |
Johnson & Johnson
Healthcare
|
NEW | 909 | $222,195 | 1.90% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 450 | $215,640 | 1.85% | |
| SPGI |
S&P Global Inc.
Financial Services
|
Held | 480 | $204,163 | 1.75% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 620 | $203,911 | 1.75% | |
| LNKB |
LINKBANCORP, Inc.
Financial Services
|
Reduced | 20,185 | $168,342 | 1.44% |