LifeGuide Financial Advisors, LLC
Filing Date
Global Rank
#7,687
/ 8,232
▲ 195
Top Industry
Consumer Electronics
21.8%
3Y Alpha vs SPY
-9.9%
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
+36.6%
SPY
+76.3%
Annualised alpha
-9.9%
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.
1 positions ·
$1,076,323 total
· Energy only
· 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 |
|---|---|---|---|---|---|---|
| XOM |
Exxon Mobil Corp
Energy
|
Added | 6,344 | $1,076,323 | 100.00% |