LifeGuide Financial Advisors, LLC 13F Holdings · Q2 2026
LifeGuide Financial Advisors, LLC reported 47 securities worth $351.16M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: DFGR (21.40%), SCHP (15.64%), IEF (13.63%). Among its top 25 positions this quarter: 20 added, 4 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFGR | DIMENSIONAL ETF TRUST | $75.1M | 21.40% | 2.6M | Added |
| 2 | SCHP | SCHWAB STRATEGIC TR | $54.9M | 15.64% | 2.1M | Added |
| 3 | IEF | ISHARES TR | $47.9M | 13.63% | 506,239 | Added |
| 4 | DFAC | DIMENSIONAL ETF TRUST | $34.5M | 9.83% | 777,969 | Added |
| 5 | ESGV | VANGUARD WORLD FD | $21.4M | 6.09% | 161,663 | Added |
| 6 | VTI | VANGUARD INDEX FDS | $19.1M | 5.45% | 51,724 | Added |
| 7 | DFIC | DIMENSIONAL ETF TRUST | $18.5M | 5.28% | 497,486 | Added |
| 8 | VSGX | VANGUARD WORLD FD | $16.5M | 4.71% | 200,730 | Added |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | $8.4M | 2.40% | 118,423 | Added |
| 10 | DFEM | DIMENSIONAL ETF TRUST | $6.7M | 1.91% | 165,470 | Trimmed |
| 11 | PRXV | PRAXIS FDS | $6.0M | 1.71% | 172,356 | Added |
| 12 | PRXG | PRAXIS FDS | $5.8M | 1.65% | 148,164 | Added |
| 13 | VNQ | VANGUARD INDEX FDS | $4.5M | 1.28% | 46,733 | Trimmed |
| 14 | VOO | VANGUARD INDEX FDS | $3.5M | 0.98% | 5,031 | Added |
| 15 | PTL | NORTHERN LTS FD TR IV | $3.0M | 0.86% | 10,532 | Trimmed |
| 16 | STIP | ISHARES TR | $2.6M | 0.74% | 25,490 | Added |
| 17 | VGSH | VANGUARD SCOTTSDALE FDS | $2.6M | 0.73% | 44,329 | Added |
| 18 | AAPL | APPLE INC | $2.5M | 0.71% | 8,617 | Added |
| 19 | VWO | VANGUARD INTL EQUITY INDEX F | $2.3M | 0.65% | 38,388 | Added |
| 20 | WWJD | NORTHERN LTS FD TR IV | $2.0M | 0.57% | 52,090 | Trimmed |
| 21 | IBM | INTERNATIONAL BUSINESS MACHS | $1.4M | 0.40% | 4,956 | Hold |
| 22 | SPY | STATE STR SPDR S&P 500 ETF T | $1.2M | 0.33% | 1,542 | Added |
| 23 | XOM | EXXON MOBIL CORP | $872,949 | 0.25% | 6,385 | Added |
| 24 | MKC | MCCORMICK & CO INC | $853,032 | 0.24% | 16,919 | Added |
| 25 | IBD | NORTHERN LTS FD TR IV | $702,292 | 0.20% | 29,545 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR