LifeGuide Financial Advisors, LLC
Q3 2026 13F filing
Updated 16 days ago45 disclosed positions worth $356M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $73.8M | 2.73M | 20.72% | Added(+5.1%) |
| 2 | S SCHWAB STRATEGIC TR | $56.7M | 2.26M | 15.93% | Added(+8.9%) |
| 3 | E ISHARES TR | $48.4M | 541.4K | 13.58% | Added(+7.0%) |
| 4 | ? N/A DIMENSIONAL ETF TRUST | $35.9M | 807.7K | 10.09% | Added(+3.8%) |
| 5 | V VANGUARD WORLD FD | $22.3M | 164.3K | 6.25% | Added(+1.6%) |
| 6 | ? N/A DIMENSIONAL ETF TRUST | $19.4M | 515.1K | 5.44% | Added(+3.5%) |
| 7 | V VANGUARD INDEX FDS | $18.5M | 49.5K | 5.20% | Trimmed(-4.3%) |
| 8 | V VANGUARD WORLD FD | $16.3M | 201.2K | 4.58% | Added(+0.3%) |
| 9 | V VANGUARD TAX-MANAGED FDS | $7.9M | 111.8K | 2.22% | Trimmed(-5.6%) |
| 10 | ? N/A DIMENSIONAL ETF TRUST | $6.9M | 172.7K | 1.93% | Added(+4.4%) |
| 11 | ? N/A PRAXIS FDS | $6.5M | 160.1K | 1.84% | Added(+8.1%) |
| 12 | ? N/A PRAXIS FDS | $6.4M | 184.0K | 1.79% | Added(+6.7%) |
| 13 | V VANGUARD INDEX FDS | $4.2M | 47.4K | 1.19% | Added(+1.4%) |
| 14 | V VANGUARD INDEX FDS | $3.4M | 4.9K | 0.96% | Trimmed(-2.9%) |
| 15 | A APPLE INC | $3.1M | 9.3K | 0.87% | Added(+8.4%) |
| 16 | N NORTHERN LTS FD TR IV | $3M | 11.1K | 0.84% | Added(+4.9%) |
| 17 | E ISHARES TR | $3M | 29.8K | 0.83% | Added(+16.7%) |
| 18 | V VANGUARD SCOTTSDALE FDS | $3M | 51.3K | 0.83% | Added(+15.7%) |
| 19 | I NORTHERN LTS FD TR IV | $2.2M | 56.6K | 0.62% | Added(+8.6%) |
| 20 | V VANGUARD INTL EQUITY INDEX F | $2.2M | 36.9K | 0.61% | Trimmed(-4.0%) |
| 21 | S STATE STR SPDR S&P 500 ETF T | $1.2M | 1.5K | 0.33% | Unchanged |
| 22 | I INTERNATIONAL BUSINESS MACHS | $1.1M | 5.0K | 0.31% | Added(+0.8%) |
| 23 | X EXXONMOBIL HOLDINGS CORP | $1M | 6.4K | 0.29% | — |
| 24 | B BURKE HERBERT FINL SVCS CORP | $978K | 14.3K | 0.27% | Added(+89.1%) |
| 25 | I NORTHERN LTS FD TR IV | $770K | 33.5K | 0.22% | Added(+13.3%) |
| 26 | G SPDR GOLD TR | $688K | 1.8K | 0.19% | Unchanged |
| 27 | V VANGUARD SCOTTSDALE FDS | $655K | 6.0K | 0.18% | Added(+6.7%) |
| 28 | W WALMART INC | $621K | 6.0K | 0.17% | Trimmed(-3.2%) |
| 29 | V VANGUARD INDEX FDS | $581K | 2.0K | 0.16% | Added(+24.1%) |
| 30 | M MICROSOFT CORP | $573K | 1.1K | 0.16% | Added(+34.3%) |
| 31 | H HERSHEY CO | $471K | 3.0K | 0.13% | Added(+10.7%) |
| 32 | V VANGUARD INDEX FDS | $428K | 5.5K | 0.12% | Unchanged |
| 33 | M MCCORMICK & CO INC | $396K | 8.5K | 0.11% | Trimmed(-49.5%) |
| 34 | A AMAZON COM INC | $390K | 1.6K | 0.11% | Trimmed(-4.7%) |
| 35 | U UNITED PARCEL SVCS INC | $390K | 4.2K | 0.11% | Trimmed(-0.1%) |
| 36 | M META PLATFORMS INC | $344K | 475 | 0.10% | Trimmed(-3.5%) |
| 37 | P PNC FINL SVCS GROUP INC | $338K | 1.5K | 0.09% | Trimmed(-0.3%) |
| 38 | ? N/A VANGUARD INSTL INDEX FD | $311K | 4.1K | 0.09% | — |
| 39 | N NVIDIA CORPORATION | $307K | 1.3K | 0.09% | — |
| 40 | P PPL CORP | $297K | 9.0K | 0.08% | Unchanged |
| 41 | C CATERPILLAR INC | $290K | 358 | 0.08% | Trimmed(-6.3%) |
| 42 | M MCDONALDS CORP | $277K | 1.2K | 0.08% | Unchanged |
| 43 | J JOHNSON & JOHNSON | $241K | 911 | 0.07% | Added(+0.1%) |
| 44 | B BERKSHIRE HATHAWAY INC DEL | $225K | 452 | 0.06% | Added(+0.4%) |
| 45 | ? N/A DIREXION SHARES ETF TRUST | $133K | 16.1K | 0.04% | Added(+4.7%) |