LifeGuide Financial Advisors, LLC

CIK 0001908585 · MECHANICSBURG, PA · Quarter end: 2026-06-30 · Filed on: 2026-07-09 · Open the SEC source

LifeGuide Financial Advisors, LLC reported 47 positions worth $351.2M as of June 30, 2026 (13F filed July 9, 2026). Largest holding: DFGR (21.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$351.2M
2026 Q2
Positions
47
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
86.3%
Est. Net Flow (Q)
2026 Q2
10 / 47 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1DFGRDIMENSIONAL ETF TRUSTSH$75.1M21.40%2,593,868
2SCHPSCHWAB STRATEGIC TRSH$54.9M15.64%2,072,506
3IEFISHARES TRSH$47.9M13.63%506,239
4DFACDIMENSIONAL ETF TRUSTSH$34.5M9.83%777,969
5ESGVVANGUARD WORLD FDSH$21.4M6.09%161,663
6VTIVANGUARD INDEX FDSSH$19.1M5.45%51,724
7DFICDIMENSIONAL ETF TRUSTSH$18.5M5.28%497,486
8VSGXVANGUARD WORLD FDSH$16.5M4.71%200,730
9VEAVANGUARD TAX-MANAGED FDSSH$8.4M2.40%118,423
10DFEMDIMENSIONAL ETF TRUSTSH$6.7M1.91%165,470

The free plan shows the top 10 positions. The remaining 37 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does LifeGuide Financial Advisors, LLC hold as of Q2 2026?

LifeGuide Financial Advisors, LLC reported 47 positions worth $351.2M in its Q2 2026 13F filing. Largest positions: DFGR (21.4%), SCHP (15.6%), IEF (13.6%), DFAC (9.8%) and ESGV (6.1%).

What did LifeGuide Financial Advisors, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did LifeGuide Financial Advisors, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.