Skip to content
Shameless Cloning

Search Shameless Cloning

Search superinvestors, stocks, insiders and members of Congress

Q3 2026 13F · SEC CIK 1908585

LifeGuide Financial Advisors, LLC

Wealth managerFiled 2026-10-20 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value
$356.0M
Reported positions
45
Top holdings a year, 3 yrs
+8.8%
Assets under management
$562.9M

LifeGuide Financial Advisors, LLC is a wealth manager that reported 45 positions worth $356.0M in its Q3 2026 13F, filed 2026-10-20. Its largest holdings were Dimensional ETF Trust (DFGR, 20.7%), Schwab Strategic Tr (SCHP, 15.9%), Ishares Tr (IEF, 13.6%). A portfolio copying its top holdings returned 8.8% a year over the last 3 years, against 20.4% for the S&P 500.

LifeGuide Financial Advisors, LLC holdings all 45 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

LifeGuide Financial Advisors, LLC 13F holdings
Stock% of 13F valueShare changeReported value
DFGRDimensional ETF Trust20.7%+5.1%$73.8M
SCHPSchwab Strategic Tr15.9%+8.9%$56.7M
IEFIshares Tr13.6%+6.9%$48.4M
DFACDimensional ETF Trust10.1%+3.8%$35.9M
ESGVVanguard World Fd6.3%+1.6%$22.3M
DFICDimensional ETF Trust5.4%+3.5%$19.4M
VTIVanguard Index Fds5.2%-4.3%$18.5M
VSGXVanguard World Fd4.6%+0.3%$16.3M
VEAVanguard Ftse Developed Markets Index Fu2.2%-5.6%$7.9M
DFEMDimensional ETF Trust1.9%+4.4%$6.9M
PRXGPraxis Fds1.8%+8.1%$6.5M
PRXVPraxis Fds1.8%+6.7%$6.4M
VNQVanguard Index Fds1.2%+1.4%$4.2M
VOOVanguard Index Fds1.0%-2.9%$3.4M
AAPLApple Inc0.9%+8.4%$3.1M
PTLNorthern Lts Fd Tr IV0.8%+4.9%$3.0M
STIPIshares Tr0.8%+16.7%$3.0M
VGSHVanguard Scottsdale Fds0.8%+15.7%$3.0M
WWJDNorthern Lts Fd Tr IV0.6%+8.6%$2.2M
VWOVanguard Intl Equity Index F0.6%-4.0%$2.2M
SPYState Str Spdr S&p 500 ETF T0.3%+0.0%$1.2M
IBMInternational Business Machs0.3%+0.8%$1.1M
XOMExxonmobil Holdings Corp0.3%—$1.0M
BHRBBurke Herbert Finl Svcs Corp0.3%+89.1%$978K
IBDNorthern Lts Fd Tr IV0.2%+13.3%$770K
GLDSpdr Gold Tr0.2%+0.0%$688K
VONVVanguard Scottsdale Fds0.2%+6.7%$655K
WMTWalmart Inc0.2%-3.2%$621K
VBVanguard Index Fds0.2%+24.1%$581K
MSFTMicrosoft Corp0.2%+34.3%$573K
HSYHershey Co0.1%+10.7%$471K
VOVanguard Index Fds0.1%+0.0%$428K
MKCMccormick & Co Inc0.1%-49.5%$396K
AMZNAmazon Com Inc0.1%-4.7%$390K
UPSUnited Parcel Svcs Inc0.1%-0.0%$390K
METAMeta Platforms Inc0.1%-3.5%$344K
PNCPnc Finl Svcs Group Inc0.1%-0.3%$338K
VGUSVanguard Instl Index Fd0.1%—$311K
NVDANvidia Corporation0.1%—$307K
PPLPpl Corp0.1%+0.0%$297K
CATCaterpillar Inc0.1%-6.3%$290K
MCDMcdonalds Corp0.1%+0.0%$277K
JNJJohnson & Johnson0.1%+0.1%$241K
BRK-BBerkshire Hathaway Inc Del0.1%+0.4%$225K
DRNDirexion Shares ETF Trust0.0%+4.7%$133K

What LifeGuide Financial Advisors, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Added to

Reduced

Sold out

Share counts compared with the Q2 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year
+10.7% /yr
S&P 500 +20.1%
3 years
+8.8% /yr
S&P 500 +20.4%
5 years
+1.6% /yr
S&P 500 +13.0%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter13F valuePositions
Q3 2026$356.0M45
Q2 2026$351.2M47
Q1 2026$312.7M46
Q4 2025$301.4M47
Q3 2025$271.6M48
Q2 2025$270.9M48
Q1 2025$245.1M40
Q4 2024$233.1M42
Q3 2024$234.4M41
Q2 2024$205.9M41
Q1 2024$198.5M41
Q4 2023$189.2M43

Questions about LifeGuide Financial Advisors, LLC's portfolio

What stocks does LifeGuide Financial Advisors, LLC own?

LifeGuide Financial Advisors, LLC's latest 13F, for Q3 2026 and filed Oct 20, 2026, lists 45 positions worth $356.0M. The largest are Dimensional ETF Trust (DFGR) at 20.7%, Schwab Strategic Tr (SCHP) at 15.9%, Ishares Tr (IEF) at 13.6%, Dimensional ETF Trust (DFAC) at 10.1% and Vanguard World Fd (ESGV) at 6.3%.

What did LifeGuide Financial Advisors, LLC buy last quarter?

In Q3 2026, LifeGuide Financial Advisors, LLC added a new position in Exxonmobil Holdings Corp (XOM), a new position in Vanguard Instl Index Fd (VGUS), a new position in Nvidia Corporation (NVDA), Burke Herbert Finl Svcs Corp (BHRB) (+89.1% shares), Microsoft Corp (MSFT) (+34.3% shares) and Vanguard Index Fds (VB) (+24.1% shares), compared with its Q2 2026 filing.

What did LifeGuide Financial Advisors, LLC sell last quarter?

In Q3 2026, LifeGuide Financial Advisors, LLC sold all of Exxon Mobil Corp (XOM), sold all of Astrazeneca PLC (AZN), sold all of Cummins Inc (CMI), sold all of Vanguard Index Fds (VBR), sold all of Home Depot Inc (HD), Mccormick & Co Inc (MKC) (-49.5% shares), Caterpillar Inc (CAT) (-6.3% shares) and Vanguard Ftse Developed Markets Index Fu (VEA) (-5.6% shares), compared with its Q2 2026 filing.

How has LifeGuide Financial Advisors, LLC's portfolio performed?

A portfolio copying LifeGuide Financial Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +8.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +10.7% against +20.1%. Over 5 years: +1.6% a year against +13.0%.

When is LifeGuide Financial Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. LifeGuide Financial Advisors, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does LifeGuide Financial Advisors, LLC manage?

LifeGuide Financial Advisors, LLC reported $562.9M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $356.0M.