Holders — by stockHoldings — by fund
LifeGuide Financial Advisors, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001908585
$351.2M
disclosed book value
47
positions
21.4%
largest position share
Positions, as of 2026-06-30
top 47 of 47 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | DFGRDIMENSIONAL ETF TRUST | 2.6M | $75.1M | 21.4% |
| 2 | SCHPSCHWAB STRATEGIC TR | 2.1M | $54.9M | 15.6% |
| 3 | IEFISHARES TR | 506,239 | $47.9M | 13.6% |
| 4 | DFACDIMENSIONAL ETF TRUST | 777,969 | $34.5M | 9.8% |
| 5 | ESGVVANGUARD WORLD FD | 161,663 | $21.4M | 6.1% |
| 6 | VTIVANGUARD INDEX FDS | 51,724 | $19.1M | 5.5% |
| 7 | DFICDIMENSIONAL ETF TRUST | 497,486 | $18.5M | 5.3% |
| 8 | VSGXVANGUARD WORLD FD | 200,730 | $16.5M | 4.7% |
| 9 | VEAVANGUARD TAX-MANAGED FDS | 118,423 | $8.4M | 2.4% |
| 10 | DFEMDIMENSIONAL ETF TRUST | 165,470 | $6.7M | 1.9% |
| 11 | PRXVPRAXIS FDS | 172,356 | $6.0M | 1.7% |
| 12 | PRXGPRAXIS FDS | 148,164 | $5.8M | 1.6% |
| 13 | VNQVANGUARD INDEX FDS | 46,733 | $4.5M | 1.3% |
| 14 | VOOVANGUARD INDEX FDS | 5,031 | $3.5M | 1% |
| 15 | PTLNORTHERN LTS FD TR IV | 10,532 | $3.0M | 0.9% |
| 16 | STIPISHARES TR | 25,490 | $2.6M | 0.7% |
| 17 | VGSHVANGUARD SCOTTSDALE FDS | 44,329 | $2.6M | 0.7% |
| 18 | AAPLAPPLE INC | 8,617 | $2.5M | 0.7% |
| 19 | VWOVANGUARD INTL EQUITY INDEX F | 38,388 | $2.3M | 0.7% |
| 20 | WWJDNORTHERN LTS FD TR IV | 52,090 | $2.0M | 0.6% |
| 21 | IBMINTERNATIONAL BUSINESS MACHS | 4,956 | $1.4M | 0.4% |
| 22 | SPYSTATE STR SPDR S&P 500 ETF T | 1,542 | $1.2M | 0.3% |
| 23 | EXMOCEXXON MOBIL CORP | 6,385 | $872,949 | 0.2% |
| 24 | MKCMCCORMICK & CO INC | 16,919 | $853,032 | 0.2% |
| 25 | IBDNORTHERN LTS FD TR IV | 29,545 | $702,292 | 0.2% |
| 26 | WMTWALMART INC | 6,171 | $698,927 | 0.2% |
| 27 | GLDSPDR GOLD TR | 1,806 | $665,294 | 0.2% |
| 28 | VONVVANGUARD SCOTTSDALE FDS | 5,651 | $600,801 | 0.2% |
| 29 | BHRBBURKE HERBERT FINL SVCS CORP | 7,540 | $541,824 | 0.2% |
| 30 | VBVANGUARD INDEX FDS | 1,646 | $498,936 | 0.1% |
| 31 | HSYHERSHEY CO | 2,698 | $473,280 | 0.1% |
| 32 | UPSUNITED PARCEL SVCS INC | 4,173 | $448,598 | 0.1% |
| 33 | VOVANGUARD INDEX FDS | 5,456 | $439,590 | 0.1% |
| 34 | CATCATERPILLAR INC | 382 | $406,417 | 0.1% |
| 35 | AMZNAMAZON COM INC | 1,642 | $391,354 | 0.1% |
| 36 | PNCPNC FINL SVCS GROUP INC | 1,524 | $375,239 | 0.1% |
| 37 | PPLPPL CORP | 9,024 | $328,006 | 0.1% |
| 38 | MCDMCDONALDS CORP | 1,200 | $324,372 | 0.1% |
| 39 | MSFTMICROSOFT CORP | 832 | $310,353 | 0.1% |
| 40 | METAMETA PLATFORMS INC | 492 | $277,139 | 0.1% |
| 41 | ASTRAZENECA PLC | 1,328 | $251,815 | 0.1% |
| 42 | JNJJOHNSON & JOHNSON | 910 | $231,077 | 0.1% |
| 43 | BRK/BBERKSHIRE HATHAWAY INC DEL | 450 | $225,176 | 0.1% |
| 44 | CMICUMMINS INC | 306 | $218,242 | 0.1% |
| 45 | VBRVANGUARD INDEX FDS | 844 | $205,115 | 0.1% |
| 46 | HDHOME DEPOT INC | 573 | $202,005 | 0.1% |
| 47 | DRNDIREXION SHARES ETF TRUST | 15,362 | $161,911 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.