Lifeguide Financial Advisors, LLC Top Holdings and 13F Report (2025) About Lifeguide Financial Advisors, LLCInvestment ActivityLifeguide Financial Advisors, LLC has $270.93 million in total holdings as of June 30, 2025.Lifeguide Financial Advisors, LLC owns shares of 48 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 6.57% of the portfolio was purchased this quarter.About 0.97% of the portfolio was sold this quarter.This quarter, Lifeguide Financial Advisors, LLC has purchased 40 new stocks and bought additional shares in 25 stocks.Lifeguide Financial Advisors, LLC sold shares of 10 stocks and completely divested from 0 stocks this quarter.Largest Holdings Dimensional Global Real Estate ETF $58,606,943Schwab U.S. TIPS ETF $44,822,242iShares 7-10 Year Treasury Bond ETF $38,499,376Dimensional U.S. Core Equity 2 ETF $22,114,802Vanguard ESG U.S. Stock ETF $15,753,682 Largest New Holdings this Quarter 74006E736 - PRAXIS FDS $3,335,859 Holding74006E744 - PRAXIS FDS $3,325,887 Holding92206C714 - Vanguard Russell 1000 Value ETF $606,014 Holding931142103 - Walmart $450,472 Holding023135106 - Amazon.com $360,019 Holding Largest Purchases this Quarter PRAXIS FDS 101,598 shares (about $3.34M)PRAXIS FDS 117,362 shares (about $3.33M)Dimensional Global Real Estate ETF 89,551 shares (about $2.40M)Vanguard Total Stock Market ETF 5,690 shares (about $1.73M)Schwab U.S. TIPS ETF 49,380 shares (about $1.32M) Largest Sales this Quarter Vanguard Real Estate ETF 15,148 shares (about $1.35M)Vanguard ESG U.S. Stock ETF 4,043 shares (about $443.27K)Vanguard FTSE Developed Markets ETF 3,423 shares (about $195.14K)iShares 0-5 Year TIPS Bond ETF 1,429 shares (about $147.06K)iShares 1-3 Year Treasury Bond ETF 1,738 shares (about $144.01K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLifeguide Financial Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFGRDimensional Global Real Estate ETF$58,606,943$2,402,653 ▲4.3%2,184,38121.6%ETFSCHPSchwab U.S. TIPS ETF$44,822,242$1,317,458 ▲3.0%1,679,99416.5%ETFIEFiShares 7-10 Year Treasury Bond ETF$38,499,376$1,097,908 ▲2.9%401,99814.2%ETFDFACDimensional U.S. Core Equity 2 ETF$22,114,802$287,329 ▲1.3%617,0428.2%ETFESGVVanguard ESG U.S. Stock ETF$15,753,682$443,273 ▼-2.7%143,6865.8%ETFVTIVanguard Total Stock Market ETF$15,295,640$1,729,368 ▲12.7%50,3265.6%ETFDFICDimensional International Core Equity 2 ETF$13,149,434$446,297 ▲3.5%422,9474.9%ETFVSGXVanguard ESG International Stock ETF$12,467,235$164,536 ▲1.3%190,3394.6%ETFVEAVanguard FTSE Developed Markets ETF$6,381,737$195,145 ▼-3.0%111,9412.4%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$4,438,314$236,520 ▲5.6%149,5391.6%ETFVNQVanguard Real Estate ETF$4,264,366$1,349,079 ▼-24.0%47,8821.6%ETFPRAXIS FDS$3,335,859$3,335,859 ▲New Holding101,5981.2%IMPACT LARGE CAPPRAXIS FDS$3,325,887$3,325,887 ▲New Holding117,3621.2%IMPACT LARGE CAPVOOVanguard S&P 500 ETF$2,785,854$113,048 ▲4.2%4,9041.0%ETFBIBLInspire 100 ETF$2,175,506$44,761 ▲2.1%52,6370.8%ETFSTIPiShares 0-5 Year TIPS Bond ETF$2,166,443$147,057 ▼-6.4%21,0520.8%ETFSHYiShares 1-3 Year Treasury Bond ETF$2,158,576$144,010 ▼-6.3%26,0510.8%ManufacturingVWOVanguard FTSE Emerging Markets ETF$1,712,441$136,212 ▲8.6%34,6230.6%ETFWWJDInspire International ETF$1,620,365$6,854 ▲0.4%47,2820.6%ETFMKCMcCormick & Company, Incorporated$1,245,699$7,430 ▲0.6%16,4300.5%Consumer StaplesSPXLDirexion Daily S&P 500 Bull 3x Shares$1,067,904$142,121 ▼-11.7%6,1540.4%ETFDIREXION SHS ETF TR$953,297$154,606 ▲19.4%24,2940.4%DAILY 20+ YEAR TIBMInternational Business Machines$910,0470.0%3,0870.3%Computer and TechnologySPYSPDR S&P 500 ETF Trust$903,915$27,185 ▲3.1%1,4630.3%FinanceDRNDirexion Daily Real Estate Bull 3X Shares$863,435$131,551 ▲18.0%90,4120.3%ETFAAPLApple$757,999$148,768 ▲24.4%3,6940.3%Computer and TechnologyXOMExxon Mobil$668,348$5,067 ▲0.8%6,2000.2%EnergyGLDSPDR Gold Shares$648,373$32,007 ▲5.2%2,1270.2%FinanceMSFTMicrosoft$648,1250.0%1,3030.2%Computer and TechnologyVONVVanguard Russell 1000 Value ETF$606,014$606,014 ▲New Holding7,1120.2%ETFEURLDirexion Daily FTSE Europe Bull 3x Shares$574,208$105,715 ▼-15.5%16,6100.2%ETFIBDInspire Corporate Bond ETF$541,011$6,699 ▲1.3%22,5330.2%ETFUPSUnited Parcel Service$496,625$65,510 ▲15.2%4,9200.2%TransportationHSYHershey$483,600$79,991 ▲19.8%2,9140.2%Consumer StaplesVTVanguard Total World Stock ETF$477,204$144,716 ▲43.5%3,7130.2%ETFWMTWalmart$450,472$450,472 ▲New Holding4,6070.2%Retail/WholesaleVBVanguard Small-Cap ETF$412,110$16,115 ▼-3.8%1,7390.2%ETFVOVanguard Mid-Cap ETF$381,6880.0%1,3640.1%ETFAMZNAmazon.com$360,019$360,019 ▲New Holding1,6410.1%Retail/WholesaleMCDMcDonald's$317,297$87,651 ▲38.2%1,0860.1%Retail/WholesaleAZNAstraZeneca$309,2890.0%4,4260.1%MedicalMETAMeta Platforms$306,307$39,857 ▼-11.5%4150.1%Computer and TechnologyPPLPPL$297,810$93,362 ▲45.7%8,7880.1%UtilitiesPNCThe PNC Financial Services Group$282,799$282,799 ▲New Holding1,5170.1%FinanceBRK.BBerkshire Hathaway$256,001$256,001 ▲New Holding5270.1%FinanceEDCDirexion Daily MSCI Emerging Markets Bull 3X Shares$254,527$44,502 ▼-14.9%6,5030.1%ETFTNADirexion Daily Small Cap Bull 3X Shares$210,396$210,396 ▲New Holding6,2730.1%ETFLNKBLINKBANCORP$174,5630.0%23,8800.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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