Lifeguide Financial Advisors, LLC Top Holdings and 13F Report (2026)

About Lifeguide Financial Advisors, LLC

Investment Activity

Lifeguide Financial Advisors, LLC has $355.95 million in total holdings as of September 30, 2026.
Lifeguide Financial Advisors, LLC owns shares of 45 different stocks, but just 8 companies or ETFs make up 80% of its holdings.
Approximately 5.32% of the portfolio was purchased this quarter.
About 1.04% of the portfolio was sold this quarter.
This quarter, Lifeguide Financial Advisors, LLC has purchased 47 new stocks and bought additional shares in 26 stocks.
Lifeguide Financial Advisors, LLC sold shares of 11 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

Dimensional Global Real Estate ETF: $73,758,193
Schwab U.S. TIPS ETF: $56,700,900
iShares 7-10 Year Treasury Bond ETF: $48,352,877
Dimensional U.S. Core Equity 2 ETF: $35,902,280
Vanguard ESG U.S. Stock ETF: $22,261,483

Largest New Holdings this Quarter

30233Q108 - EXXONMOBIL HOLDINGS CORP: $1,046,806 Holding
922040852 - VANGUARD INSTL INDEX FD: $310,954 Holding
67066G104 - NVIDIA: $306,610 Holding

Largest Purchases this Quarter

Schwab U.S. TIPS ETF: 183,797 shares (about $4.62M)
Dimensional Global Real Estate ETF: 132,867 shares (about $3.59M)
iShares 7-10 Year Treasury Bond ETF: 35,166 shares (about $3.14M)
Dimensional U.S. Core Equity 2 ETF: 29,731 shares (about $1.32M)
EXXONMOBIL HOLDINGS CORP: 6,432 shares (about $1.05M)

Largest Sales this Quarter

Vanguard Total Stock Market ETF: 2,243 shares (about $839.42K)
Vanguard FTSE Developed Markets ETF: 6,648 shares (about $469.42K)
McCormick & Company, Incorporated: 8,381 shares (about $388.89K)
Vanguard S&P 500 ETF: 145 shares (about $101.62K)
Vanguard FTSE Emerging Markets ETF: 1,529 shares (about $90.69K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
DFGR Dimensional Global Real Estate ETF	$73,758,193	$3,594,053 ▲	5.1%	2,726,735	20.7%	ETF
SCHP Schwab U.S. TIPS ETF	$56,700,900	$4,618,819 ▲	8.9%	2,256,303	15.9%	ETF
IEF iShares 7-10 Year Treasury Bond ETF	$48,352,877	$3,140,675 ▲	6.9%	541,405	13.6%	ETF
DFAC Dimensional U.S. Core Equity 2 ETF	$35,902,280	$1,321,544 ▲	3.8%	807,700	10.1%	ETF
ESGV Vanguard ESG U.S. Stock ETF	$22,261,483	$351,294 ▲	1.6%	164,255	6.3%	ETF
DFIC Dimensional International Core Equity 2 ETF	$19,374,388	$663,930 ▲	3.5%	515,139	5.4%	ETF
VTI Vanguard Total Stock Market ETF	$18,517,688	$839,417 ▼	-4.3%	49,481	5.2%	ETF
VSGX Vanguard ESG International Stock ETF	$16,314,846	$41,670 ▲	0.3%	201,244	4.6%	ETF
VEA Vanguard FTSE Developed Markets ETF	$7,892,456	$469,417 ▼	-5.6%	111,775	2.2%	ETF
DFEM Dimensional Emerging Markets Core Equity 2 ETF	$6,860,146	$287,691 ▲	4.4%	172,713	1.9%	ETF
PRAXIS FDS	$6,538,146	$487,668 ▲	8.1%	160,106	1.8%	IMPA LA GROW ETF
PRAXIS FDS	$6,370,248	$401,569 ▲	6.7%	183,952	1.8%	IMPA LA VALU ETF
VNQ Vanguard Real Estate ETF	$4,246,816	$58,169 ▲	1.4%	47,382	1.2%	ETF
VOO Vanguard S&P 500 ETF	$3,424,210	$101,619 ▼	-2.9%	4,886	1.0%	ETF
AAPL Apple	$3,110,178	$240,448 ▲	8.4%	9,339	0.9%	Technology
NORTHERN LTS FD TR IV	$3,007,572	$141,507 ▲	4.9%	11,052	0.8%	INSPIRE 500 ETF
STIP iShares 0-5 Year TIPS Bond ETF	$2,966,560	$425,219 ▲	16.7%	29,755	0.8%	ETF
VGSH Vanguard Short-Term Treasury ETF	$2,952,004	$400,442 ▲	15.7%	51,286	0.8%	ETF
WWJD Inspire International ETF	$2,193,746	$174,231 ▲	8.6%	56,584	0.6%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$2,186,130	$90,686 ▼	-4.0%	36,859	0.6%	ETF
SPY SPDR S&P 500 ETF Trust	$1,175,679		0.0%	1,542	0.3%	ETF
IBM International Business Machines	$1,098,234	$8,357 ▲	0.8%	4,994	0.3%	Technology
EXXONMOBIL HOLDINGS CORP	$1,046,806	$1,046,806 ▲	New Holding	6,432	0.3%	COM SHS
BHRB Burke & Herbert Financial Services	$978,245	$460,996 ▲	89.1%	14,260	0.3%	Finance
IBD Inspire Corporate Bond ETF	$769,727	$90,184 ▲	13.3%	33,466	0.2%	ETF
GLD SPDR Gold Shares	$687,930		0.0%	1,806	0.2%	ETF
VONV Vanguard Russell 1000 Value ETF	$655,083	$40,868 ▲	6.7%	6,027	0.2%	ETF
WALMART INC	$620,714	$20,576 ▼	-3.2%	5,973	0.2%	COM
VB Vanguard Small-Cap ETF	$580,879	$112,648 ▲	24.1%	2,042	0.2%	ETF
MSFT Microsoft	$572,909	$146,176 ▲	34.3%	1,117	0.2%	Technology
HSY Hershey	$470,648	$45,394 ▲	10.7%	2,986	0.1%	Consumer Staples
VO Vanguard Mid-Cap ETF	$427,860		0.0%	5,456	0.1%	ETF
MKC McCormick & Company, Incorporated	$396,172	$388,887 ▼	-49.5%	8,538	0.1%	Consumer Staples
AMZN Amazon.com	$389,920	$19,185 ▼	-4.7%	1,565	0.1%	Consumer Discretionary
UPS United Parcel Service	$389,741	$187 ▼	0.0%	4,171	0.1%	Industrials
META Meta Platforms	$344,460	$12,328 ▼	-3.5%	475	0.1%	Communication Services
PNC The PNC Financial Services Group	$337,835	$889 ▼	-0.3%	1,520	0.1%	Finance
VANGUARD INSTL INDEX FD	$310,954	$310,954 ▲	New Holding	4,112	0.1%	ULTR SHOR TR ETF
NVDA NVIDIA	$306,610	$306,610 ▲	New Holding	1,343	0.1%	Technology
PPL PPL	$296,785		0.0%	9,024	0.1%	Utilities
CAT Caterpillar	$290,320	$19,463 ▼	-6.3%	358	0.1%	Industrials
MCD McDonald's	$277,128		0.0%	1,200	0.1%	Consumer Discretionary
JNJ Johnson & Johnson	$241,078	$265 ▲	0.1%	911	0.1%	Healthcare
BRK.B Berkshire Hathaway	$225,073	$996 ▲	0.4%	452	0.1%	Finance
DRN Direxion Daily Real Estate Bull 3X ETF	$133,288	$5,936 ▲	4.7%	16,078	0.0%	ETF
XOM ExxonMobil	$0	$872,949 ▼	-100.0%	0	0.0%	Energy
AZNCF AstraZeneca	$0	$251,815 ▼	-100.0%	0	0.0%	Healthcare
CMI Cummins	$0	$218,242 ▼	-100.0%	0	0.0%	Industrials
VBR Vanguard Small-Cap Value ETF	$0	$205,115 ▼	-100.0%	0	0.0%	ETF
HD Home Depot	$0	$202,005 ▼	-100.0%	0	0.0%	Consumer Discretionary

Showing largest 100 holdings. View all holdings.

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Lifeguide Financial Advisors, LLC Top Holdings and 13F Report (2026)

About Lifeguide Financial Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Lifeguide Financial Advisors, LLC Top Holdings and 13F Report (2026)

About Lifeguide Financial Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofLifeguide Financial Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools