Lifeguide Financial Advisors, LLC Top Holdings and 13F Report (2026) About Lifeguide Financial Advisors, LLCInvestment ActivityLifeguide Financial Advisors, LLC has $351.16 million in total holdings as of June 30, 2026.Lifeguide Financial Advisors, LLC owns shares of 47 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 4.77% of the portfolio was purchased this quarter.About 0.35% of the portfolio was sold this quarter.This quarter, Lifeguide Financial Advisors, LLC has purchased 46 new stocks and bought additional shares in 27 stocks.Lifeguide Financial Advisors, LLC sold shares of 9 stocks and completely divested from 4 stocks this quarter.Largest Holdings Dimensional Global Real Estate ETF $75,144,369Schwab U.S. TIPS ETF $54,921,397iShares 7-10 Year Treasury Bond ETF $47,875,044Dimensional U.S. Core Equity 2 ETF $34,510,694Vanguard ESG U.S. Stock ETF $21,378,364 Largest New Holdings this Quarter 12135Y108 - Burke & Herbert Financial Services $541,824 Holding149123101 - Caterpillar $406,417 HoldingG0593M107 - AstraZeneca $251,815 Holding231021106 - Cummins $218,242 Holding922908611 - Vanguard Small-Cap Value ETF $205,115 Holding Largest Purchases this Quarter iShares 7-10 Year Treasury Bond ETF 38,200 shares (about $3.61M)Schwab U.S. TIPS ETF 130,968 shares (about $3.47M)Dimensional Global Real Estate ETF 84,248 shares (about $2.44M)Dimensional U.S. Core Equity 2 ETF 21,718 shares (about $963.41K)Vanguard ESG U.S. Stock ETF 6,011 shares (about $794.90K) Largest Sales this Quarter Direxion Daily Real Estate Bull 3X Shares 11,694 shares (about $123.25K)Dimensional Emerging Markets Core Equity 2 ETF 2,069 shares (about $84.08K)Vanguard Real Estate ETF 687 shares (about $66.25K)United Parcel Service 248 shares (about $26.66K)Home Depot 47 shares (about $16.57K) 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$75,144,369$2,440,665 â–²3.4%2,593,86821.4%ETFSCHPSchwab U.S. TIPS ETF$54,921,397$3,470,651 â–²6.7%2,072,50615.6%ETFIEFiShares 7-10 Year Treasury Bond ETF$47,875,044$3,612,576 â–²8.2%506,23913.6%ETFDFACDimensional U.S. Core Equity 2 ETF$34,510,694$963,410 â–²2.9%777,9699.8%ETFESGVVanguard ESG U.S. Stock ETF$21,378,364$794,896 â–²3.9%161,6636.1%ETFVTIVanguard Total Stock Market ETF$19,140,060$479,205 â–²2.6%51,7245.5%ETFDFICDimensional International Core Equity 2 ETF$18,536,319$766,885 â–²4.3%497,4865.3%ETFVSGXVanguard ESG International Stock ETF$16,528,119$409,395 â–²2.5%200,7304.7%ETFVEAVanguard FTSE Developed Markets ETF$8,437,605$313,855 â–²3.9%118,4232.4%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$6,724,689$84,084 â–¼-1.2%165,4701.9%ETFPRAXIS FDS$6,003,497$101,709 â–²1.7%172,3561.7%IMPA LA VALU ETFPRAXIS FDS$5,781,351$114,914 â–²2.0%148,1641.6%IMPA LA GROW ETFVNQVanguard Real Estate ETF$4,506,452$66,247 â–¼-1.4%46,7331.3%ETFVOOVanguard S&P 500 ETF$3,455,657$458,144 â–²15.3%5,0311.0%ETFNORTHERN LTS FD TR IV$3,013,219$4,292 â–¼-0.1%10,5320.9%INSPIRE 500 ETFSTIPiShares 0-5 Year TIPS Bond ETF$2,604,105$248,560 â–²10.6%25,4900.7%ETFVGSHVanguard Short-Term Treasury ETF$2,579,928$235,184 â–²10.0%44,3290.7%ETFAAPLApple$2,493,397$4,919 â–²0.2%8,6170.7%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$2,291,363$111,619 â–²5.1%38,3880.7%ETFWWJDInspire International ETF$1,986,184$10,676 â–¼-0.5%52,0900.6%ETFIBMInternational Business Machines$1,393,7350.0%4,9560.4%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,151,229$135,131 â–²13.3%1,5420.3%FinanceXOMExxonMobil$872,949$5,605 â–²0.6%6,3850.2%EnergyMKCMcCormick & Company, Incorporated$853,032$7,916 â–²0.9%16,9190.2%Consumer StaplesIBDInspire Corporate Bond ETF$702,292$67,840 â–²10.7%29,5450.2%ETFWALMART INC$698,927$5,663 â–¼-0.8%6,1710.2%COMGLDSPDR Gold Shares$665,2940.0%1,8060.2%FinanceVONVVanguard Russell 1000 Value ETF$600,8010.0%5,6510.2%ETFBHRBBurke & Herbert Financial Services$541,824$541,824 â–²New Holding7,5400.2%FinanceVBVanguard Small-Cap ETF$498,9360.0%1,6460.1%ETFHSYHershey$473,280$3,508 â–²0.7%2,6980.1%Consumer StaplesUPSUnited Parcel Service$448,598$26,660 â–¼-5.6%4,1730.1%TransportationVOVanguard Mid-Cap ETF$439,590$329,693 â–²300.0%5,4560.1%ETFCATCaterpillar$406,417$406,417 â–²New Holding3820.1%IndustrialsAMZNAmazon.com$391,354$22,404 â–²6.1%1,6420.1%Retail/WholesalePNCThe PNC Financial Services Group$375,239$1,724 â–²0.5%1,5240.1%FinancePPLPPL$328,006$4,035 â–¼-1.2%9,0240.1%UtilitiesMCDMcDonald's$324,3720.0%1,2000.1%Retail/WholesaleMSFTMicrosoft$310,353$8,952 â–²3.0%8320.1%Computer and TechnologyMETAMeta Platforms$277,139$10,703 â–²4.0%4920.1%Computer and TechnologyAZNCFAstraZeneca$251,815$251,815 â–²New Holding1,3280.1%MedicalJNJJohnson & Johnson$231,077$254 â–²0.1%9100.1%MedicalBRK.BBerkshire Hathaway$225,1760.0%4500.1%FinanceCMICummins$218,242$218,242 â–²New Holding3060.1%Auto/Tires/TrucksVBRVanguard Small-Cap Value ETF$205,115$205,115 â–²New Holding8440.1%ETFHDHome Depot$202,005$16,569 â–¼-7.6%5730.1%Retail/WholesaleDRNDirexion Daily Real Estate Bull 3X Shares$161,911$123,251 â–¼-43.2%15,3620.0%ETFSPXLDirexion Daily S&P 500 Bull 3x Shares$0$269,939 â–¼-100.0%00.0%ETFDIREXION SHARES ETF TRUST$0$227,719 â–¼-100.0%00.0%DLY 20 YR TRESURSPGIS&P Global$0$204,163 â–¼-100.0%00.0%FinanceLNKBLINKBANCORP$0$168,343 â–¼-100.0%00.0%FinanceShowing largest 100 holdings. 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