Lifeguide Financial Advisors, LLC Top Holdings and 13F Report (2026) About Lifeguide Financial Advisors, LLCInvestment ActivityLifeguide Financial Advisors, LLC has $312.73 million in total holdings as of March 31, 2026.Lifeguide Financial Advisors, LLC owns shares of 46 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 4.97% of the portfolio was purchased this quarter.About 0.37% of the portfolio was sold this quarter.This quarter, Lifeguide Financial Advisors, LLC has purchased 47 new stocks and bought additional shares in 21 stocks.Lifeguide Financial Advisors, LLC sold shares of 15 stocks and completely divested from 2 stocks this quarter.Largest Holdings Dimensional Global Real Estate ETF $66,705,702Schwab U.S. TIPS ETF $51,664,331iShares 7-10 Year Treasury Bond ETF $44,669,632Dimensional U.S. Core Equity 2 ETF $29,387,908Vanguard ESG U.S. Stock ETF $17,475,067 Largest New Holdings this Quarter 478160104 - Johnson & Johnson $222,194 Holding Largest Purchases this Quarter Dimensional U.S. Core Equity 2 ETF 85,398 shares (about $3.32M)Schwab U.S. TIPS ETF 104,230 shares (about $2.77M)iShares 7-10 Year Treasury Bond ETF 29,047 shares (about $2.77M)Dimensional Global Real Estate ETF 96,914 shares (about $2.58M)Dimensional International Core Equity 2 ETF 32,597 shares (about $1.16M) Largest Sales this Quarter Apple 501 shares (about $127.15K)LINKBANCORP 12,273 shares (about $102.36K)iShares 0-5 Year TIPS Bond ETF 460 shares (about $47.58K)Vanguard Real Estate ETF 530 shares (about $47.01K)Vanguard Short-Term Treasury ETF 650 shares (about $38.05K) 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$66,705,702$2,575,974 â–²4.0%2,509,62021.3%ETFSCHPSchwab U.S. TIPS ETF$51,664,331$2,773,561 â–²5.7%1,941,53816.5%ETFIEFiShares 7-10 Year Treasury Bond ETF$44,669,632$2,772,245 â–²6.6%468,03914.3%ETFDFACDimensional U.S. Core Equity 2 ETF$29,387,908$3,318,566 â–²12.7%756,2519.4%ETFESGVVanguard ESG U.S. Stock ETF$17,475,067$880,310 â–²5.3%155,6525.6%ETFDFICDimensional International Core Equity 2 ETF$16,944,415$1,158,172 â–²7.3%476,9045.4%ETFVTIVanguard Total Stock Market ETF$16,178,153$331,397 â–²2.1%50,4295.2%ETFVSGXVanguard ESG International Stock ETF$14,041,724$302,127 â–²2.2%195,7584.5%ETFVEAVanguard FTSE Developed Markets ETF$7,306,268$28,387 â–¼-0.4%114,0182.3%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$5,788,481$355,624 â–²6.5%167,5391.9%ETFPRAXIS FDS$5,267,763$144,289 â–²2.8%169,4361.7%IMPACT LARGE CAPPRAXIS FDS$4,771,864$259,954 â–²5.8%145,2191.5%IMPACT LARGE CAPVNQVanguard Real Estate ETF$4,206,149$47,011 â–¼-1.1%47,4201.3%ETFNORTHERN LTS FD TR IV$2,642,538$211,714 â–²8.7%10,5470.8%INSPIRE 500 ETFVOOVanguard S&P 500 ETF$2,607,623$8,963 â–¼-0.3%4,3640.8%ETFSTIPiShares 0-5 Year TIPS Bond ETF$2,384,802$47,578 â–¼-2.0%23,0570.8%ETFVGSHVanguard Short-Term Treasury ETF$2,358,448$38,051 â–¼-1.6%40,2880.8%ETFAAPLApple$2,182,543$127,146 â–¼-5.5%8,6000.7%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$1,973,796$22,917 â–²1.2%36,5180.6%ETFWWJDInspire International ETF$1,958,127$82,520 â–²4.4%52,3700.6%ETFIBMInternational Business Machines$1,201,3350.0%4,9560.4%Computer and TechnologyXOMExxonMobil$1,076,307$6,956 â–²0.7%6,3440.3%EnergySPYSPDR S&P 500 ETF Trust$884,8600.0%1,3610.3%FinanceMKCMcCormick & Company, Incorporated$845,477$6,002 â–²0.7%16,7620.3%Consumer StaplesGLDSPDR Gold Shares$777,1040.0%1,8060.2%FinanceWALMART INC$773,146$6,960 â–¼-0.9%6,2210.2%COMIBDInspire Corporate Bond ETF$636,779$74,101 â–²13.2%26,6910.2%ETFHSYHershey$556,766$416 â–²0.1%2,6780.2%Consumer StaplesVONVVanguard Russell 1000 Value ETF$529,752$12,937 â–¼-2.4%5,6510.2%ETFUPSUnited Parcel Service$434,938$29,908 â–¼-6.4%4,4210.1%TransportationVBVanguard Small-Cap ETF$431,1200.0%1,6460.1%ETFVOVanguard Mid-Cap ETF$391,7140.0%1,3640.1%ETFMCDMcDonald's$372,948$3,108 â–¼-0.8%1,2000.1%Retail/WholesalePPLPPL$348,9400.0%9,1350.1%UtilitiesAMZNAmazon.com$322,402$8,331 â–¼-2.5%1,5480.1%Retail/WholesalePNCThe PNC Financial Services Group$315,673$624 â–¼-0.2%1,5170.1%FinanceMSFTMicrosoft$299,0970.0%8080.1%Computer and TechnologyMETAMeta Platforms$270,617$33,183 â–²14.0%4730.1%Computer and TechnologySPXLDirexion Daily S&P 500 Bull 3x Shares$269,939$19,229 â–²7.7%1,4600.1%ETFDRNDirexion Daily Real Estate Bull 3X Shares$232,412$26,105 â–¼-10.1%27,0560.1%ETFDIREXION SHARES ETF TRUST$227,719$26,360 â–¼-10.4%6,3150.1%DLY 20 YR TRESURJNJJohnson & Johnson$222,194$222,194 â–²New Holding9090.1%MedicalBRK.BBerkshire Hathaway$215,6400.0%4500.1%FinanceSPGIS&P Global$204,1630.0%4800.1%FinanceHDHome Depot$204,072$329 â–²0.2%6200.1%Retail/WholesaleLNKBLINKBANCORP$168,343$102,357 â–¼-37.8%20,1850.1%FinanceASTRAZENECA PLC$0$406,205 â–¼-100.0%00.0%SPONSORED ADRBIBLInspire 100 ETF$0$228,353 â–¼-100.0%00.0%ETFShowing 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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