LifeGuide Financial Advisors, LLC Q4 2025 Filing
Filed January 5, 2026
Portfolio Value
$301.4M
Holdings
47
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (47 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFGRDIMENSIONAL ETF TRUST | 2,412,706 | $63.9M | 21.19% | |
| 2 | SCHPSCHWAB STRATEGIC TR | 1,837,308 | $48.7M | 16.14% | |
| 3 | IEFISHARES TR | 438,992 | $42.2M | 13.99% | |
| 4 | DFACDIMENSIONAL ETF TRUST | 670,853 | $26.7M | 8.86% | |
| 5 | ESGVVANGUARD WORLD FD | 147,811 | $17.9M | 5.94% | |
| 6 | VTIVANGUARD INDEX FDS | 49,396 | $16.6M | 5.51% | |
| 7 | DFICDIMENSIONAL ETF TRUST | 444,307 | $15.5M | 5.13% | |
| 8 | VSGXVANGUARD WORLD FD | 191,546 | $13.9M | 4.62% | |
| 9 | VEAVANGUARD TAX-MANAGED FDS | 114,461 | $7.2M | 2.40% | |
| 10 | DFEMDIMENSIONAL ETF TRUST | 157,246 | $5.3M | 1.76% | |
| 11 | PRXVPRAXIS FDS | 164,795 | $5.0M | 1.67% | |
| 12 | PRXGPRAXIS FDS | 137,308 | $5.0M | 1.66% | |
| 13 | VNQVANGUARD INDEX FDS | 47,950 | $4.2M | 1.41% | |
| 14 | VOOVANGUARD INDEX FDS | 4,379 | $2.8M | 0.91% | |
| 15 | AAPLAPPLE INC | 9,101 | $2.5M | 0.82% | |
| 16 | PTLNORTHERN LTS FD TR IV | 9,702 | $2.4M | 0.80% | |
| 17 | STIPISHARES TR | 23,517 | $2.4M | 0.80% | |
| 18 | VGSHVANGUARD SCOTTSDALE FDS | 40,938 | $2.4M | 0.80% | |
| 19 | VWOVANGUARD INTL EQUITY INDEX F | 36,094 | $2.0M | 0.66% | |
| 20 | WWJDNORTHERN LTS FD TR IV | 50,163 | $1.8M | 0.61% | |
| 21 | IBMINTERNATIONAL BUSINESS MACHS | 4,956 | $1.4M | 0.48% | |
| 22 | MCXMCCORMICK & CO INC | 16,643 | $1.1M | 0.37% | |
| 23 | SPYSPDR S&P 500 ETF TR | 1,361 | $929K | 0.31% | |
| 24 | XOMEXXON MOBIL CORP | 6,303 | $773K | 0.26% | |
| 25 | GQ9SPDR GOLD TR | 1,806 | $719K | 0.24% | |
| 26 | WMTWALMART INC | 6,277 | $707K | 0.23% | |
| 27 | IBDNORTHERN LTS FD TR IV | 23,585 | $570K | 0.19% | |
| 28 | VONVVANGUARD SCOTTSDALE FDS | 5,789 | $539K | 0.18% | |
| 29 | HSYHERSHEY CO | 2,676 | $488K | 0.16% | |
| 30 | UPSUNITED PARCEL SERVICE INC | 4,725 | $477K | 0.16% | |
| 31 | VBVANGUARD INDEX FDS | 1,646 | $430K | 0.14% | |
| 32 | AZNASTRAZENECA PLC | 4,436 | $406K | 0.13% | |
| 33 | VOVANGUARD INDEX FDS | 1,364 | $399K | 0.13% | |
| 34 | MSFTMICROSOFT CORP | 808 | $382K | 0.13% | |
| 35 | MCDMCDONALDS CORP | 1,210 | $366K | 0.12% | |
| 36 | AMZNAMAZON COM INC | 1,588 | $359K | 0.12% | |
| 37 | PNCPNC FINL SVCS GROUP INC | 1,520 | $321K | 0.11% | |
| 38 | PPLPPL CORP | 9,135 | $320K | 0.11% | |
| 39 | SPXLDIREXION SHS ETF TR | 1,356 | $300K | 0.10% | |
| 40 | METAMETA PLATFORMS INC | 415 | $269K | 0.09% | |
| 41 | LNKBLINKBANCORP INC | 32,458 | $265K | 0.09% | |
| 42 | TMFDIREXION SHS ETF TR | 7,046 | $261K | 0.09% | |
| 43 | DRNDIREXION SHS ETF TR | 30,095 | $256K | 0.08% | |
| 44 | SPGIS&P GLOBAL INC | 480 | $246K | 0.08% | |
| 45 | BIBLNORTHERN LTS FD TR IV | 4,967 | $228K | 0.08% | |
| 46 | BRK/BBERKSHIRE HATHAWAY INC DEL | 450 | $223K | 0.07% | |
| 47 | HDHOME DEPOT INC | 619 | $214K | 0.07% |