Latest LifeGuide Financial Advisors, LLC Stock Portfolio
LifeGuide Financial Advisors, LLC Performance:
2026 Q1: -0.99%YTD: -0.99%2025: 9.14%
Performance for 2026 Q1 is -0.99%, and YTD is -0.99%, and 2025 is 9.14%.
About LifeGuide Financial Advisors, LLC and 13F Hedge Fund Stock Holdings
LifeGuide Financial Advisors, LLC is a hedge fund based in Mechanicsburg, PA. On 2026-04-09, the fund reported it's updated stock portfolio. In the 13F Holdings report, LifeGuide Financial Advisors, LLC reported an equity portfolio of $312.7 Millions as of 31 Mar, 2026.
The top stock holdings of LifeGuide Financial Advisors, LLC are DFAC, FNDA, IJR. The fund has invested 21.3% of it's portfolio in DIMENSIONAL ETF TRUST and 16.5% of portfolio in SCHWAB STRATEGIC TR.
The fund managers got completely rid off ASTRAZENECA PLC (AZN) and NORTHERN LTS FD TR IV (BIBL) stocks. They significantly reduced their stock positions in LINKBANCORP INC (LNKB), DIREXION SHARES ETF TRUST (BRZU) and DIREXION SHARES ETF TRUST (DRN). LifeGuide Financial Advisors, LLC opened new stock positions in JOHNSON & JOHNSON (JNJ). The fund showed a lot of confidence in some stocks as they added substantially to META PLATFORMS INC (META), NORTHERN LTS FD TR IV (BIBL) and DIMENSIONAL ETF TRUST (DFAC).
The top stock holdings of LifeGuide Financial Advisors, LLC are DFAC, FNDA, IJR. The fund has invested 21.3% of it's portfolio in DIMENSIONAL ETF TRUST and 16.5% of portfolio in SCHWAB STRATEGIC TR.
The fund managers got completely rid off ASTRAZENECA PLC (AZN) and NORTHERN LTS FD TR IV (BIBL) stocks. They significantly reduced their stock positions in LINKBANCORP INC (LNKB), DIREXION SHARES ETF TRUST (BRZU) and DIREXION SHARES ETF TRUST (DRN). LifeGuide Financial Advisors, LLC opened new stock positions in JOHNSON & JOHNSON (JNJ). The fund showed a lot of confidence in some stocks as they added substantially to META PLATFORMS INC (META), NORTHERN LTS FD TR IV (BIBL) and DIMENSIONAL ETF TRUST (DFAC).
LifeGuide Financial Advisors, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that LifeGuide Financial Advisors, LLC made a return of -0.99% in the last quarter. In trailing 12 months, it's portfolio return was 7.14%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| johnson & johnson | 222,194 |
New stocks bought by LifeGuide Financial Advisors, LLC
Additions
| Ticker | % Inc. |
|---|---|
| meta platforms inc | 13.98 |
| northern lts fd tr iv | 13.17 |
| dimensional etf trust | 12.73 |
| northern lts fd tr iv | 8.71 |
| direxion shares etf trust | 7.67 |
| dimensional etf trust | 7.34 |
| ishares tr | 6.62 |
| dimensional etf trust | 6.55 |
Additions to existing portfolio by LifeGuide Financial Advisors, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| linkbancorp inc | -37.81 |
| direxion shares etf trust | -10.37 |
| direxion shares etf trust | -10.1 |
| united parcel svcs inc | -6.43 |
| apple inc | -5.5 |
| amazon com inc | -2.52 |
| vanguard scottsdale fds | -2.38 |
| ishares tr | -1.96 |
LifeGuide Financial Advisors, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| northern lts fd tr iv | -228,353 |
| astrazeneca plc | -406,205 |
LifeGuide Financial Advisors, LLC got rid off the above stocks
Sector Distribution
LifeGuide Financial Advisors, LLC has about 96.1% of it's holdings in Others sector.
- Others
- Technology
| Sector | % |
|---|---|
| Others | 96.1 |
| Technology | 1.2 |
Market Cap. Distribution
LifeGuide Financial Advisors, LLC has about 2.2% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
| Category | % |
|---|---|
| UNALLOCATED | 96.1 |
| MEGA-CAP | 2.2 |
Stocks belong to which Index?
About 3.1% of the stocks held by LifeGuide Financial Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 96.2 |
| S&P 500 | 3.1 |
LifeGuide Financial Advisors, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of LifeGuide Financial Advisors, LLC
LifeGuide Financial Advisors, LLC has 46 stocks in it's portfolio. About 86.4% of the portfolio is in top 10 stocks. EDV proved to be the most loss making stock for the portfolio. DFAC was the most profitable stock for LifeGuide Financial Advisors, LLC last quarter.
Last Reported on: 09 Apr, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.70 | 8,600 | 2,182,540 | reduced | -5.5 | ||
| AMPS | ishares tr | 0.76 | 23,057 | 2,384,800 | reduced | -1.96 | ||
| AMZN | amazon com inc | 0.10 | 1,548 | 322,402 | reduced | -2.52 | ||
| AZN | astrazeneca plc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BIBL | northern lts fd tr iv | 0.63 | 52,370 | 1,958,130 | added | 4.4 | ||
| BIBL | northern lts fd tr iv | 0.20 | 26,691 | 636,779 | added | 13.17 | ||
| BIBL | northern lts fd tr iv | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BNDW | vanguard scottsdale fds | 0.75 | 40,288 | 2,358,450 | reduced | -1.59 | ||
| BNDW | vanguard scottsdale fds | 0.17 | 5,651 | 529,752 | reduced | -2.38 | ||
| BRZU | direxion shares etf trust | 0.07 | 6,315 | 227,719 | reduced | -10.37 | ||
| DFAC | dimensional etf trust | 21.33 | 2,509,620 | 66,705,700 | added | 4.02 | ||
| DFAC | dimensional etf trust | 9.40 | 756,251 | 29,387,900 | added | 12.73 | ||
| DFAC | dimensional etf trust | 5.42 | 476,904 | 16,944,400 | added | 7.34 | ||
| DFAC | dimensional etf trust | 1.85 | 167,539 | 5,788,480 | added | 6.55 | ||
| DRN | direxion shares etf trust | 0.09 | 1,460 | 269,939 | added | 7.67 | ||
| DRN | direxion shares etf trust | 0.07 | 27,056 | 232,412 | reduced | -10.1 | ||
| EDV | vanguard world fd | 5.59 | 155,652 | 17,475,100 | added | 5.3 | ||
| EDV | vanguard world fd | 4.49 | 195,758 | 14,041,700 | added | 2.2 | ||
| FNDA | schwab strategic tr | 16.52 | 1,941,540 | 51,664,300 | added | 5.67 | ||
| GLD | spdr gold tr | 0.25 | 1,806 | 777,104 | unchanged | 0.00 | ||