13F-HR filed by LifeGuide Financial Advisors, LLC
LifeGuide Financial Advisors, LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-09, with 47 holding rows worth $351,160,521.
- Accession
- 0001951757-26-000965
- Filer
- CIK 1908585
- Filed
- 2026-07-09
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 47 entries on the cover page, a total value of $351,160,521 stated on the cover page (in dollars after the unit check, H1), rows summing to $351,160,521 with VALUE read as dollars as filed, 13F file number 028-21578. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Dimensional Global Real Estate ETF | 25434V658 | COM | 2,593,868 | $75,144,369 | dollars as filed | |
| Schwab US TIPS ETF | 808524870 | SHS | 2,072,506 | $54,921,397 | dollars as filed | |
| ISHARES TR | 464287440 | 7-10 YR TRSY BD | 506,239 | $47,875,044 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V708 | US CORE EQUITY 2 | 777,969 | $34,510,694 | dollars as filed | |
| Vanguard ESG U.S. Stock ETF | 921910733 | SHS | 161,663 | $21,378,364 | dollars as filed | |
| VTI | 922908769 | COM | 51,724 | $19,140,060 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V799 | INTL CORE EQUITY | 497,486 | $18,536,319 | dollars as filed | |
| Vanguard ESG International Stock ETF | 921910725 | SHS | 200,730 | $16,528,119 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 118,423 | $8,437,605 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V732 | EMERGING MKTS CO | 165,470 | $6,724,689 | dollars as filed | |
| PRAXIS FDS | 74006E744 | IMPA LA VALU ETF | 172,356 | $6,003,497 | dollars as filed | |
| PRAXIS IMPACT LARGE CAP GROWTH ETF | 74006E736 | ETF | 148,164 | $5,781,351 | dollars as filed | |
| Vanguard Real Estate | 922908553 | SHS | 46,733 | $4,506,452 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 5,031 | $3,455,657 | dollars as filed | |
| INSPIRE 500 ETF | 66537J796 | ETF | 10,532 | $3,013,219 | dollars as filed | |
| iShares 0-5 Year TIPS Bond ETF | 46429B747 | SHS | 25,490 | $2,604,105 | dollars as filed | |
| Vanguard Short-Term Treasury ETF | 92206C102 | SHS | 44,329 | $2,579,928 | dollars as filed | |
| Apple Inc | 037833100 | COM | 8,617 | $2,493,397 | dollars as filed | |
| VWO | 922042858 | SHS | 38,388 | $2,291,363 | dollars as filed | |
| INSPIRE INTERNATIONAL ETF | 66538H419 | ETF | 52,090 | $1,986,184 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 4,956 | $1,393,735 | dollars as filed | |
| SPY | 78462F103 | SHS | 1,542 | $1,151,229 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 6,385 | $872,949 | dollars as filed | |
| MCCORMICK & CO INC COM NON VTG | 579780206 | Stock | 16,919 | $853,032 | dollars as filed | |
| INSPIRE CORPORATE BOND ETF | 66538H633 | ETF | 29,545 | $702,292 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 6,171 | $698,927 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 1,806 | $665,294 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C714 | COM | 5,651 | $600,801 | dollars as filed | |
| BURKE HERBERT FINL SVCS CORP | 12135Y108 | COM | 7,540 | $541,824 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 1,646 | $498,936 | dollars as filed | |
| HERSHEY CO COM | 427866108 | Stock | 2,698 | $473,280 | dollars as filed | |
| United Parcel Service,Inc. Class B | 911312106 | COM | 4,173 | $448,598 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 5,456 | $439,590 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 382 | $406,417 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 1,642 | $391,354 | dollars as filed | |
| PNC FINL SVCS GROUP INC COM | 693475105 | Stock | 1,524 | $375,239 | dollars as filed | |
| PPL CORP COM | 69351T106 | Stock | 9,024 | $328,006 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 1,200 | $324,372 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 832 | $310,353 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 492 | $277,139 | dollars as filed | |
| ASTRAZENECA PLC ORD | G0593M107 | ADR | 1,328 | $251,815 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 910 | $231,077 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 450 | $225,176 | dollars as filed | |
| CUMMINS INC COM | 231021106 | Stock | 306 | $218,242 | dollars as filed | |
| Vanguard Small-Cap Value ETF | 922908611 | SHS | 844 | $205,115 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 573 | $202,005 | dollars as filed | |
| DIREXION SHARES ETF TRUST | 25459W755 | CMN | 15,362 | $161,911 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001951757-26-000965 | this filing | 2026-07-09 | acceptance time not in the bulk data set |