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LifeGuide Financial Advisors, LLC

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13F filer, CIK 1908585, MECHANICSBURG, PA

LifeGuide Financial Advisors, LLC reported $270,933,784 across 48 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-17. Its ten largest share positions make up 85.46% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001951757-25-000884

Period
2025-06-30
Reported value
$271M
Holdings
48
Top 10 weight
85.46%
New
8
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
PRXGnew+101,598$3.34M
PRXVnew+117,362$3.33M
DFGRadded+89,551$2.4M
VTIadded+5,690$1.73M
SCHPadded+49,380$1.32M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
VNQreduced-15,148-$1.35M
ESGVreduced-4,043-$443K
VEAreduced-3,423-$195K
STIPreduced-1,429-$147K
SHYreduced-1,738-$144K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001951757-25-000884, largest first. % of portfolio is the value over $270,933,784, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
DFGRDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,094,830 shares; 2025Q2: 2,184,381 shares 2,184,381$58.6M21.63%+89,551Timeline
SCHPSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 744,292 shares; 2024Q4: 1,567,621 shares; 2025Q1: 1,630,614 shares; 2025Q2: 1,679,994 shares 1,679,994$44.8M16.54%+49,380Timeline
IEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 337,708 shares; 2024Q4: 358,228 shares; 2025Q1: 390,534 shares; 2025Q2: 401,998 shares 401,998$38.5M14.21%+11,464Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 541,117 shares; 2024Q4: 544,716 shares; 2025Q1: 609,025 shares; 2025Q2: 617,042 shares 617,042$22.1M8.16%+8,017Timeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,982 shares; 2024Q4: 145,434 shares; 2025Q1: 147,729 shares; 2025Q2: 143,686 shares 143,686$15.8M5.81%-4,043Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,023 shares; 2024Q4: 44,202 shares; 2025Q1: 44,636 shares; 2025Q2: 50,326 shares 50,326$15.3M5.65%+5,690Timeline
DFICDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350,065 shares; 2024Q4: 372,355 shares; 2025Q1: 408,592 shares; 2025Q2: 422,947 shares 422,947$13.1M4.85%+14,355Timeline
VSGXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,971 shares; 2024Q4: 182,799 shares; 2025Q1: 187,827 shares; 2025Q2: 190,339 shares 190,339$12.5M4.6%+2,512Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,328 shares; 2024Q4: 111,892 shares; 2025Q1: 115,364 shares; 2025Q2: 111,941 shares 111,941$6.38M2.36%-3,423Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,592 shares; 2024Q4: 124,074 shares; 2025Q1: 141,570 shares; 2025Q2: 149,539 shares 149,539$4.44M1.64%+7,969Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 658,203 shares; 2024Q4: 664,726 shares; 2025Q1: 63,030 shares; 2025Q2: 47,882 shares 47,882$4.26M1.57%-15,148Timeline
PRXGPRAXIS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 101,598 shares 101,598$3.34M1.23%newTimeline
PRXVPRAXIS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 117,362 shares 117,362$3.33M1.23%newTimeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,491 shares; 2024Q4: 4,628 shares; 2025Q1: 4,705 shares; 2025Q2: 4,904 shares 4,904$2.79M1.03%+199Timeline
BIBLNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,326 shares; 2024Q4: 35,786 shares; 2025Q1: 51,554 shares; 2025Q2: 52,637 shares 52,637$2.18M0.8%+1,083Timeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,545 shares; 2024Q4: 23,300 shares; 2025Q1: 22,481 shares; 2025Q2: 21,052 shares 21,052$2.17M0.8%-1,429Timeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,820 shares; 2024Q4: 28,499 shares; 2025Q1: 27,789 shares; 2025Q2: 26,051 shares 26,051$2.16M0.8%-1,738Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,195 shares; 2024Q4: 31,708 shares; 2025Q1: 31,869 shares; 2025Q2: 34,623 shares 34,623$1.71M0.63%+2,754Timeline
WWJDNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,631 shares; 2024Q4: 33,159 shares; 2025Q1: 47,082 shares; 2025Q2: 47,282 shares 47,282$1.62M0.6%+200Timeline
MKCMCCORMICK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,256 shares; 2024Q4: 16,229 shares; 2025Q1: 16,332 shares; 2025Q2: 16,430 shares 16,430$1.25M0.46%+98Timeline
SPXLDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,581 shares; 2024Q4: 6,249 shares; 2025Q1: 6,973 shares; 2025Q2: 6,154 shares 6,154$1.07M0.39%-819Timeline
TMFDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,278 shares; 2024Q4: 22,775 shares; 2025Q1: 20,354 shares; 2025Q2: 24,294 shares 24,294$953K0.35%+3,940Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,087 shares; 2024Q4: 3,087 shares; 2025Q1: 3,087 shares; 2025Q2: 3,087 shares 3,087$910K0.34%0Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,533 shares; 2024Q4: 1,419 shares; 2025Q1: 1,419 shares; 2025Q2: 1,463 shares 1,463$904K0.33%+44Timeline
DRNDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,095 shares; 2024Q4: 88,521 shares; 2025Q1: 76,637 shares; 2025Q2: 90,412 shares 90,412$863K0.32%+13,775Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,165 shares; 2024Q4: 2,906 shares; 2025Q1: 2,969 shares; 2025Q2: 3,694 shares 3,694$758K0.28%+725Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,419 shares; 2024Q4: 6,102 shares; 2025Q1: 6,153 shares; 2025Q2: 6,200 shares 6,200$668K0.25%+47Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,903 shares; 2024Q4: 2,022 shares; 2025Q1: 2,022 shares; 2025Q2: 2,127 shares 2,127$648K0.24%+105Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 866 shares; 2024Q4: 1,338 shares; 2025Q1: 1,303 shares; 2025Q2: 1,303 shares 1,303$648K0.24%0Timeline
VONVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,112 shares 7,112$606K0.22%newTimeline
EURLDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,630 shares; 2024Q4: 27,968 shares; 2025Q1: 19,668 shares; 2025Q2: 16,610 shares 16,610$574K0.21%-3,058Timeline
IBDNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,463 shares; 2024Q4: 16,668 shares; 2025Q1: 22,254 shares; 2025Q2: 22,533 shares 22,533$541K0.2%+279Timeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,586 shares; 2024Q4: 4,371 shares; 2025Q1: 4,271 shares; 2025Q2: 4,920 shares 4,920$497K0.18%+649Timeline
HSYHERSHEY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,399 shares; 2024Q4: 2,418 shares; 2025Q1: 2,432 shares; 2025Q2: 2,914 shares 2,914$484K0.18%+482Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,361 shares; 2024Q4: 2,886 shares; 2025Q1: 2,587 shares; 2025Q2: 3,713 shares 3,713$477K0.18%+1,126Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,607 shares 4,607$450K0.17%newTimeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,806 shares; 2024Q4: 1,806 shares; 2025Q1: 1,807 shares; 2025Q2: 1,739 shares 1,739$412K0.15%-68Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,364 shares; 2024Q4: 1,364 shares; 2025Q1: 1,364 shares; 2025Q2: 1,364 shares 1,364$382K0.14%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,641 shares 1,641$360K0.13%newTimeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 801 shares; 2024Q4: 795 shares; 2025Q1: 786 shares; 2025Q2: 1,086 shares 1,086$317K0.12%+300Timeline
AZNASTRAZENECA PLC-SPONS ADRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,426 shares; 2024Q4: 4,426 shares; 2025Q1: 4,426 shares; 2025Q2: 4,426 shares 4,426$309K0.11%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 424 shares; 2024Q4: 415 shares; 2025Q1: 469 shares; 2025Q2: 415 shares 415$306K0.11%-54Timeline
PPLPPL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,033 shares; 2025Q2: 8,788 shares 8,788$298K0.11%+2,755Timeline
PNCPNC FINL SVCS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,517 shares 1,517$283K0.1%newTimeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 527 shares 527$256K0.09%newTimeline
EDCDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,932 shares; 2024Q4: 8,850 shares; 2025Q1: 7,640 shares; 2025Q2: 6,503 shares 6,503$255K0.09%-1,137Timeline
TNADIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,092 shares; 2024Q4: 4,958 shares; 2025Q1: not reported; 2025Q2: 6,273 shares 6,273$210K0.08%newTimeline
LNKBLINKBANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,880 shares; 2024Q4: 23,880 shares; 2025Q1: 23,880 shares; 2025Q2: 23,880 shares 23,880$175K0.06%0Timeline

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001951757-25-000884 base2025-07-17acceptance time not in the bulk data set