Skip to content
Disclosery

LifeGuide Financial Advisors, LLC

Follow

13F filer, CIK 1908585, MECHANICSBURG, PA

LifeGuide Financial Advisors, LLC reported $301,389,300 across 47 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-05. Its ten largest share positions make up 85.54% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001951757-26-000002

Period
2025-12-31
Reported value
$301M
Holdings
47
Top 10 weight
85.54%
New
4
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFGRadded+226,644$6M
SCHPadded+154,957$4.1M
IEFadded+36,679$3.52M
PTLnew+9,702$2.42M
VGSHnew+40,938$2.41M

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
BIBLreduced-47,824-$2.2M
SHYexited-26,049-$2.15M
SPXLreduced-4,823-$1.07M
TMFreduced-17,462-$648K
EURLexited-16,881-$583K

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, Q4 2025

Share positions as resolved from 13F-HR 0001951757-26-000002, largest first. % of portfolio is the value over $301,389,300, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,094,830 shares; 2025Q2: 2,184,381 shares; 2025Q3: 2,186,062 shares; 2025Q4: 2,412,706 shares 2,412,706$63.9M21.19%+226,644Timeline
SCHPSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 744,292 shares; 2024Q4: 1,567,621 shares; 2025Q1: 1,630,614 shares; 2025Q2: 1,679,994 shares; 2025Q3: 1,682,351 shares; 2025Q4: 1,837,308 shares 1,837,308$48.7M16.14%+154,957Timeline
IEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 337,708 shares; 2024Q4: 358,228 shares; 2025Q1: 390,534 shares; 2025Q2: 401,998 shares; 2025Q3: 402,313 shares; 2025Q4: 438,992 shares 438,992$42.2M13.99%+36,679Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 541,117 shares; 2024Q4: 544,716 shares; 2025Q1: 609,025 shares; 2025Q2: 617,042 shares; 2025Q3: 620,084 shares; 2025Q4: 670,853 shares 670,853$26.7M8.86%+50,769Timeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,982 shares; 2024Q4: 145,434 shares; 2025Q1: 147,729 shares; 2025Q2: 143,686 shares; 2025Q3: 143,610 shares; 2025Q4: 147,811 shares 147,811$17.9M5.94%+4,201Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,023 shares; 2024Q4: 44,202 shares; 2025Q1: 44,636 shares; 2025Q2: 50,326 shares; 2025Q3: 50,321 shares; 2025Q4: 49,396 shares 49,396$16.6M5.51%-925Timeline
DFICDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350,065 shares; 2024Q4: 372,355 shares; 2025Q1: 408,592 shares; 2025Q2: 422,947 shares; 2025Q3: 424,558 shares; 2025Q4: 444,307 shares 444,307$15.5M5.13%+19,749Timeline
VSGXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,971 shares; 2024Q4: 182,799 shares; 2025Q1: 187,827 shares; 2025Q2: 190,339 shares; 2025Q3: 190,265 shares; 2025Q4: 191,546 shares 191,546$13.9M4.62%+1,281Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,328 shares; 2024Q4: 111,892 shares; 2025Q1: 115,364 shares; 2025Q2: 111,941 shares; 2025Q3: 111,915 shares; 2025Q4: 114,461 shares 114,461$7.23M2.4%+2,546Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,592 shares; 2024Q4: 124,074 shares; 2025Q1: 141,570 shares; 2025Q2: 149,539 shares; 2025Q3: 150,044 shares; 2025Q4: 157,246 shares 157,246$5.32M1.77%+7,202Timeline
PRXVPRAXIS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 117,362 shares; 2025Q3: 118,378 shares; 2025Q4: 164,795 shares 164,795$5.03M1.67%+46,417Timeline
PRXGPRAXIS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 101,598 shares; 2025Q3: 102,332 shares; 2025Q4: 137,308 shares 137,308$5M1.66%+34,976Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 658,203 shares; 2024Q4: 664,726 shares; 2025Q1: 63,030 shares; 2025Q2: 47,882 shares; 2025Q3: 47,882 shares; 2025Q4: 47,950 shares 47,950$4.24M1.41%+68Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,491 shares; 2024Q4: 4,628 shares; 2025Q1: 4,705 shares; 2025Q2: 4,904 shares; 2025Q3: 4,911 shares; 2025Q4: 4,379 shares 4,379$2.75M0.91%-532Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,165 shares; 2024Q4: 2,906 shares; 2025Q1: 2,969 shares; 2025Q2: 3,694 shares; 2025Q3: 3,694 shares; 2025Q4: 9,101 shares 9,101$2.47M0.82%+5,407Timeline
PTLNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,702 shares 9,702$2.42M0.8%newTimeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,545 shares; 2024Q4: 23,300 shares; 2025Q1: 22,481 shares; 2025Q2: 21,052 shares; 2025Q3: 21,047 shares; 2025Q4: 23,517 shares 23,517$2.41M0.8%+2,470Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,938 shares 40,938$2.41M0.8%newTimeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,195 shares; 2024Q4: 31,708 shares; 2025Q1: 31,869 shares; 2025Q2: 34,623 shares; 2025Q3: 34,628 shares; 2025Q4: 36,094 shares 36,094$1.98M0.66%+1,466Timeline
WWJDNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,631 shares; 2024Q4: 33,159 shares; 2025Q1: 47,082 shares; 2025Q2: 47,282 shares; 2025Q3: 47,852 shares; 2025Q4: 50,163 shares 50,163$1.84M0.61%+2,311Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,087 shares; 2024Q4: 3,087 shares; 2025Q1: 3,087 shares; 2025Q2: 3,087 shares; 2025Q3: 3,087 shares; 2025Q4: 4,956 shares 4,956$1.44M0.48%+1,869Timeline
MKCMCCORMICK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,256 shares; 2024Q4: 16,229 shares; 2025Q1: 16,332 shares; 2025Q2: 16,430 shares; 2025Q3: 16,430 shares; 2025Q4: 16,643 shares 16,643$1.12M0.37%+213Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,533 shares; 2024Q4: 1,419 shares; 2025Q1: 1,419 shares; 2025Q2: 1,463 shares; 2025Q3: 1,463 shares; 2025Q4: 1,361 shares 1,361$930K0.31%-102Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,419 shares; 2024Q4: 6,102 shares; 2025Q1: 6,153 shares; 2025Q2: 6,200 shares; 2025Q3: 6,200 shares; 2025Q4: 6,303 shares 6,303$773K0.26%+103Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,903 shares; 2024Q4: 2,022 shares; 2025Q1: 2,022 shares; 2025Q2: 2,127 shares; 2025Q3: 2,127 shares; 2025Q4: 1,806 shares 1,806$719K0.24%-321Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,607 shares; 2025Q3: 4,607 shares; 2025Q4: 6,277 shares 6,277$708K0.23%+1,670Timeline
IBDNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,463 shares; 2024Q4: 16,668 shares; 2025Q1: 22,254 shares; 2025Q2: 22,533 shares; 2025Q3: 22,622 shares; 2025Q4: 23,585 shares 23,585$571K0.19%+963Timeline
VONVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,112 shares; 2025Q3: 7,112 shares; 2025Q4: 5,789 shares 5,789$539K0.18%-1,323Timeline
HSYHERSHEY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,399 shares; 2024Q4: 2,418 shares; 2025Q1: 2,432 shares; 2025Q2: 2,914 shares; 2025Q3: 2,914 shares; 2025Q4: 2,676 shares 2,676$488K0.16%-238Timeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,586 shares; 2024Q4: 4,371 shares; 2025Q1: 4,271 shares; 2025Q2: 4,920 shares; 2025Q3: 4,920 shares; 2025Q4: 4,725 shares 4,725$477K0.16%-195Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,806 shares; 2024Q4: 1,806 shares; 2025Q1: 1,807 shares; 2025Q2: 1,739 shares; 2025Q3: 1,739 shares; 2025Q4: 1,646 shares 1,646$430K0.14%-93Timeline
AZNASTRAZENECA PLC-SPONS ADRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,426 shares; 2024Q4: 4,426 shares; 2025Q1: 4,426 shares; 2025Q2: 4,426 shares; 2025Q3: 4,426 shares; 2025Q4: 4,436 shares 4,436$406K0.13%+10Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,364 shares; 2024Q4: 1,364 shares; 2025Q1: 1,364 shares; 2025Q2: 1,364 shares; 2025Q3: 1,364 shares; 2025Q4: 1,364 shares 1,364$399K0.13%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 866 shares; 2024Q4: 1,338 shares; 2025Q1: 1,303 shares; 2025Q2: 1,303 shares; 2025Q3: 1,303 shares; 2025Q4: 808 shares 808$382K0.13%-495Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 801 shares; 2024Q4: 795 shares; 2025Q1: 786 shares; 2025Q2: 1,086 shares; 2025Q3: 1,086 shares; 2025Q4: 1,210 shares 1,210$367K0.12%+124Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,641 shares; 2025Q3: 1,641 shares; 2025Q4: 1,588 shares 1,588$360K0.12%-53Timeline
PNCPNC FINL SVCS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,517 shares; 2025Q3: 1,517 shares; 2025Q4: 1,520 shares 1,520$321K0.11%+3Timeline
PPLPPL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,033 shares; 2025Q2: 8,788 shares; 2025Q3: 8,788 shares; 2025Q4: 9,135 shares 9,135$321K0.11%+347Timeline
SPXLDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,581 shares; 2024Q4: 6,249 shares; 2025Q1: 6,973 shares; 2025Q2: 6,154 shares; 2025Q3: 6,179 shares; 2025Q4: 1,356 shares 1,356$301K0.1%-4,823Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 424 shares; 2024Q4: 415 shares; 2025Q1: 469 shares; 2025Q2: 415 shares; 2025Q3: 415 shares; 2025Q4: 415 shares 415$270K0.09%0Timeline
LNKBLINKBANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,880 shares; 2024Q4: 23,880 shares; 2025Q1: 23,880 shares; 2025Q2: 23,880 shares; 2025Q3: 23,880 shares; 2025Q4: 32,458 shares 32,458$266K0.09%+8,578Timeline
TMFDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,278 shares; 2024Q4: 22,775 shares; 2025Q1: 20,354 shares; 2025Q2: 24,294 shares; 2025Q3: 24,508 shares; 2025Q4: 7,046 shares 7,046$261K0.09%-17,462Timeline
DRNDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,095 shares; 2024Q4: 88,521 shares; 2025Q1: 76,637 shares; 2025Q2: 90,412 shares; 2025Q3: 88,835 shares; 2025Q4: 30,095 shares 30,095$256K0.09%-58,740Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 480 shares 480$246K0.08%newTimeline
BIBLNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,326 shares; 2024Q4: 35,786 shares; 2025Q1: 51,554 shares; 2025Q2: 52,637 shares; 2025Q3: 52,791 shares; 2025Q4: 4,967 shares 4,967$228K0.08%-47,824Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 527 shares; 2025Q3: 527 shares; 2025Q4: 450 shares 450$224K0.07%-77Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 619 shares 619$214K0.07%newTimeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
SHYISHARES TR26,049$2.15Mshares
EURLDIREXION SHARES ETF TRUST16,881$583Kshares
VTVANGUARD INTL EQUITY INDEX F3,713$477Kshares
EDCDIREXION SHARES ETF TRUST6,560$258Kshares
TNADIREXION SHARES ETF TRUST6,049$209Kshares

How Q4 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 0001951757-26-000002 base2026-01-05acceptance time not in the bulk data set