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LifeGuide Financial Advisors, LLC

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13F filer, CIK 1908585, MECHANICSBURG, PA

LifeGuide Financial Advisors, LLC reported $312,728,791 across 46 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-09. Its ten largest share positions make up 86.39% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001951757-26-000552

Period
2026-03-31
Reported value
$313M
Holdings
46
Top 10 weight
86.39%
New
1
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFACadded+85,398$3.32M
SCHPadded+104,230$2.77M
IEFadded+29,047$2.77M
DFGRadded+96,914$2.58M
DFICadded+32,597$1.16M

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
AZNexited-4,436-$406K
BIBLexited-4,967-$228K
AAPLreduced-501-$127K
LNKBreduced-12,273-$102K
STIPreduced-460-$47.6K

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, Q1 2026

Share positions as resolved from 13F-HR 0001951757-26-000552, largest first. % of portfolio is the value over $312,728,791, 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; 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; 2026Q1: 2,509,620 shares 2,509,620$66.7M21.33%+96,914Timeline
SCHPSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,941,538 shares 1,941,538$51.7M16.52%+104,230Timeline
IEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 468,039 shares 468,039$44.7M14.28%+29,047Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 756,251 shares 756,251$29.4M9.4%+85,398Timeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 155,652 shares 155,652$17.5M5.59%+7,841Timeline
DFICDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 476,904 shares 476,904$16.9M5.42%+32,597Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 50,429 shares 50,429$16.2M5.17%+1,033Timeline
VSGXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 195,758 shares 195,758$14M4.49%+4,212Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 114,018 shares 114,018$7.31M2.34%-443Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 167,539 shares 167,539$5.79M1.85%+10,293Timeline
PRXVPRAXIS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 117,362 shares; 2025Q3: 118,378 shares; 2025Q4: 164,795 shares; 2026Q1: 169,436 shares 169,436$5.27M1.68%+4,641Timeline
PRXGPRAXIS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 101,598 shares; 2025Q3: 102,332 shares; 2025Q4: 137,308 shares; 2026Q1: 145,219 shares 145,219$4.77M1.53%+7,911Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 47,420 shares 47,420$4.21M1.34%-530Timeline
PTLNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,702 shares; 2026Q1: 10,547 shares 10,547$2.64M0.84%+845Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 4,364 shares 4,364$2.61M0.83%-15Timeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 23,057 shares 23,057$2.38M0.76%-460Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,938 shares; 2026Q1: 40,288 shares 40,288$2.36M0.75%-650Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 8,600 shares 8,600$2.18M0.7%-501Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 36,518 shares 36,518$1.97M0.63%+424Timeline
WWJDNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 52,370 shares 52,370$1.96M0.63%+2,207Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 4,956 shares 4,956$1.2M0.38%0Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 6,344 shares 6,344$1.08M0.34%+41Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,361 shares 1,361$885K0.28%0Timeline
MKCMCCORMICK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 16,762 shares 16,762$845K0.27%+119Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,806 shares 1,806$777K0.25%0Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,607 shares; 2025Q3: 4,607 shares; 2025Q4: 6,277 shares; 2026Q1: 6,221 shares 6,221$773K0.25%-56Timeline
IBDNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 26,691 shares 26,691$637K0.2%+3,106Timeline
HSYHERSHEY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,678 shares 2,678$557K0.18%+2Timeline
VONVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,112 shares; 2025Q3: 7,112 shares; 2025Q4: 5,789 shares; 2026Q1: 5,651 shares 5,651$530K0.17%-138Timeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 4,421 shares 4,421$435K0.14%-304Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,646 shares 1,646$431K0.14%0Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,364 shares 1,364$392K0.13%0Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 801 shares; 2024Q4: 795 shares; 2025Q1: 786 shares; 2025Q2: 1,086 shares; 2025Q3: 1,086 shares; 2025Q4: 1,210 shares; 2026Q1: 1,200 shares 1,200$373K0.12%-10Timeline
PPLPPL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,033 shares; 2025Q2: 8,788 shares; 2025Q3: 8,788 shares; 2025Q4: 9,135 shares; 2026Q1: 9,135 shares 9,135$349K0.11%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,641 shares; 2025Q3: 1,641 shares; 2025Q4: 1,588 shares; 2026Q1: 1,548 shares 1,548$322K0.1%-40Timeline
PNCPNC FINL SVCS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,517 shares; 2025Q3: 1,517 shares; 2025Q4: 1,520 shares; 2026Q1: 1,517 shares 1,517$316K0.1%-3Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 866 shares; 2024Q4: 1,338 shares; 2025Q1: 1,303 shares; 2025Q2: 1,303 shares; 2025Q3: 1,303 shares; 2025Q4: 808 shares; 2026Q1: 808 shares 808$299K0.1%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 424 shares; 2024Q4: 415 shares; 2025Q1: 469 shares; 2025Q2: 415 shares; 2025Q3: 415 shares; 2025Q4: 415 shares; 2026Q1: 473 shares 473$271K0.09%+58Timeline
SPXLDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,460 shares 1,460$270K0.09%+104Timeline
DRNDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 27,056 shares 27,056$232K0.07%-3,039Timeline
TMFDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 6,315 shares 6,315$228K0.07%-731Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 909 shares 909$222K0.07%newTimeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 527 shares; 2025Q3: 527 shares; 2025Q4: 450 shares; 2026Q1: 450 shares 450$216K0.07%0Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 480 shares; 2026Q1: 480 shares 480$204K0.07%0Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 619 shares; 2026Q1: 620 shares 620$204K0.07%+1Timeline
LNKBLINKBANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 20,185 shares 20,185$168K0.05%-12,273Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
AZNASTRAZENECA PLC-SPONS ADR4,436$406Kshares
BIBLNORTHERN LTS FD TR IV4,967$228Kshares

How Q1 2026 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 0001951757-26-000552 base2026-04-09acceptance time not in the bulk data set