Lifeguide Financial Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 20, 2026, Lifeguide Financial Advisors, Llc disclosed 45 stock positions valued at approximately $355.95M as of quarter-end September 30, 2026. The largest holdings include DIMENSIONAL ETF TRUST, SCHWAB STRATEGIC TR, and ISHARES TR.
- Report Period
- September 30, 2026
- No. of Stocks
- 45
- Portfolio Value
- $355.95M
Holdings by Sector
Lifeguide Financial Advisors, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFGR | Other | 20.72% | 2,726,735 | +132,867 | +5.12% | $73,758,193 |
| SCHWAB STRATEGIC TR | SCHP | Other | 15.93% | 2,256,303 | +183,797 | +8.87% | $56,700,900 |
| ISHARES TR | IEF | Other | 13.58% | 541,405 | +35,166 | +6.95% | $48,352,877 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 10.09% | 807,700 | +29,731 | +3.82% | $35,902,280 |
| VANGUARD WORLD FD | ESGV | Other | 6.25% | 164,255 | +2,592 | +1.60% | $22,261,483 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 5.44% | 515,139 | +17,653 | +3.55% | $19,374,388 |
| VANGUARD INDEX FDS | VTI | Other | 5.20% | 49,481 | -2,243 | -4.34% | $18,517,688 |
| VANGUARD WORLD FD | VSGX | Other | 4.58% | 201,244 | +514 | +0.26% | $16,314,846 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 2.22% | 111,775 | -6,648 | -5.61% | $7,892,456 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 1.93% | 172,713 | +7,243 | +4.38% | $6,860,146 |
| PRAXIS FDS | PRXG | Other | 1.84% | 160,106 | +11,942 | +8.06% | $6,538,146 |
| PRAXIS FDS | PRXV | Other | 1.79% | 183,952 | +11,596 | +6.73% | $6,370,248 |
| VANGUARD INDEX FDS | VNQ | Other | 1.19% | 47,382 | +649 | +1.39% | $4,246,816 |
| VANGUARD INDEX FDS | VOO | Other | 0.96% | 4,886 | -145 | -2.88% | $3,424,210 |
| APPLE INC | AAPL | Technology | 0.87% | 9,339 | +722 | +8.38% | $3,110,178 |
| NORTHERN LTS FD TR IV | PTL | Other | 0.84% | 11,052 | +520 | +4.94% | $3,007,572 |
| ISHARES TR | STIP | Other | 0.83% | 29,755 | +4,265 | +16.73% | $2,966,560 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 0.83% | 51,286 | +6,957 | +15.69% | $2,952,004 |
| NORTHERN LTS FD TR IV | WWJD | Other | 0.62% | 56,584 | +4,494 | +8.63% | $2,193,746 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.61% | 36,859 | -1,529 | -3.98% | $2,186,130 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.33% | 1,542 | - | - | $1,175,679 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.31% | 4,994 | +38 | +0.77% | $1,098,234 |
| EXXONMOBIL HOLDINGS CORP | XOM | Energy | 0.29% | 6,432 | +47 | +0.74% | $1,046,806 |
| BURKE HERBERT FINL SVCS CORP | BHRB | Financial Services | 0.27% | 14,260 | +6,720 | +89.12% | $978,245 |
| NORTHERN LTS FD TR IV | IBD | Other | 0.22% | 33,466 | +3,921 | +13.27% | $769,727 |
| SPDR GOLD TR | GLD | Other | 0.19% | 1,806 | - | - | $687,930 |
| VANGUARD SCOTTSDALE FDS | VONV | Other | 0.18% | 6,027 | +376 | +6.65% | $655,083 |
| WALMART INC | WMT | Consumer Defensive | 0.17% | 5,973 | -198 | -3.21% | $620,714 |
| VANGUARD INDEX FDS | VB | Other | 0.16% | 2,042 | +396 | +24.06% | $580,879 |
| MICROSOFT CORP | MSFT | Technology | 0.16% | 1,117 | +285 | +34.25% | $572,909 |
Showing 30 of 45 holdings in the latest reporting period.