LifeGuide Financial Advisors, LLC

Q3 2025 13F-HR Holdings

Location
Mechanicsburg, PA
Holdings as of
9/30/2025
Date filed
10/20/2025
Form type
13F-HR
Num holdings
48
Total value ($000)
$271,554
Net value change ($000)
+620 (0.2%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/17/2025 Next filing: 1/5/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFGR 395 0.7%
DFAC 233 1.1%
PRXV 64 1.9%
DFIC 38 0.3%
VNQ 31 0.7%
HSY 28 5.8%
DFEM 27 0.6%
MKC 22 1.8%
WWJD 22 1.4%
UPS 17 3.4%
Top Reduces (Value $000, Stocks/ETFs)
IEF -163 -0.4%
SCHP -122 -0.3%
ESGV -33 -0.2%
IBM -11 -1.2%
STIP -10 -0.5%
SHY -10 -0.5%
PRXG -10 -0.3%
META -8 -2.6%
MSFT -7 -1.1%
VEA -6 -0.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type