LifeGuide Financial Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Mechanicsburg, PA
Holdings as of
3/31/2026
Date filed
4/8/2026
Form type
13F-HR
Num holdings
46
Total value ($000)
$312,729
Net value change ($000)
+11,340 (3.8%)
New positions
1
Sold out positions
2
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
SCHP 3,012 6.2%
DFGR 2,842 4.5%
DFAC 2,695 10.1%
IEF 2,492 5.9%
DFIC 1,482 9.6%
DFEM 468 8.8%
XOM 303 39.2%
PRXV 238 4.7%
PTL 223 9.2%
JNJ 222 NEW
Top Reduces (Value $000, Stocks/ETFs)
VTI -435 -2.6%
ESGV -416 -2.3%
AZN -406 -100.0%
AAPL -283 -11.5%
MKC -275 -24.6%
IBM -244 -16.9%
BIBL -228 -100.0%
PRXG -225 -4.5%
VOO -143 -5.2%
LNKB -98 -36.8%
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