LifeGuide Financial Advisors, LLC

Q2 2026 13F-HR Holdings

Location
Mechanicsburg, PA
Holdings as of
6/30/2026
Date filed
7/9/2026
Form type
13F-HR
Num holdings
47
Total value ($000)
$351,161
Net value change ($000)
+38,432 (12.3%)
New positions
5
Sold out positions
4
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 8,438 12.6%
DFAC 5,123 17.4%
ESGV 3,903 22.3%
SCHP 3,257 6.3%
IEF 3,205 7.2%
VTI 2,962 18.3%
VSGX 2,486 17.7%
DFIC 1,592 9.4%
VEA 1,132 15.5%
PRXG 1,009 21.1%
Top Reduces (Value $000, Stocks/ETFs)
SPXL -270 -100.0%
TMF -228 -100.0%
SPGI -204 -100.0%
XOM -203 -18.9%
LNKB -168 -100.0%
GLD -112 -14.4%
HSY -84 -15.1%
WMT -74 -9.6%
DRN -70 -30.2%
MCD -49 -13.1%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type