LifeGuide Financial Advisors, LLC

Q3 2026 13F-HR Holdings

Location
Mechanicsburg, PA
Holdings as of
9/30/2026
Date filed
10/20/2026
Form type
13F-HR
Num holdings
45
Total value ($000)
$355,955
Net value change ($000)
+4,794 (1.4%)
New positions
3
Sold out positions
5
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
SCHP 1,780 3.2%
DFAC 1,391 4.0%
EXXONMOBIL HOLDINGS CORP 1,047 NEW
ESGV 883 4.1%
DFIC 838 4.5%
PRXG 757 13.1%
AAPL 617 24.7%
IEF 478 1.0%
BHRB 436 80.4%
VGSH 372 14.4%
Top Reduces (Value $000, Stocks/ETFs)
DFGR -1,386 -1.8%
XOM -873 -100.0%
VTI -622 -3.2%
VEA -546 -6.5%
MKC -457 -53.6%
IBM -296 -21.2%
VNQ -259 -5.7%
AZN -252 -100.0%
CMI -218 -100.0%
VSGX -213 -1.3%
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