LifeGuide Financial Advisors, LLC
All 13F Filings
- Location
- Mechanicsburg, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 351,161
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/9/2026 | 47 | 351,161 | 13F-HR | LifeGuide Financial Advisors, LLC |
| Q1 2026 | 4/8/2026 | 46 | 312,729 | 13F-HR | LifeGuide Financial Advisors, LLC |
| Q4 2025 | 1/5/2026 | 47 | 301,389 | 13F-HR | LifeGuide Financial Advisors, LLC |
| Q3 2025 | 10/20/2025 | 48 | 271,554 | 13F-HR | LifeGuide Financial Advisors, LLC |
| Q2 2025 | 7/17/2025 | 48 | 270,934 | 13F-HR | LifeGuide Financial Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 12.02 K | 3.4% | 0 | 8.674 K | -8.674 K |
| ETFs | 339.1 K | 96.6% | 47.1 K | 0 | 47.1 K |
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Fund Snapshot
Q2 2026
Latest filed
7/9/2026
Total value ($000)
351,161
Holdings
47
QoQ value change ($000)
38,432
(12.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.