LifeGuide Financial Advisors, LLC holds a concentrated book of 47 stocks worth $351.2M as of Q2 2026 (disclosed Jul 9, 2026, a ~45-day 13F lag). This quarter they opened Burke & Herbert Financial SE and trimmed Dimensional Emrg MRKT Core. Their largest long position is Dim Global Real Estate ETF at 21% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1908585/holdings"
Use Arkolith to show LifeGuide Financial Advisors, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
3% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust GLOBAL REAL EST | $75.1M | 2.59M | 21.4% | ▲+3.4% Added · +84K sh | |
| 2 | Schwab Strategic TR US TIPS ETF | $54.9M | 2.07M | 15.6% | ▲+6.7% Added · +131K sh | |
| 3 | Ishares TR 7-10 YR TRSY BD | $47.9M | 506.2K | 13.6% | ▲+8.2% Added · +38K sh | |
| 4 | Dimensional ETF Trust US COR EQU 2 ETF | $34.5M | 778.0K | 9.8% | ▲+2.9% Added · +22K sh | |
| 5 | Vanguard World FD ESG US STK ETF | $21.4M | 161.7K | 6.1% | ▲+3.9% Added · +6K sh | |
| 6 | Vanguard Index FDS TOTAL STK MKT | $19.1M | 51.7K | 5.5% | ▲+2.6% Added · +1K sh | |
| 7 | Dimensional ETF Trust INTL CORE EQUITY | $18.5M | 497.5K | 5.3% | ▲+4.3% Added · +21K sh | |
| 8 | Vanguard World FD ESG INTL STK ETF | $16.5M | 200.7K | 4.7% | ▲+2.5% Added · +5K sh | |
| 9 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $8.4M | 118.4K | 2.4% | ▲+3.9% Added · +4K sh | |
| 10 | Dimensional ETF Trust EMERGING MKTS CO | $6.7M | 165.5K | 1.9% | ▼−1.2% Reduced · −2K sh | |
| 11 | Praxis FDS IMPA LA VALU ETF | $6.0M | 172.4K | 1.7% | ▲+1.7% Added · +3K sh | |
| 12 | Praxis FDS IMPA LA GROW ETF | $5.8M | 148.2K | 1.6% | ▲+2.0% Added · +3K sh | |
| 13 | Vanguard Index FDS REAL ESTATE ETF | $4.5M | 46.7K | 1.3% | ▼−1.4% Reduced · −687 sh | |
| 14 | Vanguard Index FDS S&P 500 ETF SHS | $3.5M | 5.0K | 1.0% | ▲+15% Added · +667 sh | |
| 15 | Northern LTS FD TR IV INSPIRE 500 ETF | $3.0M | 10.5K | 0.9% | ▼−0.1% Reduced · −15 sh | |
| 16 | Ishares TR 0-5 YR TIPS ETF | $2.6M | 25.5K | 0.7% | ▲+11% Added · +2K sh | |
| 17 | Vanguard Scottsdale FDS SHORT TERM TREAS | $2.6M | 44.3K | 0.7% | ▲+10% Added · +4K sh | |
| 18 | Apple Inc COM | $2.5M | 8.6K | 0.7% | ▲+0.2% Added · +17 sh | |
| 19 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $2.3M | 38.4K | 0.7% | ▲+5.1% Added · +2K sh | |
| 20 | Northern LTS FD TR IV INSPIRE INTL ETF | $2.0M | 52.1K | 0.6% | ▼−0.5% Reduced · −280 sh | |
| 21 | International Business Machs COM | $1.4M | 5.0K | 0.4% | —Held | |
| 22 | State STR SPDR S&P 500 ETF T TR UNIT | $1.2M | 1.5K | 0.3% | ▲+13% Added · +181 sh | |
| 23 | Exxon Mobil Corp COM | $873K | 6.4K | 0.2% | ▲+0.6% Added · +41 sh | |
| 24 | McCormick & Co Inc COM NON VTG | $853K | 16.9K | 0.2% | ▲+0.9% Added · +157 sh | |
| 25 | Northern LTS FD TR IV INSPIRE CORP BD | $702K | 29.5K | 0.2% | ▲+11% Added · +3K sh | |
| 26 | Walmart Inc COM | $699K | 6.2K | 0.2% | ▼−0.8% Reduced · −50 sh | |
| 27 | SPDR Gold TR GOLD SHS | $665K | 1.8K | 0.2% | —Held | |
| 28 | Vanguard Scottsdale FDS VNG RUS1000VAL | $601K | 5.7K | 0.2% | —Held | |
| 29 | Burke Herbert Finl Svcs Corp COM | $542K | 7.5K | 0.2% | ▲New New position | |
| 30 | Vanguard Index FDS SMALL CP ETF | $499K | 1.6K | 0.1% | —Held | |
| 31 | Hershey Co COM | $473K | 2.7K | 0.1% | ▲+0.7% Added · +20 sh | |
| 32 | United Parcel Svcs Inc CL B | $449K | 4.2K | 0.1% | ▼−5.6% Reduced · −248 sh | |
| 33 | Vanguard Index FDS MID CAP ETF | $440K | 5.5K | 0.1% | ▲+300% Added · +4K sh | |
| 34 | Caterpillar Inc COM | $406K | 382 | 0.1% | ▲New New position | |
| 35 | Amazon Com Inc COM | $391K | 1.6K | 0.1% | ▲+6.1% Added · +94 sh | |
| 36 | PNC Finl Svcs Group Inc COM | $375K | 1.5K | 0.1% | ▲+0.5% Added · +7 sh | |
| 37 | PPL Corp COM | $328K | 9.0K | 0.1% | ▼−1.2% Reduced · −111 sh | |
| 38 | McDonalds Corp COM | $324K | 1.2K | 0.1% | —Held | |
| 39 | Microsoft Corp COM | $310K | 832 | 0.1% | ▲+3.0% Added · +24 sh | |
| 40 | Meta Platforms Inc CL A | $277K | 492 | 0.1% | ▲+4.0% Added · +19 sh | |
| 41 | AstraZeneca PLC ORD | $252K | 1.3K | 0.1% | ▲New New position | |
| 42 | Johnson & Johnson COM | $231K | 910 | 0.1% | ▲+0.1% Added · +1 sh | |
| 43 | Berkshire Hathaway Inc Del CL B NEW | $225K | 450 | 0.1% | —Held | |
| 44 | Cummins Inc COM | $218K | 306 | 0.1% | ▲New New position | |
| 45 | Vanguard Index FDS SM CP VAL ETF | $205K | 844 | 0.1% | ▲New New position | |
| 46 | Home Depot Inc COM | $202K | 573 | 0.1% | ▼−7.6% Reduced · −47 sh | |
| 47 | Direxion Shares ETF Trust DAI REA BUL ETF | $162K | 15.4K | 0.0% | ▼−43% Reduced · −12K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 9, 2026 | 47 | $351.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 9, 2026 | 46 | $312.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 5, 2026 | 47 | $301.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 20, 2025 | 48 | $271.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 17, 2025 | 48 | $270.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 11, 2025 | 40 | $245.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 17, 2025 | 42 | $233.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 7, 2024 | 41 | $234.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.