LifeGuide Financial Advisors, LLC holds a concentrated book of 47 stocks worth $351.2M as of Q2 2026 (disclosed Jul 9, 2026, a ~9-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.
LifeGuide Financial Advisors, LLC is a wealth platform: this book aggregates client accounts across many advisers.
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
+6 sectors below the cut, 2% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as LifeGuide Financial Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 4 / 47 | $2.9B |
| West Virginia University Foundation, Inc | 5 / 47 | $1.2B |
| Evelyn Partners Group Ltd | 23 / 47 | $43.0B |
| Marino Management, LLC | 4 / 47 | $428.9M |
| Kearns & Associates LLC | 11 / 47 | $186.3M |
| Avalon Advisory Group | 6 / 47 | $232.7M |
| Capstone Capital LLC | 7 / 47 | $146.1M |
| Peavine Capital, LLC | 5 / 47 | $392.3M |
Ranked by the share of each fund's own book sitting in the names it shares with LifeGuide Financial Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
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 | <0.1% | ▼−43% Reduced · −12K sh |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show LifeGuide Financial Advisors, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 9, 2026 | 9d | 47 | $351.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 9, 2026 | 9d | 46 | $312.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 5, 2026 | 5d | 47 | $301.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 20, 2025 | 20d | 48 | $271.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 17, 2025 | 17d | 48 | $270.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 11, 2025 | 11d | 40 | $245.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 17, 2025 | 17d | 42 | $233.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 7, 2024 | 7d | 41 | $234.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.