StockDriftsStockDriftsTop 47 LifeGuide Financial Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFGR | DIMENSIONAL ETF TRUST | 21.4% | 2.59M | $75.1M | +3.36%(+84.25K) | $26.08(+12.77%) | 2026-06-30 | |
| SCHP | SCHWAB STRATEGIC TR | 15.64% | 2.07M | $54.9M | +6.75%(+130.97K) | $27.99(-7.40%) | 2026-06-30 | |
| IEF | ISHARES TR | 13.63% | 506.2K | $47.9M | +8.16%(+38.20K) | $103.77(-10.41%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 9.83% | 778.0K | $34.5M | +2.87%(+21.72K) | $30.28(+52.09%) | 2026-06-30 | |
| ESGV | VANGUARD WORLD FD | 6.09% | 161.7K | $21.4M | +3.86%(+6.01K) | $85.42(+59.95%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 5.45% | 51.7K | $19.1M | +2.57%(+1.29K) | $223.65(+71.41%) | 2026-06-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 5.28% | 497.5K | $18.5M | +4.32%(+20.58K) | $26.35(+49.23%) | 2026-06-30 | |
| VSGX | VANGUARD WORLD FD | 4.71% | 200.7K | $16.5M | +2.54%(+4.97K) | $55.47(+50.96%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.4% | 118.4K | $8.4M | +3.86%(+4.41K) | $46.44(+59.36%) | 2026-06-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 1.91% | 165.5K | $6.7M | -1.23%(-2.07K) | $25.63(+57.66%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +7.94% | +25.76% | — | — | -1.87% |
| Top 20 Holdings Unweighted | +10.85% | +36.21% | — | — | +0.44% |
LifeGuide Financial Advisors, LLC reports $351.16M in US-listed equity holdings across 47 positions in its most recent 13F filing. Its largest disclosed positions are DFGR (21.4%), SCHP (15.6%) and IEF (13.6%). The top 20 holdings account for 96.22% of reported assets. Its disclosed equity book has returned +25.76% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from LifeGuide Financial Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1908585). View LifeGuide Financial Advisors, LLC’s 13F filings on SEC