DOSSIER · 13F-HR · Q3 2026

LifeGuide Financial Advisors, LLC

$356M in tracked AUM across 45 positions as of Q3 2026.

LF
CIK 0001908585 · last filed Sep 30, 2026
Total AUM
$356M
as of Q3 2026
Holdings
45
—
positions
Whale Score
72
72
strong
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

LifeGuide Financial Advisors, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
DFGR
DIMENSIONAL ETF TRUST
$74M2.7M20.7%
02
SCHP
SCHWAB STRATEGIC TR
$57M2.3M15.9%
03
IEF
ISHARES TR
$48M541K13.6%
04
DFAC
DIMENSIONAL ETF TRUST
$36M808K10.1%
05
ESGV
VANGUARD WORLD FD
$22M164K6.3%
06
DFIC
DIMENSIONAL ETF TRUST
$19M515K5.4%
07
VTI
VANGUARD INDEX FDS
$19M49K5.2%
08
VSGX
VANGUARD WORLD FD
$16M201K4.6%
09
VEA
VANGUARD TAX-MANAGED FDS
$8M112K2.2%
10
DFEM
DIMENSIONAL ETF TRUST
$7M173K1.9%

Filing history

2026Q3Sep 30
$356M▲ 1.4%
45 positionsView →
2026Q2Jun 30
$351M▲ 12.3%
47 positionsView →
2026Q1Mar 31
$313M▲ 3.8%
46 positionsView →
2025Q4Dec 31
$301M▲ 166.5%
47 positionsView →
2025Q3Sep 30
$113M▼ 58.3%
21 positionsLocked
2025Q2Jun 30
$271M▲ 10.6%
48 positionsLocked
2025Q1Mar 31
$245M▲ 5.1%
40 positionsLocked
2024Q4Dec 31
$233M▼ 0.6%
42 positionsLocked
2024Q3Sep 30
$234M▲ 13.9%
41 positionsLocked
2024Q2Jun 30
$206M▲ 3.7%
41 positionsLocked
2024Q1Mar 31
$199M▲ 4.9%
41 positionsLocked
2023Q4Dec 31
$189M▲ 10.5%
43 positionsLocked
Showing 12 of 20