13F Insight
DOSSIER · 13F-HR · Q2 2026

LifeGuide Financial Advisors, LLC

$351M in tracked AUM across 47 positions as of Q2 2026.

LF
CIK 0001908585 · last filed Jun 30, 2026
Total AUM
$351M
as of Q2 2026
Holdings
47
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

LifeGuide Financial Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DFGR
DIMENSIONAL ETF TRUST
$75M2.6M21.4%02
SCHP
SCHWAB STRATEGIC TR
$55M2.1M15.6%03
IEF
ISHARES TR
$48M506K13.6%04
DFAC
DIMENSIONAL ETF TRUST
$35M778K9.8%05
ESGV
VANGUARD WORLD FD
$21M162K6.1%06
VTI
VANGUARD INDEX FDS
$19M52K5.5%07
DFIC
DIMENSIONAL ETF TRUST
$19M497K5.3%08
VSGX
VANGUARD WORLD FD
$17M201K4.7%09
VEA
VANGUARD TAX-MANAGED FDS
$8M118K2.4%10
DFEM
DIMENSIONAL ETF TRUST
$7M165K1.9%

Filing history

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 positionsView →2025Q2Jun 30
$271M▲ 10.6%
48 positionsLocked2025Q1Mar 31
$245M▲ 5.1%
40 positionsLocked2024Q4Dec 31
$233M▼ 0.6%
42 positionsLocked2024Q3Sep 30
$234M▲ 13.9%
41 positionsLocked2024Q2Jun 30
$206M▲ 3.7%
41 positionsLocked2024Q1Mar 31
$199M▲ 4.9%
41 positionsLocked2023Q4Dec 31
$189M▲ 10.5%
43 positionsLocked2023Q3Sep 30
$171M▲ 15.7%
37 positionsLocked
Showing 12 of 19