account_balance

Investment manager · 13F filer · SEC CIK 1908585

LifeGuide Financial Advisors, LLC

Reported value$356Mas of Sep 30, 2026
Positions45 2 new, 4 sold out
Top 10 weight85.9%DFGR alone is 21%
FiledOct 2020 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
DFGR Dimensional ETF Trust 20.7% Added +5%
SCHP Schwab Strategic Tr 15.9% Added +9%
IEF iShares Tr 13.6% Added +7%
DFAC Dimensional ETF Trust 10.1% Added +4%
ESGV Vanguard World Fd 6.3% Held
DFIC Dimensional ETF Trust 5.4% Added +4%
VTI Vanguard Index FDS 5.2% Trimmed −4%
VSGX Vanguard World Fd 4.6% Held
VEA Vanguard Tax-Managed FDS 2.2% Trimmed −6%
DFEM Dimensional ETF Trust 1.9% Added +4%
PRXG Praxis FDS 1.8% Added +8%
PRXV Praxis FDS 1.8% Added +7%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 20, 2026, compared with the Jul 9, 2026 filing
add_circleNew
  • VGUS $311K
  • NVDA $307K
arrow_upwardAdded
  • BHRB +89%
  • STIP +17%
  • VGSH +16%
  • IBD +13%
arrow_downwardTrimmed
  • VEA −6%
  • VTI −4%
  • VWO −4%
  • VOO −3%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast