Lifeguide Financial Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$312.7M
Q ending 2026-03-31
Prior quarter
$301.4M
Q ending 2025-12-31
Change
+3.8% QoQ · +27.6% YoY
Positions
46
reported holdings
Largest positions
All 46 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Dimensional Etf Trust | DFGR | Shares | $66.7M | 2.5M |
| Schwab Strategic Tr | SCHP | Shares | $51.7M | 1.9M |
| Ishares Tr | IEF | Shares | $44.7M | 468K |
| Dimensional Etf Trust | DFAC | Shares | $29.4M | 756K |
| Vanguard World Fd | ESGV | Shares | $17.5M | 156K |
| Dimensional Etf Trust | DFIC | Shares | $16.9M | 477K |
| Vanguard Index Fds | VTI | Shares | $16.2M | 50K |
| Vanguard World Fd | VSGX | Shares | $14.0M | 196K |
| Vanguard Tax-Managed Fds | VEA | Shares | $7.3M | 114K |
| Dimensional Etf Trust | DFEM | Shares | $5.8M | 168K |
| Praxis Fds | PRXV | Shares | $5.3M | 169K |
| Praxis Fds | PRXG | Shares | $4.8M | 145K |
| Vanguard Index Fds | VNQ | Shares | $4.2M | 47K |
| Northern Lts Fd Tr Iv | PTL | Shares | $2.6M | 11K |
| Vanguard Index Fds | VOO | Shares | $2.6M | 4K |
| Ishares Tr | STIP | Shares | $2.4M | 23K |
| Vanguard Scottsdale Fds | VGSH | Shares | $2.4M | 40K |
| Apple Inc | AAPL | Shares | $2.2M | 9K |
| Vanguard Intl Equity Index F | VWO | Shares | $2.0M | 37K |
| Northern Lts Fd Tr Iv | WWJD | Shares | $2.0M | 52K |
| International Business Machs | IBM | Shares | $1.2M | 5K |
| Exxon Mobil Corp | XOM | Shares | $1.1M | 6K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $885K | 1K |
| Mccormick & Co Inc | MKC | Shares | $845K | 17K |
| Spdr Gold Tr | GLD | Shares | $777K | 2K |
| Walmart Inc | WMT | Shares | $773K | 6K |
| Northern Lts Fd Tr Iv | IBD | Shares | $637K | 27K |
| Hershey Co | HSY | Shares | $557K | 3K |
| Vanguard Scottsdale Fds | VONV | Shares | $530K | 6K |
| United Parcel Svcs Inc | UPS | Shares | $435K | 4K |
| Vanguard Index Fds | VB | Shares | $431K | 2K |
| Vanguard Index Fds | VO | Shares | $392K | 1K |
| Mcdonalds Corp | MCD | Shares | $373K | 1K |
| Ppl Corp | PPL | Shares | $349K | 9K |
| Amazon Com Inc | AMZN | Shares | $322K | 2K |
| Pnc Finl Svcs Group Inc | PNC | Shares | $316K | 2K |
| Microsoft Corp | MSFT | Shares | $299K | 808 |
| Meta Platforms Inc | META | Shares | $271K | 473 |
| Direxion Shares Etf Trust | SPXL | Shares | $270K | 1K |
| Direxion Shares Etf Trust | DRN | Shares | $232K | 27K |
| Direxion Shares Etf Trust | TMF | Shares | $228K | 6K |
| Johnson & Johnson | JNJ | Shares | $222K | 909 |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $216K | 450 |
| S&P Global Inc | SPGI | Shares | $204K | 480 |
| Home Depot Inc | HD | Shares | $204K | 620 |
| Linkbancorp Inc | LNKB | Shares | $168K | 20K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.