§ 13F · FUND PROFILE
LifeGuide Financial Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $271M (13F)Positions · 48Turnover · — · Q1Filed · Apr 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$222K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFGR | DIMENSIONAL ETF TRUST | 2.51M | $67M | 21.3% | +4% |
| 2 | SCHP | SCHWAB STRATEGIC TR | 1.94M | $52M | 16.5% | +6% |
| 3 | IEF | ISHARES TR | 468K | $45M | 14.3% | +7% |
| 4 | DFAC | DIMENSIONAL ETF TRUST | 756K | $29M | 9.4% | +13% |
| 5 | ESGV | VANGUARD WORLD FD | 156K | $17M | 5.6% | +5% |
| 6 | DFIC | DIMENSIONAL ETF TRUST | 477K | $17M | 5.4% | +7% |
| 7 | VTI | VANGUARD INDEX FDS | 50K | $16M | 5.2% | +2% |
| 8 | VSGX | VANGUARD WORLD FD | 196K | $14M | 4.5% | +2% |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | 114K | $7M | 2.3% | ±0% |
| 10 | DFEM | DIMENSIONAL ETF TRUST | 168K | $6M | 1.9% | +7% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LIFEGUIDE SIGNAL
AC read
LifeGuide Financial Advisors, LLC is a Other fund managing $271 million in assets. The fund runs a portfolio of 48 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed