LifeGuide Financial Advisors
LifeGuide Financial Advisors reported 45 stocks worth $356M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are DFGR (20.7%), SCHP (15.9%) and IEF (13.6%). Compared with Q2 2026, the fund opened new positions in XOM, VGUS and NVDA, added to DFGR, SCHP and IEF, trimmed VTI, VEA and VOO and sold out of XOM, AZN and CMI.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  DFGR Dimensional ETF Trust | $73.8M | 20.7% | 2.7M | +133K (+5%) | 7 of 8 | |
| 2 |  SCHP Schwab US Tips ETF | $56.7M | 15.9% | 2.3M | +184K (+9%) | 8 of 8 | |
| 3 |  IEF Ishares TR | $48.4M | 13.6% | 541K | +35K (+7%) | 8 of 8 | |
| 4 | DIMENSIONAL ETF TRUST | $35.9M | 10.1% | 808K | +30K (+4%) | 8 of 8 | |
| 5 |  ESGV Vanguard Esg US Stock | $22.3M | 6.3% | 164K | +2,592 (+2%) | 8 of 8 | |
| 6 |  DFIC Dimensional Intern Core | $19.4M | 5.4% | 515K | +18K (+4%) | 8 of 8 | |
| 7 |  VTI Vanguard Total Stock Market ETF | $18.5M | 5.2% | 49K | −2,243 (−4%) | 8 of 8 | |
| 8 |  VSGX Vanguard World FD | $16.3M | 4.6% | 201K | +514 (+0%) | 8 of 8 | |
| 9 |  VEA Vanguard Tax-Managed Fds | $7.9M | 2.2% | 112K | −6,648 (−6%) | 8 of 8 | |
| 10 |  DFEM Dimensional ETF Trust | $6.9M | 1.9% | 173K | +7,243 (+4%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 20, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →LifeGuide Financial Advisors 13F FAQ
What does LifeGuide Financial Advisors own?
LifeGuide Financial Advisors reported 45 stocks worth $356M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are DFGR (20.7%), SCHP (15.9%) and IEF (13.6%). The table above lists every position in the filing (the top 10 without an account).
What did LifeGuide Financial Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 3 new positions, 26 added to, 10 trimmed and 5 sold out. New positions include XOM, VGUS and NVDA. It sold all of XOM, AZN and CMI.
When will LifeGuide Financial Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is LifeGuide Financial Advisors's portfolio worth?
The Q3 2026 filing reports $356M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.