Filed: 4/9/2026ACC: 0001951757-26-000552
📋 What this filing means
LIFEGUIDE FINANCIAL ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 46 equity positions with a total reported market value of $312.73M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
46
Positions
$312.73M
Total AUM (reported)
7.53M
Total Shares
Allocation by class
GLOBAL REAL EST$66.71M21.3%
US TIPS ETF$51.66M16.5%
7-10 YR TRSY BD$44.67M14.3%
US CORE EQUITY 2$29.39M9.4%
ESG US STK ETF$17.48M5.6%
INTL CORE EQUITY$16.94M5.4%
TOTAL STK MKT$16.18M5.2%
Portfolio Concentration
Top 3$163.04M52.1%
4–10$107.12M34.3%
11–25$35.14M11.2%
Rest$7.43M2.4%
Top 3 weight
52.1%
Top 10 weight
86.4%
Voting Authority Distribution
Total shares with voting rights: 7.53M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
7.53M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole46
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings46
Rows:
DIMENSIONAL ETF TRUST
SOLEShares2.51M
TypeSH
Market value$66.71M
21.33%
Sole
0.00
Shared
0.00
None
2.51M
SCHWAB STRATEGIC TR
SOLEShares1.94M
TypeSH
Market value$51.66M
16.52%
Sole
0.00
Shared
0.00
None
1.94M
ISHARES TR
SOLEShares468.04K
TypeSH
Market value$44.67M
14.28%
Sole
0.00
Shared
0.00
None
468.04K
DIMENSIONAL ETF TRUST
SOLEShares756.25K
TypeSH
Market value$29.39M
9.40%
Sole
0.00
Shared
0.00
None
756.25K
VANGUARD WORLD FD
SOLEShares155.65K
TypeSH
Market value$17.48M
5.59%
Sole
0.00
Shared
0.00
None
155.65K
DIMENSIONAL ETF TRUST
SOLEShares476.90K
TypeSH
Market value$16.94M
5.42%
Sole
0.00
Shared
0.00
None
476.90K
VANGUARD INDEX FDS
SOLEShares50.43K
TypeSH
Market value$16.18M
5.17%
Sole
0.00
Shared
0.00
None
50.43K
VANGUARD WORLD FD
SOLEShares195.76K
TypeSH
Market value$14.04M
4.49%
Sole
0.00
Shared
0.00
None
195.76K
VANGUARD TAX-MANAGED FDS
SOLEShares114.02K
TypeSH
Market value$7.31M
2.34%
Sole
0.00
Shared
0.00
None
114.02K
DIMENSIONAL ETF TRUST
SOLEShares167.54K
TypeSH
Market value$5.79M
1.85%
Sole
0.00
Shared
0.00
None
167.54K
PRAXIS FDS
SOLEShares169.44K
TypeSH
Market value$5.27M
1.68%
Sole
0.00
Shared
0.00
None
169.44K
PRAXIS FDS
SOLEShares145.22K
TypeSH
Market value$4.77M
1.53%
Sole
0.00
Shared
0.00
None
145.22K
VANGUARD INDEX FDS
SOLEShares47.42K
TypeSH
Market value$4.21M
1.34%
Sole
0.00
Shared
0.00
None
47.42K
NORTHERN LTS FD TR IV
SOLEShares10.55K
TypeSH
Market value$2.64M
0.84%
Sole
0.00
Shared
0.00
None
10.55K
VANGUARD INDEX FDS
SOLEShares4.36K
TypeSH
Market value$2.61M
0.83%
Sole
0.00
Shared
0.00
None
4.36K
ISHARES TR
SOLEShares23.06K
TypeSH
Market value$2.38M
0.76%
Sole
0.00
Shared
0.00
None
23.06K
VANGUARD SCOTTSDALE FDS
SOLEShares40.29K
TypeSH
Market value$2.36M
0.75%
Sole
0.00
Shared
0.00
None
40.29K
APPLE INC
SOLEShares8.60K
TypeSH
Market value$2.18M
0.70%
Sole
0.00
Shared
0.00
None
8.60K
VANGUARD INTL EQUITY INDEX F
SOLEShares36.52K
TypeSH
Market value$1.97M
0.63%
Sole
0.00
Shared
0.00
None
36.52K
NORTHERN LTS FD TR IV
SOLEShares52.37K
TypeSH
Market value$1.96M
0.63%
Sole
0.00
Shared
0.00
None
52.37K
INTERNATIONAL BUSINESS MACHS
SOLEShares4.96K
TypeSH
Market value$1.20M
0.38%
Sole
0.00
Shared
0.00
None
4.96K
EXXON MOBIL CORP
SOLEShares6.34K
TypeSH
Market value$1.08M
0.34%
Sole
0.00
Shared
0.00
None
6.34K
STATE STR SPDR S&P 500 ETF T
SOLEShares1.36K
TypeSH
Market value$884.9K
0.28%
Sole
0.00
Shared
0.00
None
1.36K
MCCORMICK & CO INC
SOLEShares16.76K
TypeSH
Market value$845.5K
0.27%
Sole
0.00
Shared
0.00
None
16.76K
SPDR GOLD TR
SOLEShares1.81K
TypeSH
Market value$777.1K
0.25%
Sole
0.00
Shared
0.00
None
1.81K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 2.51M | SH | $66.71M 21.33% | 0.00 | 0.00 | 2.51M |
SCHWAB STRATEGIC TRSOLE | US TIPS ETF | 1.94M | SH | $51.66M 16.52% | 0.00 | 0.00 | 1.94M |
ISHARES TRSOLE | 7-10 YR TRSY BD | 468.04K | SH | $44.67M 14.28% | 0.00 | 0.00 | 468.04K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 756.25K | SH | $29.39M 9.40% | 0.00 | 0.00 | 756.25K |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 155.65K | SH | $17.48M 5.59% | 0.00 | 0.00 | 155.65K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 476.90K | SH | $16.94M 5.42% | 0.00 | 0.00 | 476.90K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 50.43K | SH | $16.18M 5.17% | 0.00 | 0.00 | 50.43K |
VANGUARD WORLD FDSOLE | ESG INTL STK ETF | 195.76K | SH | $14.04M 4.49% | 0.00 | 0.00 | 195.76K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 114.02K | SH | $7.31M 2.34% | 0.00 | 0.00 | 114.02K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 167.54K | SH | $5.79M 1.85% | 0.00 | 0.00 | 167.54K |
PRAXIS FDSSOLE | IMPACT LARGE CAP | 169.44K | SH | $5.27M 1.68% | 0.00 | 0.00 | 169.44K |
PRAXIS FDSSOLE | IMPACT LARGE CAP | 145.22K | SH | $4.77M 1.53% | 0.00 | 0.00 | 145.22K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 47.42K | SH | $4.21M 1.34% | 0.00 | 0.00 | 47.42K |
NORTHERN LTS FD TR IVSOLE | INSPIRE 500 ETF | 10.55K | SH | $2.64M 0.84% | 0.00 | 0.00 | 10.55K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 4.36K | SH | $2.61M 0.83% | 0.00 | 0.00 | 4.36K |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 23.06K | SH | $2.38M 0.76% | 0.00 | 0.00 | 23.06K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 40.29K | SH | $2.36M 0.75% | 0.00 | 0.00 | 40.29K |
APPLE INCSOLE | COM | 8.60K | SH | $2.18M 0.70% | 0.00 | 0.00 | 8.60K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 36.52K | SH | $1.97M 0.63% | 0.00 | 0.00 | 36.52K |
NORTHERN LTS FD TR IVSOLE | INSPIRE INTL ETF | 52.37K | SH | $1.96M 0.63% | 0.00 | 0.00 | 52.37K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 4.96K | SH | $1.20M 0.38% | 0.00 | 0.00 | 4.96K |
EXXON MOBIL CORPSOLE | COM | 6.34K | SH | $1.08M 0.34% | 0.00 | 0.00 | 6.34K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 1.36K | SH | $884.9K 0.28% | 0.00 | 0.00 | 1.36K |
MCCORMICK & CO INCSOLE | COM NON VTG | 16.76K | SH | $845.5K 0.27% | 0.00 | 0.00 | 16.76K |
SPDR GOLD TRSOLE | GOLD SHS | 1.81K | SH | $777.1K 0.25% | 0.00 | 0.00 | 1.81K |
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