13F Filings History of LifeGuide Financial Advisors, LLC

Latest 13F report
Q4 2025 - 05 Jan 2026
Value $
$301,389,300
Signature - Title
David Lutz - Chief Compliance Officer
Location
Mechanicsburg, PA
Summary
This page shows a list of all the recent 13F filings made by LifeGuide Financial Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. LifeGuide Financial Advisors, LLC reported 47 stock holdings with total value $301,389,300 as of Q4 2025. Top holdings included DFGR, SCHP, IEF, DFAC, and ESGV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 47 $301,389,300 +$28,109,549 -$9,430,552 +$18,678,997 DFGR, SCHP, IEF, DFAC, ESGV 13F-HR 05 Jan 2026, 16:49
Q3 2025 48 $271,554,418 +$422,364 -$39,933 +$382,431 DFGR, SCHP, IEF, DFAC, ESGV 13F-HR 20 Oct 2025, 10:20
Q2 2025 48 $270,933,784 +$17,794,934 -$2,626,874 +$15,168,060 DFGR, SCHP, IEF, DFAC, ESGV 13F-HR 17 Jul 2025, 17:14
Q1 2025 40 $245,069,171 +$65,788,026 -$56,787,296 +$9,000,730 DFGR, SCHP, IEF, DFAC, ESGV 13F-HR 11 Apr 2025, 10:22
Q4 2024 42 $233,132,085 +$31,522,478 -$1,633,789 +$29,888,689 VNQ, SCHP, IEF, DFAC, ESGV 13F-HR 17 Jan 2025, 11:57
Q3 2024 41 $234,434,758 +$12,196,039 -$1,465,006 +$10,731,033 VNQ, SCHP, IEF, DFAC, ESGV 13F-HR 07 Oct 2024, 09:56
Q2 2024 41 $205,868,474 +$11,387,659 -$1,502,415 +$9,885,244 VNQ, SCHP, IEF, DFAC, ESGV 13F-HR 01 Aug 2024, 18:49
Q1 2024 41 $198,528,998 +$12,038,245 -$6,225,444 +$5,812,801 VNQ, SCHP, IEF, DFAC, VTI 13F-HR 18 Apr 2024, 12:16
Q4 2023 43 $189,188,560 +$8,077,156 -$19,162,090 -$11,084,934 VNQ, SCHP, IEF, DFAC, VTI 13F-HR 22 Jan 2024, 08:55
Q3 2023 37 $171,138,408 +$35,893,953 -$3,364,974 +$32,528,979 VNQ, SCHP, IEF, DFAC, VTI 13F-HR 25 Oct 2023, 09:05
Q2 2023 35 $147,963,775 +$23,250,740 -$310,229 +$22,940,511 VNQ, SCHP, IEF, VTI, VEA 13F-HR 13 Jul 2023, 14:02
Q1 2023 31 $124,281,723 +$9,338,823 -$3,910,652 +$5,428,171 VNQ, SCHP, IEF, VTI, VEA 13F-HR 20 Apr 2023, 12:38
Q4 2022 30 $115,340,404 +$13,056,664 -$2,706,840 +$10,349,824 VNQ, SCHP, IEF, VTI, VEA Restatement 13 Jun 2023, 15:59
Q3 2022 25 $102,293,000 +$4,701,024 -$1,385,890 +$3,315,134 VNQ, SCHP, IEF, VTI, VEA 13F-HR 17 Oct 2022, 18:00
Q2 2022 26 $109,531,000 +$17,901,117 -$21,460,747 -$3,559,630 VNQ, SCHP, IEF, VTI, VEA 13F-HR 12 Jul 2022, 10:33
Q1 2022 26 $129,552,000 +$18,779,663 -$14,369,397 +$4,410,266 VNQ, IEF, TIP, SCHP, VTI 13F-HR 29 Apr 2022, 15:19
Q4 2021 24 $134,085,000 $0 $0 $0 VNQ, TIP, IEF, VTI, SPXL 13F-HR 02 Feb 2022, 18:09