Life Guide Financial Advisors, LLC Portfolio Holdings

Life Guide Financial Advisors, LLC

  • $222 Million
  • Q4 2025

Life Guide Financial Advisors, LLC has filed its 13F form on January 05, 2026 for Q4 2025 where it was disclosed a total value porftolio of $222 Million distributed in 47 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Us Tips ETF with a value of $49.2M, Ishares Barclays with a value of $42.3M, Dimensional ETF Tr U S Core Eq with a value of $25.9M, Vanguard World Fd Esg U.S. Sto with a value of $17.6M, and Vanguard Total Stock Market Et with a value of $16.3M.

Examining the 13F form we can see an increase of $8.76M in the current position value, from $214M to 222M.

Below you can find more details about Life Guide Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $222 Million
ETFs: $212 Million
Technology: $4.32 Million
Consumer Defensive: $2.21 Million
Financial Services: $985,000
Consumer Cyclical: $961,000
Energy: $741,000
Industrials: $445,000
Healthcare: $396,000
Other: $587,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$49.2 Million 22.14% of portfolio
1,837,308
Q4 2025 Added 9.21%
$0
$42.3 Million 19.04% of portfolio
438,992
Q4 2025 Added 9.12%
$0
$25.9 Million 11.65% of portfolio
670,853
Q4 2025 Added 8.19%
$0
$17.6 Million 7.9% of portfolio
147,811
Q4 2025 Added 2.93%
$0
$16.3 Million 7.33% of portfolio
49,396
Q4 2025 Reduced 1.84%
$0
$14.8 Million 6.67% of portfolio
444,307
Q4 2025 Added 4.65%
$0
$13.5 Million 6.07% of portfolio
191,546
Q4 2025 Added 0.67%
$0
$7.02 Million 3.16% of portfolio
114,461
Q4 2025 Added 2.27%
$0
$5.2 Million 2.34% of portfolio
157,246
Q4 2025 Added 4.8%
$0
$4.3 Million 1.93% of portfolio
47,950
Q4 2025 Added 0.14%
$0
$2.71 Million 1.22% of portfolio
4,379
Q4 2025 Reduced 10.83%
$4.3T
$2.43 Million 1.09% of portfolio
9,101
Q4 2025 Added 146.37%
$0
$2.42 Million 1.09% of portfolio
23,517
Q4 2025 Added 11.74%
$0
$2.4 Million 1.08% of portfolio
40,938
Q4 2025 New
$0
$1.98 Million 0.89% of portfolio
36,094
Q4 2025 Added 4.23%
$0
$1.8 Million 0.81% of portfolio
50,163
Q4 2025 Added 4.83%
$16.4B
$1.09 Million 0.49% of portfolio
16,643
Q4 2025 Added 1.3%
$0
$905,000 0.41% of portfolio
1,361
Q4 2025 Reduced 6.97%
$490B
$741,000 0.33% of portfolio
6,303
Q4 2025 Added 1.66%
$130B
$678,000 0.3% of portfolio
1,806
Q4 2025 Reduced 15.09%
$279B
$646,000 0.29% of portfolio
6,277
Q4 2025 Added 36.25%
$0
$567,000 0.25% of portfolio
23,585
Q4 2025 Added 4.26%
$0
$520,000 0.23% of portfolio
5,789
Q4 2025 Reduced 18.6%
$26.3B
$479,000 0.22% of portfolio
2,676
Q4 2025 Reduced 8.17%
$68.7B
$445,000 0.2% of portfolio
4,725
Q4 2025 Reduced 3.96%
$0
$391,000 0.18% of portfolio
1,364
Q1 2024 Reduced 30.73%
$277B
$396,000 0.18% of portfolio
4,436
Q4 2025 Added 0.23%
$0
$411,000 0.18% of portfolio
1,646
Q4 2025 Reduced 5.35%
$3.78T
$410,000 0.18% of portfolio
808
Q4 2025 Reduced 37.99%
$224B
$368,000 0.17% of portfolio
1,210
Q4 2025 Added 11.42%
$2.39T
$372,000 0.17% of portfolio
1,588
Q4 2025 Reduced 3.23%
$27.1B
$335,000 0.15% of portfolio
9,135
Q4 2025 Added 3.95%
$0
$288,000 0.13% of portfolio
1,356
Q4 2025 Reduced 78.05%
$74.3B
$279,000 0.13% of portfolio
1,520
Q4 2025 Added 0.2%
$0
$264,000 0.12% of portfolio
30,095
Q4 2025 Reduced 66.12%
$112M
$243,000 0.11% of portfolio
32,458
Q4 2025 Added 35.92%
$159B
$234,000 0.11% of portfolio
480
Q4 2025 New
$1.37T
$252,000 0.11% of portfolio
415
Q2 2025 Reduced 11.51%
$0
$220,000 0.1% of portfolio
4,967
Q4 2025 Reduced 90.59%
$367B
$221,000 0.1% of portfolio
619
Q4 2025 New
$662B
$229,000 0.1% of portfolio
450
Q4 2025 Reduced 14.61%
Praxis Fds
-
$0 0.0% of portfolio
-
Q4 2025 Added 34.18%
Praxis Fds
-
$0 0.0% of portfolio
-
Q4 2025 Added 39.21%
Northern Lts Fd Tr Iv
-
$0 0.0% of portfolio
-
Q4 2025 New
Dimensional ETF Trust
-
$0 0.0% of portfolio
-
Q4 2025 Added 10.37%
Direxion Shs ETF Tr
-
$0 0.0% of portfolio
-
Q4 2025 Reduced 71.25%

Summary

  • Portfolio
  • No. of Stocks 47
  • Current Value $222 Million
  • Prior Value $214 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 05, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 4 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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