LifeGuide Financial Advisors, LLC - Portfolio Stock Holdings
LifeGuide Financial Advisors, LLC disclosed 50 stock positions in a recent SEC 13F filing. $351,160,762 of stock holdings were filed, with the largest holdings including DFGR, SCHP, and IEF. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $562,932,363 and has 25 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
50Est. Stock Holding Value:
$351,160,762Top Stock Holdings By Sector
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Portfolio Stock Holdings - LifeGuide Financial Advisors, LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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% Change
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