• 13F History

LifeGuide Financial Advisors, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 11, 2025
Value $
$245M
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 40 stock holdings with total value $245M as of Q1 2025. Top holdings included DFGR, SCHP, IEF, DFAC, and ESGV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 40 $245M +$65.8M -$56.8M +$9M DFGR, SCHP, IEF, DFAC, ESGV 13F-HR 4/11/2025, 10:22 AM
Q4 2024 42 $233M +$31.5M -$1.63M +$29.9M VNQ, SCHP, IEF, DFAC, ESGV 13F-HR 1/17/2025, 11:57 AM
Q3 2024 41 $234M +$12.2M -$1.47M +$10.7M VNQ, SCHP, IEF, DFAC, ESGV 13F-HR 10/7/2024, 09:56 AM
Q2 2024 41 $206M +$11.4M -$2.79M +$8.6M VNQ, SCHP, IEF, DFAC, ESGV 13F-HR 8/1/2024, 06:49 PM
Q1 2024 41 $199M +$12M -$6.23M +$5.81M VNQ, SCHP, IEF, DFAC, VTI 13F-HR 4/18/2024, 12:16 PM
Q4 2023 43 $189M +$8.08M -$19.2M -$11.1M VNQ, SCHP, IEF, DFAC, VTI 13F-HR 1/22/2024, 08:55 AM
Q3 2023 37 $171M +$35.9M -$474K +$35.4M VNQ, SCHP, IEF, DFAC, VTI 13F-HR 10/25/2023, 09:05 AM
Q2 2023 35 $148M +$23.3M -$310K +$22.9M VNQ, SCHP, IEF, VTI, VEA 13F-HR 7/13/2023, 02:02 PM
Q1 2023 31 $124M +$9.34M -$2.03M +$7.31M VNQ, SCHP, IEF, VTI, VEA 13F-HR 4/20/2023, 12:38 PM
Q4 2022 30 $115M +$13.1M -$2.71M +$10.3M VNQ, SCHP, IEF, VTI, VEA Restatement 6/13/2023, 03:59 PM
Q3 2022 25 $101M +$4.63M -$127K +$4.5M VNQ, SCHP, IEF, VTI, VEA 13F-HR 10/17/2022, 06:00 PM
Q2 2022 25 $107M +$17.5M -$21.3M -$3.73M VNQ, SCHP, IEF, VTI, VEA 13F-HR 7/12/2022, 10:33 AM
Q1 2022 26 $127M +$18.8M -$14.4M +$4.41M VNQ, IEF, TIP, SCHP, VTI 13F-HR 4/29/2022, 03:19 PM
Q4 2021 24 $132M VNQ, TIP, IEF, VTI, SPXL 13F-HR 2/2/2022, 05:09 PM