LifeGuide Financial Advisors, LLC

Q4 2025 13F-HR Holdings

Location
Mechanicsburg, PA
Holdings as of
12/31/2025
Date filed
1/5/2026
Form type
13F-HR
Num holdings
47
Total value ($000)
$301,389
Net value change ($000)
+29,835 (11.0%)
New positions
4
Sold out positions
5
Turnover %
3.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/20/2025 Next filing: 4/8/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFGR 4,862 8.2%
DFAC 4,345 19.4%
SCHP 3,952 8.8%
IEF 3,842 10.0%
PTL 2,420 NEW
VGSH 2,405 NEW
DFIC 2,275 17.3%
ESGV 2,170 13.8%
AAPL 1,698 221.1%
PRXG 1,671 50.2%
Top Reduces (Value $000, Stocks/ETFs)
SHY -2,149 -100.0%
BIBL -1,964 -89.6%
SPXL -769 -71.9%
TMF -706 -73.0%
DRN -608 -70.4%
EURL -583 -100.0%
VT -477 -100.0%
MSFT -259 -40.4%
EDC -258 -100.0%
TNA -209 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type