LifeGuide Financial Advisors, LLC
All 13F Filings
- Location
- Mechanicsburg, PA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 301,389
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/5/2026 | 47 | 301,389 | 13F-HR | LifeGuide Financial Advisors, LLC |
| Q3 2025 | 10/20/2025 | 48 | 271,554 | 13F-HR | LifeGuide Financial Advisors, LLC |
| Q2 2025 | 7/17/2025 | 48 | 270,934 | 13F-HR | LifeGuide Financial Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 204.2 K | 67.8% | 21.63 K | 0 | 21.63 K |
| ETFs | 97.16 K | 32.2% | 8.209 K | 0 | 8.209 K |
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Fund Snapshot
Q4 2025
Latest filed
1/5/2026
Total value ($000)
301,389
Holdings
47
QoQ value change ($000)
29,835
(11.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.