Lifeguide Financial Advisors
$351M 13F equity value
51 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Lifeguide Financial Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DFGR | DIMENSIONAL ETF TRUST | 2,593,868 | $75M | 21.4% |
| SCHP | SCHWAB STRATEGIC TR | 2,072,506 | $55M | 15.6% |
| IEF | ISHARES TR | 506,239 | $48M | 13.6% |
| DFAC | DIMENSIONAL ETF TRUST | 777,969 | $35M | 9.8% |
| ESGV | VANGUARD WORLD FD | 161,663 | $21M | 6.1% |
| VTI | VANGUARD INDEX FDS | 51,724 | $19M | 5.5% |
| DFIC | DIMENSIONAL ETF TRUST | 497,486 | $19M | 5.3% |
| VSGX | VANGUARD WORLD FD | 200,730 | $17M | 4.7% |
| VEA | VANGUARD TAX-MANAGED FDS | 118,423 | $8M | 2.4% |
| DFEM | DIMENSIONAL ETF TRUST | 165,470 | $7M | 1.9% |
Track Lifeguide Financial Advisors's 13F portfolio: $351M in reported holdings, 51 positions. Top holdings and quarterly changes on SentiSense.
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