LifeGuide Financial Advisors, LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing the firm’s equity holdings as of September 30, 2026. The filing, signed by Chief Compliance Officer David Lutz, details a portfolio consisting of 45 distinct securities.
The largest holding in the portfolio is Apple Inc., with 9,339 shares. Other significant individual stock positions include Berkshire Hathaway Inc. Class B New with 452 shares, and Microsoft Corporation with 1,117 shares. The firm also holds substantial positions in Dimensional ETF Trust funds, specifically the Global Real Estate ETF with 2,726,735 shares and the US Core Equity 2 ETF with 807,700 shares.
A significant portion of the portfolio is allocated to Vanguard ETFs. The firm holds 4,886 shares of the Vanguard S&P 500 ETF Shares, 48,881 shares of the Vanguard Total Stock Market ETF, and 22,563,033 shares of the Schwab Strategic Trust U.S. TIPS ETF. Other notable ETF holdings include the Vanguard Emerging Markets Stock ETF, the Vanguard International Equity Index Fund FTSE Emerging Markets ETF, and the PPL Corp. common stock.
The filing indicates that all positions are held in a sole capacity with no shared voting or investment power.
