LifeGuide Financial Advisors, LLC

13F filer · CIK 0001908585

Reported Jul 9, 2026

Net buyer this quarter

13F portfolio value$351MU.S. long equity reported on 13F

Positions234 new · 2 closed

Net flow last quarter+$1.32MBuys minus sells

Top 10 positions weight4.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 9, 202623 positions
PRXGPernix Group, Inc.	$5.78M	1.65%	1.50%	+2.0%	Q2 2025
AAPLApple Inc.	$2.49M	0.71%	0.00%	+0.2%	Q3 2023
IBMInternational Business Machines Corp	$1.39M	0.40%	0.00%	Not reported	Q4 2021
SPYSPDR S&P 500 ETF Trust	$1.15M	0.33%	Not reported	+13.3%	Q4 2021
XOMExxonMobil Holdings Corp	$873K	0.25%	0.00%	+0.7%	Q1 2023
MKCMccormick & Co Inc	$853K	0.24%	Not reported	+0.9%	Q2 2024
WMTWalmart Inc.	$699K	0.20%	0.00%	-0.8%	Q2 2025
GLDSPDR Gold Trust	$665K	0.19%	0.00%	Not reported	Q2 2023
BHRBBurke & Herbert Financial Services Corp.	$542K	0.15%	0.04%	New	Q2 2026
HSYHershey Co	$473K	0.13%	0.00%	+0.8%	Q4 2021
UPSUnited Parcel Service Inc	$449K	0.13%	0.00%	-5.6%	Q4 2021
CATCaterpillar Inc	$406K	0.12%	0.00%	New	Q2 2026
AMZNAmazon Com Inc	$391K	0.11%	0.00%	+6.1%	Q2 2025
PNCPNC Financial Services Group, Inc.	$375K	0.11%	0.00%	+0.5%	Q2 2025
PPLPPL Corp	$328K	0.09%	0.00%	-1.2%	Q4 2021
MCDMcdonalds Corp	$324K	0.09%	0.00%	Not reported	Q1 2023
MSFTMicrosoft Corp	$310K	0.09%	0.00%	+3.0%	Q1 2023
METAMeta Platforms, Inc.	$277K	0.08%	Not reported	+4.0%	Q1 2024
AZNAstrazeneca PLC	$252K	0.07%	Not reported	Not reported	Q4 2023
JNJJohnson & Johnson	$231K	0.07%	0.00%	+0.1%	Q1 2026
BRK.BBerkshire Hathaway Inc	$225K	0.06%	Not reported	Not reported	Q2 2025
CMICummins Inc	$218K	0.06%	0.00%	New	Q2 2026
HDHome Depot, Inc.	$202K	0.06%	0.00%	-7.6%	Q4 2025
Q1 2026Reported Apr 9, 202621 positions
PRXGPernix Group, Inc.	$4.77M	1.53%	1.47%	+5.8%	Q2 2025
AAPLApple Inc.	$2.18M	0.70%	0.00%	-5.5%	Q3 2023
IBMInternational Business Machines Corp	$1.2M	0.38%	0.00%	Not reported	Q4 2021
XOMExxonMobil Holdings Corp	$1.08M	0.34%	0.00%	+0.7%	Q1 2023
SPYSPDR S&P 500 ETF Trust	$885K	0.28%	Not reported	Not reported	Q4 2021
MKCMccormick & Co Inc	$845K	0.27%	Not reported	+0.7%	Q2 2024
GLDSPDR Gold Trust	$777K	0.25%	0.00%	Not reported	Q2 2023
WMTWalmart Inc.	$773K	0.25%	0.00%	-0.9%	Q2 2025
HSYHershey Co	$557K	0.18%	0.00%	+0.1%	Q4 2021
UPSUnited Parcel Service Inc	$435K	0.14%	0.00%	-6.4%	Q4 2021
MCDMcdonalds Corp	$373K	0.12%	0.00%	-0.8%	Q1 2023
PPLPPL Corp	$349K	0.11%	0.00%	Not reported	Q4 2021
AMZNAmazon Com Inc	$322K	0.10%	0.00%	-2.5%	Q2 2025
PNCPNC Financial Services Group, Inc.	$316K	0.10%	0.00%	-0.2%	Q2 2025
MSFTMicrosoft Corp	$299K	0.10%	0.00%	Not reported	Q1 2023
METAMeta Platforms, Inc.	$271K	0.09%	Not reported	+14.0%	Q1 2024
JNJJohnson & Johnson	$222K	0.07%	0.00%	New	Q1 2026
BRK.BBerkshire Hathaway Inc	$216K	0.07%	Not reported	Not reported	Q2 2025
SPGIS&P Global Inc.	$204K	0.07%	0.00%	Not reported	Q4 2025
HDHome Depot, Inc.	$204K	0.07%	0.00%	+0.2%	Q4 2025
LNKBLINKBANCORP, Inc.	$168K	0.05%	0.05%	-37.8%	Q3 2022
Q4 2025Reported Jan 5, 202621 positions
PRXGPernix Group, Inc.	$5M	1.66%	1.39%	+34.2%	Q2 2025
AAPLApple Inc.	$2.47M	0.82%	0.00%	+146.4%	Q3 2023
IBMInternational Business Machines Corp	$1.44M	0.48%	0.00%	+60.5%	Q4 2021
MKCMccormick & Co Inc	$1.12M	0.37%	Not reported	+1.3%	Q2 2024
SPYSPDR S&P 500 ETF Trust	$930K	0.31%	Not reported	-7.0%	Q4 2021
XOMExxonMobil Holdings Corp	$773K	0.26%	0.00%	+1.7%	Q1 2023
GLDSPDR Gold Trust	$719K	0.24%	0.00%	-15.1%	Q2 2023
WMTWalmart Inc.	$708K	0.23%	0.00%	+36.3%	Q2 2025
HSYHershey Co	$488K	0.16%	0.00%	-8.2%	Q4 2021
UPSUnited Parcel Service Inc	$477K	0.16%	0.00%	-4.0%	Q4 2021
AZNAstrazeneca PLC	$406K	0.13%	Not reported	+0.2%	Q4 2023
MSFTMicrosoft Corp	$382K	0.13%	0.00%	-38.0%	Q1 2023
MCDMcdonalds Corp	$367K	0.12%	0.00%	+11.4%	Q1 2023
AMZNAmazon Com Inc	$360K	0.12%	0.00%	-3.2%	Q2 2025
PNCPNC Financial Services Group, Inc.	$321K	0.11%	0.00%	+0.2%	Q2 2025
PPLPPL Corp	$321K	0.11%	0.00%	+4.0%	Q4 2021
METAMeta Platforms, Inc.	$270K	0.09%	Not reported	Not reported	Q1 2024
LNKBLINKBANCORP, Inc.	$266K	0.09%	0.09%	+35.9%	Q3 2022
SPGIS&P Global Inc.	$246K	0.08%	0.00%	New	Q4 2025
BRK.BBerkshire Hathaway Inc	$224K	0.07%	Not reported	-14.6%	Q2 2025
HDHome Depot, Inc.	$214K	0.07%	0.00%	New	Q4 2025
Q3 2025Reported Oct 20, 202519 positions
PRXGPernix Group, Inc.	$3.33M	1.22%	1.03%	+0.7%	Q2 2025
MKCMccormick & Co Inc	$1.27M	0.47%	Not reported	Not reported	Q2 2024
SPYSPDR S&P 500 ETF Trust	$904K	0.33%	Not reported	Not reported	Q4 2021
IBMInternational Business Machines Corp	$899K	0.33%	0.00%	Not reported	Q4 2021
AAPLApple Inc.	$768K	0.28%	0.00%	Not reported	Q3 2023
XOMExxonMobil Holdings Corp	$677K	0.25%	0.00%	Not reported	Q1 2023
GLDSPDR Gold Trust	$654K	0.24%	0.00%	Not reported	Q2 2023
MSFTMicrosoft Corp	$641K	0.24%	0.00%	Not reported	Q1 2023
UPSUnited Parcel Service Inc	$514K	0.19%	0.00%	Not reported	Q4 2021
HSYHershey Co	$512K	0.19%	0.00%	Not reported	Q4 2021
WMTWalmart Inc.	$453K	0.17%	0.00%	Not reported	Q2 2025
AMZNAmazon Com Inc	$362K	0.13%	0.00%	Not reported	Q2 2025
MCDMcdonalds Corp	$323K	0.12%	0.00%	Not reported	Q1 2023
AZNAstrazeneca PLC	$316K	0.12%	Not reported	Not reported	Q4 2023
PPLPPL Corp	$299K	0.11%	0.00%	Not reported	Q4 2021
METAMeta Platforms, Inc.	$298K	0.11%	Not reported	Not reported	Q1 2024
PNCPNC Financial Services Group, Inc.	$292K	0.11%	0.00%	Not reported	Q2 2025
BRK.BBerkshire Hathaway Inc	$258K	0.10%	Not reported	Not reported	Q2 2025
LNKBLINKBANCORP, Inc.	$179K	0.07%	0.06%	Not reported	Q3 2022

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