Life Guide Financial Advisors, LLC Portfolio Holdings

Life Guide Financial Advisors, LLC

  • $205 Million
  • Q2 2025

Life Guide Financial Advisors, LLC has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $205 Million distributed in 48 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Us Tips ETF with a value of $44.8M, Ishares Barclays with a value of $38.5M, Dimensional ETF Tr U S Core Eq with a value of $22.1M, Vanguard World Fd Esg U.S. Sto with a value of $15.8M, and Vanguard Total Stock Market Et with a value of $15.3M.

Examining the 13F form we can see an increase of $16M in the current position value, from $189M to 205M.

Below you can find more details about Life Guide Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $205 Million
ETFs: $197 Million
Technology: $2.31 Million
Consumer Defensive: $2.18 Million
Financial Services: $712,000
Consumer Cyclical: $677,000
Energy: $668,000
Industrials: $496,000
Healthcare: $309,000
Other: $603,000

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$17.3B
$1.25 Million 0.61% of portfolio
16,430
Q2 2025 Added 0.6%
$25.9B
$483,000 0.24% of portfolio
2,914
Q2 2025 Added 19.82%
$63.8B
$496,000 0.24% of portfolio
4,920
Q2 2025 Added 15.2%
$27.2B
$297,000 0.15% of portfolio
8,788
Q2 2025 Added 45.67%
$77.3B
$282,000 0.14% of portfolio
1,517
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $205 Million
  • Prior Value $189 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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