LifeGuide Financial Advisors, LLC
SEC Form 13F institutional filer · CIK 0001908585
13F-HR · 23 reported holdings · 2026-03-31
Reported long-US-equity value
$0.08B
Top-10 concentration
94.6%
LifeGuide Financial Advisors, LLC — $82.4M AUM allocation strategy
LifeGuide Financial Advisors, LLC files SEC Form 13F and reports $82.4M of long US equity value across 23 reported holdings for 2026-03-31.
Its largest sector bet is Financials 63.6%, followed by Information Technology 4.5% and Consumer Staples 2.7%.
The top 10 holdings account for 95% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
LifeGuide Financial Advisors, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$82.4M
total across 23 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
95% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$SCHW +104K sh · +$3.01M+$VTI +1.03K sh · −$434K+$MKC +119 sh · −$274K
Biggest trims (shares)
−$AAPL −501 sh · −$284K−$UPS −304 sh · −$42.4K−$VTWO −138 sh · −$9.34K
Exited to nil (held last quarter, gone now)
None this quarter
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Investment Banking & Brokerage62.7%—
- Technology Hardware, Storage & Peripherals2.7%—
- Packaged Foods & Meats1.7%—
- IT Consulting & Other Services1.5%—
- Integrated Oil & Gas1.3%—
- Consumer Staples Merchandise Retail0.9%—
- Financial Exchanges & Data0.6%—
- Air Freight & Logistics0.5%—
- Other holdings28.2%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $SCHW | Charles Schwab Corporation | 1.94M | $51.7M | +104K | 62.7% |
| $AAPL | Apple Inc | 8.6K | $2.18M | -501 | 2.6% |
| $IBM | International Business Machines Corporation | 4.96K | $1.2M | +0 | 1.5% |
| $XOM | ExxonMobil Holdings Corporation | 6.34K | $1.08M | +41 | 1.3% |
| $MKC | McCormick & Company Incorporated | 16.8K | $845K | +119 | 1.0% |
| $WMT | Walmart Inc | 6.22K | $773K | -56 | 0.9% |
| $HSY | The Hershey Company | 2.68K | $557K | +2 | 0.7% |
…and 16 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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