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Portfolio (Quarterly) Guide ↗

LifeGuide Financial Advisors, LLC

· CIK 0001908585
13F Portfolio $313M AUM 46 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1 New 19 Added 12 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 ASTRAZENECA PLC 4,436 $406K 0.14% SOLD
2 BIBL NORTHERN LTS FD TR IV 4,967 $228K 0.08% SOLD
Sector Allocation
Technology 32.1%
Financial Services 20.5%
Consumer Defensive 19.0%
Energy 9.4%
Consumer Cyclical 7.8%
Industrials 3.8%
Utilities 3.0%
Communication Services 2.4%
Healthcare 1.9%