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Portfolio (Quarterly) Guide ↗

LifeGuide Financial Advisors, LLC

· CIK 0001908585
13F Portfolio $351M AUM 47 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 5 New 24 Added 8 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 SPXL DIREXION SHARES ETF TRUST 1,460 $270K 0.09% SOLD
2 TMF DIREXION SHARES ETF TRUST 6,315 $228K 0.07% SOLD
3 SPGI S&P GLOBAL INC Financial Services 480 $204K 0.07% SOLD
4 LNKB LINKBANCORP INC Financial Services 20,185 $168K 0.05% SOLD
Sector Allocation
Technology 32.5%
Financial Services 21.2%
Consumer Defensive 15.7%
Industrials 8.3%
Consumer Cyclical 7.1%
Energy 6.8%
Healthcare 3.7%
Utilities 2.5%
Communication Services 2.1%