LifeGuide Financial Advisors, LLC
LifeGuide Financial Advisors, LLC reported 47 holdings worth US$351M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 9, 2026
LifeGuide Financial Advisors, LLC reported 47 holdings worth US$351M as of Jun 30, 2026. Largest: Apple Inc, International Business Machines Corporation and Exxon Mobil Corporation. Filed Jul 9, 2026 (Form 13F).
- Holdings
- 47
- Value as reported
- US$351M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 8,617 | US$2.49M | 0.71% |
| International Business Machines Corporation | 4,956 | US$1.39M | 0.40% |
| Exxon Mobil Corporation | 6,385 | US$873K | 0.25% |
| Mccormick & Company, Incorporated | 16,919 | US$853K | 0.24% |
| Walmart Inc. | 6,171 | US$699K | 0.20% |
| Burke & Herbert Financial Services Corp. | 7,540 | US$542K | 0.15% |
| The Hershey Company | 2,698 | US$473K | 0.13% |
| United Parcel Service, Inc. | 4,173 | US$449K | 0.13% |
| Caterpillar, Inc. | 382 | US$406K | 0.12% |
| Amazon.com, Inc. | 1,642 | US$391K | 0.11% |
| Pnc Financial Services Group, Inc. (the) | 1,524 | US$375K | 0.11% |
| Ppl Corporation | 9,024 | US$328K | 0.09% |
| Mcdonald's Corporation | 1,200 | US$324K | 0.09% |
| Microsoft Corp. | 832 | US$310K | 0.09% |
| Meta Platforms, Inc. | 492 | US$277K | 0.08% |
| Johnson & Johnson | 910 | US$231K | 0.07% |
| Berkshire Hathaway Inc. | 450 | US$225K | 0.06% |
| Cummins Inc. | 306 | US$218K | 0.06% |
| Home Depot, Inc. (the) | 573 | US$202K | 0.06% |
| S&p Global Inc. | 0 | US$0 | 0.00% |