Safeguard Investment Advisory Group, LLC

CIK 0001846711 • 6 13F filings • May 15, 2025 – Aug 13, 2026

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Filer information

Filed by: Safeguard Investment Advisory Group, LLC, Chief Compliance Officer
Address: 4160 Temescal Canyon Road, Suite 307, Corona, CA, 92883
Phone: 877-213-7233
AUM: $390.9M

AUM over time

$433.1M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $368.0M141 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$564K	0.2%	2,682 SH
ADVANCED MICRO DEVICES INC	COM	$611K	0.2%	5,945 SH
AFLAC INC	COM	$271K	0.1%	2,430 SH
ALPHABET INC	CAP STK CL A	$1.7M	0.5%	11,110 SH
ALPHABET INC	CAP STK CL C	$723K	0.2%	4,629 SH
ALTRIA GROUP INC	COM	$453K	0.1%	7,540 SH
AMAZON COM INC	COM	$3.9M	1.1%	20,654 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$538K	0.1%	6,169 SH
AMERICAN ELEC PWR CO INC	COM	$266K	0.1%	2,435 SH
APPLE INC	COM	$9.4M	2.5%	42,143 SH
ARK ETF TR	INNOVATION ETF	$431K	0.1%	9,065 SH
AT&T INC	COM	$2.1M	0.6%	74,092 SH
BANK AMERICA CORP	COM	$1.7M	0.5%	40,249 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.5M	0.4%	2,869 SH
BOEING CO	COM	$695K	0.2%	4,074 SH
BP PRUDHOE BAY RTY TR	UNIT BEN INT	$9K	0.0%	15,607 SH
BROADCOM INC	COM	$2.2M	0.6%	12,997 SH
CHEVRON CORP NEW	COM	$986K	0.3%	5,884 SH
CISCO SYS INC	COM	$599K	0.2%	9,693 SH
CITIGROUP INC	COM NEW	$246K	0.1%	3,458 SH
CONOCOPHILLIPS	COM	$221K	0.1%	2,104 SH
COSTCO WHSL CORP NEW	COM	$1.8M	0.5%	1,853 SH
CSX CORP	COM	$270K	0.1%	9,164 SH
DBX ETF TR	XTRACK MSCI EAFE	$261K	0.1%	6,024 SH
DEERE & CO	COM	$247K	0.1%	525 SH
DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$5.0M	1.3%	117,954 SH
DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$905K	0.2%	19,026 SH
DIMENSIONAL ETF TRUST	SHORT DURATION F	$1.6M	0.4%	33,452 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$84.5M	23.0%	2,562,041 SH
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$1.4M	0.4%	23,286 SH
DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$48.1M	13.1%	1,450,615 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$384K	0.1%	6,430 SH
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$21.1M	5.7%	750,368 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$952K	0.3%	18,499 SH
DIMENSIONAL ETF TRUST	WORLD EQUITY ETF	$250K	0.1%	4,081 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$897K	0.2%	34,243 SH
DISNEY WALT CO	COM	$848K	0.2%	8,592 SH
DUKE ENERGY CORP NEW	COM NEW	$217K	0.1%	1,780 SH
EATON CORP PLC	SHS	$313K	0.1%	1,152 SH
ELI LILLY & CO	COM	$2.3M	0.6%	2,732 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$229K	0.1%	12,326 SH
ETFS GOLD TR	PHYSCL GOLD SHS	$692K	0.2%	23,191 SH
EXELON CORP	COM	$230K	0.1%	4,978 SH
EXXON MOBIL CORP	COM	$1.3M	0.4%	10,961 SH
FORD MTR CO	COM	$114K	0.0%	11,328 SH
FRANKLIN BSP RLTY TR INC	COMMON STOCK	$166K	0.0%	13,041 SH
GABELLI EQUITY TR INC	COM	$79K	0.0%	14,273 SH
GE AEROSPACE	COM NEW	$300K	0.1%	1,500 SH
GOLDMAN SACHS GROUP INC	COM	$333K	0.1%	607 SH
GRAYSCALE BITCOIN TRUST ETF	SHS REP COM UT	$488K	0.1%	7,482 SH
HOME DEPOT INC	COM	$1.0M	0.3%	2,739 SH
HONEYWELL INTL INC	COM	$314K	0.1%	1,482 SH
HSBC HLDGS PLC	SPON ADR NEW	$262K	0.1%	4,558 SH
IDEX CORP	COM	$213K	0.1%	1,173 SH
INTERCONTINENTAL EXCHANGE IN	COM	$288K	0.1%	1,669 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$4.9M	1.3%	25,378 SH
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$209K	0.1%	2,795 SH
INVESCO QQQ TR	UNIT SER 1	$42.1M	11.5%	89,851 SH
ISHARES INC	MSCI GBL MIN VOL	$218K	0.1%	1,874 SH
ISHARES TR	CALIF MUN BD ETF	$1.0M	0.3%	18,059 SH
ISHARES TR	CORE LT USDB ETF	$1.2M	0.3%	23,153 SH
ISHARES TR	CORE S&P500 ETF	$878K	0.2%	1,561 SH
ISHARES TR	EXPND TEC SC ETF	$435K	0.1%	4,802 SH
ISHARES TR	ISHARES SEMICDTR	$1.0M	0.3%	5,387 SH
ISHARES TR	MORTGE REL ETF	$201K	0.1%	8,943 SH
ISHARES TR	MSCI USA MIN VOL	$1.8M	0.5%	19,230 SH
ISHARES TR	RUS 1000 GRW ETF	$491K	0.1%	1,361 SH
ISHARES TR	RUS MD CP GR ETF	$226K	0.1%	1,921 SH
ISHARES TR	RUS MDCP VAL ETF	$210K	0.1%	1,668 SH
ISHARES TR	RUS TP200 GR ETF	$692K	0.2%	3,280 SH
ISHARES TR	S&P 500 VAL ETF	$339K	0.1%	1,777 SH
ISHARES TR	TIPS BD ETF	$697K	0.2%	6,270 SH
ISHARES TR	U.S. MED DVC ETF	$7.6M	2.1%	125,540 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$300K	0.1%	5,253 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$381K	0.1%	7,364 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$738K	0.2%	14,567 SH
JANUS DETROIT STR TR	HENDRSN SHRT ETF	$228K	0.1%	4,631 SH
JEFFERIES FINL GROUP INC	COM	$2.1M	0.6%	39,437 SH
JOHNSON & JOHNSON	COM	$551K	0.1%	3,312 SH
JPMORGAN CHASE & CO.	COM	$1.0M	0.3%	4,259 SH
L3HARRIS TECHNOLOGIES INC	COM	$315K	0.1%	1,504 SH
MASTERCARD INCORPORATED	CL A	$512K	0.1%	933 SH
MCDONALDS CORP	COM	$476K	0.1%	1,519 SH
MERCK & CO INC	COM	$297K	0.1%	3,302 SH
META PLATFORMS INC	CL A	$1.7M	0.5%	3,018 SH
MICRON TECHNOLOGY INC	COM	$496K	0.1%	5,707 SH
MICROSOFT CORP	COM	$4.6M	1.2%	12,131 SH
MILESTONE PHARMACEUTICALS IN	COM	$20K	0.0%	25,044 SH
NETFLIX INC	COM	$1.5M	0.4%	1,651 SH
NOKIA CORP	SPONSORED ADR	$64K	0.0%	12,112 SH
NVIDIA CORPORATION	COM	$4.0M	1.1%	36,685 SH
ORACLE CORP	COM	$240K	0.1%	1,717 SH
PALANTIR TECHNOLOGIES INC	CL A	$535K	0.1%	6,339 SH
PEPSICO INC	COM	$338K	0.1%	2,246 SH
PFIZER INC	COM	$200K	0.1%	7,895 SH
PROCTER AND GAMBLE CO	COM	$933K	0.3%	5,467 SH
PROSHARES TR	ULTRAPRO QQQ	$237K	0.1%	4,137 SH
QUALCOMM INC	COM	$423K	0.1%	2,755 SH
ROCKWELL AUTOMATION INC	COM	$305K	0.1%	1,182 SH
RTX CORPORATION	COM	$242K	0.1%	1,830 SH
S&P GLOBAL INC	COM	$215K	0.1%	421 SH
SALESFORCE INC	COM	$432K	0.1%	1,610 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$3.5M	1.0%	126,430 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$335K	0.1%	3,943 SH
SELECT SECTOR SPDR TR	ENERGY	$364K	0.1%	3,894 SH
SELECT SECTOR SPDR TR	FINANCIAL	$283K	0.1%	5,677 SH
SEMPRA	COM	$688K	0.2%	9,635 SH
SILA REALTY TRUST INC	COMMON STOCK	$321K	0.1%	12,023 SH
SKYWORKS SOLUTIONS INC	COM	$971K	0.3%	15,019 SH
SPDR GOLD TR	GOLD SHS	$546K	0.1%	1,896 SH
SPDR S&P 500 ETF TR	TR UNIT	$33.8M	9.2%	60,322 SH
SPDR SER TR	PORTFOLIO S&P500	$342K	0.1%	5,199 SH
SPDR SER TR	S&P 400 MDCP GRW	$292K	0.1%	3,676 SH
SUBURBAN PROPANE PARTNERS L	UNIT LTD PARTN	$206K	0.1%	9,796 SH
T-MOBILE US INC	COM	$302K	0.1%	1,130 SH
TESLA INC	COM	$1.8M	0.5%	6,922 SH
TEVA PHARMACEUTICAL INDS LTD	SPONSORED ADS	$213K	0.1%	13,863 SH
THERMO FISHER SCIENTIFIC INC	COM	$357K	0.1%	717 SH
TJX COS INC NEW	COM	$248K	0.1%	2,035 SH
TORO CO	COM	$284K	0.1%	3,910 SH
UNION PAC CORP	COM	$235K	0.1%	993 SH
UNITEDHEALTH GROUP INC	COM	$1.6M	0.4%	3,077 SH
VANGUARD ADMIRAL FDS INC	MIDCP 400 GRTH	$268K	0.1%	2,600 SH
VANGUARD INDEX FDS	GROWTH ETF	$298K	0.1%	803 SH
VANGUARD INDEX FDS	MID CAP ETF	$273K	0.1%	1,055 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$7.0M	1.9%	13,564 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$509K	0.1%	1,851 SH
VANGUARD INDEX FDS	VALUE ETF	$458K	0.1%	2,652 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$3.6M	1.0%	18,501 SH
VANGUARD WORLD FD	CONSUM STP ETF	$1.1M	0.3%	4,837 SH
VANGUARD WORLD FD	FINANCIALS ETF	$727K	0.2%	6,085 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$7.2M	1.9%	27,002 SH
VANGUARD WORLD FD	INF TECH ETF	$1.4M	0.4%	2,637 SH
VERIZON COMMUNICATIONS INC	COM	$376K	0.1%	8,275 SH
VISA INC	COM CL A	$1.2M	0.3%	3,558 SH
WALMART INC	COM	$741K	0.2%	8,444 SH
WARNER BROS DISCOVERY INC	COM SER A	$123K	0.0%	11,446 SH
WELLS FARGO CO NEW	COM	$568K	0.2%	7,904 SH
WELLTOWER INC	COM	$400K	0.1%	2,612 SH
WISDOMTREE TR	FLOATNG RAT TREA	$648K	0.2%	12,881 SH
XCEL ENERGY INC	COM	$444K	0.1%	6,265 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 13, 2026	Q4 2025	13F-HR	0001172661-26-000736	$390.9M	View
Nov 13, 2025	Q3 2025	13F-HR	0001172661-25-004779	$403.1M	View
Aug 13, 2026	Q2 2026