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: $400.6M144 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$375K	0.1%Prev: 0.1%	2,019 SH	Increased+318 SH
ADVANCED MICRO DEVICES INC	COM	$709K	0.2%Prev: 0.3%	4,993 SH	Decreased+343 SH
ALPHABET INC	CAP STK CL A	$1.6M	0.4%Prev: 0.7%	9,235 SH	Decreased+293 SH
ALPHABET INC	CAP STK CL C	$819K	0.2%Prev: 0.4%	4,618 SH	Decreased+195 SH
ALTRIA GROUP INC	COM	$458K	0.1%Prev: 0.2%	7,820 SH	Decreased-1,917 SH
AMAZON COM INC	COM	$4.2M	1.1%Prev: 1.0%	19,317 SH	Increased+1,792 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$579K	0.1%	6,356 SH	New
AMERICAN ELEC PWR CO INC	COM	$256K	0.1%Prev: 0.1%	2,472 SH	Decreased-149 SH
APPLE INC	COM	$8.4M	2.1%Prev: 2.8%	40,829 SH	Decreased+1,220 SH
ARK ETF TR	INNOVATION ETF	$544K	0.1%Prev: 0.1%	7,736 SH	Increased+1,734 SH
AT&T INC	COM	$2.1M	0.5%Prev: 0.5%	72,286 SH	Increased+4,513 SH
BANK AMERICA CORP	COM	$1.9M	0.5%Prev: 0.5%	40,676 SH	Increased+1,430 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.4M	0.3%Prev: 0.4%	2,842 SH	Increased+167 SH
BOEING CO	COM	$903K	0.2%Prev: 0.2%	4,310 SH	Increased-38 SH
BP PRUDHOE BAY RTY TR	UNIT BEN INT	$8K	0.0%	15,607 SH	New
BROADCOM INC	COM	$3.2M	0.8%Prev: 1.4%	11,776 SH	Decreased-4,659 SH
CATERPILLAR INC	COM	$246K	0.1%Prev: 0.1%	636 SH	Decreased+141 SH
CHEVRON CORP NEW	COM	$841K	0.2%	5,876 SH	New
CISCO SYS INC	COM	$532K	0.1%Prev: 0.1%	7,666 SH	Increased+1,628 SH
CONOCOPHILLIPS	COM	$204K	0.1%Prev: 0.1%	2,277 SH	Decreased+129 SH
COSTCO WHSL CORP NEW	COM	$1.7M	0.4%	1,729 SH	New
CSX CORP	COM	$230K	0.1%	7,038 SH	New
DBX ETF TR	XTRACK MSCI EAFE	$268K	0.1%Prev: 0.1%	6,117 SH	Decreased+90 SH
DEERE & CO	COM	$268K	0.1%Prev: 0.1%	527 SH	Decreased-5 SH
DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$5.0M	1.2%Prev: 1.2%	117,765 SH	Increased+13,788 SH
DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$958K	0.2%Prev: 0.2%	20,202 SH	Increased+1,779 SH
DIMENSIONAL ETF TRUST	SHORT DURATION F	$1.6M	0.4%Prev: 0.3%	33,431 SH	Increased+9,636 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$89.1M	22.2%Prev: 21.7%	2,486,567 SH	Increased+463,981 SH
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$1.4M	0.3%Prev: 0.2%	20,803 SH	Increased+8,858 SH
DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$50.2M	12.5%Prev: 12.5%	1,412,396 SH	Increased+182,136 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$320K	0.1%Prev: 0.1%	5,015 SH	Increased+1,953 SH
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$21.9M	5.5%Prev: 5.9%	744,787 SH	Increased+133,525 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$919K	0.2%Prev: 0.2%	17,033 SH	Increased+4,474 SH
DIMENSIONAL ETF TRUST	WORLD EQUITY ETF	$206K	0.1%	3,070 SH	New
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$885K	0.2%Prev: 0.2%	30,127 SH	Decreased+3,770 SH
DISNEY WALT CO	COM	$713K	0.2%Prev: 0.2%	5,749 SH	Increased-156 SH
DUKE ENERGY CORP NEW	COM NEW	$212K	0.1%Prev: 0.1%	1,799 SH	Decreased
EATON CORP PLC	SHS	$364K	0.1%Prev: 0.1%	1,021 SH	Increased+367 SH
ELI LILLY & CO	COM	$1.9M	0.5%Prev: 0.7%	2,456 SH	Decreased-146 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$242K	0.1%Prev: 0.1%	13,347 SH	Decreased-842 SH
ETFS GOLD TR	PHYSCL GOLD SHS	$731K	0.2%Prev: 0.3%	23,191 SH	Decreased+2,318 SH
EXXON MOBIL CORP	COM	$1.0M	0.3%Prev: 0.4%	9,598 SH	Decreased+1,276 SH
FORD MTR CO	COM	$124K	0.0%Prev: 0.0%	11,394 SH	Decreased-1,185 SH
FRANKLIN BSP RLTY TR INC	COMMON STOCK	$135K	0.0%Prev: 0.0%	12,665 SH	Increased
GABELLI EQUITY TR INC	COM	$85K	0.0%Prev: 0.0%	14,590 SH	Increased+2,649 SH
GE AEROSPACE	COM NEW	$383K	0.1%Prev: 0.1%	1,487 SH	Decreased-50 SH
GOLDMAN SACHS GROUP INC	COM	$246K	0.1%Prev: 0.1%	347 SH	Decreased-59 SH
GRAYSCALE BITCOIN TRUST ETF	SHS REP COM UT	$601K	0.1%Prev: 0.1%	7,083 SH	Increased+1,907 SH
HOME DEPOT INC	COM	$894K	0.2%Prev: 0.2%	2,439 SH	Increased+744 SH
HONEYWELL INTL INC	COM	$406K	0.1%	1,745 SH	New
HOWMET AEROSPACE INC	COM	$207K	0.1%Prev: 0.1%	1,110 SH	Decreased-121 SH
HSBC HLDGS PLC	SPON ADR NEW	$283K	0.1%Prev: 0.1%	4,661 SH	Decreased+711 SH
INTERNATIONAL BUSINESS MACHS	COM	$455K	0.1%	1,544 SH	New
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$5.5M	1.4%Prev: 1.9%	24,355 SH	Decreased-3,886 SH
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$206K	0.1%Prev: 0.1%	2,830 SH	Decreased-864 SH
INVESCO QQQ TR	UNIT SER 1	$49.2M	12.3%Prev: 11.3%	89,205 SH	Increased+18,166 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$244K	0.1%	3,979 SH	New
ISHARES INC	MSCI GBL MIN VOL	$218K	0.1%Prev: 0.1%	1,838 SH	Increased+99 SH
ISHARES TR	CALIF MUN BD ETF	$907K	0.2%Prev: 0.1%	16,275 SH	Increased+10,912 SH
ISHARES TR	CORE DIV GRWTH	$601K	0.1%	9,393 SH	New
ISHARES TR	CORE LT USDB ETF	$1.1M	0.3%Prev: 0.2%	21,953 SH	Increased+6,760 SH
ISHARES TR	CORE MSCI EAFE	$204K	0.1%	2,443 SH	New
ISHARES TR	CORE S&P500 ETF	$962K	0.2%Prev: 0.3%	1,550 SH	Increased+163 SH
ISHARES TR	EXPND TEC SC ETF	$540K	0.1%Prev: 0.2%	4,804 SH	Decreased-3 SH
ISHARES TR	ISHARES SEMICDTR	$1.2M	0.3%Prev: 0.3%	5,045 SH	Decreased+1,220 SH
ISHARES TR	MSCI USA MIN VOL	$1.7M	0.4%Prev: 0.3%	17,795 SH	Increased+4,390 SH
ISHARES TR	MSCI USA QLT FCT	$257K	0.1%	1,407 SH	New
ISHARES TR	PFD AND INCM SEC	$207K	0.1%	6,757 SH	New
ISHARES TR	RUS 1000 GRW ETF	$578K	0.1%	1,361 SH	New
ISHARES TR	RUS MD CP GR ETF	$246K	0.1%	1,771 SH	New
ISHARES TR	RUS MDCP VAL ETF	$240K	0.1%	1,814 SH	New
ISHARES TR	RUS TP200 GR ETF	$832K	0.2%Prev: 0.1%	3,375 SH	Increased+1,478 SH
ISHARES TR	RUSSELL 2000 ETF	$243K	0.1%	1,126 SH	New
ISHARES TR	S&P 500 VAL ETF	$287K	0.1%	1,470 SH	New
ISHARES TR	TIPS BD ETF	$686K	0.2%Prev: 0.1%	6,235 SH	Increased+3,220 SH
ISHARES TR	U.S. MED DVC ETF	$7.7M	1.9%Prev: 1.5%	122,932 SH	Increased+21,815 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$733K	0.2%	12,893 SH	New
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$1.5M	0.4%	27,509 SH	New
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$2.6M	0.7%	51,518 SH	New
JANUS DETROIT STR TR	HENDRSN SHRT ETF	$984K	0.2%	19,991 SH	New
JEFFERIES FINL GROUP INC	COM	$2.2M	0.5%	39,437 SH	New
JOHNSON & JOHNSON	COM	$405K	0.1%Prev: 0.2%	2,654 SH	Decreased-643 SH
JPMORGAN CHASE & CO.	COM	$1.2M	0.3%	4,003 SH	New
L3HARRIS TECHNOLOGIES INC	COM	$377K	0.1%Prev: 0.1%	1,504 SH	Decreased-14 SH
MASTERCARD INCORPORATED	CL A	$438K	0.1%Prev: 0.2%	780 SH	Decreased-380 SH
MCDONALDS CORP	COM	$467K	0.1%Prev: 0.1%	1,598 SH	Increased+718 SH
META PLATFORMS INC	CL A	$2.0M	0.5%Prev: 0.4%	2,671 SH	Increased+27 SH
MICRON TECHNOLOGY INC	COM	$505K	0.1%Prev: 0.4%	4,101 SH	Decreased+148 SH
MICROSOFT CORP	COM	$5.0M	1.3%Prev: 0.9%	10,087 SH	Increased+1,562 SH
MILESTONE PHARMACEUTICALS IN	COM	$49K	0.0%Prev: 0.0%	25,044 SH	Increased
NETFLIX INC	COM	$2.1M	0.5%	1,579 SH	New
NVIDIA CORPORATION	COM	$5.2M	1.3%Prev: 1.4%	32,746 SH	Decreased+3,050 SH
ORACLE CORP	COM	$430K	0.1%Prev: 0.1%	1,969 SH	Increased+283 SH
PALANTIR TECHNOLOGIES INC	CL A	$1.1M	0.3%Prev: 0.3%	8,015 SH	Decreased+159 SH
PEPSICO INC	COM	$204K	0.1%Prev: 0.1%	1,547 SH	Decreased-30 SH
PROCTER AND GAMBLE CO	COM	$710K	0.2%	4,459 SH	New
PROSHARES TR	ULTRAPRO QQQ	$344K	0.1%Prev: 0.1%	4,140 SH	Increased-3,484 SH
QUALCOMM INC	COM	$416K	0.1%Prev: 0.1%	2,610 SH	Increased+736 SH
ROCKWELL AUTOMATION INC	COM	$394K	0.1%Prev: 0.1%	1,186 SH	Decreased-13 SH
RTX CORPORATION	COM	$292K	0.1%Prev: 0.1%	1,999 SH	Decreased-217 SH
SALESFORCE INC	COM	$360K	0.1%Prev: 0.1%	1,319 SH	Increased-133 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$3.2M	0.8%Prev: 1.7%	122,287 SH	Decreased-79,116 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$660K	0.2%Prev: 0.2%	22,590 SH	Increased+3,510 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$561K	0.1%Prev: 0.4%	3,889 SH	Decreased+653 SH
SELECT SECTOR SPDR TR	COMMUNICATION	$209K	0.1%	1,926 SH	New
SELECT SECTOR SPDR TR	ENERGY	$347K	0.1%	4,088 SH	New
SELECT SECTOR SPDR TR	FINANCIAL	$309K	0.1%	5,908 SH	New
SELECT SECTOR SPDR TR	SBI INT-UTILS	$275K	0.1%	3,367 SH	New
SEMPRA	COM	$488K	0.1%Prev: 0.2%	6,443 SH	Decreased-465 SH
SILA REALTY TRUST INC	COMMON STOCK	$287K	0.1%Prev: 0.1%	12,106 SH	Increased+1,320 SH
SKYWORKS SOLUTIONS INC	COM	$1.1M	0.3%	15,165 SH	New
SPDR GOLD TR	GOLD SHS	$546K	0.1%Prev: 0.2%	1,792 SH	Decreased-225 SH
SPDR S&P 500 ETF TR	TR UNIT	$38.3M	9.6%	61,956 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P500	$410K	0.1%	5,643 SH	New
SPDR SERIES TRUST	S&P 400 MDCP GRW	$287K	0.1%	3,304 SH	New
STARBUCKS CORP	COM	$208K	0.1%	2,273 SH	New
SUBURBAN PROPANE PARTNERS L	UNIT LTD PARTN	$202K	0.1%Prev: 0.1%	10,890 SH	Increased+732 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$372K	0.1%	1,643 SH	New
TESLA INC	COM	$2.1M	0.5%Prev: 0.5%	6,606 SH	Increased+1,572 SH
TEVA PHARMACEUTICAL INDS LTD	SPONSORED ADS	$243K	0.1%Prev: 0.1%	14,503 SH	Decreased+2,409 SH
TORO CO	COM	$230K	0.1%	3,248 SH	New
UNION PAC CORP	COM	$228K	0.1%Prev: 0.1%	989 SH	Increased+61 SH
UNITEDHEALTH GROUP INC	COM	$962K	0.2%Prev: 0.3%	3,083 SH	Decreased-712 SH
VANGUARD ADMIRAL FDS INC	MIDCP 400 GRTH	$294K	0.1%Prev: 0.1%	2,600 SH	Decreased
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$1.0M	0.3%Prev: 0.1%	13,623 SH	Increased+10,600 SH
VANGUARD INDEX FDS	GROWTH ETF	$333K	0.1%Prev: 0.1%	759 SH	Decreased-26 SH
VANGUARD INDEX FDS	MID CAP ETF	$295K	0.1%Prev: 0.1%	1,056 SH	Increased+348 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$8.5M	2.1%Prev: 2.0%	14,939 SH	Increased+2,694 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$665K	0.2%Prev: 0.2%	2,187 SH	Increased+351 SH
VANGUARD INDEX FDS	VALUE ETF	$469K	0.1%Prev: 0.1%	2,652 SH	Increased+423 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$3.8M	0.9%Prev: 1.0%	18,420 SH	Increased+1,626 SH
VANGUARD WORLD FD	CONSUM STP ETF	$1.1M	0.3%Prev: 0.4%	5,152 SH	Decreased-1,074 SH
VANGUARD WORLD FD	FINANCIALS ETF	$780K	0.2%Prev: 0.2%	6,126 SH	Increased+962 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$6.7M	1.7%Prev: 1.7%	26,901 SH	Increased+4,383 SH
VANGUARD WORLD FD	INF TECH ETF	$1.8M	0.4%Prev: 0.2%	2,648 SH	Increased+1,863 SH
VERIZON COMMUNICATIONS INC	COM	$363K	0.1%Prev: 0.2%	8,391 SH	Decreased-6,052 SH
VISA INC	COM CL A	$1.1M	0.3%Prev: 0.2%	3,019 SH	Increased+228 SH
WALMART INC	COM	$930K	0.2%Prev: 0.2%	9,513 SH	Increased+3,235 SH
WARNER BROS DISCOVERY INC	COM SER A	$128K	0.0%Prev: 0.1%	11,201 SH	Decreased+1,371 SH
WELLS FARGO CO NEW	COM	$607K	0.2%	7,576 SH	New
WELLTOWER INC	COM	$403K	0.1%	2,624 SH	New
WESTERN DIGITAL CORP	COM	$312K	0.1%Prev: 0.2%	4,882 SH	Decreased+2,302 SH
WISDOMTREE TR	FLOATNG RAT TREA	$2.0M	0.5%	39,445 SH	New
XCEL ENERGY INC	COM	$427K	0.1%Prev: 0.1%	6,265 SH	Decreased-107 SH

Sold (vs prior filing)

APPLIED MATLS INC — $340K
BLUEROCK PVT REAL ESTATE FD — $171K
CHEVRON CORPORATION — $996K
CORNING INC — $235K
COSTCO WHOLESALE CORPORATION — $1.7M
DIMENSIONAL ETF TRUST — $301K
GABELLI EQUITY TR INC — $82
GE VERNOVA INC — $275K
ISHARES GOLD TR — $268K
ISHARES SILVER TR — $333K
ISHARES TR — $1.6M
JEFFERIES FINANCIAL GROUP IN — $1.6M
JPMORGAN CHASE & CO — $1.1M
LAM RESEARCH CORP — $217K
LOCKHEED MARTIN CORP — $367K
MERCK & CO INC — $280K
NETFLIX INC. — $658K
NEXTERA ENERGY INC — $216K
ONEOK INC NEW — $227K
PACKAGING CORP AMER — $212K
… and 19 more

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