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: $403.1M150 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$448K	0.1%Prev: 0.1%	1,935 SH	Increased+155 SH
ADVANCED MICRO DEVICES INC	COM	$840K	0.2%Prev: 0.6%	5,193 SH	Decreased+455 SH
AIM ETF PRODUCTS TRUST	ALLIANZIM US LRG	$215K	0.1%	6,983 SH	New
ALPHABET INC	CAP STK CL A	$2.0M	0.5%Prev: 0.8%	8,326 SH	Decreased-1,061 SH
ALPHABET INC	CAP STK CL C	$1.1M	0.3%Prev: 0.4%	4,665 SH	Decreased+149 SH
ALTRIA GROUP INC	COM	$610K	0.2%Prev: 0.2%	9,235 SH	Decreased-2,967 SH
AMAZON COM INC	COM	$3.8M	0.9%Prev: 1.0%	17,264 SH	Decreased-695 SH
AMERICAN ELEC PWR CO INC	COM	$299K	0.1%Prev: 0.1%	2,661 SH	Decreased-60 SH
APPLE INC	COM	$10.8M	2.7%Prev: 2.6%	42,571 SH	Decreased+3,884 SH
ARK ETF TR	INNOVATION ETF	$623K	0.2%Prev: 0.1%	7,213 SH	Increased+1,507 SH
ARK ETF TR	NEXT GNRTN INTER	$213K	0.1%	1,222 SH	New
AT&T INC	COM	$2.0M	0.5%Prev: 0.3%	71,627 SH	Increased+5,545 SH
BANK AMERICA CORP	COM	$2.1M	0.5%	39,993 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.4M	0.4%Prev: 0.3%	2,816 SH	Decreased-123 SH
BOEING CO	COM	$908K	0.2%Prev: 0.2%	4,208 SH	Decreased-416 SH
BROADCOM INC	COM	$3.8M	0.9%Prev: 1.4%	11,526 SH	Decreased-5,086 SH
CATERPILLAR INC	COM	$292K	0.1%Prev: 0.2%	611 SH	Decreased-42 SH
CHEVRON CORP NEW	COM	$704K	0.2%	4,532 SH	New
CISCO SYS INC	COM	$469K	0.1%Prev: 0.2%	6,851 SH	Decreased+583 SH
CONOCOPHILLIPS	COM	$215K	0.1%Prev: 0.1%	2,276 SH	Decreased-1,860 SH
COSTCO WHSL CORP NEW	COM	$1.6M	0.4%	1,689 SH	New
CSX CORP	COM	$222K	0.1%Prev: 0.1%	6,252 SH	Decreased+1,375 SH
DBX ETF TR	XTRACK MSCI EAFE	$284K	0.1%Prev: 0.1%	6,117 SH	Decreased+89 SH
DEERE & CO	COM	$244K	0.1%Prev: 0.1%	533 SH	Decreased+3 SH
DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$4.8M	1.2%	112,486 SH	New
DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$820K	0.2%Prev: 0.2%	17,100 SH	Decreased-2,597 SH
DIMENSIONAL ETF TRUST	SHORT DURATION F	$1.4M	0.3%	28,419 SH	New
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$88.5M	22.0%	2,294,491 SH	New
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$954K	0.2%	13,170 SH	New
DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$50.0M	12.4%	1,323,010 SH	New
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$239K	0.1%Prev: 5.3%	3,491 SH	Decreased-583,655 SH
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$22.0M	5.5%	690,490 SH	New
DIMENSIONAL ETF TRUST	US TARGETED VLU	$771K	0.2%Prev: 0.2%	13,249 SH	Decreased-692 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$949K	0.2%Prev: 0.2%	30,230 SH	Decreased+3,879 SH
DIREXION SHS ETF TR	DLY AAPL BULL 2X	$219K	0.1%	6,786 SH	New
DISNEY WALT CO	COM	$680K	0.2%Prev: 0.1%	5,935 SH	Increased+169 SH
DUKE ENERGY CORP NEW	COM NEW	$219K	0.1%Prev: 0.1%	1,766 SH	Decreased-74 SH
EATON CORP PLC	SHS	$263K	0.1%Prev: 0.1%	703 SH	Decreased-6 SH
ELI LILLY & CO	COM	$2.0M	0.5%Prev: 0.7%	2,588 SH	Decreased-43 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$226K	0.1%Prev: 0.1%	13,191 SH	Decreased-1,161 SH
ETFS GOLD TR	PHYSCL GOLD SHS	$819K	0.2%Prev: 0.2%	22,246 SH	Increased+1,373 SH
EXXON MOBIL CORP	COM	$1.1M	0.3%Prev: 0.1%	9,325 SH	Increased+6,475 SH
FORD MTR CO	COM	$171K	0.0%Prev: 0.0%	14,288 SH	Increased+2,085 SH
FRANKLIN BSP RLTY TR INC	COMMON STOCK	$138K	0.0%Prev: 0.0%	12,665 SH	Increased
GABELLI EQUITY TR INC	COM	$89K	0.0%Prev: 0.0%	14,589 SH	Increased+1,394 SH
GE AEROSPACE	COM NEW	$425K	0.1%Prev: 0.1%	1,414 SH	Decreased-120 SH
GOLDMAN SACHS GROUP INC	COM	$318K	0.1%Prev: 0.1%	399 SH	Decreased-11 SH
GRAYSCALE BITCOIN TRUST ETF	SHS REP COM UT	$565K	0.1%Prev: 0.1%	6,292 SH	Increased+1,235 SH
HOME DEPOT INC	COM	$915K	0.2%Prev: 0.2%	2,257 SH	Increased+47 SH
HONEYWELL INTL INC	COM	$335K	0.1%	1,589 SH	New
HOWMET AEROSPACE INC	COM	$233K	0.1%Prev: 0.1%	1,188 SH	Decreased-43 SH
HSBC HLDGS PLC	SPON ADR NEW	$331K	0.1%Prev: 0.1%	4,667 SH	Decreased+824 SH
INTERNATIONAL BUSINESS MACHS	COM	$486K	0.1%Prev: 0.0%	1,720 SH	Increased+981 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$6.6M	1.6%Prev: 2.0%	26,846 SH	Decreased-2,258 SH
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$568K	0.1%	4,694 SH	New
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$209K	0.1%Prev: 0.0%	2,844 SH	Decreased-47 SH
INVESCO QQQ TR	UNIT SER 1	$48.8M	12.1%Prev: 11.5%	81,218 SH	Decreased+13,406 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$285K	0.1%	4,387 SH	New
ISHARES GOLD TR	ISHARES NEW	$228K	0.1%Prev: 0.1%	3,140 SH	Decreased-106 SH
ISHARES INC	MSCI GBL MIN VOL	$211K	0.1%	1,755 SH	New
ISHARES TR	CALIF MUN BD ETF	$352K	0.1%Prev: 0.1%	6,174 SH	Decreased-19 SH
ISHARES TR	CORE DIV GRWTH	$578K	0.1%	8,489 SH	New
ISHARES TR	CORE LT USDB ETF	$972K	0.2%Prev: 0.2%	19,256 SH	Increased+4,953 SH
ISHARES TR	CORE MSCI EAFE	$249K	0.1%	2,852 SH	New
ISHARES TR	CORE S&P US GWT	$246K	0.1%	1,492 SH	New
ISHARES TR	CORE S&P500 ETF	$927K	0.2%Prev: 0.2%	1,386 SH	Decreased-30 SH
ISHARES TR	EXPND TEC SC ETF	$605K	0.2%Prev: 0.2%	4,804 SH	Decreased-5 SH
ISHARES TR	ISHARES SEMICDTR	$1.2M	0.3%Prev: 0.6%	4,493 SH	Decreased+702 SH
ISHARES TR	MSCI USA MIN VOL	$1.6M	0.4%	17,143 SH	New
ISHARES TR	MSCI USA QLT FCT	$266K	0.1%	1,368 SH	New
ISHARES TR	PFD AND INCM SEC	$214K	0.1%	6,765 SH	New
ISHARES TR	RUS 1000 GRW ETF	$472K	0.1%	1,008 SH	New
ISHARES TR	RUS 1000 VAL ETF	$214K	0.1%	1,052 SH	New
ISHARES TR	RUS MD CP GR ETF	$216K	0.1%	1,519 SH	New
ISHARES TR	RUS TP200 GR ETF	$734K	0.2%Prev: 0.1%	2,684 SH	Increased+785 SH
ISHARES TR	RUSSELL 2000 ETF	$244K	0.1%	1,008 SH	New
ISHARES TR	S&P 500 VAL ETF	$270K	0.1%	1,308 SH	New
ISHARES TR	TIPS BD ETF	$338K	0.1%Prev: 0.1%	3,043 SH	Increased+102 SH
ISHARES TR	U.S. MED DVC ETF	$6.8M	1.7%Prev: 1.1%	113,256 SH	Increased+16,685 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$653K	0.2%	11,441 SH	New
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$1.5M	0.4%	26,175 SH	New
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$2.7M	0.7%Prev: 0.1%	53,089 SH	Increased+40,262 SH
JANUS DETROIT STR TR	HENDRSN SHRT ETF	$1.0M	0.3%	20,490 SH	New
JEFFERIES FINL GROUP INC	COM	$2.6M	0.6%	39,437 SH	New
JOHNSON & JOHNSON	COM	$471K	0.1%Prev: 0.2%	2,539 SH	Decreased-1,120 SH
JPMORGAN CHASE & CO.	COM	$1.3M	0.3%	3,967 SH	New
KIMBERLY-CLARK CORP	COM	$219K	0.1%Prev: 0.1%	1,758 SH	Decreased-706 SH
L3HARRIS TECHNOLOGIES INC	COM	$459K	0.1%Prev: 0.1%	1,504 SH	Increased-42 SH
LOCKHEED MARTIN CORP	COM	$218K	0.1%Prev: 0.1%	437 SH	Decreased-530 SH
MASTERCARD INCORPORATED	CL A	$508K	0.1%Prev: 0.1%	893 SH	Decreased-355 SH
MCDONALDS CORP	COM	$478K	0.1%Prev: 0.1%	1,572 SH	Increased+702 SH
META PLATFORMS INC	CL A	$1.6M	0.4%Prev: 0.4%	2,199 SH	Decreased-920 SH
MICRON TECHNOLOGY INC	COM	$645K	0.2%Prev: 1.0%	3,857 SH	Decreased-55 SH
MICROSOFT CORP	COM	$4.6M	1.1%Prev: 0.9%	8,823 SH	Increased-1,050 SH
MILESTONE PHARMACEUTICALS IN	COM	$50K	0.0%Prev: 0.0%	25,044 SH	Increased+12,638 SH
NETFLIX INC	COM	$327K	0.1%	273 SH	New
NVIDIA CORPORATION	COM	$5.6M	1.4%Prev: 1.4%	30,011 SH	Decreased-870 SH
ORACLE CORP	COM	$516K	0.1%Prev: 0.1%	1,834 SH	Increased+156 SH
PACKAGING CORP AMER	COM	$218K	0.1%Prev: 0.1%	1,000 SH	Decreased-1 SH
PALANTIR TECHNOLOGIES INC	CL A	$1.5M	0.4%Prev: 0.2%	7,951 SH	Increased-797 SH
PEPSICO INC	COM	$234K	0.1%Prev: 0.1%	1,664 SH	Decreased-1,247 SH
PFIZER INC	COM	$243K	0.1%	9,553 SH	New
PHILIP MORRIS INTL INC	COM	$203K	0.1%Prev: 0.1%	1,250 SH	Decreased-148 SH
PROCTER AND GAMBLE CO	COM	$670K	0.2%	4,361 SH	New
PROSHARES TR	ULTRAPRO QQQ	$428K	0.1%Prev: 0.1%	4,142 SH	Decreased-3,483 SH
QUALCOMM INC	COM	$370K	0.1%Prev: 0.1%	2,225 SH	Decreased-793 SH
ROCKWELL AUTOMATION INC	COM	$415K	0.1%Prev: 0.1%	1,187 SH	Decreased-15 SH
RTX CORPORATION	COM	$327K	0.1%Prev: 0.1%	1,956 SH	Decreased-313 SH
SALESFORCE INC	COM	$320K	0.1%Prev: 0.1%	1,349 SH	Increased-332 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$2.9M	0.7%Prev: 1.8%	104,934 SH	Decreased-141,916 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$1.3M	0.3%Prev: 0.2%	39,824 SH	Increased+19,458 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$884K	0.2%Prev: 0.7%	3,746 SH	Decreased+386 SH
SELECT SECTOR SPDR TR	COMMUNICATION	$232K	0.1%	1,956 SH	New
SELECT SECTOR SPDR TR	ENERGY	$363K	0.1%	4,058 SH	New
SELECT SECTOR SPDR TR	FINANCIAL	$310K	0.1%	5,755 SH	New
SELECT SECTOR SPDR TR	INDL	$210K	0.1%	1,359 SH	New
SELECT SECTOR SPDR TR	SBI CONS DISCR	$210K	0.1%	877 SH	New
SELECT SECTOR SPDR TR	SBI INT-UTILS	$294K	0.1%	3,369 SH	New
SEMPRA	COM	$616K	0.2%Prev: 0.1%	6,840 SH	Decreased-74 SH
SILA REALTY TRUST INC	COMMON STOCK	$265K	0.1%Prev: 0.0%	10,576 SH	Increased+3,533 SH
SPDR GOLD TR	GOLD SHS	$622K	0.2%Prev: 0.2%	1,751 SH	Decreased-526 SH
SPDR S&P 500 ETF TR	TR UNIT	$38.7M	9.6%	58,020 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P500	$369K	0.1%	4,704 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$482K	0.1%	1,727 SH	New
TESLA INC	COM	$2.7M	0.7%Prev: 0.5%	6,048 SH	Increased+783 SH
TEVA PHARMACEUTICAL INDS LTD	SPONSORED ADS	$290K	0.1%Prev: 0.1%	14,346 SH	Decreased+2,252 SH
UNION PAC CORP	COM	$225K	0.1%Prev: 0.1%	951 SH	Decreased-3 SH
UNITEDHEALTH GROUP INC	COM	$1.3M	0.3%Prev: 0.4%	3,777 SH	Decreased-905 SH
UNIVERSAL HLTH SVCS INC	CL B	$221K	0.1%	1,081 SH	New
VANGUARD ADMIRAL FDS INC	MIDCP 400 GRTH	$311K	0.1%Prev: 0.1%	2,600 SH	Decreased
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$970K	0.2%Prev: 0.1%	13,045 SH	Increased+6,422 SH
VANGUARD INDEX FDS	GROWTH ETF	$372K	0.1%Prev: 0.1%	775 SH	Decreased-4,004 SH
VANGUARD INDEX FDS	MID CAP ETF	$297K	0.1%Prev: 0.0%	1,012 SH	Increased-1,567 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$9.1M	2.3%Prev: 1.9%	14,869 SH	Increased+2,743 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$714K	0.2%Prev: 0.2%	2,176 SH	Decreased-388 SH
VANGUARD INDEX FDS	VALUE ETF	$492K	0.1%Prev: 0.1%	2,641 SH	Decreased+206 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$4.0M	1.0%Prev: 0.9%	18,508 SH	Increased+2,182 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$208K	0.1%	1,478 SH	New
VANGUARD WORLD FD	CONSUM STP ETF	$1.1M	0.3%Prev: 0.3%	5,208 SH	Decreased-1,045 SH
VANGUARD WORLD FD	FINANCIALS ETF	$651K	0.2%Prev: 0.1%	4,957 SH	Increased+458 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$6.5M	1.6%Prev: 1.5%	25,217 SH	Increased+3,771 SH
VANGUARD WORLD FD	INF TECH ETF	$921K	0.2%Prev: 0.2%	1,233 SH	Increased-5,182 SH
VERIZON COMMUNICATIONS INC	COM	$428K	0.1%Prev: 0.2%	9,729 SH	Decreased-9,319 SH
VISA INC	COM CL A	$1.0M	0.3%Prev: 0.2%	3,025 SH	Increased+112 SH
WALMART INC	COM	$841K	0.2%Prev: 0.2%	8,159 SH	Increased+1,235 SH
WARNER BROS DISCOVERY INC	COM SER A	$204K	0.1%Prev: 0.1%	10,464 SH	Decreased+1,019 SH
WELLS FARGO CO NEW	COM	$641K	0.2%	7,651 SH	New
WESTERN DIGITAL CORP	COM	$573K	0.1%Prev: 0.4%	4,771 SH	Decreased+2,191 SH
WISDOMTREE TR	FLOATNG RAT TREA	$2.0M	0.5%	40,506 SH	New
XCEL ENERGY INC	COM	$505K	0.1%Prev: 0.1%	6,265 SH	Decreased-160 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $273K
AMERICAN CENTY ETF TR — $276K
AMGEN INC — $391K
AMPHENOL CORP — $208K
APPLIED MATLS INC — $723K
ASML HLDG NV — $281K
BANK OF AMER CORP — $2.2M
BLACKROCK ETF TRUST II — $517K
BLUEROCK PVT REAL ESTATE FD — $137K
BRISTOL-MYERS SQUIBB CO — $310K
CHEVRON CORPORATION — $1.0M
CITIGROUP INC — $229K
COCA COLA CO — $382K
COMCAST CORP NEW — $229K
CORNING INC — $443K
COSTCO WHOLESALE CORPORATION — $1.4M
DELL TECHNOLOGIES INC — $218K
DIMENSIONAL ETF TRUST — $4.1M
DIMENSIONAL ETF TRUST — $262K
DIMENSIONAL ETF TRUST — $1.2M
… and 55 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