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: $390.9M148 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$439K	0.1%Prev: 0.1%	1,920 SH	Decreased-15 SH
ADVANCED MICRO DEVICES INC	COM	$976K	0.2%Prev: 0.2%	4,556 SH	Increased-637 SH
ALPHABET INC	CAP STK CL A	$2.8M	0.7%Prev: 0.5%	8,954 SH	Increased+628 SH
ALPHABET INC	CAP STK CL C	$1.5M	0.4%Prev: 0.3%	4,909 SH	Increased+244 SH
ALTRIA GROUP INC	COM	$576K	0.1%Prev: 0.2%	9,983 SH	Decreased+748 SH
AMAZON COM INC	COM	$4.2M	1.1%Prev: 0.9%	18,231 SH	Increased+967 SH
AMERICAN ELEC PWR CO INC	COM	$315K	0.1%Prev: 0.1%	2,728 SH	Increased+67 SH
APPLE INC	COM	$11.1M	2.8%Prev: 2.7%	40,798 SH	Increased-1,773 SH
APPLIED MATLS INC	COM	$243K	0.1%	944 SH	New
ARK ETF TR	INNOVATION ETF	$484K	0.1%Prev: 0.2%	6,292 SH	Decreased-921 SH
AT&T INC	COM	$1.7M	0.4%Prev: 0.5%	70,231 SH	Decreased-1,396 SH
AVISTA CORP	COM	$201K	0.1%	5,227 SH	New
BANK AMERICA CORP	COM	$2.2M	0.6%Prev: 0.5%	39,324 SH	Increased-669 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.5M	0.4%Prev: 0.4%	2,999 SH	Increased+183 SH
BLUEROCK PVT REAL ESTATE FD	COM	$167K	0.0%	11,111 SH	New
BOEING CO	COM	$930K	0.2%Prev: 0.2%	4,281 SH	Increased+73 SH
BROADCOM INC	COM	$5.7M	1.5%Prev: 0.9%	16,510 SH	Increased+4,984 SH
CATERPILLAR INC	COM	$296K	0.1%Prev: 0.1%	517 SH	Increased-94 SH
CHEVRON CORP NEW	COM	$758K	0.2%Prev: 0.2%	4,973 SH	Increased+441 SH
CISCO SYS INC	COM	$439K	0.1%Prev: 0.1%	5,703 SH	Decreased-1,148 SH
CONOCOPHILLIPS	COM	$204K	0.1%Prev: 0.1%	2,181 SH	Decreased-95 SH
COSTCO WHSL CORP NEW	COM	$1.5M	0.4%Prev: 0.4%	1,791 SH	Decreased+102 SH
DBX ETF TR	XTRACK MSCI EAFE	$290K	0.1%Prev: 0.1%	6,027 SH	Increased-90 SH
DEERE & CO	COM	$251K	0.1%Prev: 0.1%	540 SH	Increased+7 SH
DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$4.7M	1.2%Prev: 1.2%	109,703 SH	Decreased-2,783 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$279K	0.1%	5,587 SH	New
DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$864K	0.2%Prev: 0.2%	17,929 SH	Increased+829 SH
DIMENSIONAL ETF TRUST	SHORT DURATION F	$1.3M	0.3%Prev: 0.3%	26,993 SH	Decreased-1,426 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$86.3M	22.1%Prev: 22.0%	2,180,942 SH	Decreased-113,549 SH
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$901K	0.2%Prev: 0.2%	12,142 SH	Decreased-1,028 SH
DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$48.2M	12.3%Prev: 12.4%	1,268,018 SH	Decreased-54,992 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$213K	0.1%Prev: 0.1%	3,059 SH	Decreased-432 SH
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$21.5M	5.5%Prev: 5.5%	654,229 SH	Decreased-36,261 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$753K	0.2%Prev: 0.2%	12,650 SH	Decreased-599 SH
DIMENSIONAL ETF TRUST	WORLD EQUITY ETF	$202K	0.1%	2,734 SH	New
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$957K	0.2%Prev: 0.2%	29,239 SH	Increased-991 SH
DIREXION SHS ETF TR	DLY AAPL BULL 2X	$228K	0.1%Prev: 0.1%	6,786 SH	Increased
DISNEY WALT CO	COM	$681K	0.2%Prev: 0.2%	5,988 SH	Increased+53 SH
DUKE ENERGY CORP NEW	COM NEW	$205K	0.1%Prev: 0.1%	1,747 SH	Decreased-19 SH
EATON CORP PLC	SHS	$227K	0.1%Prev: 0.1%	713 SH	Decreased+10 SH
ELI LILLY & CO	COM	$2.9M	0.7%Prev: 0.5%	2,682 SH	Increased+94 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$231K	0.1%Prev: 0.1%	13,999 SH	Increased+808 SH
ETFS GOLD TR	PHYSCL GOLD SHS	$900K	0.2%Prev: 0.2%	21,915 SH	Increased-331 SH
EXXON MOBIL CORP	COM	$1.1M	0.3%Prev: 0.3%	8,966 SH	Increased-359 SH
FORD MTR CO	COM	$200K	0.1%Prev: 0.0%	15,224 SH	Increased+936 SH
FRANKLIN BSP RLTY TR INC	COMMON STOCK	$127K	0.0%Prev: 0.0%	12,665 SH	Decreased
GABELLI EQUITY TR INC	COM	$92K	0.0%Prev: 0.0%	14,896 SH	Increased+307 SH
GE AEROSPACE	COM NEW	$452K	0.1%Prev: 0.1%	1,467 SH	Increased+53 SH
GE VERNOVA INC	COM	$202K	0.1%	309 SH	New
GOLDMAN SACHS GROUP INC	COM	$396K	0.1%Prev: 0.1%	450 SH	Increased+51 SH
GRAYSCALE BITCOIN TRUST ETF	SHS REP COM UT	$355K	0.1%Prev: 0.1%	5,190 SH	Decreased-1,102 SH
HOME DEPOT INC	COM	$601K	0.2%Prev: 0.2%	1,747 SH	Decreased-510 SH
HOWMET AEROSPACE INC	COM	$244K	0.1%Prev: 0.1%	1,188 SH	Increased
HSBC HLDGS PLC	SPON ADR NEW	$327K	0.1%Prev: 0.1%	4,152 SH	Decreased-515 SH
INTERNATIONAL BUSINESS MACHS	COM	$298K	0.1%Prev: 0.1%	1,007 SH	Decreased-713 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$7.1M	1.8%Prev: 1.6%	28,145 SH	Increased+1,299 SH
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$335K	0.1%Prev: 0.1%	2,808 SH	Decreased-1,886 SH
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$203K	0.1%Prev: 0.1%	2,839 SH	Decreased-5 SH
INVESCO QQQ TR	UNIT SER 1	$47.0M	12.0%Prev: 12.1%	76,498 SH	Decreased-4,720 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$233K	0.1%Prev: 0.1%	4,690 SH	Decreased+303 SH
ISHARES INC	MSCI GBL MIN VOL	$207K	0.1%Prev: 0.1%	1,739 SH	Decreased-16 SH
ISHARES TR	0-3 MNTH TREASRY	$291K	0.1%	2,899 SH	New
ISHARES TR	CALIF MUN BD ETF	$316K	0.1%Prev: 0.1%	5,496 SH	Decreased-678 SH
ISHARES TR	CORE LT USDB ETF	$822K	0.2%Prev: 0.2%	16,535 SH	Decreased-2,721 SH
ISHARES TR	CORE MSCI EAFE	$209K	0.1%Prev: 0.1%	2,331 SH	Decreased-521 SH
ISHARES TR	CORE S&P SCP ETF	$275K	0.1%	2,287 SH	New
ISHARES TR	CORE S&P500 ETF	$1.1M	0.3%Prev: 0.2%	1,673 SH	Increased+287 SH
ISHARES TR	EXPND TEC SC ETF	$621K	0.2%Prev: 0.2%	4,806 SH	Increased+2 SH
ISHARES TR	ISHARES SEMICDTR	$1.2M	0.3%Prev: 0.3%	4,051 SH	Increased-442 SH
ISHARES TR	MSCI USA MIN VOL	$1.4M	0.4%Prev: 0.4%	15,304 SH	Decreased-1,839 SH
ISHARES TR	RUS 1000 GRW ETF	$477K	0.1%Prev: 0.1%	1,008 SH	Increased
ISHARES TR	RUS TP200 GR ETF	$565K	0.1%Prev: 0.2%	2,039 SH	Decreased-645 SH
ISHARES TR	S&P 500 VAL ETF	$325K	0.1%Prev: 0.1%	1,534 SH	Increased+226 SH
ISHARES TR	TIPS BD ETF	$355K	0.1%Prev: 0.1%	3,232 SH	Increased+189 SH
ISHARES TR	U.S. MED DVC ETF	$6.7M	1.7%Prev: 1.7%	107,345 SH	Decreased-5,911 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$209K	0.1%Prev: 0.4%	3,600 SH	Decreased-22,575 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$778K	0.2%Prev: 0.7%	15,383 SH	Decreased-37,706 SH
JANUS DETROIT STR TR	HENDRSN SHRT ETF	$395K	0.1%Prev: 0.3%	8,048 SH	Decreased-12,442 SH
JEFFERIES FINL GROUP INC	COM	$2.4M	0.6%Prev: 0.6%	39,437 SH	Decreased
JOHNSON & JOHNSON	COM	$632K	0.2%Prev: 0.1%	3,056 SH	Increased+517 SH
JPMORGAN CHASE & CO.	COM	$1.2M	0.3%Prev: 0.3%	3,782 SH	Decreased-185 SH
KIMBERLY-CLARK CORP	COM	$221K	0.1%Prev: 0.1%	2,193 SH	Increased+435 SH
L3HARRIS TECHNOLOGIES INC	COM	$444K	0.1%Prev: 0.1%	1,512 SH	Decreased+8 SH
LOCKHEED MARTIN CORP	COM	$208K	0.1%Prev: 0.1%	430 SH	Decreased-7 SH
MASTERCARD INCORPORATED	CL A	$631K	0.2%Prev: 0.1%	1,105 SH	Increased+212 SH
MCDONALDS CORP	COM	$296K	0.1%Prev: 0.1%	968 SH	Decreased-604 SH
MERCK & CO INC	COM	$251K	0.1%	2,388 SH	New
META PLATFORMS INC	CL A	$1.7M	0.4%Prev: 0.4%	2,564 SH	Increased+365 SH
MICRON TECHNOLOGY INC	COM	$1.1M	0.3%Prev: 0.2%	3,928 SH	Increased+71 SH
MICROSOFT CORP	COM	$4.0M	1.0%Prev: 1.1%	8,167 SH	Decreased-656 SH
MILESTONE PHARMACEUTICALS IN	COM	$51K	0.0%Prev: 0.0%	25,044 SH	Increased
NETFLIX INC	COM	$532K	0.1%Prev: 0.1%	5,670 SH	Increased+5,397 SH
NVIDIA CORPORATION	COM	$5.7M	1.5%Prev: 1.4%	30,648 SH	Increased+637 SH
ORACLE CORP	COM	$327K	0.1%Prev: 0.1%	1,676 SH	Decreased-158 SH
PACKAGING CORP AMER	COM	$206K	0.1%Prev: 0.1%	1,000 SH	Decreased
PALANTIR TECHNOLOGIES INC	CL A	$1.4M	0.4%Prev: 0.4%	7,935 SH	Decreased-16 SH
PEPSICO INC	COM	$229K	0.1%Prev: 0.1%	1,595 SH	Decreased-69 SH
PFIZER INC	COM	$249K	0.1%Prev: 0.1%	9,996 SH	Increased+443 SH
PHILIP MORRIS INTL INC	COM	$205K	0.1%Prev: 0.1%	1,280 SH	Increased+30 SH
PROCTER AND GAMBLE CO	COM	$545K	0.1%Prev: 0.2%	3,799 SH	Decreased-562 SH
PROSHARES TR	ULTRAPRO QQQ	$453K	0.1%Prev: 0.1%	8,585 SH	Increased+4,443 SH
QUALCOMM INC	COM	$363K	0.1%Prev: 0.1%	2,121 SH	Decreased-104 SH
ROCKWELL AUTOMATION INC	COM	$466K	0.1%Prev: 0.1%	1,198 SH	Increased+11 SH
RTX CORPORATION	COM	$405K	0.1%Prev: 0.1%	2,210 SH	Increased+254 SH
S&P GLOBAL INC	COM	$523K	0.1%	1,001 SH	New
SALESFORCE INC	COM	$367K	0.1%Prev: 0.1%	1,385 SH	Increased+36 SH
SCHWAB CHARLES CORP	COM	$222K	0.1%	2,223 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$2.8M	0.7%Prev: 0.7%	101,724 SH	Decreased-3,210 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$1.2M	0.3%Prev: 0.3%	36,983 SH	Decreased-2,841 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$1.0M	0.3%Prev: 0.2%	3,745 SH	Increased-1 SH
SELECT SECTOR SPDR TR	STATE STREET COM	$275K	0.1%	2,333 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$368K	0.1%	8,239 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$282K	0.1%	5,156 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$241K	0.1%	1,556 SH	New
SEMPRA	COM	$606K	0.2%Prev: 0.2%	6,858 SH	Decreased+18 SH
SILA REALTY TRUST INC	COMMON STOCK	$249K	0.1%Prev: 0.1%	10,683 SH	Decreased+107 SH
SPDR GOLD TR	GOLD SHS	$737K	0.2%Prev: 0.2%	1,860 SH	Increased+109 SH
SPDR S&P 500 ETF TR	TR UNIT	$36.8M	9.4%Prev: 9.6%	54,027 SH	Decreased-3,993 SH
SUBURBAN PROPANE PARTNERS L	UNIT LTD PARTN	$187K	0.0%	10,059 SH	New
T-MOBILE US INC	COM	$207K	0.1%	1,018 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$475K	0.1%Prev: 0.1%	1,562 SH	Decreased-165 SH
TESLA INC	COM	$2.8M	0.7%Prev: 0.7%	6,237 SH	Increased+189 SH
TEVA PHARMACEUTICAL INDS LTD	SPONSORED ADS	$390K	0.1%Prev: 0.1%	12,490 SH	Increased-1,856 SH
UBER TECHNOLOGIES INC	COM	$223K	0.1%	2,725 SH	New
UNION PAC CORP	COM	$222K	0.1%Prev: 0.1%	957 SH	Decreased+6 SH
UNITEDHEALTH GROUP INC	COM	$1.3M	0.3%Prev: 0.3%	3,822 SH	Decreased+45 SH
US BANCORP DEL	COM NEW	$209K	0.1%	3,925 SH	New
VANGUARD ADMIRAL FDS INC	MIDCP 400 GRTH	$313K	0.1%Prev: 0.1%	2,600 SH	Increased
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$293K	0.1%Prev: 0.2%	3,957 SH	Decreased-9,088 SH
VANGUARD INDEX FDS	GROWTH ETF	$379K	0.1%Prev: 0.1%	776 SH	Increased+1 SH
VANGUARD INDEX FDS	MID CAP ETF	$234K	0.1%Prev: 0.1%	805 SH	Decreased-207 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$7.8M	2.0%Prev: 2.3%	12,465 SH	Decreased-2,404 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$634K	0.2%Prev: 0.2%	1,892 SH	Decreased-284 SH
VANGUARD INDEX FDS	VALUE ETF	$526K	0.1%Prev: 0.1%	2,754 SH	Increased+113 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$4.0M	1.0%Prev: 1.0%	18,048 SH	Decreased-460 SH
VANGUARD WORLD FD	CONSUM STP ETF	$1.1M	0.3%Prev: 0.3%	5,389 SH	Increased+181 SH
VANGUARD WORLD FD	FINANCIALS ETF	$667K	0.2%Prev: 0.2%	4,995 SH	Increased+38 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$6.9M	1.8%Prev: 1.6%	23,899 SH	Increased-1,318 SH
VANGUARD WORLD FD	INF TECH ETF	$683K	0.2%Prev: 0.2%	906 SH	Decreased-327 SH
VERIZON COMMUNICATIONS INC	COM	$615K	0.2%Prev: 0.1%	15,091 SH	Increased+5,362 SH
VISA INC	COM CL A	$1.0M	0.3%Prev: 0.3%	2,986 SH	Increased-39 SH
WALMART INC	COM	$803K	0.2%Prev: 0.2%	7,206 SH	Decreased-953 SH
WARNER BROS DISCOVERY INC	COM SER A	$294K	0.1%Prev: 0.1%	10,190 SH	Increased-274 SH
WELLS FARGO CO NEW	COM	$441K	0.1%Prev: 0.2%	4,734 SH	Decreased-2,917 SH
WESTERN DIGITAL CORP	COM	$445K	0.1%Prev: 0.1%	2,581 SH	Decreased-2,190 SH
WISDOMTREE TR	FLOATNG RAT TREA	$886K	0.2%Prev: 0.5%	17,617 SH	Decreased-22,889 SH
WISDOMTREE TR	US QTLY DIV GRT	$365K	0.1%	4,081 SH	New
XCEL ENERGY INC	COM	$465K	0.1%Prev: 0.1%	6,293 SH	Decreased+28 SH

Sold (vs prior filing)

AIM ETF PRODUCTS TRUST — $215K
ARK ETF TR — $213K
CSX CORP — $222K
HONEYWELL INTL INC — $335K
ISHARES GOLD TR — $228K
ISHARES TR — $578K
ISHARES TR — $246K
ISHARES TR — $266K
ISHARES TR — $214K
ISHARES TR — $214K
ISHARES TR — $216K
ISHARES TR — $244K
J P MORGAN EXCHANGE TRADED F — $653K
SELECT SECTOR SPDR TR — $232K
SELECT SECTOR SPDR TR — $363K
SELECT SECTOR SPDR TR — $310K
SELECT SECTOR SPDR TR — $210K
SELECT SECTOR SPDR TR — $210K
SELECT SECTOR SPDR TR — $294K
SPDR SERIES TRUST — $369K
… and 2 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