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: $362.0M143 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$370K	0.1%Prev: 0.2%	1,701 SH	Decreased-981 SH
ADVANCED MICRO DEVICES INC	COM	$946K	0.3%Prev: 0.2%	4,650 SH	Increased-1,295 SH
ALPHABET INC	CAP STK CL A	$2.6M	0.7%Prev: 0.5%	8,942 SH	Increased-2,168 SH
ALPHABET INC	CAP STK CL C	$1.3M	0.4%Prev: 0.2%	4,423 SH	Increased-206 SH
ALTRIA GROUP INC	COM	$643K	0.2%Prev: 0.1%	9,737 SH	Increased+2,197 SH
AMAZON COM INC	COM	$3.7M	1.0%Prev: 1.1%	17,525 SH	Decreased-3,129 SH
AMERICAN ELEC PWR CO INC	COM	$344K	0.1%Prev: 0.1%	2,621 SH	Increased+186 SH
APPLE INC	COM	$10.1M	2.8%Prev: 2.5%	39,609 SH	Increased-2,534 SH
APPLIED MATLS INC	COM	$340K	0.1%	995 SH	New
ARK ETF TR	INNOVATION ETF	$406K	0.1%Prev: 0.1%	6,002 SH	Decreased-3,063 SH
AT&T INC	COM	$2.0M	0.5%Prev: 0.6%	67,773 SH	Decreased-6,319 SH
BANK AMERICA CORP	COM	$1.9M	0.5%Prev: 0.5%	39,246 SH	Increased-1,003 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.3M	0.4%Prev: 0.4%	2,675 SH	Decreased-194 SH
BLUEROCK PVT REAL ESTATE FD	COM	$171K	0.0%	10,294 SH	New
BOEING CO	COM	$866K	0.2%Prev: 0.2%	4,348 SH	Increased+274 SH
BROADCOM INC	COM	$5.1M	1.4%Prev: 0.6%	16,435 SH	Increased+3,438 SH
CATERPILLAR INC	COM	$351K	0.1%	495 SH	New
CHEVRON CORPORATION	COM	$996K	0.3%	4,812 SH	New
CISCO SYS INC	COM	$469K	0.1%Prev: 0.2%	6,038 SH	Decreased-3,655 SH
CONOCOPHILLIPS	COM	$284K	0.1%Prev: 0.1%	2,148 SH	Increased+44 SH
CORNING INC	COM	$235K	0.1%	1,731 SH	New
COSTCO WHOLESALE CORPORATION	COM	$1.7M	0.5%	1,734 SH	New
DBX ETF TR	XTRACK MSCI EAFE	$298K	0.1%Prev: 0.1%	6,027 SH	Increased+3 SH
DEERE & CO	COM	$300K	0.1%Prev: 0.1%	532 SH	Increased+7 SH
DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$4.4M	1.2%Prev: 1.3%	103,977 SH	Decreased-13,977 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$301K	0.1%	5,710 SH	New
DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$883K	0.2%Prev: 0.2%	18,423 SH	Decreased-603 SH
DIMENSIONAL ETF TRUST	SHORT DURATION F	$1.1M	0.3%Prev: 0.4%	23,795 SH	Decreased-9,657 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$78.6M	21.7%Prev: 23.0%	2,022,586 SH	Decreased-539,455 SH
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$847K	0.2%Prev: 0.4%	11,945 SH	Decreased-11,341 SH
DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$45.2M	12.5%Prev: 13.1%	1,230,260 SH	Decreased-220,355 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$218K	0.1%Prev: 0.1%	3,062 SH	Decreased-3,368 SH
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$21.4M	5.9%Prev: 5.7%	611,262 SH	Increased-139,106 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$784K	0.2%Prev: 0.3%	12,559 SH	Decreased-5,940 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$895K	0.2%Prev: 0.2%	26,357 SH	Decreased-7,886 SH
DISNEY WALT CO	COM	$569K	0.2%Prev: 0.2%	5,905 SH	Decreased-2,687 SH
DUKE ENERGY CORP NEW	COM NEW	$236K	0.1%Prev: 0.1%	1,799 SH	Increased+19 SH
EATON CORP PLC	SHS	$234K	0.1%Prev: 0.1%	654 SH	Decreased-498 SH
ELI LILLY & CO	COM	$2.4M	0.7%Prev: 0.6%	2,602 SH	Increased-130 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$274K	0.1%Prev: 0.1%	14,189 SH	Increased+1,863 SH
ETFS GOLD TR	PHYSCL GOLD SHS	$931K	0.3%Prev: 0.2%	20,873 SH	Increased-2,318 SH
EXXON MOBIL CORP	COM	$1.4M	0.4%Prev: 0.4%	8,322 SH	Increased-2,639 SH
FORD MTR CO	COM	$145K	0.0%Prev: 0.0%	12,579 SH	Increased+1,251 SH
FRANKLIN BSP RLTY TR INC	COMMON STOCK	$108K	0.0%Prev: 0.0%	12,665 SH	Decreased-376 SH
GABELLI EQUITY TR INC	COM	$67K	0.0%Prev: 0.0%	11,941 SH	Decreased-2,332 SH
GABELLI EQUITY TR INC	RIGHT 04/14/2026	$82	0.0%	11,700 SH	New
GE AEROSPACE	COM NEW	$436K	0.1%Prev: 0.1%	1,537 SH	Increased+37 SH
GE VERNOVA INC	COM	$275K	0.1%	315 SH	New
GOLDMAN SACHS GROUP INC	COM	$344K	0.1%Prev: 0.1%	406 SH	Increased-201 SH
GRAYSCALE BITCOIN TRUST ETF	SHS REP COM UT	$273K	0.1%Prev: 0.1%	5,176 SH	Decreased-2,306 SH
HOME DEPOT INC	COM	$558K	0.2%Prev: 0.3%	1,695 SH	Decreased-1,044 SH
HOWMET AEROSPACE INC	COM	$284K	0.1%	1,231 SH	New
HSBC HLDGS PLC	SPON ADR NEW	$326K	0.1%Prev: 0.1%	3,950 SH	Increased-608 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$6.7M	1.9%Prev: 1.3%	28,241 SH	Increased+2,863 SH
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$270K	0.1%Prev: 0.1%	3,694 SH	Increased+899 SH
INVESCO QQQ TR	UNIT SER 1	$41.0M	11.3%Prev: 11.5%	71,039 SH	Decreased-18,812 SH
ISHARES GOLD TR	ISHARES NEW	$268K	0.1%	3,044 SH	New
ISHARES INC	MSCI GBL MIN VOL	$208K	0.1%Prev: 0.1%	1,739 SH	Decreased-135 SH
ISHARES SILVER TR	ISHARES	$333K	0.1%	4,892 SH	New
ISHARES TR	0-3 MNTH TREASRY	$1.6M	0.4%	16,059 SH	New
ISHARES TR	CALIF MUN BD ETF	$305K	0.1%Prev: 0.3%	5,363 SH	Decreased-12,696 SH
ISHARES TR	CORE LT USDB ETF	$744K	0.2%Prev: 0.3%	15,193 SH	Decreased-7,960 SH
ISHARES TR	CORE S&P500 ETF	$906K	0.3%Prev: 0.2%	1,387 SH	Increased-174 SH
ISHARES TR	EXPND TEC SC ETF	$570K	0.2%Prev: 0.1%	4,807 SH	Increased+5 SH
ISHARES TR	ISHARES SEMICDTR	$1.3M	0.3%Prev: 0.3%	3,825 SH	Increased-1,562 SH
ISHARES TR	MSCI USA MIN VOL	$1.2M	0.3%Prev: 0.5%	13,405 SH	Decreased-5,825 SH
ISHARES TR	RUS TP200 GR ETF	$472K	0.1%Prev: 0.2%	1,897 SH	Decreased-1,383 SH
ISHARES TR	TIPS BD ETF	$333K	0.1%Prev: 0.2%	3,015 SH	Decreased-3,255 SH
ISHARES TR	U.S. MED DVC ETF	$5.4M	1.5%Prev: 2.1%	101,117 SH	Decreased-24,423 SH
JEFFERIES FINANCIAL GROUP IN	COM	$1.6M	0.4%	39,437 SH	New
JOHNSON & JOHNSON	COM	$806K	0.2%Prev: 0.1%	3,297 SH	Increased-15 SH
JPMORGAN CHASE & CO	COM	$1.1M	0.3%	3,624 SH	New
L3HARRIS TECHNOLOGIES INC	COM	$524K	0.1%Prev: 0.1%	1,518 SH	Increased+14 SH
LAM RESEARCH CORP	COM NEW	$217K	0.1%	1,016 SH	New
LOCKHEED MARTIN CORP	COM	$367K	0.1%	607 SH	New
MASTERCARD INCORPORATED	CL A	$580K	0.2%Prev: 0.1%	1,160 SH	Increased+227 SH
MCDONALDS CORP	COM	$274K	0.1%Prev: 0.1%	880 SH	Decreased-639 SH
MERCK & CO INC	COM	$280K	0.1%Prev: 0.1%	2,324 SH	Decreased-978 SH
META PLATFORMS INC	CL A	$1.5M	0.4%Prev: 0.5%	2,644 SH	Decreased-374 SH
MICRON TECHNOLOGY INC	COM	$1.3M	0.4%Prev: 0.1%	3,953 SH	Increased-1,754 SH
MICROSOFT CORP	COM	$3.2M	0.9%Prev: 1.2%	8,525 SH	Decreased-3,606 SH
MILESTONE PHARMACEUTICALS IN	COM	$30K	0.0%Prev: 0.0%	25,044 SH	Increased
NETFLIX INC.	COM	$658K	0.2%	6,829 SH	New
NEXTERA ENERGY INC	COM	$216K	0.1%	2,322 SH	New
NVIDIA CORPORATION	COM	$5.2M	1.4%Prev: 1.1%	29,696 SH	Increased-6,989 SH
ONEOK INC NEW	COM	$227K	0.1%	2,509 SH	New
ORACLE CORP	COM	$248K	0.1%Prev: 0.1%	1,686 SH	Increased-31 SH
PACKAGING CORP AMER	COM	$212K	0.1%	1,000 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$1.1M	0.3%Prev: 0.1%	7,856 SH	Increased+1,517 SH
PEPSICO INC	COM	$245K	0.1%Prev: 0.1%	1,577 SH	Decreased-669 SH
PFIZER INC	COM	$261K	0.1%Prev: 0.1%	9,281 SH	Increased+1,386 SH
PHILIP MORRIS INTL INC	COM	$208K	0.1%	1,260 SH	New
PHILLIPS 66	COM	$216K	0.1%	1,183 SH	New
PROCTER & GAMBLE CO	COM	$646K	0.2%	4,471 SH	New
PROSHARES TR	ULTRAPRO QQQ	$318K	0.1%Prev: 0.1%	7,624 SH	Increased+3,487 SH
QUALCOMM INC	COM	$241K	0.1%Prev: 0.1%	1,874 SH	Decreased-881 SH
REALTY INCOME CORP	COM	$204K	0.1%	3,336 SH	New
ROCKWELL AUTOMATION INC	COM	$431K	0.1%Prev: 0.1%	1,199 SH	Increased+17 SH
RTX CORPORATION	COM	$428K	0.1%Prev: 0.1%	2,216 SH	Increased+386 SH
S&P GLOBAL INC	COM	$421K	0.1%Prev: 0.1%	990 SH	Increased+569 SH
SALESFORCE INC	COM	$271K	0.1%Prev: 0.1%	1,452 SH	Decreased-158 SH
SANDISK CORP	COM	$525K	0.1%	826 SH	New
SCHWAB CHARLES CORP	COM	$207K	0.1%	2,203 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$6.2M	1.7%Prev: 1.0%	201,403 SH	Increased+74,973 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$556K	0.2%	19,080 SH	New
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$1.3M	0.4%Prev: 0.1%	3,236 SH	Increased-707 SH
SELECT SECTOR SPDR TR	STATE STREET COM	$247K	0.1%	2,229 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$486K	0.1%	7,934 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$294K	0.1%	5,954 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$244K	0.1%	1,511 SH	New
SEMPRA	COM	$671K	0.2%Prev: 0.2%	6,908 SH	Decreased-2,727 SH
SILA REALTY TRUST INC	COMMON STOCK	$255K	0.1%Prev: 0.1%	10,786 SH	Decreased-1,237 SH
SPDR GOLD TR	GOLD SHS	$868K	0.2%Prev: 0.1%	2,017 SH	Increased+121 SH
STATE STR SPDR S&P 500 ETF T	TR UNIT	$32.7M	9.0%	50,211 SH	New
SUBURBAN PROPANE PARTNERS L	UNIT LTD PARTN	$200K	0.1%Prev: 0.1%	10,158 SH	Decreased+362 SH
T-MOBILE US INC	COM	$242K	0.1%Prev: 0.1%	1,152 SH	Decreased+22 SH
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$529K	0.1%	1,565 SH	New
TESLA INC	COM	$1.9M	0.5%Prev: 0.5%	5,034 SH	Increased-1,888 SH
TEVA PHARMACEUTICAL INDS LTD	SPONSORED ADS	$364K	0.1%Prev: 0.1%	12,094 SH	Increased-1,769 SH
UBER TECHNOLOGIES INC	COM	$232K	0.1%	3,226 SH	New
UNION PAC CORP	COM	$225K	0.1%Prev: 0.1%	928 SH	Decreased-65 SH
UNITEDHEALTH GROUP INC	COM	$1.0M	0.3%Prev: 0.4%	3,795 SH	Decreased+718 SH
US BANCORP	COM NEW	$217K	0.1%	4,169 SH	New
VANGUARD ADMIRAL FDS INC	MIDCP 400 GRTH	$325K	0.1%Prev: 0.1%	2,600 SH	Increased
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$223K	0.1%	3,023 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$343K	0.1%Prev: 0.1%	785 SH	Increased-18 SH
VANGUARD INDEX FDS	MID CAP ETF	$204K	0.1%Prev: 0.1%	708 SH	Decreased-347 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$7.3M	2.0%Prev: 1.9%	12,245 SH	Increased-1,319 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$589K	0.2%Prev: 0.1%	1,836 SH	Increased-15 SH
VANGUARD INDEX FDS	VALUE ETF	$437K	0.1%Prev: 0.1%	2,229 SH	Decreased-423 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$3.6M	1.0%Prev: 1.0%	16,794 SH	Increased-1,707 SH
VANGUARD WORLD FD	CONSUM STP ETF	$1.4M	0.4%Prev: 0.3%	6,226 SH	Increased+1,389 SH
VANGUARD WORLD FD	FINANCIALS ETF	$618K	0.2%Prev: 0.2%	5,164 SH	Decreased-921 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$6.1M	1.7%Prev: 1.9%	22,518 SH	Decreased-4,484 SH
VANGUARD WORLD FD	INF TECH ETF	$547K	0.2%Prev: 0.4%	785 SH	Decreased-1,852 SH
VERIZON COMMUNICATIONS INC	COM	$725K	0.2%Prev: 0.1%	14,443 SH	Increased+6,168 SH
VISA INC	COM CL A	$844K	0.2%Prev: 0.3%	2,791 SH	Decreased-767 SH
WALMART INC	COM	$780K	0.2%Prev: 0.2%	6,278 SH	Increased-2,166 SH
WARNER BROS DISCOVERY INC	COM SER A	$270K	0.1%Prev: 0.0%	9,830 SH	Increased-1,616 SH
WELLS FARGO & CO	COM	$384K	0.1%	4,823 SH	New
WESTERN DIGITAL CORP	COM	$698K	0.2%	2,580 SH	New
WISDOMTREE TR	US QTLY DIV GRT	$1.4M	0.4%	15,803 SH	New
XCEL ENERGY INC	COM	$506K	0.1%Prev: 0.1%	6,372 SH	Increased+107 SH

Sold (vs prior filing)

AFLAC INC — $271K
AMERICAN CENTY ETF TR — $538K
BP PRUDHOE BAY RTY TR — $9K
CHEVRON CORP NEW — $986K
CITIGROUP INC — $246K
COSTCO WHSL CORP NEW — $1.8M
CSX CORP — $270K
DIMENSIONAL ETF TRUST — $250K
EXELON CORP — $230K
HONEYWELL INTL INC — $314K
IDEX CORP — $213K
INTERCONTINENTAL EXCHANGE IN — $288K
ISHARES TR — $201K
ISHARES TR — $491K
ISHARES TR — $226K
ISHARES TR — $210K
ISHARES TR — $339K
J P MORGAN EXCHANGE TRADED F — $300K
J P MORGAN EXCHANGE TRADED F — $381K
J P MORGAN EXCHANGE TRADED F — $738K
… and 18 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