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: $433.1M177 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$273K	0.1%	3,011 SH	New
ABBVIE INC	COM	$448K	0.1%Prev: 0.1%	1,780 SH	Increased-239 SH
ADVANCED MICRO DEVICES INC	COM	$2.8M	0.6%Prev: 0.2%	4,738 SH	Increased-255 SH
ALPHABET INC	CAP STK CL A	$3.4M	0.8%Prev: 0.4%	9,387 SH	Increased+152 SH
ALPHABET INC	CAP STK CL C	$1.6M	0.4%Prev: 0.2%	4,516 SH	Increased-102 SH
ALTRIA GROUP INC	COM	$878K	0.2%Prev: 0.1%	12,202 SH	Increased+4,382 SH
AMAZON COM INC	COM	$4.3M	1.0%Prev: 1.1%	17,959 SH	Increased-1,358 SH
AMERICAN CENTY ETF TR	INTL SMCP VLU	$276K	0.1%	2,674 SH	New
AMERICAN ELEC PWR CO INC	COM	$372K	0.1%Prev: 0.1%	2,721 SH	Increased+249 SH
AMGEN INC	COM	$391K	0.1%	1,079 SH	New
AMPHENOL CORP	CL A	$208K	0.0%	1,177 SH	New
APPLE INC	COM	$11.2M	2.6%Prev: 2.1%	38,687 SH	Increased-2,142 SH
APPLIED MATLS INC	COM	$723K	0.2%	1,000 SH	New
ARK ETF TR	INNOVATION ETF	$461K	0.1%Prev: 0.1%	5,706 SH	Decreased-2,030 SH
ASML HLDG NV	N Y REGISTRY SHS	$281K	0.1%	141 SH	New
AT&T INC	COM	$1.4M	0.3%Prev: 0.5%	66,082 SH	Decreased-6,204 SH
BANK OF AMER CORP	COM	$2.2M	0.5%	37,953 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.5M	0.3%Prev: 0.3%	2,939 SH	Increased+97 SH
BLACKROCK ETF TRUST II	ISHA FLEX IN ETF	$517K	0.1%	9,878 SH	New
BLUEROCK PVT REAL ESTATE FD	COM	$137K	0.0%	10,546 SH	New
BOEING CO	COM	$1.0M	0.2%Prev: 0.2%	4,624 SH	Increased+314 SH
BRISTOL-MYERS SQUIBB CO	COM	$310K	0.1%	5,380 SH	New
BROADCOM INC	COM	$6.3M	1.4%Prev: 0.8%	16,612 SH	Increased+4,836 SH
CATERPILLAR INC	COM	$696K	0.2%Prev: 0.1%	653 SH	Increased+17 SH
CHEVRON CORPORATION	COM	$1.0M	0.2%	6,106 SH	New
CISCO SYS INC	COM	$736K	0.2%Prev: 0.1%	6,268 SH	Increased-1,398 SH
CITIGROUP INC	COM NEW	$229K	0.1%	1,634 SH	New
COCA COLA CO	COM	$382K	0.1%	4,699 SH	New
COMCAST CORP NEW	CL A	$229K	0.1%	9,346 SH	New
CONOCOPHILLIPS	COM	$430K	0.1%Prev: 0.1%	4,136 SH	Increased+1,859 SH
CORNING INC	COM	$443K	0.1%	1,733 SH	New
COSTCO WHOLESALE CORPORATION	COM	$1.4M	0.3%	1,521 SH	New
CSX CORP	COM	$232K	0.1%Prev: 0.1%	4,877 SH	Increased-2,161 SH
DBX ETF TR	XTRACK MSCI EAFE	$329K	0.1%Prev: 0.1%	6,028 SH	Increased-89 SH
DEERE & CO	COM	$336K	0.1%Prev: 0.1%	530 SH	Increased+3 SH
DELL TECHNOLOGIES INC	CL C	$218K	0.1%	504 SH	New
DIMENSIONAL ETF TRUST	CORE FIXE IN ETF	$4.1M	0.9%	96,525 SH	New
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$262K	0.1%	4,856 SH	New
DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$952K	0.2%Prev: 0.2%	19,697 SH	Decreased-505 SH
DIMENSIONAL ETF TRUST	SHOR DUR FIX ETF	$1.2M	0.3%	25,023 SH	New
DIMENSIONAL ETF TRUST	US COR EQU 2 ETF	$85.5M	19.7%	1,926,531 SH	New
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$419K	0.1%	8,098 SH	New
DIMENSIONAL ETF TRUST	US EQUI MARK ETF	$967K	0.2%	11,797 SH	New
DIMENSIONAL ETF TRUST	US HIGH PROF ETF	$48.6M	11.2%	1,164,049 SH	New
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$22.9M	5.3%Prev: 0.1%	587,146 SH	Increased+582,131 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$974K	0.2%Prev: 0.2%	13,941 SH	Increased-3,092 SH
DIMENSIONAL ETF TRUST	WORLD EQUITY ETF	$217K	0.1%Prev: 0.1%	2,625 SH	Increased-445 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$971K	0.2%Prev: 0.2%	26,351 SH	Increased-3,776 SH
DIREXION SHARES ETF TRUST	DLY AAPL BULL 2X	$237K	0.1%	6,786 SH	New
DISNEY WALT CO	COM	$555K	0.1%Prev: 0.2%	5,766 SH	Decreased+17 SH
DUKE ENERGY CORP NEW	COM NEW	$233K	0.1%Prev: 0.1%	1,840 SH	Increased+41 SH
EATON CORP PLC	SHS	$302K	0.1%Prev: 0.1%	709 SH	Decreased-312 SH
ELI LILLY & CO	COM	$3.2M	0.7%Prev: 0.5%	2,631 SH	Increased+175 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$274K	0.1%Prev: 0.1%	14,352 SH	Increased+1,005 SH
ETFS GOLD TR	PHYSCL GOLD SHS	$798K	0.2%Prev: 0.2%	20,873 SH	Increased-2,318 SH
EXXON MOBIL CORP	COM	$390K	0.1%Prev: 0.3%	2,850 SH	Decreased-6,748 SH
FIDELITY COVINGTON TRUST	MSCI INDL INDX	$215K	0.0%	2,162 SH	New
FORD MTR CO	COM	$170K	0.0%Prev: 0.0%	12,203 SH	Increased+809 SH
FRANKLIN BSP RLTY TR INC	COMMON STOCK	$103K	0.0%Prev: 0.0%	12,665 SH	Decreased
GABELLI EQUITY TR INC	COM	$75K	0.0%Prev: 0.0%	13,195 SH	Decreased-1,395 SH
GE AEROSPACE	COM NEW	$573K	0.1%Prev: 0.1%	1,534 SH	Increased+47 SH
GE VERNOVA INC	COM	$380K	0.1%	323 SH	New
GOLDMAN SACHS GROUP INC	COM	$416K	0.1%Prev: 0.1%	410 SH	Increased+63 SH
GRAYSCALE BITCOIN TRUST ETF	SHS REP COM UT	$230K	0.1%Prev: 0.1%	5,057 SH	Decreased-2,026 SH
HEICO CORP NEW	CL A	$1.3M	0.3%	5,020 SH	New
HEICO CORP NEW	COM	$2.3M	0.5%	6,541 SH	New
HEWLETT PACKARD ENTERPRISE C	COM	$245K	0.1%	5,423 SH	New
HOME DEPOT INC	COM	$779K	0.2%Prev: 0.2%	2,210 SH	Decreased-229 SH
HOWMET AEROSPACE INC	COM	$331K	0.1%Prev: 0.1%	1,231 SH	Increased+121 SH
HSBC HLDGS PLC	SPON ADR NEW	$365K	0.1%Prev: 0.1%	3,843 SH	Increased-818 SH
INTEL CORP	COM	$526K	0.1%	3,765 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$208K	0.0%Prev: 0.1%	739 SH	Decreased-805 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$8.8M	2.0%Prev: 1.4%	29,104 SH	Increased+4,749 SH
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$217K	0.0%Prev: 0.1%	2,891 SH	Increased+61 SH
INVESCO QQQ TR	UNIT SER 1	$49.9M	11.5%Prev: 12.3%	67,812 SH	Increased-21,393 SH
ISHARES GOLD TR	ISHARES NEW	$245K	0.1%	3,246 SH	New
ISHARES SILVER TR	ISHARES	$286K	0.1%	5,355 SH	New
ISHARES TR	0-3 MTH TREASURY	$5.1M	1.2%	50,298 SH	New
ISHARES TR	0-5 YR TIPS ETF	$323K	0.1%	3,165 SH	New
ISHARES TR	CALIF MUN BD ETF	$357K	0.1%Prev: 0.2%	6,193 SH	Decreased-10,082 SH
ISHARES TR	CORE LT USDB ETF	$704K	0.2%Prev: 0.3%	14,303 SH	Decreased-7,650 SH
ISHARES TR	CORE S&P500 ETF	$1.1M	0.2%Prev: 0.2%	1,416 SH	Increased-134 SH
ISHARES TR	EXPND TEC SC ETF	$787K	0.2%Prev: 0.1%	4,809 SH	Increased+5 SH
ISHARES TR	ISHARES SEMICDTR	$2.4M	0.6%Prev: 0.3%	3,791 SH	Increased-1,254 SH
ISHARES TR	MSCI USA MIN ETF	$1.4M	0.3%	14,050 SH	New
ISHARES TR	RUS 2000 GRW ETF	$243K	0.1%	617 SH	New
ISHARES TR	RUS TP200 GR ETF	$552K	0.1%Prev: 0.2%	1,899 SH	Decreased-1,476 SH
ISHARES TR	TIPS BD ETF	$322K	0.1%Prev: 0.2%	2,941 SH	Decreased-3,294 SH
ISHARES TR	U.S. MED DVC ETF	$4.8M	1.1%Prev: 1.9%	96,571 SH	Decreased-26,361 SH
ISHARES TR	US AER DEF ETF	$293K	0.1%	1,208 SH	New
J P MORGAN EXCHANGE TRADED F	INCOME ETF	$668K	0.2%	14,507 SH	New
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$649K	0.1%Prev: 0.7%	12,827 SH	Decreased-38,691 SH
JEFFERIES FINANCIAL GROUP IN	COM	$2.0M	0.5%	39,437 SH	New
JOHNSON & JOHNSON	COM	$929K	0.2%Prev: 0.1%	3,659 SH	Increased+1,005 SH
JPMORGAN CHASE & CO	COM	$1.2M	0.3%	3,660 SH	New
KIMBERLY-CLARK CORP	COM	$271K	0.1%	2,464 SH	New
L3HARRIS TECHNOLOGIES INC	COM	$449K	0.1%Prev: 0.1%	1,546 SH	Increased+42 SH
LAM RESEARCH CORP	COM NEW	$472K	0.1%	1,088 SH	New
LOCKHEED MARTIN CORP	COM	$493K	0.1%	967 SH	New
MARRIOTT INTL INC NEW	CL A	$329K	0.1%	888 SH	New
MARVELL TECHNOLOGY INC	COM	$466K	0.1%	1,565 SH	New
MASTERCARD INCORPORATED	CL A	$641K	0.1%Prev: 0.1%	1,248 SH	Increased+468 SH
MCDONALDS CORP	COM	$235K	0.1%Prev: 0.1%	870 SH	Decreased-728 SH
MERCK & CO INC	COM	$487K	0.1%	3,789 SH	New
META PLATFORMS INC	CL A	$1.8M	0.4%Prev: 0.5%	3,119 SH	Decreased+448 SH
MICRON TECHNOLOGY INC	COM	$4.5M	1.0%Prev: 0.1%	3,912 SH	Increased-189 SH
MICROSOFT CORP	COM	$3.7M	0.9%Prev: 1.3%	9,873 SH	Decreased-214 SH
MILESTONE PHARMACEUTICALS IN	COM	$17K	0.0%Prev: 0.0%	12,406 SH	Decreased-12,638 SH
NETFLIX INC.	COM	$542K	0.1%	7,587 SH	New
NEXTERA ENERGY INC	COM	$211K	0.0%	2,400 SH	New
NVIDIA CORPORATION	COM	$6.2M	1.4%Prev: 1.3%	30,881 SH	Increased-1,865 SH
ONEOK INC NEW	COM	$299K	0.1%	3,437 SH	New
ORACLE CORP	COM	$246K	0.1%Prev: 0.1%	1,678 SH	Decreased-291 SH
PACKAGING CORP AMER	COM	$239K	0.1%	1,001 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$1.0M	0.2%Prev: 0.3%	8,748 SH	Decreased+733 SH
PALO ALTO NETWORKS INC	COM	$329K	0.1%	965 SH	New
PEPSICO INC	COM	$394K	0.1%Prev: 0.1%	2,911 SH	Increased+1,364 SH
PHILIP MORRIS INTL INC	COM	$253K	0.1%	1,398 SH	New
PHILLIPS 66	COM	$201K	0.0%	1,191 SH	New
PIMCO ETF TR	MULTISECTOR BD	$342K	0.1%	12,908 SH	New
PROCTER & GAMBLE CO	COM	$890K	0.2%	6,068 SH	New
PROSHARES TR	ULTRAPRO QQQ	$618K	0.1%Prev: 0.1%	7,625 SH	Increased+3,485 SH
QUALCOMM INC	COM	$558K	0.1%Prev: 0.1%	3,018 SH	Increased+408 SH
REGIONS FINANCIAL CORP NEW	COM	$218K	0.1%	7,229 SH	New
ROCKWELL AUTOMATION INC	COM	$595K	0.1%Prev: 0.1%	1,202 SH	Increased+16 SH
RTX CORPORATION	COM	$430K	0.1%Prev: 0.1%	2,269 SH	Increased+270 SH
S&P GLOBAL INC	COM	$446K	0.1%	1,094 SH	New
SALESFORCE INC	COM	$263K	0.1%Prev: 0.1%	1,681 SH	Decreased+362 SH
SANDISK CORP	COM	$1.9M	0.4%	826 SH	New
SCHWAB CHARLES CORP	COM	$204K	0.0%	2,208 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$7.8M	1.8%Prev: 0.8%	246,850 SH	Increased+124,563 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$689K	0.2%Prev: 0.2%	20,366 SH	Increased-2,224 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$3.2M	0.7%Prev: 0.1%	3,360 SH	Increased-529 SH
SELECT SECTOR SPDR TR	ST STR ENERG ETF	$409K	0.1%	7,707 SH	New
SELECT SECTOR SPDR TR	ST STR FINL ETF	$305K	0.1%	5,697 SH	New
SELECT SECTOR SPDR TR	ST STR INDL ETF	$287K	0.1%	1,550 SH	New
SELECT SECTOR SPDR TR	ST STR SVC ETF	$235K	0.1%	2,192 SH	New
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$201K	0.0%	1,056 SH	New
SEMPRA	COM	$641K	0.1%Prev: 0.1%	6,914 SH	Increased+471 SH
SILA REALTY TRUST INC	COMMON STOCK	$214K	0.0%Prev: 0.1%	7,043 SH	Decreased-5,063 SH
SPACE EXPLORATION TECHN CORP	CLASS A COM STK	$264K	0.1%	1,546 SH	New
SPDR GOLD TR	GOLD SHS	$839K	0.2%Prev: 0.1%	2,277 SH	Increased+485 SH
STARBUCKS CORP	COM	$212K	0.0%Prev: 0.1%	2,073 SH	Increased-200 SH
STATE STR SPDR S&P 500 ETF T	TR UNIT	$37.1M	8.6%	49,618 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$770K	0.2%	1,613 SH	New
TESLA INC	COM	$2.2M	0.5%Prev: 0.5%	5,265 SH	Increased-1,341 SH
TEVA PHARMACEUTICAL INDS LTD	SPONSORED ADS	$410K	0.1%Prev: 0.1%	12,094 SH	Increased-2,409 SH
TEXAS INSTRS INC	COM	$577K	0.1%	1,937 SH	New
THRIVENT ETF TRUST	SMAL MID CAP ETF	$203K	0.0%	3,880 SH	New
UBER TECHNOLOGIES INC	COM	$328K	0.1%	4,547 SH	New
UNION PAC CORP	COM	$259K	0.1%Prev: 0.1%	954 SH	Increased-35 SH
UNITED PARCEL SVCS INC	CL B	$261K	0.1%	2,424 SH	New
UNITEDHEALTH GROUP INC	COM	$1.9M	0.4%Prev: 0.2%	4,682 SH	Increased+1,599 SH
US BANCORP	COM NEW	$252K	0.1%	4,178 SH	New
VANGUARD ADMIRAL FDS INC	MIDCP 400 GRTH	$380K	0.1%Prev: 0.1%	2,600 SH	Increased
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$486K	0.1%Prev: 0.3%	6,623 SH	Decreased-7,000 SH
VANGUARD BD INDEX FDS	VANGUARD ULTRA	$300K	0.1%	6,036 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$412K	0.1%Prev: 0.1%	4,779 SH	Increased+4,020 SH
VANGUARD INDEX FDS	MID CAP ETF	$208K	0.0%Prev: 0.1%	2,579 SH	Decreased+1,523 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$8.3M	1.9%Prev: 2.1%	12,126 SH	Decreased-2,813 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$949K	0.2%Prev: 0.2%	2,564 SH	Increased+377 SH
VANGUARD INDEX FDS	VALUE ETF	$530K	0.1%Prev: 0.1%	2,435 SH	Increased-217 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$3.9M	0.9%Prev: 0.9%	16,326 SH	Increased-2,094 SH
VANGUARD STAR FDS	VG TL INTL STK F	$225K	0.1%	2,630 SH	New
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$231K	0.1%	3,243 SH	New
VANGUARD WORLD FD	CONSUM STP ETF	$1.4M	0.3%Prev: 0.3%	6,253 SH	Increased+1,101 SH
VANGUARD WORLD FD	FINANCIALS ETF	$592K	0.1%Prev: 0.2%	4,499 SH	Decreased-1,627 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$6.4M	1.5%Prev: 1.7%	21,446 SH	Decreased-5,455 SH
VANGUARD WORLD FD	INF TECH ETF	$767K	0.2%Prev: 0.4%	6,415 SH	Decreased+3,767 SH
VERIZON COMMUNICATIONS INC	COM	$806K	0.2%Prev: 0.1%	19,048 SH	Increased+10,657 SH
VISA INC	COM CL A	$1.0M	0.2%Prev: 0.3%	2,913 SH	Decreased-106 SH
WALMART INC	COM	$784K	0.2%Prev: 0.2%	6,924 SH	Decreased-2,589 SH
WARNER BROS DISCOVERY INC	COM SER A	$252K	0.1%Prev: 0.0%	9,445 SH	Increased-1,756 SH
WELLS FARGO & CO	COM	$471K	0.1%	5,699 SH	New
WESTERN DIGITAL CORP	COM	$1.6M	0.4%Prev: 0.1%	2,580 SH	Increased-2,302 SH
WISDOMTREE TR	US QTLY DIV GRT	$970K	0.2%	10,144 SH	New
XCEL ENERGY INC	COM	$516K	0.1%Prev: 0.1%	6,425 SH	Increased+160 SH

Sold (vs prior filing)

AMERICAN CENTY ETF TR — $579K
BANK AMERICA CORP — $1.9M
BP PRUDHOE BAY RTY TR — $8K
CHEVRON CORP NEW — $841K
COSTCO WHSL CORP NEW — $1.7M
DIMENSIONAL ETF TRUST — $5.0M
DIMENSIONAL ETF TRUST — $1.6M
DIMENSIONAL ETF TRUST — $89.1M
DIMENSIONAL ETF TRUST — $1.4M
DIMENSIONAL ETF TRUST — $50.2M
DIMENSIONAL ETF TRUST — $21.9M
HONEYWELL INTL INC — $406K
ISHARES BITCOIN TRUST ETF — $244K
ISHARES INC — $218K
ISHARES TR — $601K
ISHARES TR — $204K
ISHARES TR — $1.7M
ISHARES TR — $257K
ISHARES TR — $207K
ISHARES TR — $578K
… and 25 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