Safeguard Investment Advisory Group, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $399 Million distributed in 144 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $89.1M, Dimensional ETF Tr Dimensional with a value of $50.2M, Invesco Qqq Trust, Series 1 with a value of $49.2M, Spdr S&P 500 ETF Trust with a value of $38.3M, and Dimensional ETF Tr Dimensional with a value of $21.9M.
Examining the 13F form we can see an increase of $32.4M in the current position value, from $367M to 399M.
Below you can find more details about Safeguard Investment Advisory Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$399 Million
ETFs: $326 Million
Technology: $28.7 Million
Communication Services: $9.83 Million
Financial Services: $9.35 Million
Consumer Cyclical: $8.03 Million
Industrials: $4.52 Million
Consumer Defensive: $4.01 Million
Healthcare: $3.95 Million
Other: $4.45 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
