Safeguard Investment Advisory Group, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $401 Million distributed in 150 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 $88.5M, Dimensional ETF Tr Dimensional with a value of $50M, Invesco Qqq Trust, Series 1 with a value of $48.8M, Spdr S&P 500 ETF Trust with a value of $38.7M, and Dimensional ETF Tr Dimensional with a value of $22M.
Examining the 13F form we can see an increase of $2.02M in the current position value, from $399M to 401M.
Below you can find more details about Safeguard Investment Advisory Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$401 Million
ETFs: $324 Million
Technology: $31.8 Million
Financial Services: $10.2 Million
Communication Services: $8.43 Million
Consumer Cyclical: $8.26 Million
Healthcare: $5 Million
Industrials: $4.56 Million
Consumer Defensive: $4.34 Million
Other: $3.97 Million
Stock Holdings Table Market Cap. of $200 Billions or more
