Safeguard Investment Advisory Group, LLC Portfolio Holdings

Safeguard Investment Advisory Group, LLC

  • $401 Million
  • Q3 2025

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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$88,000 0.02% of portfolio
14,589
Q3 2025 Reduced 0.01%

Summary

  • Portfolio
  • No. of Stocks 150
  • Current Value $401 Million
  • Prior Value $399 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 16 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 87 stocks
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