Safeguard Investment Advisory Group, LLC

Est. AUM

$361.7M

13F long equity, this entity only

Positions

142

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$78.6M	2022586	21.73%	SOLE
2	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$45.2M	1230260	12.50%	SOLE
3	INVESCO QQQ TR	UNIT SER 1	$41.0M	71039	11.34%	SOLE
4	STATE STR SPDR S&P 500 ETF T	TR UNIT	$32.7M	50211	9.03%	SOLE
5	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$21.4M	611262	5.92%	SOLE
6	APPLE INC	COM	$10.1M	39609	2.78%	SOLE
7	VANGUARD INDEX FDS	S&P 500 ETF SHS	$7.3M	12245	2.02%	SOLE
8	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$6.7M	28241	1.86%	SOLE
9	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$6.2M	201403	1.71%	SOLE
10	VANGUARD WORLD FD	HEALTH CAR ETF	$6.1M	22518	1.70%	SOLE
11	ISHARES TR	U.S. MED DVC ETF	$5.4M	101117	1.49%	SOLE
12	NVIDIA CORPORATION	COM	$5.2M	29696	1.43%	SOLE
13	BROADCOM INC	COM	$5.1M	16435	1.41%	SOLE
14	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$4.4M	103977	1.21%	SOLE
15	AMAZON COM INC	COM	$3.6M	17525	1.01%	SOLE
16	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$3.6M	16794	1.00%	SOLE
17	MICROSOFT CORP	COM	$3.1M	8525	0.87%	SOLE
18	ALPHABET INC	CAP STK CL A	$2.6M	8942	0.71%	SOLE
19	ELI LILLY & CO	COM	$2.4M	2602	0.66%	SOLE
20	AT&T INC	COM	$2.0M	67773	0.54%	SOLE
21	BANK AMERICA CORP	COM	$1.9M	39246	0.53%	SOLE
22	TESLA INC	COM	$1.9M	5034	0.52%	SOLE
23	COSTCO WHOLESALE CORPORATION	COM	$1.7M	1734	0.48%	SOLE
24	JEFFERIES FINANCIAL GROUP IN	COM	$1.6M	39437	0.45%	SOLE
25	ISHARES TR	0-3 MNTH TREASRY	$1.6M	16059	0.45%	SOLE
26	META PLATFORMS INC	CL A	$1.5M	2644	0.42%	SOLE
27	EXXON MOBIL CORP	COM	$1.4M	8322	0.39%	SOLE
28	VANGUARD WORLD FD	CONSUM STP ETF	$1.4M	6226	0.39%	SOLE
29	WISDOMTREE TR	US QTLY DIV GRT	$1.4M	15803	0.38%	SOLE
30	MICRON TECHNOLOGY INC	COM	$1.3M	3953	0.37%	SOLE
31	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.3M	2675	0.35%	SOLE
32	ALPHABET INC	CAP STK CL C	$1.3M	4423	0.35%	SOLE
33	SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$1.3M	3236	0.35%	SOLE
34	ISHARES TR	ISHARES SEMICDTR	$1.3M	3825	0.35%	SOLE
35	ISHARES TR	MSCI USA MIN VOL	$1.2M	13405	0.34%	SOLE
36	PALANTIR TECHNOLOGIES INC	CL A	$1.1M	7856	0.32%	SOLE
37	DIMENSIONAL ETF TRUST	SHORT DURATION F	$1.1M	23795	0.31%	SOLE
38	JPMORGAN CHASE & CO	COM	$1.1M	3624	0.29%	SOLE
39	UNITEDHEALTH GROUP INC	COM	$1.0M	3795	0.28%	SOLE
40	CHEVRON CORPORATION	COM	$995K	4812	0.28%	SOLE
41	ADVANCED MICRO DEVICES INC	COM	$945K	4650	0.26%	SOLE
42	ETFS GOLD TR	PHYSCL GOLD SHS	$931K	20873	0.26%	SOLE
43	ISHARES TR	CORE S&P500 ETF	$906K	1387	0.25%	SOLE
44	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$895K	26357	0.25%	SOLE
45	DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$883K	18423	0.24%	SOLE
46	SPDR GOLD TR	GOLD SHS	$867K	2017	0.24%	SOLE
47	BOEING CO	COM	$865K	4348	0.24%	SOLE
48	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$847K	11945	0.23%	SOLE
49	VISA INC	COM CL A	$843K	2791	0.23%	SOLE
50	JOHNSON & JOHNSON	COM	$806K	3297	0.22%	SOLE

1–50 of 142

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.