Safeguard Investment Advisory Group, LLC 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001846711 · Corona, CA

As of Sep 30, 2025, Safeguard Investment Advisory Group, LLC reported 150 positions worth $403.1M in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
DIMENSIONAL US CORE EQUITY 2 ETF	DFAC	—	2,294,491	$88.5M	21.95%
DIMENSIONAL US HIGH PROFITABILITY ETF	DUHP	—	1,323,010	$50.0M	12.40%
INVESCO QQQ TRUST SERIES 1	QQQ	—	81,218	$48.8M	12.10%
SPDR S&P 500 ETF TRUST	SPY	—	58,020	$38.7M	9.59%
DIMENSIONAL US SMALL CAP VALUE ETF	DFSV	—	690,490	$22.0M	5.45%
APPLE INC	AAPL	Technology	42,571	0.8M	2.69%
VANGUARD 500 INDEX FUND	VOO	—	14,869	$9.1M	2.26%
ISHARES US MEDICAL DEVICES ETF	IHI	—	113,256	$6.8M	1.69%
INVESCO NASDAQ 100 ETF	QQQM	—	26,846	$6.6M	1.65%
VANGUARD HEALTH CARE INDEX FUND	VHT	—	25,217	$6.5M	1.62%
NVIDIA CORP	NVDA	Technology	30,011	$5.6M	1.39%
DIMENSIONAL CORE FIXED INCOME ETF	DFCF	—	112,486	$4.8M	1.19%
MICROSOFT CORP	MSFT	Technology	8,823	$4.6M	1.13%
VANGUARD DIVIDEND APPREC ETF	VIG	—	18,508	$4.0M	0.99%
BROADCOM INC	AVGO	Technology	11,526	$3.8M	0.94%
AMAZON.COM INC	AMZN	Equity	17,264	$3.8M	0.94%
SCHWAB US DIVIDEND EQUITY ETF	SCHD	Equity	104,934	$2.9M	0.71%
JPMORGAN ULTRA-SHORT INCOME	JPST	—	53,089	$2.7M	0.67%
TESLA INC	TSLA	Consumer Cyclical	6,048	$2.7M	0.67%
JEFFERIES FINANCIAL GROUP INC	JEF	Financial Services	39,437	$2.6M	0.64%
BANK OF AMERICA CORP	BAC	Financial Services	39,993	$2.1M	0.51%
WISDOMTREE FLOATING RATE TREASURY FUND	USFR	—	40,506	$2.0M	0.51%
ALPHABET INC	GOOGL	Equity	8,326	$2.0M	0.50%
AT&T INC	T	Communication Services	71,627	$2.0M	0.50%
ELI LILLY & CO	LLY	Healthcare	2,588	$2.0M	0.49%