Institutions / Safeguard Investment Advisory Group, LLC
Safeguard Investment Advisory Group, LLC
CIK 1846711 · Institution · as of Dec 31, 2025
Portfolio value
$390.91M
Positions
148
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 148 →
| Company | Value | % of portfolio |
|---|---|---|
| Dimensional ETF Trust | $86.34M | 22.1% |
| Dimensional ETF Trust | $48.22M | 12.3% |
| Invesco Qqq Tr | $46.99M | 12.0% |
| SPDR S&P 500 ETF Tr | $36.84M | 9.4% |
| Dimensional ETF Trust | $21.52M | 5.5% |
| Apple Inc. | $11.09M | 2.8% |
| Vanguard Index Fds | $7.82M | 2.0% |
| Invesco Exch Traded Fd Tr II | $7.12M | 1.8% |
| Vanguard World Fd | $6.88M | 1.8% |
| iShares Tr | $6.67M | 1.7% |
| NVIDIA Corp | $5.72M | 1.5% |
| Broadcom Inc. | $5.71M | 1.5% |
| Dimensional ETF Trust | $4.67M | 1.2% |
| Amazon.com Inc | $4.21M | 1.1% |
| Vanguard Specialized Funds | $3.97M | 1.0% |
| Microsoft Corp | $3.95M | 1.0% |
| ELI LILLY & Co | $2.88M | 0.7% |
| Tesla Inc | $2.80M | 0.7% |
| Alphabet Inc. | $2.80M | 0.7% |
| Schwab Strategic Tr | $2.79M | 0.7% |
| Jefferies Financial Group Inc. | $2.44M | 0.6% |
| Bank of America Corp /De | $2.16M | 0.6% |
| AT&T Inc. | $1.74M | 0.4% |
| Meta Platforms Inc | $1.69M | 0.4% |
| Costco Wholesale Corp /New | $1.55M | 0.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.