Safeguard Investment Advisory Group, LLC
CIK: 0001846711SEC EDGAR →
Portfolio Value
$390.9B
Holdings
148
As of
Q4 2025
New Positions
16
Closed Positions
10
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 2,180,942 | $86.3B | 22.09% |
| 2 | DIMENSIONAL ETF TRUST | 1,268,018 | $48.2B | 12.34% |
| 3 | INVESCO QQQ TR | 76,498 | $47.0B | 12.02% |
| 4 | SPDR S&P 500 ETF TR | 54,027 | $36.8B | 9.42% |
| 5 | DIMENSIONAL ETF TRUST | 654,229 | $21.5B | 5.50% |
| 6 | APPLE INC | 40,798 | $11.1B | 2.84% |
| 7 | VANGUARD INDEX FDS | 12,465 | $7.8B | 2.00% |
| 8 | INVESCO EXCH TRADED FD TR II | 28,145 | $7.1B | 1.82% |
| 9 | VANGUARD WORLD FD | 23,899 | $6.9B | 1.76% |
| 10 | ISHARES TR | 107,345 | $6.7B | 1.71% |
Quarterly Changes
Top Buys
New Positions (16)
$523.0M · 1K shares
$364.0M · 4K shares
$290.0M · 3K shares
$278.0M · 6K shares
$274.0M · 2K shares
$251.0M · 2K shares
$242.0M · 944 shares
$222.0M · 2K shares
$222.0M · 3K shares
$209.0M · 4K shares
$206.0M · 1K shares
$202.0M · 3K shares
$201.0M · 5K shares
$201.0M · 309 shares
$186.0M · 10K shares
$166.0M · 11K shares
Closed Positions (18)
$653.3M · 11K shares
$578.0M · 8K shares
$368.5M · 5K shares
$334.6M · 2K shares
$293.8M · 3K shares
$266.1M · 1K shares
$245.5M · 1K shares
$244.0M · 1K shares
$228.5M · 3K shares
$222.0M · 6K shares
$221.0M · 1K shares
$216.3M · 2K shares
$215.1M · 7K shares
$214.2M · 1K shares
$213.9M · 7K shares
$213.3M · 1K shares
$210.1M · 877 shares
$208.3M · 1K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 69 | $268.9B | 68.8% |
| Unknown | 7 | $50.3B | 12.9% |
| Technology | 20 | $34.8B | 8.9% |
| Communication Services | 8 | $9.5B | 2.4% |
| Consumer Cyclical | 6 | $8.3B | 2.1% |
| Healthcare | 8 | $6.2B | 1.6% |
| Industrials | 11 | $4.1B | 1.1% |
| Consumer Defensive | 6 | $3.9B | 1.0% |
| Energy | 4 | $2.3B | 0.6% |
| Utilities | 7 | $2.2B | 0.6% |
| Real Estate | 2 | $376.0M | 0.1% |