Safeguard Investment Advisory Group, LLC

Q3 2025 13F Holdings

  • Location
    corona, CA
  • Num holdings

    150

  • Value ($000)

    $403,091

  • Date Filed
    11/13/2025
  • Form type
    13F-HR
  • CIK
    0001846711
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
D
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
25434V708
$88.50M
22 %

2,294,491

D
DUHP

DIMENSIONAL ETF TRUST

US HIGH PROFITAB
25434V831
$49.97M
12 %

1,323,010

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$48.76M
12 %

81,218

S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$38.65M
10 %

58,020

D
DFSV

DIMENSIONAL ETF TRUST

US SMALL CAP VAL
25434V815
$21.99M
6 %

690,490

A
AAPL

APPLE INC

COM
037833100
$10.84M
3 %

42,571

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$9.11M
2 %

14,869

I
IHI

ISHARES TR

U.S. MED DVC ETF
464288810
$6.80M
2 %

113,256

Q
QQQM

INVESCO EXCH TRADED FD TR II

NASDAQ 100 ETF
46138G649
$6.63M
2 %

26,846

---

VANGUARD WORLD FD

HEALTH CAR ETF
92204A504
$6.55M
2 %

25,217

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