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Safeguard Investment Advisory Group, LLC

Q1 2026 13F Holdings

  • Location
    corona, CA
  • Num holdings

    143

  • Value ($000)

    $361,985

  • Date Filed
    05/14/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
D
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
25434V708
$78.6M
22 %

2,022,586

D
DUHP

DIMENSIONAL ETF TRUST

US HIGH PROFITAB
25434V831
$45.22M
13 %

1,230,260

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$41M
11 %

71,039

S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$32.66M
9 %

50,211

D
DFSV

DIMENSIONAL ETF TRUST

US SMALL CAP VAL
25434V815
$21.42M
6 %

611,262

A
AAPL

APPLE INC

COM
037833100
$10.05M
3 %

39,609

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$7.32M
2 %

12,245

Q
QQQM

INVESCO EXCH TRADED FD TR II

NASDAQ 100 ETF
46138G649
$6.71M
2 %

28,241

S
SCHD

SCHWAB STRATEGIC TR

US DIVIDEND EQ
808524797
$6.18M
2 %

201,403

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VANGUARD WORLD FD

HEALTH CAR ETF
92204A504
$6.13M
2 %

22,518

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