Safeguard Investment Advisory Group, LLC
Q4 2025 13F Holdings
- Locationcorona, CA
- Num holdings
148
- Value ($000)
$390,913
- Date Filed02/13/2026
- Form type13F-HR
- CIK0001846711
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $86.34M | 22 % | 2,180,942 | ||
DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $48.22M | 12 % | 1,268,018 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $46.99M | 12 % | 76,498 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $36.84M | 9 % | 54,027 | ||
DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 | $21.52M | 6 % | 654,229 | ||
APPLE INC | COM | 037833100 | $11.09M | 3 % | 40,798 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $7.82M | 2 % | 12,465 | ||
INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | $7.12M | 2 % | 28,145 | ||
VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 | $6.88M | 2 % | 23,899 | ||
ISHARES TR | U.S. MED DVC ETF | 464288810 | $6.67M | 2 % | 107,345 |
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