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CIK: 0001846711
Total reported value
$433.1M
$433.1M
141 檔
53.0%
As reported in its official Q1 2025 Form 13F filing, Safeguard Investment Advisory Group, LLC's tracked investment portfolio stood at $433.1M with 141 total positions.
In Q1 2025, Safeguard Investment Advisory Group, LLC displayed an active expansion posture, initiating 141 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 22.97% | -1.98% | -0.48% | |
| 2 | DUHP | Dimensional US High Profi Et | ETF-Other | 13.06% | -1.27% | +0.27% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 11.45% | +0.20% | +0.53% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 9.17% | -0.46% | -0.01% | |
| 5 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 5.74% | -0.69% | +1.28% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.54% | -0.20% | +8.60% | |
| 7 | IHI | Ishares U.s. Medical Devices | ETF-Other | 2.05% | -0.39% | -0.99% | |
| 8 | VHT | Vanguard Health Care ETF | ETF-Other | 1.95% | -0.21% | +1.71% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.90% | -0.10% | +14.64% | |
| 10 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.35% | -0.27% | -3.70% | |
| 11 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.33% | +0.19% | +2.29% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.24% | -0.02% | +33.79% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.08% | — | +57.60% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.07% | -0.02% | +25.03% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.98% | -0.11% | -1.06% | |
| 16 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.96% | +0.10% | +50.64% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.61% | +0.07% | +12.61% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 0.59% | +0.04% | +33.48% | |
| 19 | JEF | Jefferies Financial Group In | Stock-Financials | 0.57% | +0.01% | — | |
| 20 | T | At&t Inc | Stock-Comm Services | 0.57% | -0.22% | +3.59% | |
| 21 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.49% | -0.03% | +1.07% | |
| 22 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.49% | -0.01% | +17.64% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.48% | -0.15% | +12.58% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.47% | -0.01% | +38.57% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.47% | +0.06% | +47.70% | |
| 26 | BAC | Bank Of America CORP | Stock-Financials | 0.46% | -0.03% | +4.15% | |
| 27 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.44% | +0.17% | +23.43% | |
| 28 | DFSD | Dimensional Short Duration | ETF-Other | 0.43% | -0.03% | +6.64% | |
| 29 | NFLX | Netflix Inc | Stock-Comm Services | 0.42% | -0.05% | +12.47% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.42% | -0.01% | +58.07% | |
| 31 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.39% | +0.03% | +87.42% | |
| 32 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.38% | -0.01% | -1.19% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.35% | -0.30% | +20.82% | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.34% | — | +10.88% | |
| 35 | ILTB | Ishares Core 10+ Year Usd Bo | ETF-Other | 0.31% | -0.05% | -4.70% | |
| 36 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.29% | -0.06% | -1.79% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.28% | -0.01% | +42.39% | |
| 38 | CMF | Ishares California Muni Bond | ETF-Other | 0.28% | — | -3.99% | |
| 39 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.28% | +0.21% | -5.09% | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.27% | +0.03% | +26.40% | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.27% | -0.05% | +7.27% | |
| 42 | SWKS | Skyworks Solutions Inc | Stock-Tech | 0.26% | — | +0.89% | |
| 43 | DFAT | Dimensional US Target Value | ETF-Other | 0.26% | — | -1.42% | |
| 44 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.25% | +0.03% | +39.71% | |
| 45 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.25% | -0.02% | -18.92% | |
| 46 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.24% | -0.03% | -7.73% | |
| 47 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.24% | -0.01% | +40.25% | |
| 48 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.23% | -0.03% | +119.52% | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.20% | -0.04% | -9.03% | |
| 50 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.20% | +0.15% | NEW |
According to official SEC Form 13F filings, Safeguard Investment Advisory Group, LLC reported a total U.S. public equity portfolio value of $433.1M across 141 disclosed positions in Q1 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DUHP, QQQ) accounted for 53.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
DFAC
市值: $84.5M
During Q1 2025, Safeguard Investment Advisory Group, LLC's top holdings by market value included DFAC (23.0%)、DUHP (13.1%)、QQQ (11.4%). The largest single position, DFAC, represented 23.0% of total portfolio value.
In Q1 2025, Safeguard Investment Advisory Group, LLC made 141 total portfolio adjustments, initiating 141 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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