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CIK: 0001846711
Total reported value
$433.1M
$433.1M
148 檔
55.4%
In Q4 2025, Safeguard Investment Advisory Group, LLC's U.S. equity holdings reached a combined market value of $433.1M, distributed across 148 disclosed stock positions.
Safeguard Investment Advisory Group, LLC executed strategic sector rebalancing during Q4 2025, establishing 16 new positions while fully exiting 18 holdings and trimming 69 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 22.09% | -1.98% | -4.95% | |
| 2 | DUHP | Dimensional US High Profi Et | ETF-Other | 12.34% | -1.27% | -4.16% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 12.02% | +0.20% | -5.81% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 9.42% | -0.46% | -6.88% | |
| 5 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 5.50% | -0.69% | -5.25% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.84% | -0.20% | -4.16% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.00% | -0.10% | -16.17% | |
| 8 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.82% | +0.19% | +4.84% | |
| 9 | VHT | Vanguard Health Care ETF | ETF-Other | 1.76% | -0.21% | -5.23% | |
| 10 | IHI | Ishares U.s. Medical Devices | ETF-Other | 1.71% | -0.39% | -5.22% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.46% | — | +2.12% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 1.46% | +0.04% | +43.24% | |
| 13 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.19% | -0.27% | -2.47% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.08% | -0.02% | +5.60% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.01% | -0.11% | -2.49% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.01% | -0.02% | -7.44% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.74% | +0.07% | +3.63% | |
| 18 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.72% | -0.01% | +3.13% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.72% | +0.06% | +7.54% | |
| 20 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.71% | +0.10% | -3.06% | |
| 21 | JEF | Jefferies Financial Group In | Stock-Financials | 0.63% | +0.01% | — | |
| 22 | BAC | Bank Of America CORP | Stock-Financials | 0.55% | -0.03% | -1.67% | |
| 23 | T | At&t Inc | Stock-Comm Services | 0.45% | -0.22% | -1.95% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.43% | -0.01% | +16.60% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.40% | -0.15% | +6.04% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.39% | +0.02% | +5.23% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.39% | -0.01% | +6.50% | |
| 28 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.37% | -0.03% | -10.73% | |
| 29 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.36% | -0.08% | -0.20% | |
| 30 | DFSD | Dimensional Short Duration | ETF-Other | 0.33% | -0.03% | -5.02% | |
| 31 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.32% | +0.17% | +1.19% | |
| 32 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.31% | +0.21% | -9.84% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.31% | -0.01% | -4.66% | |
| 34 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.31% | +0.01% | -7.13% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.29% | -0.01% | +20.71% | |
| 36 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.29% | -0.06% | +3.48% | |
| 37 | MU | Micron Technology Inc | Stock-Tech | 0.29% | +0.67% | +1.84% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.28% | -0.30% | -3.85% | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.27% | — | -1.29% | |
| 40 | STX | Seagate Technology Holdings plc | Stock-Tech | 0.26% | +0.40% | -0.03% | |
| 41 | AMD | Advanced Micro Devices | Stock-Tech | 0.25% | +0.38% | -12.27% | |
| 42 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.24% | -0.03% | -3.28% | |
| 43 | BA | Boeing Co/the | Stock-Industrials | 0.24% | -0.01% | +1.73% | |
| 44 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.23% | -0.01% | -7.81% | |
| 45 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 0.23% | -0.08% | -1.49% | |
| 46 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.23% | — | -56.51% | |
| 47 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.22% | -0.02% | +4.85% | |
| 48 | ILTB | Ishares Core 10+ Year Usd Bo | ETF-Other | 0.21% | -0.05% | -14.13% | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.21% | -0.04% | -11.68% | |
| 50 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.20% | +0.15% | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +0.5% | +43.24% | Add |
| 2 | LLY | Eli Lilly & Co | +0.3% | +3.63% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.2% | +7.54% | Add |
| 4 | QQQM | Invesco Nasdaq 100 ETF | +0.2% | +4.84% | Add |
| 5 | AAPL | Apple Inc | +0.2% | -4.16% | Trim |
| 6 | AMZN | Amazon.com Inc | +0.1% | +5.60% | Add |
| 7 | VHT | Vanguard Health Care ETF | +0.1% | -5.23% | Trim |
| 8 | DFAC | Dimensional US Core Equity 2 | +0.1% | -4.95% | Trim |
| 9 | MU | Micron Technology Inc | +0.1% | +1.84% | Add |
| 10 | GOOG | Alphabet Inc-cl C | +0.1% | +5.23% | Add |
| 11 | NVDA | Nvidia CORP | +0.1% | +2.12% | Add |
| 12 | IVV | Ishares Core S&p 500 ETF | +0.1% | +20.71% | Add |
| 13 | NFLX | Netflix Inc | +0.1% | +1976.92% | Add |
| 14 | DFSV | Dimensional US Small Cap Val | +0.1% | -5.25% | Trim |
| 15 | VZ | Verizon Communications Inc | +0.1% | +55.11% | Add |
| 16 | TSLA | Tesla Inc | +0.1% | +3.13% | Add |
| 17 | JNJ | Johnson & Johnson | 0% | +20.36% | Add |
| 18 | STX | Seagate Technology Holdings plc | 0% | -0.03% | Trim |
| 19 | AMD | Advanced Micro Devices | 0% | -12.27% | Trim |
| 20 | GLD | Spdr Gold Shares | 0% | +6.22% | Add |
| 21 | BAC | Bank Of America CORP | 0% | -1.67% | Trim |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +6.50% | Add |
| 23 | MA | Mastercard Inc - A | 0% | +23.74% | Add |
| 24 | TEVA | Teva Pharmaceutical-sp Adr | 0% | -12.94% | Trim |
| 25 | WBD | Warner Bros Discovery Inc | 0% | -2.62% | Trim |
| 26 | SGOL | Abrdn Physical Gold Shares | 0% | -1.49% | Trim |
| 27 | META | Meta Platforms Inc-class A | 0% | +16.60% | Add |
| 28 | IHI | Ishares U.s. Medical Devices | 0% | -5.22% | Trim |
| 29 | RTX | Rtx CORP | 0% | +12.99% | Add |
| 30 | GS | Goldman Sachs Group Inc | 0% | +12.78% | Add |
| 31 | CVX | Chevron CORP | 0% | +9.73% | Add |
| 32 | ROK | Rockwell Automation Inc | 0% | +0.93% | Add |
| 33 | DFNM | Dimensional National Muni Bd | 0% | +4.85% | Add |
| 34 | XOM | Exxon Mobil CORP | 0% | -3.85% | Trim |
| 35 | VIG | Vanguard Dividend Apprec ETF | 0% | -2.49% | Trim |
| 36 | IVE | Ishares S&p 500 Value ETF | 0% | +17.28% | Add |
| 37 | CRM | Salesforce Inc | 0% | +2.67% | Add |
| 38 | XLC | Ss Comm Select Sector Spdr | 0% | +19.27% | Add |
| 39 | VTV | Vanguard Value ETF | 0% | +4.28% | Add |
| 40 | XLI | Ss Industrial Select Sector | 0% | +14.50% | Add |
| 41 | F | Ford Motor Co | 0% | +6.55% | Add |
| 42 | GE | General Electric | 0% | +3.75% | Add |
| 43 | VDC | Vanguard Consumer Staple ETF | 0% | +3.48% | Add |
| 44 | TQQQ | Proshares Ultrapro Qqq | 0% | +107.27% | Add |
| 45 | BA | Boeing Co/the | 0% | +1.73% | Add |
| 46 | COST | Costco Wholesale CORP | 0% | +6.04% | Add |
| 47 | TIP | Ishares Tips Bond ETF | 0% | +6.21% | Add |
| 48 | VFH | Vanguard Financials ETF | 0% | +0.77% | Add |
| 49 | IGM | Ishares Expanded Tech Sector | 0% | +0.04% | Add |
| 50 | AEP | American Electric Power | 0% | +2.52% | Add |
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 148 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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 55.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
SPGI
市值: $523.0K
Top Position Liquidated / Trimmed
JEPI
前期市值: $653.3K
During Q4 2025, Safeguard Investment Advisory Group, LLC's top holdings by market value included DFAC (22.1%)、DUHP (12.3%)、QQQ (12.0%). The largest single position, DFAC, represented 22.1% of total portfolio value.
In Q4 2025, Safeguard Investment Advisory Group, LLC made 158 total portfolio adjustments, initiating 16 new buys, adding to 55 positions, trimming 69 holdings, and fully liquidating 18 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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