13F Insight
DOSSIER · 13F-HR · Q1 2025

Safeguard Financial, LLC

$456M in tracked AUM across 105 positions as of Q1 2025.

SF
CIK 0001922498 · last filed Mar 31, 2025
Total AUM
$456M
as of Q1 2025
Holdings
105
—
positions
Whale Score
44
44
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2025

Safeguard Financial, LLC filed its latest 13F-HR for Q1 2025. See the latest holdings and position changes below.

Quarter at a glance — Q1 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2025.

#HoldingValueSharesWeight
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Filing history

2025Q1Mar 31
$456M▼ 0.8%
105 positionsLocked2024Q4Dec 31
$460M▲ 8.4%
114 positionsLocked2024Q3Sep 30
$424M▲ 18.0%
125 positionsLocked2024Q2Jun 30
$360M▲ 17.2%
100 positionsLocked2024Q1Mar 31
$307M▲ 16.2%
81 positionsLocked2023Q4Dec 31
$264M▲ 27.4%
79 positionsLocked2023Q3Sep 30
$207M▼ 0.2%
72 positionsLocked2023Q2Jun 30
$208M▲ 26.0%
605 positionsLocked2023Q1Mar 31
$165M▲ 117839.7%
70 positionsLocked2022Q4Dec 31
$140K▲ 29.3%
67 positionsLocked2022Q3Sep 30
$108K▲ 28.9%
49 positionsLocked2022Q2Jun 30
$84K▲ 25.3%
43 positionsLocked
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