13F Insight
DOSSIER · 13F-HR · Q2 2026

Safeguard Investment Advisory Group, LLC

$433M in tracked AUM across 178 positions as of Q2 2026.

SI
CIK 0001846711 · last filed Jun 30, 2026
Total AUM
$433M
as of Q2 2026
Holdings
178
—
positions
Whale Score
61
61
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Safeguard Investment Advisory Group, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DFAC
DIMENSIONAL ETF TRUST
$85M1.9M19.7%02
QQQ
INVESCO QQQ TR
$50M68K11.5%03
DUHP
DIMENSIONAL ETF TRUST
$49M1.2M11.2%04
SPY
STATE STR SPDR S&P 500 ETF T
$37M50K8.6%05
DFSV
DIMENSIONAL ETF TRUST
$23M584K5.2%06
AAPL
APPLE INC
$11M39K2.6%07
QQQM
INVESCO EXCH TRADED FD TR II
$9M29K2.0%08
VOO
VANGUARD INDEX FDS
$8M12K1.9%09
SCHD
SCHWAB STRATEGIC TR
$8M247K1.8%10
VHT
VANGUARD WORLD FD
$6M21K1.5%

Filing history

2026Q2Jun 30
$433M▲ 19.7%
178 positionsView →2026Q1Mar 31
$362M▼ 7.4%
143 positionsView →2025Q4Dec 31
$391M▼ 3.0%
148 positionsView →2025Q3Sep 30
$403M▲ 0.6%
150 positionsView →2025Q2Jun 30
$401M▲ 8.9%
144 positionsLocked2025Q1Mar 31
$368M▲ 0.9%
141 positionsLocked2024Q4Dec 31
$365M▲ 3.9%
117 positionsLocked2024Q3Sep 30
$351M▲ 9.0%
119 positionsLocked2024Q2Jun 30
$322M▲ 9.2%
108 positionsLocked2024Q1Mar 31
$295M▲ 11.0%
106 positionsLocked2023Q4Dec 31
$266M▲ 15.6%
103 positionsLocked2023Q3Sep 30
$230M▼ 2.1%
96 positionsLocked
Showing 12 of 23