Safeguard Investment Advisory Group, LLC Top Holdings and 13F Report (2026) About Safeguard Investment Advisory Group, LLCInvestment ActivitySafeguard Investment Advisory Group, LLC has $361.99 million in total holdings as of March 31, 2026.Safeguard Investment Advisory Group, LLC owns shares of 143 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 2.52% of the portfolio was purchased this quarter.About 7.10% of the portfolio was sold this quarter.This quarter, Safeguard Investment Advisory Group, LLC has purchased 148 new stocks and bought additional shares in 45 stocks.Safeguard Investment Advisory Group, LLC sold shares of 81 stocks and completely divested from 15 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $78,595,561Dimensional US High Profitability ETF $45,224,366Invesco QQQ $41,002,542SPDR S&P 500 ETF Trust $32,655,537Dimensional US Small Cap Value ETF $21,417,660 Largest New Holdings this Quarter 80004C200 - SANDISK CORP $524,791 Holding46428Q109 - iShares Silver Trust $333,340 Holding464285204 - iShares Gold Trust $268,359 Holding219350105 - Corning $235,461 Holding682680103 - ONEOK $226,759 Holding Largest Purchases this Quarter Schwab US Dividend Equity ETF 99,679 shares (about $3.06M)iShares 0-3 Month Treasury Bond ETF 13,160 shares (about $1.32M)WisdomTree U.S. Quality Dividend Growth Fund 11,722 shares (about $1.03M)SANDISK CORP 826 shares (about $524.79K)iShares Silver Trust 4,892 shares (about $333.34K) Largest Sales this Quarter Dimensional U.S. Core Equity 2 ETF 158,356 shares (about $6.15M)Invesco QQQ 5,459 shares (about $3.15M)SPDR S&P 500 ETF Trust 3,816 shares (about $2.48M)Dimensional US Small Cap Value ETF 42,967 shares (about $1.51M)Dimensional US High Profitability ETF 37,758 shares (about $1.39M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSafeguard Investment Advisory Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$78,595,561$6,153,547 â–¼-7.3%2,022,58621.7%ETFDUHPDimensional US High Profitability ETF$45,224,366$1,387,984 â–¼-3.0%1,230,26012.5%ETFQQQInvesco QQQ$41,002,542$3,150,845 â–¼-7.1%71,03911.3%FinanceSPYSPDR S&P 500 ETF Trust$32,655,537$2,481,797 â–¼-7.1%50,2119.0%FinanceDFSVDimensional US Small Cap Value ETF$21,417,660$1,505,496 â–¼-6.6%611,2625.9%ETFAAPLApple$10,052,529$301,761 â–¼-2.9%39,6092.8%Computer and TechnologyVOOVanguard S&P 500 ETF$7,317,233$131,465 â–¼-1.8%12,2452.0%ETFQQQMInvesco NASDAQ 100 ETF$6,710,840$22,812 â–²0.3%28,2411.9%ETFSCHDSchwab US Dividend Equity ETF$6,179,077$3,058,168 â–²98.0%201,4031.7%ETFVHTVanguard Health Care ETF$6,132,795$376,116 â–¼-5.8%22,5181.7%ETFIHIiShares U.S. Medical Devices ETF$5,394,619$332,265 â–¼-5.8%101,1171.5%ETFNVDANVIDIA$5,179,003$166,029 â–¼-3.1%29,6961.4%Computer and TechnologyAVGOBroadcom$5,087,053$23,214 â–¼-0.5%16,4351.4%Computer and TechnologyDFCFDimensional Core Fixed Income ETF$4,389,279$241,717 â–¼-5.2%103,9771.2%ETFAMZNAmazon.com$3,650,003$147,041 â–¼-3.9%17,5251.0%Retail/WholesaleVIGVanguard Dividend Appreciation ETF$3,611,826$269,693 â–¼-6.9%16,7941.0%ETFMSFTMicrosoft$3,150,592$132,306 â–²4.4%8,5250.9%Computer and TechnologyGOOGLAlphabet$2,571,650$3,451 â–¼-0.1%8,9420.7%Computer and TechnologyLLYEli Lilly and Company$2,393,319$73,584 â–¼-3.0%2,6020.7%MedicalTAT&T$1,964,774$71,259 â–¼-3.5%67,7730.5%Computer and TechnologyBACBank of America$1,913,289$3,803 â–¼-0.2%39,2460.5%FinanceTSLATesla$1,871,288$447,191 â–¼-19.3%5,0340.5%Auto/Tires/TrucksCOSTCostco Wholesale$1,727,831$56,797 â–¼-3.2%1,7340.5%Retail/WholesaleJEFJefferies Financial Group$1,627,5660.0%39,4370.4%FinanceSGOViShares 0-3 Month Treasury Bond ETF$1,616,595$1,324,764 â–²453.9%16,0590.4%ETFMETAMeta Platforms$1,512,922$45,777 â–²3.1%2,6440.4%Computer and TechnologyXOMExxonMobil$1,411,979$109,266 â–¼-7.2%8,3220.4%EnergyVDCVanguard Consumer Staples ETF$1,398,366$187,991 â–²15.5%6,2260.4%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$1,388,156$1,029,676 â–²287.2%15,8030.4%ManufacturingMUMicron Technology$1,335,786$8,448 â–²0.6%3,9530.4%Computer and TechnologyBRK.BBerkshire Hathaway$1,281,860$155,261 â–¼-10.8%2,6750.4%FinanceGOOGAlphabet$1,269,022$139,440 â–¼-9.9%4,4230.4%Computer and TechnologySTXSeagate Technology$1,268,060$199,457 â–¼-13.6%3,2360.4%Computer and TechnologySOXXiShares Semiconductor ETF$1,257,260$74,285 â–¼-5.6%3,8250.3%ETFUSMViShares MSCI USA Min Vol Factor ETF$1,243,249$176,123 â–¼-12.4%13,4050.3%ETFPALANTIR TECHNOLOGIES INC$1,149,224$11,557 â–¼-1.0%7,8560.3%CL ADFSDDimensional Short-Duration Fixed Income ETF$1,139,298$153,119 â–¼-11.8%23,7950.3%ETFJPMJPMorgan Chase & Co.$1,065,995$46,475 â–¼-4.2%3,6240.3%FinanceUNHUnitedHealth Group$1,027,136$7,308 â–¼-0.7%3,7950.3%MedicalCVXChevron$995,749$33,316 â–¼-3.2%4,8120.3%EnergyAMDAdvanced Micro Devices$945,949$19,122 â–²2.1%4,6500.3%Computer and TechnologySGOLabrdn Physical Gold Shares ETF$931,354$46,494 â–¼-4.8%20,8730.3%ETFIVViShares Core S&P 500 ETF$906,302$186,880 â–¼-17.1%1,3870.3%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$895,341$97,901 â–¼-9.9%26,3570.2%ETFDFNMDimensional National Municipal Bond ETF$883,047$23,678 â–²2.8%18,4230.2%ETFGLDSPDR Gold Shares$867,895$67,556 â–²8.4%2,0170.2%FinanceBABoeing$865,620$13,339 â–²1.6%4,3480.2%AerospaceDFUSDimensional U.S. Equity ETF$847,045$13,970 â–¼-1.6%11,9450.2%ETFVVisa$843,889$58,960 â–¼-6.5%2,7910.2%Business ServicesJNJJohnson & Johnson$806,013$58,917 â–²7.9%3,2970.2%MedicalDFATDimensional U.S. Targeted Value ETF$784,345$5,683 â–¼-0.7%12,5590.2%ETFWALMART INC$780,289$115,341 â–¼-12.9%6,2780.2%COMILTBiShares Core 10+ Year USD Bond ETF$744,158$65,732 â–¼-8.1%15,1930.2%ETFVZVerizon Communications$725,041$32,530 â–¼-4.3%14,4430.2%Computer and TechnologyWDCWestern Digital$697,989$271 â–¼0.0%2,5800.2%Computer and TechnologySRESempra Energy$671,276$4,859 â–²0.7%6,9080.2%UtilitiesNFLXNetflix$658,435$111,748 â–²20.4%6,8290.2%Consumer DiscretionaryPGProcter & Gamble$645,861$97,074 â–²17.7%4,4710.2%Consumer StaplesMOAltria Group$642,595$16,235 â–¼-2.5%9,7370.2%Consumer StaplesVFHVanguard Financials ETF$618,274$20,234 â–²3.4%5,1640.2%ETFVTIVanguard Total Stock Market ETF$589,331$17,975 â–¼-3.0%1,8360.2%ETFMAMastercard$580,058$27,503 â–²5.0%1,1600.2%Business ServicesIGMiShares Expanded Tech Sector ETF$569,721$119 â–²0.0%4,8070.2%ETFDISWalt Disney$569,221$8,001 â–¼-1.4%5,9050.2%Consumer DiscretionaryHDHome Depot$557,625$17,107 â–¼-3.0%1,6950.2%Retail/WholesaleSCHGSchwab U.S. Large-Cap Growth ETF$555,804$521,518 â–¼-48.4%19,0800.2%ETFVGTVanguard Information Technology ETF$547,417$84,379 â–¼-13.4%7850.2%ETFTSMTaiwan Semiconductor Manufacturing$528,919$1,014 â–²0.2%1,5650.1%Computer and TechnologySANDISK CORP$524,791$524,791 â–²New Holding8260.1%COMLHXL3Harris Technologies$523,967$2,071 â–²0.4%1,5180.1%AerospaceXELXcel Energy$506,166$6,275 â–²1.3%6,3720.1%UtilitiesXLEEnergy Select Sector SPDR Fund$486,050$18,685 â–¼-3.7%7,9340.1%ETFIWYiShares Russell Top 200 Growth ETF$472,248$35,350 â–¼-7.0%1,8970.1%ETFCSCOCisco Systems$468,512$25,994 â–²5.9%6,0380.1%Computer and TechnologyVTVVanguard Value ETF$437,427$103,028 â–¼-19.1%2,2290.1%ETFGEGE Aerospace$436,429$19,876 â–²4.8%1,5370.1%AerospaceROKRockwell Automation$430,657$359 â–²0.1%1,1990.1%Computer and TechnologyRTXRTX$427,552$1,158 â–²0.3%2,2160.1%AerospaceSPGIS&P Global$420,954$4,677 â–¼-1.1%9900.1%FinanceARK ETF TR$405,737$19,604 â–¼-4.6%6,0020.1%INNOVATION ETFWFCWells Fargo & Company$383,965$7,085 â–²1.9%4,8230.1%FinanceABBVAbbVie$370,093$47,649 â–¼-11.4%1,7010.1%MedicalLMTLockheed Martin$366,848$106,972 â–²41.2%6070.1%AerospaceTEVATeva Pharmaceutical Industries$364,272$11,928 â–¼-3.2%12,0940.1%MedicalCATCaterpillar$350,518$15,579 â–¼-4.3%4950.1%IndustrialsGSThe Goldman Sachs Group$343,793$37,258 â–¼-9.8%4060.1%FinanceAEPAmerican Electric Power$343,600$14,027 â–¼-3.9%2,6210.1%UtilitiesVUGVanguard Growth ETF$343,214$3,935 â–²1.2%7850.1%ETFAMATApplied Materials$340,258$17,440 â–²5.4%9950.1%Computer and TechnologySLViShares Silver Trust$333,340$333,340 â–²New Holding4,8920.1%ETFTIPiShares TIPS Bond ETF$332,813$23,954 â–¼-6.7%3,0150.1%ETFHSBCHSBC$325,901$16,666 â–¼-4.9%3,9500.1%FinanceIVOGVanguard S&P Mid-Cap 400 Growth ETF$325,0780.0%2,6000.1%ETFTQQQProShares UltraPro QQQ$317,802$40,059 â–¼-11.2%7,6240.1%ETFCMFiShares California Muni Bond ETF$304,988$7,564 â–¼-2.4%5,3630.1%ETFDFIVDimensional International Value ETF$301,359$6,492 â–²2.2%5,7100.1%ETFDEDeere & Company$300,158$4,514 â–¼-1.5%5320.1%IndustrialsDBEFXtrackers MSCI EAFE Hedged Equity ETF$297,7800.0%6,0270.1%ETFXLFFinancial Select Sector SPDR Fund$293,930$39,395 â–²15.5%5,9540.1%ETFHWMHowmet Aerospace$283,715$9,910 â–²3.6%1,2310.1%AerospaceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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