Safeguard Investment Advisory Group, LLC: summary

Safeguard Investment Advisory Group, LLC reported 178 positions with a reported value of $433.12M in its 13F for Q2 2026. Compared with Q1 2026: 41 new positions, 6 exited.

Top positions

• DIMENSIONAL ETF TRUST
• INVSC QQQ TRUST SRS 1 ETF
• DIMENSIONAL ETF TRUST
• STATE STREET SPDR S&P 500 ETF
• DIMENSIONAL ETF TRUST
• APPLE INC COM
• INVESCO NASDAQ 100 ETF
• VANGUARD S&P 500 ETF
• SCHWAB US DIVIDEND EQUITY ETF
• VANGUARD HEALTH CARE ETF