StockDriftsStockDriftsTop 50 Safeguard Investment Advisory Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 19.73% | 1.93M | $85.5M | -4.75%(-96.06K) | $26.76(+72.05%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 11.53% | 67.8K | $49.9M | -4.54%(-3.23K) | $319.18(+129.50%) | 2026-06-30 | |
| DUHP | DIMENSIONAL ETF TRUST | 11.22% | 1.16M | $48.6M | -5.38%(-66.21K) | $26.47(+60.84%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 8.55% | 49.6K | $37.1M | -1.18%(-593) | $429.13(+80.68%) | 2026-06-30 | |
| DFSV | DIMENSIONAL ETF TRUST | 5.23% | 584.1K | $22.7M | -4.45%(-27.19K) | $26.57(+53.00%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.58% | 38.7K | $11.2M | -2.33%(-922) | $146.12(+108.99%) | 2026-06-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 2.04% | 29.1K | $8.8M | +3.06%(+863) | $149.32(+101.87%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 1.92% | 12.1K | $8.3M | -0.97%(-119) | $464.85(+53.31%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 1.81% | 246.8K | $7.8M | +22.57%(+45.45K) | $28.62(+20.07%) | 2026-06-30 | |
| VHT | VANGUARD WORLD FD | 1.48% | 21.4K | $6.4M | -4.76%(-1.07K) | $242.32(+29.87%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.41% | +61.87% | +8.94% | +53.42% |
| Top 20 Holdings Unweighted | +14.47% | +50.00% | +6.88% | +39.47% |
Safeguard Investment Advisory Group LLC reports $433.12M in US-listed equity holdings across 178 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (19.7%), QQQ (11.5%) and DUHP (11.2%). The top 20 holdings account for 76.72% of reported assets. Its disclosed equity book has returned +61.87% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Safeguard Investment Advisory Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1846711). View Safeguard Investment Advisory Group LLC’s 13F filings on SEC