Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Safeguard Investment Advisory Group, LLC (CIK 1846711) reported $362.0M across 142 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($78.6M, 21.71%), DUHP ($45.2M, 12.49%), QQQ ($41.0M, 11.33%), SPY ($32.7M, 9.02%), DFSV ($21.4M, 5.92%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $78.6M | 21.71% | 2.0M | Trimmed |
| 2 | DUHP | DIMENSIONAL ETF TRUST | $45.2M | 12.49% | 1.2M | Trimmed |
| 3 | QQQ | INVESCO QQQ TR | $41.0M | 11.33% | 71,039 | Trimmed |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | $32.7M | 9.02% | 50,211 | Trimmed |
| 5 | DFSV | DIMENSIONAL ETF TRUST | $21.4M | 5.92% | 611,262 | Trimmed |
| 6 | AAPL | APPLE INC | $10.1M | 2.78% | 39,609 | Trimmed |
| 7 | VOO | VANGUARD INDEX FDS | $7.3M | 2.02% | 12,245 | Trimmed |
| 8 | QQQM | INVESCO EXCH TRADED FD TR II | $6.7M | 1.85% | 28,241 | Added |
| 9 | SCHD | SCHWAB STRATEGIC TR | $6.2M | 1.71% | 201,403 | Added |
| 10 | VHT | VANGUARD WORLD FD | $6.1M | 1.69% | 22,518 | Trimmed |
| 11 | IHI | ISHARES TR | $5.4M | 1.49% | 101,117 | Trimmed |
| 12 | NVDA | NVIDIA CORPORATION | $5.2M | 1.43% | 29,696 | Trimmed |
| 13 | AVGO | BROADCOM INC | $5.1M | 1.41% | 16,435 | Trimmed |
| 14 | DFCF | DIMENSIONAL ETF TRUST | $4.4M | 1.21% | 103,977 | Trimmed |
| 15 | AMZN | AMAZON COM INC | $3.7M | 1.01% | 17,525 | Trimmed |
| 16 | VIG | VANGUARD SPECIALIZED FUNDS | $3.6M | 1.00% | 16,794 | Trimmed |
| 17 | MSFT | MICROSOFT CORP | $3.2M | 0.87% | 8,525 | Added |
| 18 | GOOGL | ALPHABET INC | $2.6M | 0.71% | 8,942 | Trimmed |
| 19 | LLY | ELI LILLY & CO | $2.4M | 0.66% | 2,602 | Trimmed |
| 20 | T | AT&T INC | $2.0M | 0.54% | 67,773 | Trimmed |
| 21 | BAC | BANK AMERICA CORP | $1.9M | 0.53% | 39,246 | Trimmed |
| 22 | TSLA | TESLA INC | $1.9M | 0.52% | 5,034 | Trimmed |
| 23 | COST | COSTCO WHOLESALE CORPORATION | $1.7M | 0.48% | 1,734 | Trimmed |
| 24 | SGOV | ISHARES TR | $1.6M | 0.45% | 16,059 | Added |
| 25 | JEF | JEFFERIES FINANCIAL GROUP IN | $1.6M | 0.45% | 39,437 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31