Safeguard Investment Advisory Group, LLC — 13F holdings

Safeguard Investment Advisory Group, LLC reported 178 holdings worth $433M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

  1. DIMENSIONAL ETF TRUST — $85.5M (19.7%)
  2. QQQ Invesco Qqq Tr — $49.9M (11.5%)
  3. DIMENSIONAL ETF TRUST — $48.6M (11.2%)
  4. SPY SPDR S&P 500 ETF TR — $37.1M (8.6%)
  5. DIMENSIONAL ETF TRUST — $22.7M (5.2%)
  6. AAPL APPLE INC — $11.2M (2.6%)
  7. QQQM INVESCO EXCH TRADED FD TR II — $8.82M (2.0%)
  8. VOO VANGUARD INDEX FDS — $8.33M (1.9%)
  9. SCHD SCHWAB STRATEGIC TR — $7.83M (1.8%)
  10. VHT VANGUARD WORLD FD — $6.41M (1.5%)