13F Filings History of Safeguard Investment Advisory Group, LLC

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$390,912,922
Signature - Title
James Murray - Chief Compliance Officer
Location
Corona, CA
Summary
This page shows a list of all the recent 13F filings made by Safeguard Investment Advisory Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Safeguard Investment Advisory Group, LLC reported 148 stock holdings with total value $390,912,922 as of Q4 2025. Top holdings included DFAC, DUHP, QQQ, SPY, and DFSV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 148 $390,912,922 +$9,600,322 -$31,543,177 -$21,942,855 DFAC, DUHP, QQQ, SPY, DFSV 13F-HR 13 Feb 2026, 10:16
Q3 2025 150 $403,091,347 +$6,609,074 -$35,336,655 -$28,727,581 DFAC, DUHP, QQQ, SPY, DFSV 13F-HR 13 Nov 2025, 16:50
Q2 2025 144 $400,634,710 +$14,043,778 -$15,853,097 -$1,809,319 DFAC, DUHP, QQQ, SPY, DFSV 13F-HR 14 Aug 2025, 11:31
Q1 2025 141 $367,980,923 +$23,119,628 -$1,933,182 +$21,186,446 DFAC, DUHP, QQQ, SPY, DFSV 13F-HR 15 May 2025, 15:32
Q4 2024 117 $364,555,679 +$12,521,846 -$4,595,040 +$7,926,806 DFAC, DUHP, QQQ, SPY, DFSV 13F-HR 14 Feb 2025, 15:41
Q3 2024 119 $350,705,443 +$18,889,779 -$5,493,803 +$13,395,976 DFAC, DUHP, QQQ, SPY, DFSV 13F-HR 14 Nov 2024, 08:21
Q2 2024 107 $321,857,153 +$26,791,874 -$5,634,078 +$21,157,796 DFAC, DUHP, QQQ, SPY, DFSV 13F-HR 09 Aug 2024, 12:39
Q1 2024 104 $294,454,595 +$19,196,541 -$8,651,099 +$10,545,442 DFAC, DUHP, QQQ, SPY, DFSV 13F-HR 13 May 2024, 16:40
Q4 2023 101 $265,295,647 +$12,760,812 -$4,561,775 +$8,199,037 DFAC, QQQ, DUHP, SPY, DFSV 13F-HR 26 Jan 2024, 16:52
Q3 2023 95 $229,619,763 +$11,712,909 -$7,510,939 +$4,201,970 DFAC, QQQ, DUHP, SPY, DFSV 13F-HR 14 Nov 2023, 12:38
Q2 2023 103 $234,660,315 +$23,442,238 -$11,727,913 +$11,714,325 DFAC, QQQ, DUHP, SPY, DFSV 13F-HR 01 Aug 2023, 13:07
Q1 2023 100 $207,906,537 +$69,750,372 -$38,062,922 +$31,687,450 DFAC, QQQ, DUHP, SPY, DFSV 13F-HR 04 May 2023, 07:43
Q4 2022 98 $162,224,753 +$12,505,710 -$4,566,875 +$7,938,835 QQQ, VIG, SPY, IHI, DFAC 13F-HR 26 Jan 2023, 14:12
Q3 2022 95 $146,012,000 +$23,416,379 -$10,306,759 +$13,109,620 QQQ, VIG, SPY, IHI, ILTB 13F-HR 25 Oct 2022, 18:16
Q2 2022 95 $84,328,000 $0 $0 $0 VIG, ILTB, DFAC, TIP, GLD 13F-HR 20 Jul 2022, 14:35
Q1 2022 87 $146,542,000 +$7,785,305 -$21,991,789 -$14,206,484 QQQ, VIG, IHI, ILTB, SOXX 13F-HR 04 May 2022, 10:28
Q4 2021 92 $171,402,000 +$8,230,676 -$2,445,498 +$5,785,178 QQQ, VIG, ILTB, SOXX, IHI 13F-HR 03 Feb 2022, 12:22
Q3 2021 89 $154,559,000 +$25,640,965 -$3,971,937 +$21,669,028 QQQ, VIG, ILTB, IHI, TIP 13F-HR 20 Oct 2021, 15:59
Q2 2021 84 $140,389,000 +$27,008,033 -$6,056,584 +$20,951,449 QQQ, VIG, ILTB, DFAC, ARKK 13F-HR 23 Jul 2021, 17:07
Q1 2021 76 $111,985,000 +$25,989,125 -$29,117,086 -$3,127,961 QQQ, VIG, TIP, ILTB, USMV 13F-HR 10 May 2021, 11:32
Q4 2020 707 $112,729,000 $0 $0 $0 QQQ, TIP, USMV, AAPL, VIG 13F-HR 18 Feb 2021, 13:44