Safeguard Investment Advisory Group, LLC
All 13F Filings
- Location
- Corona, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 433,119
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/13/2026 | 178 | 433,119 | 13F-HR | Safeguard Investment Advisory Group, LLC |
| Q1 2026 | 5/14/2026 | 143 | 361,985 | 13F-HR | Safeguard Investment Advisory Group, LLC |
| Q4 2025 | 2/13/2026 | 148 | 390,913 | 13F-HR | Safeguard Investment Advisory Group, LLC |
| Q3 2025 | 11/13/2025 | 150 | 403,091 | 13F-HR | Safeguard Investment Advisory Group, LLC |
| Q2 2025 | 8/14/2025 | 144 | 400,635 | 13F-HR | Safeguard Investment Advisory Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 110.9 K | 25.6% | 29.82 K | 0 | 29.82 K |
| ETFs | 322.2 K | 74.4% | 41.31 K | 0 | 41.31 K |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
433,119
Holdings
178
QoQ value change ($000)
71,134
(19.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.