Safeguard Investment Advisory Group, LLC
Safeguard Investment Advisory Group, LLC reported 178 positions worth $433.1M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: DFAC (19.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFAC | SH | $85.5M | 19.73% | 1,926,531 | — | — | |
| ▸ 2 | QQQ | SH | $49.9M | 11.53% | 67,812 | — | — | |
| ▸ 3 | DUHP | SH | $48.6M | 11.22% | 1,164,049 | — | — | |
| ▸ 4 | SPY | SH | $37.1M | 8.55% | 49,618 | — | — | |
| ▸ 5 | DFSV | SH | $22.7M | 5.23% | 584,076 | — | — | |
| ▸ 6 | AAPL | SH | $11.2M | 2.58% | 38,687 | — | — | |
| ▸ 7 | QQQM | SH | $8.8M | 2.04% | 29,104 | — | — | |
| ▸ 8 | VOO | SH | $8.3M | 1.92% | 12,126 | — | — | |
| ▸ 9 | SCHD | SH | $7.8M | 1.81% | 246,850 | — | — | |
| ▸ 10 | VHT | SH | $6.4M | 1.48% | 21,446 | — | — |
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Frequently Asked Questions
What stocks does Safeguard Investment Advisory Group, LLC hold as of Q2 2026?
Safeguard Investment Advisory Group, LLC reported 178 positions worth $433.1M in its Q2 2026 13F filing. Largest positions: DFAC (19.7%), QQQ (11.5%), DUHP (11.2%), SPY (8.6%) and DFSV (5.2%).
What did Safeguard Investment Advisory Group, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Safeguard Investment Advisory Group, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.