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Safeguard Investment Advisory Group, LLC
Safeguard Investment Advisory Group, LLC is an SEC-registered investment adviser headquartered in Corona, California. Founded in 2008, the firm provides wealth management and financial planning services to individuals, high-net-worth individuals, pension plans, charitable organizations, and businesses. Employing approximately 27 people as of 2025, Safeguard Investment Advisory Group offers fiduciary financial advice with a transparent, fee-based structure and does not charge commissions when recommending products. They focus on retirement, insurance, long-term care, and comprehensive asset management.
Investment Strategy
Safeguard Investment Advisory Group, LLC offers personalized investment advisory services focusing on financial planning, portfolio management, and retirement planning. The firm primarily manages assets for individuals (including high-net-worth clients) and also advises pension plans and charitable organizations. Their investment process typically includes financial planning services and selection of other advisers, using a fiduciary approach and a transparent fee model. Portfolio holdings indicate a reliance on ETFs, blue-chip equities, and diversified strategies tailored to client needs.
Latest 13F Filing Activity
Safeguard Investment Advisory Group, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 144 equity positions with a total 13F market value of $401M. The fund increased holdings in Invesco QQQ TR, Dimensional Etf Trust, SPDR S&P 500 Etf TR among other positions. Safeguard Investment Advisory Group, LLC reduced exposure to Apple Inc., Unitedhealth Group Inc., Vanguard World FD among others.
Top Holdings
Equity Positions (144)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 22.24% | $89.1M | 2,486,567 | $27.04 | $35.84 | +$4.6M |
D DUHP | DIMENSIONAL ETF TRUST | 12.54% | $50.2M | 1,412,396 | $27.08 | $35.56 | +$2.2M |
Q QQQ | INVESCO QQQ TR | 12.28% | $49.2M | 89,205 | $330.37 | $551.64 | +$7.1M |
S SPY | SPDR S&P 500 ETF TR | 9.56% | $38.3M | 61,956 | $437.78 | $617.85 | +$4.5M |
D DFSV | DIMENSIONAL ETF TRUST | 5.47% | $21.9M | 744,787 | $26.76 | $29.43 | +$795.6K |
Industry Allocation
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