Safeguard Investment Advisory Group, LLC - Portfolio Stock Holdings
Safeguard Investment Advisory Group, LLC disclosed 182 stock positions in a recent SEC 13F filing. $432,723,392 of stock holdings were filed, with the largest holdings including DFAC, QQQ, and DUHP. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $702,274,833 and has 25 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
June 30, 2026No. of Stocks:
182Est. Stock Holding Value:
$432,723,392Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Safeguard Investment Advisory Group, LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...