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Showing Q1 2025 data
Safeguard Financial, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Safeguard Financial, LLC
•CIK: 1922498•Filing: Q1 2025
**Safeguard Financial, LLC** manages $456M across a diversified portfolio of 105 positions. The strategy exhibits a significant overweight to U.S. large-cap growth and value, anchored by substantial allocations to VUG ($131.7M) and VTV ($115.5M). Further concentration is evident in international exposure via IEFA ($26.4M) and VBR ($24.7M). The top ten holdings account for a substantial portion of the AUM, signaling a focused, factor-tilted approach to equity market exposure.
Total AUM
$456.5M
QoQ Performance
-0.8%
Positions
55
Top 10 Concentration
79.6%
Latest Filing
Q1 2025
Top Holdings Allocation
VUG
VTV
IEFA
VBR
VUG28.8%
VTV25.3%
IEFA5.8%
VBR5.4%
VBK4.0%
SCHG3.7%
VEA2.2%
SCHV1.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other93.0%
Technology2.6%
ETF2.0%
Consumer1.1%
Financial0.8%
Energy0.2%
Industrial0.2%
Healthcare0.1%
🚪 Exited Positionssold since Q4 2024
+7 more exited positions
Changes from Q4 2024
NEW3 new positions
↑43 increased
↓54 decreased
Historical Filings
Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023