Safeguard Investment Advisory Group, LLC
•CIK: 1846711•Filing: Q4 2025
Safeguard Investment Advisory Group, LLC manages $391M across a diversified portfolio of 148 positions. The strategy exhibits significant concentration in select names, notably allocating $86.3M to DFAC and $48.2M to DUHP. Further substantial exposure includes $47.0M in NDQ and $36.8M in SPY, indicating a focus on specific sectors and broad market indices. This top-ten concentration reveals core conviction in key holdings such as DFAC, DUHP, and NDQ.
Total AUM
$390.9M
QoQ Performance
-3.0%
Positions
108
Top 10 Concentration
71.5%
Latest Filing
Q4 2025
Top Holdings Allocation
DFAC
DUHP
NDQ
SPY
DFSV
DFAC22.1%
DUHP12.3%
NDQ12.0%
SPY9.4%
DFSV5.5%
AAPL2.8%
VOO2.0%
QQQM1.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other70.3%
ETF11.7%
Technology9.0%
Financial2.7%
Consumer2.7%
Healthcare1.5%
Communication0.8%
Industrial0.7%
🚪 Exited Positionssold since Q3 2025
+13 more exited positions
Changes from Q3 2025
NEW16 new positions
↑55 increased
↓69 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023