Arkolith/Funds/Safeguard Investment Advisory Group, LLC

Safeguard Investment Advisory Group, LLC

CIK 1846711
Holdings as of Jun 30, 2026·disclosed Aug 13, 2026·~44-day 13F lag·13F-HR
Active Filer

Safeguard Investment Advisory Group, LLC holds a focused book of 178 stocks worth $433.1M as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings, a listing rather than a purchase; they opened Heico Corp and trimmed Dimensional US Core Equity 2. Their largest long position is Dimensional US Core Equity 2 at 20% of the equity book. Cloning the disclosed picks since 2025 would be +15% (+19.3%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
40
bought for the first time
+37 more · largest first
1 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase
Sold out
6
exited the position entirely
+3 more · largest first, by prior value

Growth of $10,000: cloning the disclosed book

If you'd copied them
+15.4%
+19.3%/yr · since Nov '25
Their reported book
+15.1%
held from quarter-end
S&P 500
+14.6%
same window
$9K$10K$11K$11K$12KNov '25Jan '26Mar '26May '26Jul '26Sep '26
Safeguard Investment Advisory Group, LLC (copied at disclosure) S&P 500

Growth of $10,000 cloning Safeguard Investment Advisory Group, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~44 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
56%
Top 10 holdings
66%
Top 20 holdings
77%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

26% mapped to company sectors

No sector on file yet
74%
Information Technology
13%
Financials
3%
Consumer Discretionary
3%
Industrials
2%
Health Care
2%
Communication Services
1%
Utilities
1%

+4 sectors below the cut, 1% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Safeguard Investment Advisory Group, LLC

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC8 / 80$2.9B
United American Securities Inc. (d/b/a UAS Asset Management)10 / 80$453.6M
Swiss Re Ltd40 / 80$1.1B
Hoffman, Alan N Investment Management9 / 80$161.9M
Prospect Hill Management, LLC10 / 80$245.1M
Trans-Canada Capital Inc.11 / 80$1.7B
Noked Israel Ltd8 / 80$889.3M
Greenbrier Partners Capital Management, LLC8 / 80$1.2B

Ranked by the share of each fund's own book sitting in the names it shares with Safeguard Investment Advisory Group, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

178 positions
#SecurityValueShares% PortLast moveHistory
1Dimensional ETF Trust
US COR EQU 2 ETF
$85.5M1.93M
19.7%
−4.7%
Reduced · −96K sh
2Invesco QQQ TR
UNIT SER 1
$49.9M67.8K
11.5%
−4.5%
Reduced · −3K sh
3Dimensional ETF Trust
US HIGH PROF ETF
$48.6M1.16M
11.2%
−5.4%
Reduced · −66K sh
4State STR SPDR S&P 500 ETF T
TR UNIT
$37.1M49.6K
8.6%
−1.2%
Reduced · −593 sh
5Dimensional ETF Trust
US SMALL CAP ETF
$22.7M584.1K
5.2%
−4.4%
Reduced · −27K sh
6Apple Inc
COM
$11.2M38.7K
2.6%
−2.3%
Reduced · −922 sh
7Invesco Exch Traded FD TR II
NASDAQ 100 ETF
$8.8M29.1K
2.0%
+3.0%
Added · +863 sh
8Vanguard Index FDS
S&P 500 ETF SHS
$8.3M12.1K
1.9%
−1.0%
Reduced · −119 sh
9Schwab Strategic TR
US DIVIDEND EQ
$7.8M246.8K
1.8%
+23%
Added · +45K sh
10Vanguard World FD
HEALTH CAR ETF
$6.4M21.4K
1.5%
−4.8%
Reduced · −1K sh
11Broadcom Inc
COM
$6.3M16.6K
1.4%
+1.1%
Added · +177 sh
12Nvidia Corporation
COM
$6.2M30.9K
1.4%
+4.0%
Added · +1K sh
13Ishares TR
0-3 MTH TREASURY
$5.1M50.3K
1.2%
+213%
Added · +34K sh
14Ishares TR
U.S. MED DVC ETF
$4.8M96.6K
1.1%
−4.5%
Reduced · −5K sh
15Micron Technology Inc
COM
$4.5M3.9K
1.0%
−1.0%
Reduced · −41 sh
16Amazon Com Inc
COM
$4.3M18.0K
1.0%
+2.5%
Added · +434 sh
17Dimensional ETF Trust
CORE FIXE IN ETF
$4.1M96.5K
0.9%
−7.2%
Reduced · −7K sh
18Vanguard Specialized Funds
DIV APP ETF
$3.9M16.3K
0.9%
−2.8%
Reduced · −468 sh
19Microsoft Corp
COM
$3.7M9.9K
0.9%
+16%
Added · +1K sh
20Alphabet Inc
CAP STK CL A
$3.4M9.4K
0.8%
+5.0%
Added · +445 sh
21Seagate Technology HLDNGS PL
ORD SHS
$3.2M3.4K
0.7%
+3.8%
Added · +124 sh
22Eli Lilly & Co
COM
$3.2M2.6K
0.7%
+1.1%
Added · +29 sh
23Advanced Micro Devices Inc
COM
$2.8M4.7K
0.6%
+1.9%
Added · +88 sh
24Ishares TR
ISHARES SEMICDTR
$2.4M3.8K
0.6%
−0.9%
Reduced · −34 sh
25Heico Corp New
COM
$2.3M6.5K
0.5%
New
New position
26Tesla Inc
COM
$2.2M5.3K
0.5%
+4.6%
Added · +231 sh
27Bank Of Amer Corp
COM
$2.2M38.0K
0.5%
−3.3%
Reduced · −1K sh
28Jefferies Financial Group In
COM
$2.0M39.4K
0.5%
Held
29Unitedhealth Group Inc
COM
$1.9M4.7K
0.4%
+23%
Added · +887 sh
30Sandisk Corp
COM
$1.9M826
0.4%
Held
31Meta Platforms Inc
CL A
$1.8M3.1K
0.4%
+18%
Added · +475 sh
32Western Digital Corp
COM
$1.6M2.6K
0.4%
Held
33Alphabet Inc
CAP STK CL C
$1.6M4.5K
0.4%
+2.1%
Added · +93 sh
34Berkshire Hathaway Inc Del
CL B NEW
$1.5M2.9K
0.3%
+9.9%
Added · +264 sh
35Costco Wholesale Corporation
COM
$1.4M1.5K
0.3%
−12%
Reduced · −213 sh
36Vanguard World FD
CONSUM STP ETF
$1.4M6.3K
0.3%
+0.4%
Added · +27 sh
37AT&T Inc
COM
$1.4M66.1K
0.3%
−2.5%
Reduced · −2K sh
38Ishares TR
MSCI USA MIN ETF
$1.4M14.1K
0.3%
+4.8%
Added · +645 sh
39Heico Corp New
CL A
$1.3M5.0K
0.3%
New
New position
40JPMorgan Chase & Co
COM
$1.2M3.7K
0.3%
+1.0%
Added · +36 sh
41Dimensional ETF Trust
SHOR DUR FIX ETF
$1.2M25.0K
0.3%
+5.2%
Added · +1K sh
42Ishares TR
CORE S&P500 ETF
$1.1M1.4K
0.2%
+2.1%
Added · +29 sh
43Palantir Technologies Inc
CL A
$1.0M8.7K
0.2%
+11%
Added · +892 sh
44Chevron Corporation
COM
$1.0M6.1K
0.2%
+27%
Added · +1K sh
45Boeing Co
COM
$1.0M4.6K
0.2%
+6.3%
Added · +276 sh
46Visa Inc
COM CL A
$1.0M2.9K
0.2%
+4.4%
Added · +122 sh
47Dimensional ETF Trust
US TARGETED VLU
$974K13.9K
0.2%
+11%
Added · +1K sh
48Dimensional ETF Trust
WORLD EX US CORE
$971K26.4K
0.2%
~0%
Reduced · −6 sh
49Wisdomtree TR
US QTLY DIV GRT
$970K10.1K
0.2%
−36%
Reduced · −6K sh
50Dimensional ETF Trust
US EQUI MARK ETF
$967K11.8K
0.2%
−1.2%
Reduced · −148 sh
Showing 50 of 178 positions
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Filing history

As-of date vs the date the SEC received each filing

$433.1M · Q2 2026Q3 2025 · $403.1MQ2 2026 · $433.1M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 13, 202644d178$433.1M13F-HR
Q1 2026Mar 31, 2026May 14, 202644d143$362.0M13F-HR
Q4 2025Dec 31, 2025Feb 13, 202644d148$390.9M13F-HR
Q3 2025Sep 30, 2025Nov 13, 202544d150$403.1M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.