Safeguard Investment Advisory Group, LLC

CIK

1846711

Location

Corona, CA

Portfolio Value

Small $153,798,569

Diversification

Diversified

Filing Date

Global Rank

#4,798 / 8,608 ▼ 60 · as of Mar 2026

Top Industry

Semiconductors 17.2%

3Y Alpha vs SPY

+2.5%

Period ended 3 months ago

Filed May 14, 2026 · 2mo

22 quarters · since Dec 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+84.4%

SPY

+73.9%

Annualised alpha

+2.4%

Max drawdown

−21.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

95 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

26.7%

−1.4 pts

Top 5

61.1%

−2.3 pts

Top 10

70.0%

−3.3 pts

HHI

1,260

Diversified−110

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	49.6%	$76,330,542	7
Technology	20.9%	$32,177,191	19
Financial Services	6.1%	$9,425,218	14
Communication Services	5.5%	$8,511,465	8
Consumer Cyclical	4.4%	$6,709,664	6
Healthcare	3.6%	$5,530,234	8
Industrials	3.1%	$4,718,188	12
Consumer Defensive	2.8%	$4,249,593	6
Energy	2.2%	$3,407,201	6
Utilities	1.4%	$2,172,240	6
Real Estate	0.4%	$567,033	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NFLX	Netflix Inc	+1,159	6,829	$656,608
PG	PROCTER & GAMBLE Co	+672	4,471	$645,791
UBER	Uber Technologies, Inc	+501	3,226	$232,046
MSFT	Microsoft Corp	+358	8,525	$3,155,699
CSCO	Cisco Systems, Inc.	+335	6,038	$468,488
USB	US Bancorp De	+244	4,169	$216,829
JNJ	Johnson & Johnson	+241	3,297	$805,918
ET	Energy Transfer LP	+190	14,189	$273,847
LMT	Lockheed Martin Corp	+177	607	$366,864
GLD	Spdr Gold Trust	+157	2,017	$867,894
TMUS	T-Mobile US, Inc.	+134	1,152	$241,954
SILA	Sila Realty Trust, Inc.	+103	10,786	$255,412
SPH	Suburban Propane Partners LP	+99	10,158	$200,011
AMD	Advanced Micro Devices Inc	+94	4,650	$945,949
WFC	Wells Fargo & Company/Mn	+89	4,823	$383,959
META	Meta Platforms, Inc.	+80	2,644	$1,512,711
XEL	Xcel Energy Inc	+79	6,372	$506,191
GE	General Electric Co	+70	1,537	$436,154
CRM	Salesforce, Inc.	+67	1,452	$271,044
BA	Boeing Co	+67	4,348	$865,382
MA	Mastercard Inc	+55	1,160	$579,605
DUK	Duke Energy CORP	+52	1,799	$235,561
AMAT	Applied Materials Inc /De	+51	995	$340,081
SRE	Sempra	+50	6,908	$671,250
HWM	Howmet Aerospace Inc.	+43	1,231	$283,696
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
QQQ	Invesco Qqq Trust, Series 1	−5,459	71,039	$41,002,290
SPY	Spdr S&P 500 ETF Trust	−3,816	50,211	$32,654,221
GAB	Gabelli Equity Trust Inc	−2,955	11,941	$66,869
F	Ford Motor Co	−2,645	12,579	$145,161
T	At&T Inc.	−2,458	67,773	$1,964,739
TSLA	Tesla, Inc.	−1,203	5,034	$1,871,389
AAPL	Apple Inc.	−1,189	39,609	$10,052,368
SGOL	abrdn Gold ETF Trust	−1,042	20,873	$931,353
NVDA	Nvidia Corp	−952	29,696	$5,178,982
WMT	Walmart Inc.	−928	6,278	$780,229
BPRE	Bluerock Private Real Estate Fund	−817	10,294	$170,983
PFE	Pfizer Inc	−715	9,281	$260,610
AMZN	Amazon Com Inc	−706	17,525	$3,649,931
VZ	Verizon Communications Inc	−648	14,443	$725,038
XOM	ExxonMobil Holdings Corp	−644	8,322	$1,411,910
STX	Seagate Technology Holdings plc	−509	3,236	$1,267,735
TEVA	Teva Pharmaceutical Industries Ltd	−396	12,094	$364,271
WBD	Warner Bros. Discovery, Inc.	−360	9,830	$269,931
BRK-B	Berkshire Hathaway Inc	−324	2,675	$1,281,860
QCOM	Qualcomm Inc/De	−247	1,874	$241,333
MO	Altria Group, Inc.	−246	9,737	$642,544
ABBV	AbbVie Inc.	−219	1,701	$369,950
HSBC	Hsbc Holdings PLC	−202	3,950	$325,835
V	Visa Inc.	−195	2,791	$843,551
CVX	Chevron Corp	−161	4,812	$995,602
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
SNDK	Sandisk Corp	826	$524,790
SLV	iShares Silver Trust	4,892	$333,340
IAU	Ishares Gold Trust	3,044	$268,359
GLW	Corning Inc /Ny	1,731	$235,364
OKE	Oneok Inc /New/	2,509	$226,788
LRCX	Lam Research Corp	1,016	$217,078
NEE	Nextera Energy Inc	2,322	$215,667
PSX	Phillips 66	1,183	$215,518
O	Realty Income Corp	3,336	$204,096
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
IBM	International Business Machines Corp	1,007	$298,283
IBIT	iShares Bitcoin Trust ETF	4,690	$232,858
KMB	Kimberly Clark Corp	2,193	$221,251
AVA	Avista Corp	5,227	$201,448
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

95 positions · $153,798,569 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 95 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Reduced	71,039	-5,459	$41,002,290	−12.7%	26.66%
SPY	Spdr S&P 500 ETF Trust	Reduced	50,211	-3,816	$32,654,221	−11.4%	21.23%
AAPL	Apple Inc. Technology	Reduced	39,609	-1,189	$10,052,368	−9.4%	6.54%
NVDA	Nvidia Corp Technology	Reduced	29,696	-952	$5,178,982	−9.4%	3.37%
AVGO	Broadcom Inc. Technology	Reduced	16,435	-75	$5,086,796	−11.0%	3.31%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	17,525	-706	$3,649,931	−13.3%	2.37%
MSFT	Microsoft Corp Technology	Added	8,525	+358	$3,155,699	−20.1%	2.05%
GOOGL	Alphabet Inc. Communication Services	Reduced	8,942	-12	$2,571,361	−8.3%	1.67%
LLY	ELI LILLY & Co Healthcare	Reduced	2,602	-80	$2,393,241	−17.0%	1.56%
T	At&T Inc. Communication Services	Reduced	67,773	-2,458	$1,964,739	+12.6%	1.28%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	39,246	-78	$1,913,242	−11.5%	1.24%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	5,034	-1,203	$1,871,389	−33.3%	1.22%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,734	-57	$1,727,809	+11.9%	1.12%
JEF	Jefferies Financial Group Inc. Financial Services	Held	39,437	0	$1,627,564	−33.4%	1.06%
META	Meta Platforms, Inc. Communication Services	Added	2,644	+80	$1,512,711	−10.6%	0.98%
XOM	ExxonMobil Holdings Corp Energy	Reduced	8,322	-644	$1,411,910	+30.9%	0.92%
MU	Micron Technology Inc Technology	Added	3,953	+25	$1,335,481	+19.1%	0.87%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	2,675	-324	$1,281,860	−15.0%	0.83%
STX	Seagate Technology Holdings plc Technology	Reduced	3,236	-509	$1,267,735	+22.9%	0.82%
PLTR	Palantir Technologies Inc. Technology	Reduced	7,856	-79	$1,149,175	−18.5%	0.75%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	3,624	-158	$1,066,035	−12.5%	0.69%
UNH	Unitedhealth Group Inc Healthcare	Reduced	3,795	-27	$1,026,889	−18.6%	0.67%
CVX	Chevron Corp Energy	Reduced	4,812	-161	$995,602	+31.4%	0.65%
AMD	Advanced Micro Devices Inc Technology	Added	4,650	+94	$945,949	−3.1%	0.62%
SGOL	abrdn Gold ETF Trust	Reduced	20,873	-1,042	$931,353	+3.5%	0.61%
GLD	Spdr Gold Trust	Added	2,017	+157	$867,894	+17.7%	0.56%
BA	Boeing Co Industrials	Added	4,348	+67	$865,382	−6.9%	0.56%
V	Visa Inc. Financial Services	Reduced	2,791	-195	$843,551	−19.4%	0.55%
JNJ	Johnson & Johnson Healthcare	Added	3,297	+241	$805,918	+27.4%	0.52%
WMT	Walmart Inc. Consumer Defensive	Reduced	6,278	-928	$780,229	−2.8%	0.51%
VZ	Verizon Communications Inc Communication Services	Reduced	14,443	-648	$725,038	+18.0%	0.47%
WDC	Western Digital Corp Technology	Reduced	2,580	-1	$697,864	+57.0%	0.45%
SRE	Sempra Utilities	Added	6,908	+50	$671,250	+10.9%	0.44%
NFLX	Netflix Inc Communication Services	Added	6,829	+1,159	$656,608	+23.5%	0.43%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	4,471	+672	$645,791	+18.6%	0.42%
MO	Altria Group, Inc. Consumer Defensive	Reduced	9,737	-246	$642,544	+11.6%	0.42%
MA	Mastercard Inc Financial Services	Added	1,160	+55	$579,605	−8.1%	0.38%
DIS	Walt Disney Co Communication Services	Reduced	5,905	-83	$569,123	−16.5%	0.37%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,695	-52	$557,468	−7.3%	0.36%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	1,565	+3	$528,891	+11.4%	0.34%
SNDK	Sandisk Corp Technology	NEW	826	NEW	$524,790	NEW	0.34%
LHX	L3harris Technologies, Inc. /De/ Industrials	Added	1,518	+6	$523,937	+18.0%	0.34%
XEL	Xcel Energy Inc Utilities	Added	6,372	+79	$506,191	+8.9%	0.33%
CSCO	Cisco Systems, Inc. Technology	Added	6,038	+335	$468,488	+6.6%	0.30%
GE	General Electric Co Industrials	Added	1,537	+70	$436,154	−3.5%	0.28%
ROK	Rockwell Automation, Inc Industrials	Added	1,199	+1	$430,297	−7.7%	0.28%
RTX	RTX Corp Industrials	Added	2,216	+6	$427,466	+5.5%	0.28%
SPGI	S&P Global Inc. Financial Services	Reduced	990	-11	$398,378	−19.5%	0.26%
WFC	Wells Fargo & Company/Mn Financial Services	Added	4,823	+89	$383,959	−13.0%	0.25%
ABBV	AbbVie Inc. Healthcare	Reduced	1,701	-219	$369,950	−15.7%	0.24%