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Safeguard Investment Advisory Group, LLCETFConcentrated long-term

CIK: 0001846711 | Corona, CA

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR178$433.1M2026-08-13SEC ↗
Q1 2026
13F-HR143$362.0M2026-05-14SEC ↗
Q4 2025
13F-HR148$390.9M2026-02-13SEC ↗
Q3 2025
13F-HR150$403.1M2025-11-13SEC ↗
Q2 2025
13F-HR144$400.6M2025-08-14SEC ↗
Q1 2025
13F-HR141$368.0M2025-05-15SEC ↗
Q4 2024
13F-HR117$364.6M2025-02-14SEC ↗
Q3 2024
13F-HR119$350.7M2024-11-14SEC ↗
Q2 2024
13F-HR108$321.9M2024-08-09SEC ↗
Q1 2024
13F-HR106$294.7M2024-05-13SEC ↗
Q4 2023
13F-HR103$265.6M2024-01-26SEC ↗
Q3 2023
13F-HR96$229.7M2023-11-14SEC ↗
Q2 2023
13F-HR103$234.7M2023-08-01SEC ↗
Q1 2023
13F-HR100$207.9M2023-05-04SEC ↗
Q4 2022
13F-HR98$162.2M2023-01-26SEC ↗
Q3 2022
13F-HR95$7.9M2022-10-26SEC ↗
Q2 2022
13F-HR95$162.5K2022-07-20SEC ↗
Q1 2022
13F-HR87$8.4M2022-05-04SEC ↗
Q4 2021
13F-HR92$10.2M2022-02-03SEC ↗
Q3 2021
13F-HR89$11.5M2021-10-20SEC ↗
Q2 2021
13F-HR84$12.7M2021-07-23SEC ↗
Q1 2021
13F-HR76$10.5M2021-05-10SEC ↗
Q4 2020
13F-HR812$7.0M2021-02-18SEC ↗