Safeguard Investment Advisory Group, LLC

Safeguard Investment Advisory Group, LLC reported 178 holdings worth US$433M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 13, 2026

Safeguard Investment Advisory Group, LLC reported 178 holdings worth US$433M as of Jun 30, 2026. Largest: Apple Inc, Broadcom Inc. and Nvidia Corporation. Filed Aug 13, 2026 (Form 13F).

Holdings
178
Value as reported
US$433M

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc38,687US$11.2M2.6%
Broadcom Inc.16,612US$6.28M1.4%
Nvidia Corporation30,881US$6.18M1.4%
Alphabet Inc (google) Class C13,852US$4.95M1.1%
Micron Technology, Inc.3,912US$4.51M1.0%
Amazon.com, Inc.17,959US$4.28M0.99%
Microsoft Corp.9,873US$3.68M0.85%
Heico Corporation14,054US$3.62M0.84%
Eli Lilly And Company2,631US$3.16M0.73%
Advanced Micro Devices Inc4,738US$2.75M0.64%
Tesla, Inc.5,265US$2.21M0.51%
Bank Of America Corporation37,953US$2.16M0.50%
Jefferies Financial Group Inc.39,437US$1.97M0.46%
Unitedhealth Group Incorporated4,682US$1.95M0.45%
Sandisk Corporation826US$1.88M0.43%
Meta Platforms, Inc.3,119US$1.76M0.41%
Western Digital Corporation2,580US$1.65M0.38%
Berkshire Hathaway Inc.2,939US$1.47M0.34%
Costco Wholesale Corporation1,521US$1.42M0.33%
At&t Inc.66,082US$1.37M0.32%
Jp Morgan Chase & Co.3,660US$1.2M0.28%
Palantir Technologies Inc.8,748US$1.02M0.24%
Chevron Corporation6,106US$1.01M0.23%
Boeing Company (the)4,624US$1M0.23%
Visa Inc.2,913US$1M0.23%
Johnson & Johnson3,659US$929K0.21%
Procter & Gamble Company (the)6,068US$890K0.21%
Altria Group, Inc.12,202US$878K0.20%
Verizon Communications Inc.19,048US$806K0.19%
Walmart Inc.6,924US$784K0.18%
Home Depot, Inc. (the)2,210US$779K0.18%
Taiwan Semiconductor Manufacturing Co., Ltd.1,613US$770K0.18%
Cisco Systems, Inc.6,268US$736K0.17%
Applied Materials, Inc.1,000US$723K0.17%
Caterpillar, Inc.653US$696K0.16%
Mastercard Incorporated1,248US$641K0.15%
Dba Sempra6,914US$641K0.15%
Rockwell Automation, Inc.1,202US$595K0.14%
Texas Instruments Incorporated1,937US$577K0.13%
Ge Aerospace1,534US$573K0.13%
Qualcomm Incorporated3,018US$558K0.13%
Walt Disney Company (the)5,766US$555K0.13%
Netflix, Inc.7,587US$542K0.13%
Intel Corporation3,765US$526K0.12%
Xcel Energy Inc.6,425US$516K0.12%
Lockheed Martin Corporation967US$493K0.11%
Merck & Company, Inc.3,789US$487K0.11%
Lam Research Corporation1,088US$472K0.11%
Wells Fargo & Company5,699US$471K0.11%
Marvell Technology, Inc.1,565US$466K0.11%
L3harris Technologies, Inc.1,546US$449K0.10%
Abbvie Inc.1,780US$448K0.10%
S&p Global Inc.1,094US$446K0.10%
Corning Incorporated1,733US$443K0.10%
Rtx Corporation2,269US$430K0.10%
Conocophillips4,136US$430K0.10%
Goldman Sachs Group, Inc. (the)410US$416K0.10%
Teva Pharmaceutical Industries Limited12,094US$410K0.09%
Pepsico, Inc.2,911US$394K0.09%
Amgen Inc.1,079US$391K0.09%
Exxon Mobil Corporation2,850US$390K0.09%
Coca-cola Company (the)4,699US$382K0.09%
Ge Vernova Inc.323US$380K0.09%
American Electric Power Company, Inc.2,721US$372K0.09%
Hsbc Holdings Plc3,843US$365K0.08%
Deere & Company530US$336K0.08%
Howmet Aerospace Inc.1,231US$331K0.08%
Palo Alto Networks, Inc.965US$329K0.08%
Marriott International888US$329K0.08%
Uber Technologies, Inc.4,547US$328K0.08%
Bristol-myers Squibb Company5,380US$310K0.07%
Oneok, Inc.3,437US$299K0.07%
Asml Holding Nv141US$281K0.06%
Energy Transfer Lp14,352US$274K0.06%
Abbott Laboratories3,011US$273K0.06%
Kimberly-clark Corporation2,464US$271K0.06%
Space Exploration Technologies Corp1,546US$264K0.06%
Salesforce, Inc.1,681US$263K0.06%
United Parcel Service, Inc.2,424US$261K0.06%
Union Pacific Corporation954US$259K0.06%
Philip Morris International Inc1,398US$253K0.06%
U.s. Bancorp4,178US$252K0.06%
Warner Bros. Discovery, Inc. - Series A9,445US$252K0.06%
Oracle Corporation1,678US$246K0.06%
Hewlett Packard Enterprise Company5,423US$245K0.06%
Packaging Corporation Of America1,001US$239K0.06%
Mcdonald's Corporation870US$235K0.05%
Duke Energy Corporation (holding Company)1,840US$233K0.05%
Csx Corporation4,877US$232K0.05%
Comcast Corporation9,346US$229K0.05%
Citigroup, Inc.1,634US$229K0.05%
Regions Financial Corporation7,229US$218K0.05%
Dell Technologies Inc.504US$218K0.05%
Sila Realty Trust, Inc.7,043US$214K0.05%
Starbucks Corporation2,073US$212K0.05%
Nextera Energy, Inc.2,400US$211K0.05%
International Business Machines Corporation739US$208K0.05%
Amphenol Corporation1,177US$208K0.05%
Charles Schwab Corporation (the)2,208US$204K0.05%
Phillips 661,191US$201K0.05%

Every holding of Safeguard Investment Advisory Group, LLC

Source

View original at SEC

Related