Safir Wealth Advisors
Latest statistics and disclosures from Safir Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, VUG, BSV, VTV, VIG, and represent 79.56% of Safir Wealth Advisors's stock portfolio.
- Added to shares of these 6 stocks: PNRG, ABBV, XOM, VTV, VXF, BSV.
- Started 3 new stock positions in PNRG, XOM, ABBV.
- Reduced shares in these 8 stocks: VOO, VGSH, VUG, SUB, MUB, MCD, VIG, BIV.
- Safir Wealth Advisors was a net seller of stock by $-2.4M.
- Safir Wealth Advisors has $142M in assets under management (AUM), dropping by 3.87%.
- Central Index Key (CIK): 0001830103
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Portfolio Holdings for Safir Wealth Advisors
Safir Wealth Advisors holds 16 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 41.6 | $59M | 96k | 612.38 |
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| Vanguard Index Fds Growth Etf (VUG) | 11.2 | $16M | -3% | 33k | 479.61 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 10.7 | $15M | 192k | 78.91 |
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| Vanguard Index Fds Value Etf (VTV) | 8.1 | $12M | 62k | 186.49 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 8.0 | $11M | 53k | 215.79 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 7.3 | $10M | 132k | 78.09 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 4.6 | $6.5M | -10% | 111k | 58.85 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 4.0 | $5.6M | 27k | 209.34 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 1.7 | $2.4M | -12% | 23k | 106.78 |
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| Ishares Tr National Mun Etf (MUB) | 1.7 | $2.4M | -12% | 23k | 106.49 |
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| Microsoft Corporation (MSFT) | 0.4 | $521k | 1.0k | 517.95 |
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| Apple (AAPL) | 0.2 | $306k | 1.2k | 254.63 |
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| McDonald's Corporation (MCD) | 0.2 | $217k | -22% | 715.00 | 303.89 |
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| PrimeEnergy Corporation (PNRG) | 0.1 | $208k | NEW | 1.2k | 167.03 |
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| Abbvie (ABBV) | 0.1 | $207k | NEW | 894.00 | 231.54 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $207k | NEW | 1.8k | 112.75 |
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Past Filings by Safir Wealth Advisors
SEC 13F filings are viewable for Safir Wealth Advisors going back to 2020
- Safir Wealth Advisors 2025 Q3 filed Oct. 28, 2025
- Safir Wealth Advisors 2025 Q2 filed July 22, 2025
- Safir Wealth Advisors 2025 Q1 filed April 11, 2025
- Safir Wealth Advisors 2024 Q4 filed Jan. 15, 2025
- Safir Wealth Advisors 2024 Q3 filed Oct. 8, 2024
- Safir Wealth Advisors 2024 Q2 filed July 15, 2024
- Safir Wealth Advisors 2024 Q1 filed April 15, 2024
- Safir Wealth Advisors 2023 Q4 filed Jan. 18, 2024
- Safir Wealth Advisors 2023 Q3 filed Oct. 10, 2023
- Safir Wealth Advisors 2023 Q2 filed July 17, 2023
- Safir Wealth Advisors 2023 Q1 filed April 14, 2023
- Safir Wealth Advisors 2022 Q4 filed Jan. 25, 2023
- Safir Wealth Advisors 2022 Q3 filed Oct. 20, 2022
- Safir Wealth Advisors 2022 Q2 filed July 25, 2022
- Safir Wealth Advisors 2022 Q1 filed April 27, 2022
- Safir Wealth Advisors 2021 Q4 filed Jan. 26, 2022