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 79.51% of Safir Wealth Advisors's stock portfolio.
- Added to shares of these 4 stocks: BSV, BIV, PEP, VIG.
- Started 1 new stock position in PEP.
- Reduced shares in these 5 stocks: VOO, VUG, VGSH, VTV, VXF.
- Safir Wealth Advisors was a net seller of stock by $-1.1M.
- Safir Wealth Advisors has $143M in assets under management (AUM), dropping by 0.74%.
- Central Index Key (CIK): 0001830103
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Portfolio Holdings for Safir Wealth Advisors
Safir Wealth Advisors holds 17 positions in its portfolio as reported in the December 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) | 41.3 | $59M | -2% | 94k | 627.13 |
|
| Vanguard Index Fds Growth Etf (VUG) | 11.0 | $16M | -2% | 32k | 487.86 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 11.0 | $16M | +3% | 198k | 78.81 |
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| Vanguard Index Fds Value Etf (VTV) | 8.2 | $12M | 61k | 190.99 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 8.1 | $12M | 53k | 219.78 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 7.4 | $11M | +3% | 136k | 77.88 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 4.4 | $6.3M | -2% | 108k | 58.73 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 3.9 | $5.6M | 27k | 209.12 |
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| Ishares Tr National Mun Etf (MUB) | 1.7 | $2.4M | 23k | 107.11 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 1.7 | $2.4M | 23k | 106.70 |
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| Microsoft Corporation (MSFT) | 0.3 | $487k | 1.0k | 483.62 |
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| Apple (AAPL) | 0.2 | $326k | 1.2k | 271.86 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $221k | 1.8k | 120.34 |
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| McDonald's Corporation (MCD) | 0.2 | $219k | 715.00 | 305.63 |
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| PrimeEnergy Corporation (PNRG) | 0.1 | $213k | 1.2k | 171.00 |
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| Abbvie (ABBV) | 0.1 | $204k | 894.00 | 228.49 |
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| Pepsi (PEP) | 0.1 | $202k | NEW | 1.4k | 143.52 |
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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 Q4 filed Jan. 6, 2026
- 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