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 75.16% of Safir Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: BSV, BLV, VOO, JNJ, MCD, BIV, VTV, MUB, SUB, VXF.
- Started 2 new stock positions in JNJ, MCD.
- Reduced shares in these 2 stocks: VUG, VGSH.
- Safir Wealth Advisors was a net buyer of stock by $1.9M.
- Safir Wealth Advisors has $130M in assets under management (AUM), dropping by 6.58%.
- 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 September 2024 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) | 39.1 | $51M | 96k | 527.67 |
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| Vanguard Index Fds Growth Etf (VUG) | 10.5 | $14M | 36k | 383.93 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 10.5 | $14M | +2% | 173k | 78.69 |
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| Vanguard Index Fds Value Etf (VTV) | 7.6 | $9.9M | 56k | 174.57 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 7.5 | $9.8M | 50k | 198.06 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 6.6 | $8.6M | 147k | 59.02 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 5.3 | $6.8M | +2% | 87k | 78.37 |
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| Vanguard Bd Index Fds Long Term Bond (BLV) | 5.0 | $6.5M | +5% | 86k | 75.17 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 3.5 | $4.5M | 25k | 181.99 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 1.7 | $2.2M | +3% | 21k | 106.19 |
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| Ishares Tr National Mun Etf (MUB) | 1.7 | $2.2M | +4% | 20k | 108.63 |
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| Microsoft Corporation (MSFT) | 0.2 | $293k | 680.00 | 430.30 |
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| Apple (AAPL) | 0.2 | $280k | 1.2k | 233.00 |
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| Pepsi (PEP) | 0.2 | $240k | 1.4k | 170.05 |
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| Johnson & Johnson (JNJ) | 0.2 | $220k | NEW | 1.4k | 162.06 |
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| McDonald's Corporation (MCD) | 0.2 | $218k | NEW | 715.00 | 304.51 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $215k | 1.8k | 117.22 |
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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 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
- Safir Wealth Advisors 2021 Q3 filed Nov. 15, 2021
- Safir Wealth Advisors 2021 Q2 filed Aug. 16, 2021
- Safir Wealth Advisors 2021 Q1 filed April 15, 2021
- Safir Wealth Advisors 2020 Q4 filed Jan. 28, 2021