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, VIG, VTV, and represent 76.80% of Safir Wealth Advisors's stock portfolio.
- Added to shares of these 7 stocks: PNRG, VTV, VIG, BSV, SUB, BIV, VXF.
- Started 1 new stock position in PNRG.
- Reduced shares in these 7 stocks: VGSH, VUG, JNJ, , MUB, VOO, BLV.
- Sold out of its positions in XOM, JNJ.
- Safir Wealth Advisors was a net seller of stock by $-875k.
- Safir Wealth Advisors has $130M in assets under management (AUM), dropping by -0.31%.
- 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 December 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) | 40.0 | $52M | 96k | 538.81 |
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| Vanguard Index Fds Growth Etf (VUG) | 11.1 | $14M | 35k | 410.44 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 10.5 | $14M | 176k | 77.27 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 7.7 | $9.9M | +2% | 51k | 195.83 |
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| Vanguard Index Fds Value Etf (VTV) | 7.6 | $9.8M | +2% | 58k | 169.30 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 5.5 | $7.2M | -16% | 123k | 58.18 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 5.1 | $6.6M | 89k | 74.73 |
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| Vanguard Bd Index Fds Long Term Bond (BLV) | 4.5 | $5.9M | 86k | 68.43 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 3.7 | $4.8M | 25k | 189.98 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 1.8 | $2.3M | +4% | 22k | 105.48 |
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| Ishares Tr National Mun Etf (MUB) | 1.6 | $2.1M | -2% | 20k | 106.55 |
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| Apple (AAPL) | 0.2 | $301k | 1.2k | 250.42 |
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| Microsoft Corporation (MSFT) | 0.2 | $287k | 680.00 | 421.50 |
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| PrimeEnergy Corporation (PNRG) | 0.2 | $273k | NEW | 1.2k | 219.59 |
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| Pepsi (PEP) | 0.2 | $214k | 1.4k | 152.06 |
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| McDonald's Corporation (MCD) | 0.2 | $207k | 715.00 | 289.89 |
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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 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
- 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