Safir Wealth Advisors
Latest statistics and disclosures from Safir Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, BSV, VUG, VTV, VIG, and represent 78.69% of Safir Wealth Advisors's stock portfolio.
- Added to shares of these 7 stocks: CVX, IMO, JNJ, VIG, BSV, SUB, MUB.
- Started 3 new stock positions in IMO, CVX, JNJ.
- Reduced shares in these 8 stocks: VOO, , MSFT, VUG, VTV, BIV, VXF, VGSH.
- Sold out of its position in ABBV.
- Safir Wealth Advisors was a net buyer of stock by $256k.
- Safir Wealth Advisors has $138M in assets under management (AUM), dropping by -3.05%.
- Central Index Key (CIK): 0001830103
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Portfolio Holdings for Safir Wealth Advisors
Safir Wealth Advisors holds 19 positions in its portfolio as reported in the March 2026 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) | 40.3 | $56M | 93k | 597.55 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 11.3 | $16M | 199k | 78.41 |
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| Vanguard Index Fds Growth Etf (VUG) | 10.1 | $14M | 32k | 436.80 |
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| Vanguard Index Fds Value Etf (VTV) | 8.7 | $12M | 61k | 196.20 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 8.3 | $12M | 54k | 215.06 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 7.6 | $11M | 136k | 77.18 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 4.5 | $6.3M | 107k | 58.54 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 4.0 | $5.5M | 27k | 205.80 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 1.8 | $2.5M | +2% | 23k | 106.50 |
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| Ishares Tr National Mun Etf (MUB) | 1.8 | $2.4M | +2% | 23k | 106.15 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $311k | 1.8k | 169.66 |
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| Apple (AAPL) | 0.2 | $305k | 1.2k | 253.79 |
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| PrimeEnergy Corporation (PNRG) | 0.2 | $290k | 1.2k | 232.85 |
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| Microsoft Corporation (MSFT) | 0.2 | $252k | -32% | 680.00 | 370.17 |
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| Chevron Corporation (CVX) | 0.2 | $241k | NEW | 1.2k | 206.90 |
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| Imperial Oil Com New (IMO) | 0.2 | $236k | NEW | 1.8k | 130.82 |
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| Johnson & Johnson (JNJ) | 0.2 | $234k | NEW | 957.00 | 244.44 |
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| McDonald's Corporation (MCD) | 0.2 | $222k | 715.00 | 310.79 |
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| Pepsi (PEP) | 0.2 | $219k | 1.4k | 155.29 |
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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 2026 Q1 filed April 9, 2026
- 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