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, VIG, VTV, and represent 74.41% of Safir Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: VOO, BSV, BLV, VTV, BIV, VIG, MUB, PEP, XOM, VXF.
- Started 2 new stock positions in PEP, XOM.
- Reduced shares in these 3 stocks: VGSH, VUG, SUB.
- Safir Wealth Advisors was a net buyer of stock by $4.1M.
- Safir Wealth Advisors has $122M in assets under management (AUM), dropping by 9.62%.
- Central Index Key (CIK): 0001830103
Tip: Access up to 7 years of quarterly data
Positions held by Safir Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Safir Wealth Advisors
Safir Wealth Advisors holds 17 positions in its portfolio as reported in the March 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) | 38.6 | $47M | +2% | 98k | 480.70 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 10.6 | $13M | +5% | 168k | 76.67 |
|
| Vanguard Index Fds Growth Etf (VUG) | 10.5 | $13M | 37k | 344.20 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 7.4 | $9.0M | +4% | 49k | 182.61 |
|
| Vanguard Index Fds Value Etf (VTV) | 7.4 | $9.0M | +4% | 55k | 162.86 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 7.1 | $8.7M | -3% | 149k | 58.07 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 5.3 | $6.4M | +6% | 85k | 75.40 |
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 5.1 | $6.3M | +8% | 87k | 72.33 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 3.5 | $4.3M | +4% | 24k | 175.27 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 1.7 | $2.1M | -4% | 20k | 104.73 |
|
| Ishares Tr National Mun Etf (MUB) | 1.7 | $2.1M | +18% | 19k | 107.60 |
|
| Microsoft Corporation (MSFT) | 0.2 | $286k | 680.00 | 420.72 |
|
|
| Pepsi (PEP) | 0.2 | $247k | NEW | 1.4k | 175.01 |
|
| Johnson & Johnson (JNJ) | 0.2 | $215k | 1.4k | 158.19 |
|
|
| Exxon Mobil Corporation (XOM) | 0.2 | $213k | NEW | 1.8k | 116.24 |
|
| Apple (AAPL) | 0.2 | $206k | 1.2k | 171.48 |
|
|
| McDonald's Corporation (MCD) | 0.2 | $202k | 715.00 | 281.95 |
|
Past Filings by Safir Wealth Advisors
SEC 13F filings are viewable for Safir Wealth Advisors going back to 2020
- 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