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 76.76% of Safir Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: BIV, BSV, MUB, SUB, VTV, VGSH, VIG, XOM, VXF, MSFT.
- Started 1 new stock position in XOM.
- Reduced shares in these 3 stocks: BLV (-$5.9M), VOO, VUG.
- Sold out of its position in BLV.
- Safir Wealth Advisors was a net buyer of stock by $126k.
- Safir Wealth Advisors has $126M in assets under management (AUM), dropping by -2.82%.
- 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 March 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) | 38.8 | $49M | 95k | 513.91 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 11.7 | $15M | +6% | 188k | 78.28 |
|
| Vanguard Index Fds Growth Etf (VUG) | 10.0 | $13M | -2% | 34k | 370.82 |
|
| Vanguard Index Fds Value Etf (VTV) | 8.3 | $10M | +3% | 60k | 172.74 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 8.0 | $10M | +2% | 52k | 193.99 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 8.0 | $10M | +47% | 131k | 76.57 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 5.9 | $7.5M | +3% | 128k | 58.69 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 3.6 | $4.5M | +3% | 26k | 172.26 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 2.2 | $2.8M | +24% | 27k | 105.60 |
|
| Ishares Tr National Mun Etf (MUB) | 2.2 | $2.8M | +35% | 27k | 105.44 |
|
| Microsoft Corporation (MSFT) | 0.3 | $378k | +47% | 1.0k | 375.39 |
|
| McDonald's Corporation (MCD) | 0.2 | $288k | +29% | 923.00 | 312.37 |
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| PrimeEnergy Corporation (PNRG) | 0.2 | $284k | 1.2k | 227.89 |
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| Apple (AAPL) | 0.2 | $267k | 1.2k | 222.13 |
|
|
| Exxon Mobil Corporation (XOM) | 0.2 | $218k | NEW | 1.8k | 118.93 |
|
| Pepsi (PEP) | 0.2 | $211k | 1.4k | 149.94 |
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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 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
- 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