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 80.31% of Safir Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: VUG (+$14M), BSV, BIV, ABBV, VIG, AAPL, MSFT, VXF, VTV, VOO.
- Started 1 new stock position in ABBV.
- Reduced shares in these 4 stocks: VGSH, CVX, MCD, PEP.
- Sold out of its positions in CVX, MCD, PEP.
- Safir Wealth Advisors was a net buyer of stock by $15M.
- Safir Wealth Advisors has $154M in assets under management (AUM), dropping by 11.31%.
- 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 June 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) | 41.7 | $64M | 93k | 686.81 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 10.8 | $17M | +7% | 214k | 77.91 |
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| Vanguard Index Fds Growth Etf (VUG) | 10.8 | $17M | +504% | 192k | 86.14 |
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| Vanguard Index Fds Value Etf (VTV) | 8.7 | $13M | 61k | 217.93 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 8.4 | $13M | 54k | 236.62 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 7.2 | $11M | +6% | 144k | 76.70 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 4.3 | $6.7M | 27k | 246.21 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 3.7 | $5.7M | -8% | 99k | 58.20 |
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| Ishares Tr National Mun Etf (MUB) | 1.6 | $2.5M | 23k | 107.62 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 1.6 | $2.5M | 23k | 106.47 |
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| Apple (AAPL) | 0.3 | $465k | +34% | 1.6k | 289.36 |
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| Microsoft Corporation (MSFT) | 0.2 | $343k | +35% | 920.00 | 373.02 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $251k | 1.8k | 136.72 |
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| Johnson & Johnson (JNJ) | 0.2 | $243k | 957.00 | 253.97 |
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| Abbvie (ABBV) | 0.1 | $225k | NEW | 894.00 | 251.64 |
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| PrimeEnergy Corporation (PNRG) | 0.1 | $208k | 1.2k | 166.89 |
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| Imperial Oil Com New (IMO) | 0.1 | $202k | 1.8k | 112.02 |
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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 Q2 filed July 9, 2026
- 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