Safir Wealth Advisors as of June 30, 2026
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 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 10.8 | $17M | 214k | 77.91 | |
| Vanguard Index Fds Growth Etf (VUG) | 10.8 | $17M | 192k | 86.14 | |
| Vanguard Index Fds Value Etf (VTV) | 8.7 | $13M | 61k | 217.93 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 8.4 | $13M | 54k | 236.62 | |
| Vanguard Bd Index Fds Intermed Term (BIV) | 7.2 | $11M | 144k | 76.70 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 4.3 | $6.7M | 27k | 246.21 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 3.7 | $5.7M | 99k | 58.20 | |
| Ishares Tr National Mun Etf (MUB) | 1.6 | $2.5M | 23k | 107.62 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 1.6 | $2.5M | 23k | 106.47 | |
| Apple (AAPL) | 0.3 | $465k | 1.6k | 289.36 | |
| Microsoft Corporation (MSFT) | 0.2 | $343k | 920.00 | 373.02 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $251k | 1.8k | 136.72 | |
| Johnson & Johnson (JNJ) | 0.2 | $243k | 957.00 | 253.97 | |
| Abbvie (ABBV) | 0.1 | $225k | 894.00 | 251.64 | |
| PrimeEnergy Corporation (PNRG) | 0.1 | $208k | 1.2k | 166.89 | |
| Imperial Oil Com New (IMO) | 0.1 | $202k | 1.8k | 112.02 |
