Safir Wealth Advisors, LLC
CIK: 0001830103Latest portfolio: $142.6M · Q4 2025
Holdings
17
Total Value
$142.6M
New Positions
17
Closed Positions
0
Top Holdings
| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 93,802 | $58.8M | 41.25% | NEW | |
| 2 | VUGVANGUARD INDEX FDS | 32,093 | $15.7M | 10.98% | NEW | |
| 3 | BSVVANGUARD BD INDEX FDS | 198,388 | $15.6M | 10.96% | NEW | |
| 4 | VTVVANGUARD INDEX FDS | 61,181 | $11.7M | 8.19% | NEW | |
| 5 | VIGVANGUARD SPECIALIZED FUNDS | 52,733 | $11.6M | 8.13% | NEW | |
| 6 | BIVVANGUARD BD INDEX FDS | 135,907 | $10.6M | 7.42% | NEW | |
| 7 | VGSHVANGUARD SCOTTSDALE FDS | 107,466 | $6.3M | 4.43% | NEW | |
| 8 | VXFVANGUARD INDEX FDS | 26,852 | $5.6M | 3.94% | NEW | |
| 9 | MUBISHARES TR | 22,614 | $2.4M | 1.70% | NEW | |
| 10 | SUBISHARES TR | 22,591 | $2.4M | 1.69% | NEW | |
| 11 | MSFTMICROSOFT CORP | 1,006 | $486K | 0.34% | NEW | |
| 12 | AAPLAPPLE INC | 1,200 | $326K | 0.23% | NEW | |
| 13 | XOMEXXON MOBIL CORP | 1,832 | $220K | 0.15% | NEW | |
| 14 | MCDMCDONALDS CORP | 715 | $218K | 0.15% | NEW | |
| 15 | PNRGPRIMEENERGY RESOURCES CORP | 1,244 | $212K | 0.15% | NEW | |
| 16 | ABBVABBVIE INC | 894 | $204K | 0.14% | NEW | |
| 17 | PEPPEPSICO INC | 1,410 | $202K | 0.14% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($5.88261565615634e+36T)
Technology0.0% ($486.3M)
Energy0.0% ($220.2M)
Consumer Cyclical0.0% ($218K)
Healthcare0.0% ($204K)
Consumer Defensive0.0% ($202K)
Filing History
Fund Information
Safir Wealth Advisors, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $142.6M across 17 holdings. The largest position is VANGUARD INDEX FDS (VOO), representing 41.3% of the portfolio. Compared to the previous quarter, the fund opened 17 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.