Safir Wealth Advisors, LLC
CIK: 0001830103SEC EDGAR →
Portfolio Value
$142.6M
Holdings
17
As of
Q4 2025
New Positions
17
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 93,802 | $58.8M | 41.25% |
| 2 | VANGUARD INDEX FDS | 32,093 | $15.7M | 10.98% |
| 3 | VANGUARD BD INDEX FDS | 198,388 | $15.6M | 10.96% |
| 4 | VANGUARD INDEX FDS | 61,181 | $11.7M | 8.19% |
| 5 | VANGUARD SPECIALIZED FUNDS | 52,733 | $11.6M | 8.13% |
| 6 | VANGUARD BD INDEX FDS | 135,907 | $10.6M | 7.42% |
| 7 | VANGUARD SCOTTSDALE FDS | 107,466 | $6.3M | 4.43% |
| 8 | VANGUARD INDEX FDS | 26,852 | $5.6M | 3.94% |
| 9 | ISHARES TR | 22,614 | $2.4M | 1.70% |
| 10 | ISHARES TR | 22,591 | $2.4M | 1.69% |
Quarterly Changes
New Positions (17)
$58.8M · 94K shares
$15.7M · 32K shares
$15.6M · 198K shares
$11.7M · 61K shares
$11.6M · 53K shares
$10.6M · 136K shares
$6.3M · 107K shares
$5.6M · 27K shares
$2.4M · 23K shares
$2.4M · 23K shares
$486K · 1K shares
$326K · 1K shares
$220K · 2K shares
$218K · 715 shares
$212K · 1K shares
$204K · 894 shares
$202K · 1K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 10 | $140.7M | 98.7% |
| Technology | 2 | $812K | 0.6% |
| Energy | 2 | $432K | 0.3% |
| Consumer Cyclical | 1 | $218K | 0.2% |
| Healthcare | 1 | $204K | 0.1% |
| Consumer Defensive | 1 | $202K | 0.1% |