Safir Wealth Advisors, LLC
CIK: 1830103SEC EDGAR →
Portfolio Value
$32.5B
Holdings
19
As of
Q1 2026
New Positions
19
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 199,163 | $15.6B | 48.10% |
| 2 | VANGUARD BD INDEX FDS | 135,502 | $10.5B | 32.21% |
| 3 | VANGUARD SCOTTSDALE FDS | 107,331 | $6.3B | 19.35% |
| 4 | VANGUARD INDEX FDS | 93,331 | $55.8M | 0.17% |
| 5 | VANGUARD INDEX FDS | 31,834 | $13.9M | 0.04% |
| 6 | VANGUARD INDEX FDS | 61,012 | $12.0M | 0.04% |
| 7 | VANGUARD SPECIALIZED FUNDS | 53,611 | $11.5M | 0.04% |
| 8 | VANGUARD INDEX FDS | 26,802 | $5.5M | 0.02% |
| 9 | ISHARES TR | 23,056 | $2.5M | 0.01% |
| 10 | ISHARES TR | 23,079 | $2.4M | 0.01% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 10 | $32.5B | 100.0% |
| Energy | 4 | $1.1M | 0.0% |
| Technology | 2 | $556K | 0.0% |
| Healthcare | 1 | $234K | 0.0% |
| Consumer Cyclical | 1 | $222K | 0.0% |
| Consumer Defensive | 1 | $219K | 0.0% |