Safir Wealth Advisors, Llc Portfolio Stock Holdings
Safir Wealth Advisors, Llc disclosed 19 stock positions valued at approximately $138.3 million in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, VANGUARD BD INDEX FDS, and VANGUARD INDEX FDS. The filing reflects positions held as of March 31, 2026 and was filed on April 9, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 19
- Portfolio Value
- $138.3M
Holdings by Sector
Safir Wealth Advisors, Llc Portfolio Holdings in Q1 2026
19 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | Other | 40.34% | 93,331 | -471 | -0.50% | $55,769,796 |
| VANGUARD BD INDEX FDS | BSV | Other | 11.29% | 199,163 | +775 | +0.39% | $15,616,351 |
| VANGUARD INDEX FDS | VUG | Other | 10.06% | 31,834 | -259 | -0.81% | $13,904,968 |
| VANGUARD INDEX FDS | VTV | Other | 8.66% | 61,012 | -169 | -0.28% | $11,970,485 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 8.34% | 53,611 | +878 | +1.66% | $11,529,567 |
| VANGUARD BD INDEX FDS | BIV | Other | 7.56% | 135,502 | -405 | -0.30% | $10,458,024 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 4.54% | 107,331 | -135 | -0.13% | $6,283,140 |
| VANGUARD INDEX FDS | VXF | Other | 3.99% | 26,802 | -50 | -0.19% | $5,515,918 |
| ISHARES TR | SUB | Other | 1.78% | 23,056 | +465 | +2.06% | $2,455,464 |
| ISHARES TR | MUB | Other | 1.77% | 23,079 | +465 | +2.06% | $2,449,812 |
| EXXON MOBIL CORP | XOM | Energy | 0.22% | 1,832 | - | - | $310,817 |
| APPLE INC | AAPL | Technology | 0.22% | 1,200 | - | - | $304,548 |
| PRIMEENERGY RESOURCES CORP | PNRG | Energy | 0.21% | 1,244 | - | - | $289,665 |
| MICROSOFT CORP | MSFT | Technology | 0.18% | 680 | -326 | -32.41% | $251,716 |
| CHEVRON CORPORATION | CVX | Energy | 0.17% | 1,163 | +1,163 | +100.00% | $240,625 |
| IMPERIAL OIL LTD | IMO | Energy | 0.17% | 1,800 | +1,800 | +100.00% | $235,476 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.17% | 957 | +957 | +100.00% | $233,929 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.16% | 715 | - | - | $222,215 |
| PEPSICO INC | PEP | Consumer Defensive | 0.16% | 1,410 | - | - | $218,959 |