Safir Wealth Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 9, 2026, Safir Wealth Advisors, Llc disclosed 17 stock positions valued at approximately $153.90M as of quarter-end June 30, 2026. The largest holdings include VANGUARD INDEX FDS, VANGUARD BD INDEX FDS, and VANGUARD INDEX FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 17
- Portfolio Value
- $153.90M
Holdings by Sector
Safir Wealth Advisors, Llc Portfolio Holdings in Q2 2026
17 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | Other | 41.68% | 93,397 | +66 | +0.07% | $64,145,720 |
| VANGUARD BD INDEX FDS | BSV | Other | 10.82% | 213,718 | +14,555 | +7.31% | $16,650,749 |
| VANGUARD INDEX FDS | VUG | Other | 10.77% | 192,377 | +160,543 | +504.31% | $16,571,339 |
| VANGUARD INDEX FDS | VTV | Other | 8.68% | 61,267 | +255 | +0.42% | $13,351,892 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 8.37% | 54,411 | +800 | +1.49% | $12,874,714 |
| VANGUARD BD INDEX FDS | BIV | Other | 7.16% | 143,732 | +8,230 | +6.07% | $11,024,225 |
| VANGUARD INDEX FDS | VXF | Other | 4.33% | 27,092 | +290 | +1.08% | $6,670,401 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 3.73% | 98,526 | -8,805 | -8.20% | $5,734,197 |
| ISHARES TR | MUB | Other | 1.61% | 23,079 | - | - | $2,483,738 |
| ISHARES TR | SUB | Other | 1.60% | 23,056 | - | - | $2,454,772 |
| APPLE INC | AAPL | Technology | 0.30% | 1,608 | +408 | +34.00% | $465,291 |
| MICROSOFT CORP | MSFT | Technology | 0.22% | 920 | +240 | +35.29% | $343,178 |
| EXXON MOBIL CORP | XOM | Energy | 0.16% | 1,832 | - | - | $250,471 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.16% | 957 | - | - | $243,049 |
| ABBVIE INC | ABBV | Healthcare | 0.15% | 894 | - | - | $224,966 |
| PRIMEENERGY RESOURCES CORP | PNRG | Energy | 0.13% | 1,244 | - | - | $207,611 |
| IMPERIAL OIL LTD | IMO | Energy | 0.13% | 1,800 | - | - | $201,636 |