Safir Wealth Advisors, LLC Portfolio Holdings

Safir Wealth Advisors, LLC

$139 Million
Q4 2025

Safir Wealth Advisors, LLC has filed its 13F form on January 06, 2026 for Q4 2025 where it was disclosed a total value porftolio of $139 Million distributed in 17 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $58M, Vanguard Bd Index Fd Inc Short with a value of $15.6M, Vanguard Growth ETF with a value of $15.5M, Vanguard Value ETF with a value of $11.5M, and Vanguard Bd Index Fd Inc Inter with a value of $10.6M.

Examining the 13F form we can see an decrease of $574K in the current position value, from $140M to 139M.

Below you can find more details about Safir Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $139 Million

ETFs: $137 Million

Technology: $830,000

Energy: $386,000

Consumer Cyclical: $218,000

Healthcare: $209,000

Consumer Defensive: $208,000

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$58 Million 41.63% of portfolio	93,802	Q4 2025 Reduced 2.4%
BSV Vanguard Bd Index Fd Inc Short ETFs	$0	$15.6 Million 11.22% of portfolio	198,388	Q4 2025 Added 3.61%
VUG Vanguard Growth ETF ETFs	$0	$15.5 Million 11.15% of portfolio	32,093	Q4 2025 Reduced 2.92%
VTV Vanguard Value ETF ETFs	$0	$11.5 Million 8.23% of portfolio	61,181	Q4 2025 Reduced 0.55%
BIV Vanguard Bd Index Fd Inc Inter ETFs	$0	$10.6 Million 7.61% of portfolio	135,907	Q4 2025 Added 3.11%
VIG Vanguard Dividend Appreciation ETFs	$0	$9.61 Million 6.9% of portfolio	52,733	Q4 2025 Added 0.37%
VGSH Vanguard ETFs	$0	$6.31 Million 4.53% of portfolio	107,466	Q4 2025 Reduced 2.83%
VXF Vanguard Extended Market ETF ETFs	$0	$5.48 Million 3.94% of portfolio	26,852	Q4 2025 Reduced 0.48%
MUB Ishares National Muni Bond ETF ETFs	$0	$2.42 Million 1.74% of portfolio	22,614	Q3 2025 Reduced 12.77%

SUB Ishares Short Term National Mu ETFs	$0	$2.41 Million 1.73% of portfolio	22,591	Q3 2025 Reduced 12.87%
MSFT Microsoft Corp Technology	$3.78T	$510,000 0.37% of portfolio	1,006	Q1 2025 Added 47.94%
AAPL Apple Inc. Technology	$4.3T	$320,000 0.23% of portfolio	1,200	Q2 2023 New
MCD Mcdonalds Corp Consumer Cyclical	$224B	$218,000 0.16% of portfolio	715	Q3 2025 Reduced 22.54%
XOM Exxon Mobil Corp Energy	$490B	$215,000 0.15% of portfolio	1,832	Q3 2025 New
ABBV Abb Vie Inc. Healthcare	$414B	$209,000 0.15% of portfolio	894	Q3 2025 New
PEP Pepsico Inc Consumer Defensive	$204B	$208,000 0.15% of portfolio	1,410	Q4 2025 New
PNRG Primeenergy Resources Corp Energy	$267M	$171,000 0.12% of portfolio	1,244	Q3 2025 New

Summary

Portfolio
No. of Stocks 17
Current Value $139 Million
Prior Value $140 Million
Filing
Period Q4 2025
Filing Date January 06, 2026
Form Type 13F-HR
Activity in Q4 2025
New Purchases 1 stocks
Additional Purchases 3 stocks
Sold out of 0 stocks
Reduced holdings in 5 stocks

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Safir Wealth Advisors, LLC Portfolio Holdings