Safir Wealth Advisors, LLC Portfolio Holdings

Safir Wealth Advisors, LLC has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $129 Million distributed in 16 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 $51.8M, Vanguard Growth ETF with a value of $14.4M, Vanguard Bd Index Fd Inc Short with a value of $13.6M, Vanguard Value ETF with a value of $9.81M, and Vanguard Dividend Appreciation with a value of $9.25M.

Examining the 13F form we can see an decrease of $313K in the current position value, from $129M to 129M.

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