Safir Wealth Advisors, LLC Portfolio Holdings

Safir Wealth Advisors, LLC

  • $125 Million
  • Q1 2025

Safir Wealth Advisors, LLC has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $125 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 $48.6M, Vanguard Bd Index Fd Inc Short with a value of $14.7M, Vanguard Growth ETF with a value of $12.6M, Vanguard Value ETF with a value of $10.3M, and Vanguard Bd Index Fd Inc Inter with a value of $10M.

Examining the 13F form we can see an decrease of $3.99M in the current position value, from $129M to 125M.

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

Portfolio value $125 Million
ETFs: $123 Million
Technology: $643,000
Energy: $494,000
Consumer Cyclical: $288,000
Consumer Defensive: $211,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 16
  • Current Value $125 Million
  • Prior Value $129 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 11, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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