Safir Wealth Advisors, LLC Portfolio Holdings

Safir Wealth Advisors, LLC has filed its 13F form on October 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $129 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 $50.8M, Vanguard Growth ETF with a value of $13.7M, Vanguard Bd Index Fd Inc Short with a value of $13.6M, Vanguard Value ETF with a value of $9.85M, and Vanguard Dividend Appreciation with a value of $9.01M.

Examining the 13F form we can see an increase of $7.25M in the current position value, from $122M to 129M.

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