Safir Wealth Advisors, LLC Portfolio Holdings

Safir Wealth Advisors, LLC

  • $135 Million
  • Q2 2025

Safir Wealth Advisors, LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $135 Million distributed in 13 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 $55.4M, Vanguard Growth ETF with a value of $15.1M, Vanguard Bd Index Fd Inc Short with a value of $15M, Vanguard Value ETF with a value of $10.8M, and Vanguard Bd Index Fd Inc Inter with a value of $10.2M.

Examining the 13F form we can see an increase of $10.1M in the current position value, from $125M to 135M.

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

Portfolio value $135 Million
ETFs: $134 Million
Technology: $746,000
Consumer Cyclical: $269,000

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

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

Summary

  • Portfolio
  • No. of Stocks 13
  • Current Value $135 Million
  • Prior Value $125 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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