Safir Wealth Advisors, LLC Portfolio Holdings
Safir Wealth Advisors, LLC
- $140 Million
- Q3 2025
Safir Wealth Advisors, LLC has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $140 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 $58.9M, Vanguard Growth ETF with a value of $15.9M, Vanguard Bd Index Fd Inc Short with a value of $15.1M, Vanguard Value ETF with a value of $11.5M, and Vanguard Bd Index Fd Inc Inter with a value of $10.3M.
Examining the 13F form we can see an increase of $4.69M in the current position value, from $135M to 140M.
Below you can find more details about Safir Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$140 Million
ETFs: $138 Million
Technology: $826,000
Energy: $407,000
Consumer Cyclical: $217,000
Healthcare: $206,000