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

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 16
  • Current Value $140 Million
  • Prior Value $135 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 27, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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