Safir Wealth Advisors, LLC Portfolio Holdings by Sector
Safir Wealth Advisors, LLC
- $135 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VOO VUG BSV VTV BIV VIG VGSH VXF 10 stocks |
$134,076
99.25% of portfolio
|
7
|
3
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$500
0.37% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$269
0.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$246
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|