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The Analysis of Safir Wealth Advisors, LLC's Holdings & P&L

Currently, Safir Wealth Advisors, LLC holds 17 types of securities in its portfolio with a total value $153.9M. In the most recent quarter, they have increased their positions in VUG (+160.5K shares, valued at $13.8M), BSV (+14.6K shares, valued at $1.1M), BIV (+8.2K shares, valued at $631.2K); decreased their positions in VGSH (-8.8K shares, valued at $512.4K); initiated new positions in N/A (+894 shares, valued at $225.0K).

1M P&L

+328.0K+0.22%

3M P&L

+3.6M+2.44%

HY P&L

-71.7M-32.04%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A152.0M

99.0%

2Consumer Electronics465.3K

0.3%

3Software - Infrastructure343.2K

0.2%

Top Industries by Stock Count

1N/A10 stocks

66.7%

2Consumer Electronics1 stocks

6.7%

3Software - Infrastructure1 stocks

6.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VOO VANGUARD INDEX FDS93.4K shares0.07%2026-06-302026-07-09

BSV VANGUARD BD INDEX FDS213.7K shares7.31%2026-06-302026-07-09

VUG VANGUARD INDEX FDS192.4K shares504.31%2026-06-302026-07-09

VTV VANGUARD INDEX FDS61.3K shares0.42%2026-06-302026-07-09

VIG VANGUARD SPECIALIZED FUNDS54.4K shares1.49%2026-06-302026-07-09

BIV VANGUARD BD INDEX FDS143.7K shares6.07%2026-06-302026-07-09

VXF VANGUARD INDEX FDS27.1K shares1.08%2026-06-302026-07-09

VGSH VANGUARD SCOTTSDALE FDS98.5K shares-8.20%2026-06-302026-07-09

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MUB ISHARES TR23.1K shares0.00%2026-06-302026-07-09

SUB ISHARES TR23.1K shares0.00%2026-06-302026-07-09

AAPL APPLE INC1.6K shares34.00%2026-06-302026-07-09

MSFT MICROSOFT CORP920 shares35.29%2026-06-302026-07-09

EXXON MOBIL CORP EXXON MOBIL CORP1.8K shares0.00%2026-06-302026-07-09

JNJ JOHNSON & JOHNSON957 shares0.00%2026-06-302026-07-09

ABBVIE INC ABBVIE INC894 sharesnew addition2026-06-302026-07-09

PNRG PRIMEENERGY RESOURCES CORP1.2K shares0.00%2026-06-302026-07-09

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IMO IMPERIAL OIL LTD1.8K shares0.00%2026-06-302026-07-09

VOO

VANGUARD INDEX FDS

0.07%

Shares93.4K

Event2026-06-30

Filed2026-07-09

BSV

VANGUARD BD INDEX FDS

7.31%

Shares213.7K

Event2026-06-30

Filed2026-07-09

VUG

VANGUARD INDEX FDS

504.31%

Shares192.4K

Event2026-06-30

Filed2026-07-09

VTV

VANGUARD INDEX FDS

0.42%

Shares61.3K

Event2026-06-30

Filed2026-07-09

VIG

VANGUARD SPECIALIZED FUNDS

1.49%

Shares54.4K

Event2026-06-30

Filed2026-07-09

BIV

VANGUARD BD INDEX FDS

6.07%

Shares143.7K

Event2026-06-30

Filed2026-07-09

VXF

VANGUARD INDEX FDS

1.08%

Shares27.1K

Event2026-06-30

Filed2026-07-09

VGSH

VANGUARD SCOTTSDALE FDS

-8.20%

Shares98.5K

Event2026-06-30

Filed2026-07-09

MUB

ISHARES TR

0.00%

Shares23.1K

Event2026-06-30

Filed2026-07-09

SUB

ISHARES TR

0.00%

Shares23.1K

Event2026-06-30

Filed2026-07-09

AAPL

APPLE INC

34.00%

Shares1.6K

Event2026-06-30

Filed2026-07-09

MSFT

MICROSOFT CORP

35.29%

Shares920

Event2026-06-30

Filed2026-07-09

EXXON MOBIL CORP

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-09

JNJ

JOHNSON & JOHNSON

0.00%

Shares957

Event2026-06-30

Filed2026-07-09

ABBVIE INC

New

Shares894

Event2026-06-30

Filed2026-07-09

PNRG

PRIMEENERGY RESOURCES CORP

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-09

IMO

IMPERIAL OIL LTD

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-09

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available