The Analysis of Safir Wealth Advisors, LLC's Holdings


Currently, Safir Wealth Advisors, LLC holds 17 types of securities in its portfolio with a total value $142.6M. In the most recent quarter, they have increased their positions in BSV (+6.9K shares, valued at $544.5K), BIV (+4.1K shares, valued at $319.7K), PEP (+1.4K shares, valued at $202.4K); decreased their positions in N/A (-2.3K shares, valued at $1.4M), VUG (-964 shares, valued at $470.3K), VGSH (-3.1K shares, valued at $183.5K); initiated new positions in PEP (+1.4K shares, valued at $202.4K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VANGUARD INDEX FDS VANGUARD INDEX FDS93.8K shares-2.40%2025-12-312026-01-06history
VUG VANGUARD INDEX FDS32.1K shares-2.92%2025-12-312026-01-06history
BSV VANGUARD BD INDEX FDS198.4K shares3.61%2025-12-312026-01-06history
VTV VANGUARD INDEX FDS61.2K shares-0.55%2025-12-312026-01-06history
VIG VANGUARD SPECIALIZED FUNDS52.7K shares0.37%2025-12-312026-01-06history
BIV VANGUARD BD INDEX FDS135.9K shares3.11%2025-12-312026-01-06history
VGSH VANGUARD SCOTTSDALE FDS107.5K shares-2.83%2025-12-312026-01-06history
VXF VANGUARD INDEX FDS26.9K shares-0.48%2025-12-312026-01-06history
Sponsored
MUB ISHARES TR22.6K shares0.00%2025-12-312026-01-06history
SUB ISHARES TR22.6K shares0.00%2025-12-312026-01-06history
MSFT MICROSOFT CORP1.0K shares0.00%2025-12-312026-01-06history
AAPL APPLE INC1.2K shares0.00%2025-12-312026-01-06history
XOM EXXON MOBIL CORP1.8K shares0.00%2025-12-312026-01-06history
MCD MCDONALDS CORP715 shares0.00%2025-12-312026-01-06history
PNRG PRIMEENERGY RESOURCES CORP1.2K shares0.00%2025-12-312026-01-06history
ABBV ABBVIE INC894 shares0.00%2025-12-312026-01-06history
Sponsored
PEP PEPSICO INC1.4K sharesnew addition2025-12-312026-01-06history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available