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

Currently, Safir Wealth Advisors, LLC holds 19 types of securities in its portfolio with a total value $138.3M. In the most recent quarter, they have increased their positions in CVX (+1.2K shares, valued at $240.6K), IMO (+1.8K shares, valued at $235.5K), JNJ (+957 shares, valued at $233.9K); decreased their positions in N/A (-471 shares, valued at $281.4K), MSFT (-326 shares, valued at $120.7K), VUG (-259 shares, valued at $113.1K); initiated new positions in CVX (+1.2K shares, valued at $240.6K), IMO (+1.8K shares, valued at $235.5K), JNJ (+957 shares, valued at $233.9K).

1M P&L

+1.7M+1.95%

3M P&L

-71.8M-45.03%

HY P&L

-71.4M-44.91%

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/A80.2M

97.2%

2Oil & Gas Integrated786.9K

1.0%

3Consumer Electronics304.5K

0.4%

Top Industries by Stock Count

1N/A9 stocks

50.0%

2Oil & Gas Integrated3 stocks

16.7%

3Consumer Electronics1 stocks

5.6%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS93.3K shares-0.50%2026-03-312026-04-09

BSV VANGUARD BD INDEX FDS199.2K shares0.39%2026-03-312026-04-09

VUG VANGUARD INDEX FDS31.8K shares-0.81%2026-03-312026-04-09

VTV VANGUARD INDEX FDS61.0K shares-0.28%2026-03-312026-04-09

VIG VANGUARD SPECIALIZED FUNDS53.6K shares1.66%2026-03-312026-04-09

BIV VANGUARD BD INDEX FDS135.5K shares-0.30%2026-03-312026-04-09

VGSH VANGUARD SCOTTSDALE FDS107.3K shares-0.13%2026-03-312026-04-09

VXF VANGUARD INDEX FDS26.8K shares-0.19%2026-03-312026-04-09

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SUB ISHARES TR23.1K shares2.06%2026-03-312026-04-09

MUB ISHARES TR23.1K shares2.06%2026-03-312026-04-09

XOM EXXON MOBIL CORP1.8K shares0.00%2026-03-312026-04-09

AAPL APPLE INC1.2K shares0.00%2026-03-312026-04-09

PNRG PRIMEENERGY RESOURCES CORP1.2K shares0.00%2026-03-312026-04-09

MSFT MICROSOFT CORP680 shares-32.41%2026-03-312026-04-09

CVX CHEVRON CORPORATION1.2K sharesnew addition2026-03-312026-04-09

IMO IMPERIAL OIL LTD1.8K sharesnew addition2026-03-312026-04-09

Sponsored

JNJ JOHNSON & JOHNSON957 sharesnew addition2026-03-312026-04-09

MCD MCDONALDS CORP715 shares0.00%2026-03-312026-04-09

PEP PEPSICO INC1.4K shares0.00%2026-03-312026-04-09

VANGUARD INDEX FDS

-0.50%

Shares93.3K

Event2026-03-31

Filed2026-04-09

BSV

VANGUARD BD INDEX FDS

0.39%

Shares199.2K

Event2026-03-31

Filed2026-04-09

VUG

VANGUARD INDEX FDS

-0.81%

Shares31.8K

Event2026-03-31

Filed2026-04-09

VTV

VANGUARD INDEX FDS

-0.28%

Shares61.0K

Event2026-03-31

Filed2026-04-09

VIG

VANGUARD SPECIALIZED FUNDS

1.66%

Shares53.6K

Event2026-03-31

Filed2026-04-09

BIV

VANGUARD BD INDEX FDS

-0.30%

Shares135.5K

Event2026-03-31

Filed2026-04-09

VGSH

VANGUARD SCOTTSDALE FDS

-0.13%

Shares107.3K

Event2026-03-31

Filed2026-04-09

VXF

VANGUARD INDEX FDS

-0.19%

Shares26.8K

Event2026-03-31

Filed2026-04-09

SUB

ISHARES TR

2.06%

Shares23.1K

Event2026-03-31

Filed2026-04-09

MUB

ISHARES TR

2.06%

Shares23.1K

Event2026-03-31

Filed2026-04-09

XOM

EXXON MOBIL CORP

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-09

AAPL

APPLE INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-09

PNRG

PRIMEENERGY RESOURCES CORP

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-09

MSFT

MICROSOFT CORP

-32.41%

Shares680

Event2026-03-31

Filed2026-04-09

CVX

CHEVRON CORPORATION

New

Shares1.2K

Event2026-03-31

Filed2026-04-09

IMO

IMPERIAL OIL LTD

New

Shares1.8K

Event2026-03-31

Filed2026-04-09

JNJ

JOHNSON & JOHNSON

New

Shares957

Event2026-03-31

Filed2026-04-09

MCD

MCDONALDS CORP

0.00%

Shares715

Event2026-03-31

Filed2026-04-09

PEP

PEPSICO INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-09

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available