Safir Wealth Advisors, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on January 6, 2026, for the 2025 Q4 period, Safir Wealth Advisors, LLC held in its portfolio 17 assets valued at $142,607,474 (i.e. $142.61M).

The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($58.83M), VANGUARD INDEX FDS ($15.66M), and VANGUARD BD INDEX FDS ($15.64M).

The chart below shows the top 10 valuable assets, and the table below shows the top 17 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Safir Wealth Advisors, LLC Portfolio

VANGUARD INDEX FDS

VANGUARD BD INDEX FDS

VANGUARD INDEX FDS

VANGUARD SPECIALIZED FUNDS

VANGUARD BD INDEX FDS

VANGUARD SCOTTSDALE FDS

VANGUARD INDEX FDS

ISHARES TR

Safir Wealth Advisors, LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
VANGUARD INDEX FDS	93802	58826047	S&P 500 ETF SHS
VANGUARD INDEX FDS	32093	15656828	GROWTH ETF
VANGUARD BD INDEX FDS	198388	15634967	SHORT TRM BOND
VANGUARD INDEX FDS	61181	11685031	VALUE ETF
VANGUARD SPECIALIZED FUNDS	52733	11589643	DIV APP ETF
VANGUARD BD INDEX FDS	135907	10584417	INTERMED TERM
VANGUARD SCOTTSDALE FDS	107466	6311462	SHORT TERM TREAS
VANGUARD INDEX FDS	26852	5615358	EXTEND MKT ETF
ISHARES TR	22614	2422162	NATIONAL MUN ETF
ISHARES TR	22591	2410460	SHRT NAT MUN ETF
MICROSOFT CORP	1006	486522	COM
APPLE INC	1200	326232	COM
EXXON MOBIL CORP	1832	220463	COM
MCDONALDS CORP	715	218525	COM
PRIMEENERGY RESOURCES CORP	1244	212724	COM
ABBVIE INC	894	204270	COM
PEPSICO INC	1410	202363	COM