Safir Wealth Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$138.3M
Q ending 2026-03-31
Prior quarter
$142.6M
Q ending 2025-12-31
Change
-3.0% QoQ · +9.7% YoY
Positions
19
reported holdings
Largest positions
All 19 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VOO | Shares | $55.8M | 93K |
| Vanguard Bd Index Fds | BSV | Shares | $15.6M | 199K |
| Vanguard Index Fds | VUG | Shares | $13.9M | 32K |
| Vanguard Index Fds | VTV | Shares | $12.0M | 61K |
| Vanguard Specialized Funds | VIG | Shares | $11.5M | 54K |
| Vanguard Bd Index Fds | BIV | Shares | $10.5M | 136K |
| Vanguard Scottsdale Fds | VGSH | Shares | $6.3M | 107K |
| Vanguard Index Fds | VXF | Shares | $5.5M | 27K |
| Ishares Tr | SUB | Shares | $2.5M | 23K |
| Ishares Tr | MUB | Shares | $2.4M | 23K |
| Exxon Mobil Corp | XOM | Shares | $311K | 2K |
| Apple Inc | AAPL | Shares | $305K | 1K |
| Primeenergy Resources Corp | PNRG | Shares | $290K | 1K |
| Microsoft Corp | MSFT | Shares | $252K | 680 |
| Chevron Corporation | CVX | Shares | $241K | 1K |
| Imperial Oil Ltd | IMO | Shares | $235K | 2K |
| Johnson & Johnson | JNJ | Shares | $234K | 957 |
| Mcdonalds Corp | MCD | Shares | $222K | 715 |
| Pepsico Inc | PEP | Shares | $219K | 1K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.