Latest Safir Wealth Advisors, LLC Stock Portfolio
About Safir Wealth Advisors, LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Safir Wealth Advisors, LLC reported an equity portfolio of $141.6 Millions as of 30 Sep, 2025.
The top stock holdings of Safir Wealth Advisors, LLC are VB, VB, BIV. The fund has invested 41.6% of it's portfolio in VANGUARD INDEX FDS and 11.2% of portfolio in VANGUARD INDEX FDS.
They significantly reduced their stock positions in MCDONALDS CORP (MCD), ISHARES TR (AAXJ) and VANGUARD SCOTTSDALE FDS (BNDW). Safir Wealth Advisors, LLC opened new stock positions in PRIMEENERGY RESOURCES CORP (PNRG), ABBVIE INC (ABBV) and EXXON MOBIL CORP (XOM). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB) and VANGUARD BD INDEX FDS (BIV).
The top stock holdings of Safir Wealth Advisors, LLC are VB, VB, BIV. The fund has invested 41.6% of it's portfolio in VANGUARD INDEX FDS and 11.2% of portfolio in VANGUARD INDEX FDS.
They significantly reduced their stock positions in MCDONALDS CORP (MCD), ISHARES TR (AAXJ) and VANGUARD SCOTTSDALE FDS (BNDW). Safir Wealth Advisors, LLC opened new stock positions in PRIMEENERGY RESOURCES CORP (PNRG), ABBVIE INC (ABBV) and EXXON MOBIL CORP (XOM). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB) and VANGUARD BD INDEX FDS (BIV).
Safir Wealth Advisors, LLC Annual Return Estimates Vs S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| primeenergy resources corp | 207,785 |
| abbvie inc | 206,997 |
| exxon mobil corp | 206,558 |
New stocks bought by Safir Wealth Advisors, LLC
Additions
| Ticker | % Inc. |
|---|---|
| vanguard index fds | 0.7 |
| vanguard index fds | 0.47 |
| vanguard bd index fds | 0.17 |
Additions to existing portfolio by Safir Wealth Advisors, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| mcdonalds corp | -22.54 |
| ishares tr | -12.87 |
| ishares tr | -12.77 |
| vanguard scottsdale fds | -10.1 |
| vanguard index fds | -3.82 |
| vanguard index fds | -1.54 |
| vanguard specialized funds | -0.52 |
| vanguard bd index fds | -0.46 |
Safir Wealth Advisors, LLC reduced stake in above stock
Sold off
Sector Distribution
| Sector | % |
|---|---|
| Others | 98.8 |
Market Cap. Distribution
| Category | % |
|---|---|
| UNALLOCATED | 98.8 |
Stocks belong to which Index?
| Index | % |
|---|---|
| Others | 98.8 |
Safir Wealth Advisors, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Safir Wealth Advisors, LLC
Last Reported on: 28 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.22 | 1,200 | 305,556 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 1.70 | 22,591 | 2,412,270 | reduced | -12.87 | ||
| AAXJ | ishares tr | 1.70 | 22,614 | 2,408,140 | reduced | -12.77 | ||
| ABBV | abbvie inc | 0.15 | 894 | 206,997 | new | |||
| BIV | vanguard bd index fds | 10.67 | 191,479 | 15,109,600 | added | 0.17 | ||
| BIV | vanguard bd index fds | 7.27 | 131,802 | 10,292,400 | reduced | -0.46 | ||
| BNDW | vanguard scottsdale fds | 4.60 | 110,591 | 6,508,260 | reduced | -10.1 | ||
| MCD | mcdonalds corp | 0.15 | 715 | 217,281 | reduced | -22.54 | ||
| MSFT | microsoft corp | 0.37 | 1,006 | 521,058 | unchanged | 0.00 | ||
| PNRG | primeenergy resources corp | 0.15 | 1,244 | 207,785 | new | |||
| VB | vanguard index fds | 41.57 | 96,105 | 58,852,900 | reduced | -1.54 | ||
| VB | vanguard index fds | 11.20 | 33,057 | 15,854,300 | reduced | -3.82 | ||
| VB | vanguard index fds | 8.10 | 61,517 | 11,472,300 | added | 0.7 | ||
| VB | vanguard index fds | 3.99 | 26,982 | 5,648,480 | added | 0.47 | ||
| VIG | vanguard specialized funds | 8.01 | 52,540 | 11,337,600 | reduced | -0.52 | ||
| XOM | exxon mobil corp | 0.15 | 1,832 | 206,558 | new | |||