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 $142.6 Millions as of 31 Dec, 2025.

The top stock holdings of Safir Wealth Advisors, LLC are VB, VB, BIV. The fund has invested 41.2% of it's portfolio in VANGUARD INDEX FDS and 11% of portfolio in VANGUARD INDEX FDS.

They significantly reduced their stock positions in VANGUARD INDEX FDS (VB) and VANGUARD SCOTTSDALE FDS (BNDW). Safir Wealth Advisors, LLC opened new stock positions in PEPSICO INC (PEP). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD BD INDEX FDS (BIV) and VANGUARD SPECIALIZED FUNDS (VIG).

Safir Wealth Advisors, LLC Annual Return Estimates Vs S&P 500

Performance

New Buys

Ticker	$ Bought
pepsico inc	202,363

New stocks bought by Safir Wealth Advisors, LLC

Additions

Ticker	% Inc.
vanguard bd index fds	3.61
vanguard bd index fds	3.11
vanguard specialized funds	0.37

Additions to existing portfolio by Safir Wealth Advisors, LLC

Reductions

Ticker	% Reduced
vanguard index fds	-2.92
vanguard scottsdale fds	-2.83
vanguard index fds	-2.4
vanguard index fds	-0.55
vanguard index fds	-0.48

Safir Wealth Advisors, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Safir Wealth Advisors, LLC

Sector Distribution

Sector	%
Others	98.8

Market Cap. Distribution

Category	%
UNALLOCATED	98.8

Stocks belong to which Index?

Index	%
Others	98.8

Top 5 Winners (%)		%
AAPL	apple inc	24.1 %
VB	vanguard index fds	9.2 %
VB	vanguard index fds	8.6 %
VB	vanguard index fds	7.8 %
VB	vanguard index fds	5.5 %

Top 5 Winners ($)		$
VB	vanguard index fds	4.3 M
VB	vanguard index fds	1.4 M
VB	vanguard index fds	0.6 M
VIG	vanguard specialized funds	0.6 M
VB	vanguard index fds	0.4 M

Top 5 Losers (%)		%

Top 5 Losers ($)		$

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: 06 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.23	1,200	326,232	unchanged	0.00

AAXJ	ishares tr	1.70	22,614	2,422,160	unchanged	0.00

AAXJ	ishares tr	1.69	22,591	2,410,460	unchanged	0.00

ABBV	abbvie inc	0.14	894	204,270	unchanged	0.00

BIV	vanguard bd index fds	10.96	198,388	15,635,000	added	3.61

BIV	vanguard bd index fds	7.42	135,907	10,584,400	added	3.11

BNDW	vanguard scottsdale fds	4.43	107,466	6,311,460	reduced	-2.83

MCD	mcdonalds corp	0.15	715	218,525	unchanged	0.00

MSFT	microsoft corp	0.34	1,006	486,522	unchanged	0.00

PEP	pepsico inc	0.14	1,410	202,363	new

PNRG	primeenergy resources corp	0.15	1,244	212,724	unchanged	0.00

VB	vanguard index fds	41.25	93,802	58,826,000	reduced	-2.4

VB	vanguard index fds	10.98	32,093	15,656,800	reduced	-2.92

VB	vanguard index fds	8.19	61,181	11,685,000	reduced	-0.55

VB	vanguard index fds	3.94	26,852	5,615,360	reduced	-0.48

VIG	vanguard specialized funds	8.13	52,733	11,589,600	added	0.37

XOM	exxon mobil corp	0.16	1,832	220,463	unchanged	0.00