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Latest Safir Wealth Advisors, LLC Stock Portfolio

Safir Wealth Advisors, LLC Performance:
2026 Q1: -3.19%YTD: -3.19%2025: 11.52%
Performance for 2026 Q1 is -3.19%, and YTD is -3.19%, and 2025 is 11.52%.

About Safir Wealth Advisors, LLC and 13F Hedge Fund Stock Holdings

On 2026-04-09, the fund reported it's updated stock portfolio. In the 13F Holdings report, Safir Wealth Advisors, LLC reported an equity portfolio of $138.3 Millions as of 31 Mar, 2026.

The top stock holdings of Safir Wealth Advisors, LLC are VB, BIV, VB. The fund has invested 40.3% of it's portfolio in VANGUARD INDEX FDS and 11.3% of portfolio in VANGUARD BD INDEX FDS.

The fund managers got completely rid off ABBVIE INC (ABBV) stocks. They significantly reduced their stock positions in MICROSOFT CORP (MSFT), VANGUARD INDEX FDS (VB) and VANGUARD BD INDEX FDS (BIV). Safir Wealth Advisors, LLC opened new stock positions in CHEVRON CORPORATION (CVX), IMPERIAL OIL LTD (IMO) and JOHNSON & JOHNSON (JNJ). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AAXJ), VANGUARD SPECIALIZED FUNDS (VIG) and VANGUARD BD INDEX FDS (BIV).

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

Our best estimate is that Safir Wealth Advisors, LLC made a return of -3.19% in the last quarter. In trailing 12 months, it's portfolio return was 11.13%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
chevron corporation240,625
imperial oil ltd235,476
johnson & johnson233,929
New stocks bought by Safir Wealth Advisors, LLC

Additions

Ticker% Inc.
ishares tr2.06
ishares tr2.06
vanguard specialized funds1.66
vanguard bd index fds0.39
Additions to existing portfolio by Safir Wealth Advisors, LLC

Reductions

Ticker% Reduced
microsoft corp-32.41
vanguard index fds-0.81
vanguard index fds-0.5
vanguard bd index fds-0.3
vanguard index fds-0.28
vanguard index fds-0.19
vanguard scottsdale fds-0.13
Safir Wealth Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
abbvie inc-204,270
Safir Wealth Advisors, LLC got rid off the above stocks

Sector Distribution

Safir Wealth Advisors, LLC has about 98.3% of it's holdings in Others sector.

Sector%
Others98.3

Market Cap. Distribution

Safir Wealth Advisors, LLC has about 1.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED98.3
MEGA-CAP1.3

Stocks belong to which Index?

About 1.3% of the stocks held by Safir Wealth Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others98.5
S&P 5001.3
Top 5 Winners (%)%
XOM
exxon mobil corp
41.0 %
PNRG
primeenergy resources corp
36.2 %
PEP
pepsico inc
8.2 %
VB
vanguard index fds
2.7 %
MCD
mcdonalds corp
1.7 %
Top 5 Winners ($)$
VB
vanguard index fds
0.3 M
XOM
exxon mobil corp
0.1 M
PNRG
primeenergy resources corp
0.1 M
PEP
pepsico inc
0.0 M
MCD
mcdonalds corp
0.0 M
Top 5 Losers (%)%
MSFT
microsoft corp
-19.7 %
VB
vanguard index fds
-10.4 %
AAPL
apple inc
-6.7 %
VB
vanguard index fds
-4.7 %
VIG
vanguard specialized funds
-2.1 %
Top 5 Losers ($)$
VB
vanguard index fds
-2.8 M
VB
vanguard index fds
-1.6 M
VIG
vanguard specialized funds
-0.3 M
MSFT
microsoft corp
-0.1 M
BIV
vanguard bd index fds
-0.1 M

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

Safir Wealth Advisors, LLC has 19 stocks in it's portfolio. About 98.3% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. VB was the most profitable stock for Safir Wealth Advisors, LLC last quarter.

Last Reported on: 09 Apr, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions