Safir Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Safir Wealth Advisors, LLCInvestment ActivitySafir Wealth Advisors, LLC has $136.29 million in total holdings as of June 30, 2025.Safir Wealth Advisors, LLC owns shares of 13 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 1.73% of the portfolio was purchased this quarter.About 0.83% of the portfolio was sold this quarter.This quarter, Safir Wealth Advisors, LLC has purchased 16 new stocks and bought additional shares in 7 stocks.Safir Wealth Advisors, LLC sold shares of 3 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $55,443,177Vanguard Growth ETF $15,067,681Vanguard Short-Term Bond ETF $15,043,978Vanguard Dividend Appreciation ETF $10,810,117Vanguard Value ETF $10,796,452 Largest Purchases this Quarter Vanguard S&P 500 ETF 2,431 shares (about $1.38M)Vanguard Short-Term Bond ETF 3,420 shares (about $269.15K)Vanguard Dividend Appreciation ETF 885 shares (about $181.13K)Vanguard Value ETF 870 shares (about $153.76K)Vanguard Extended Market ETF 735 shares (about $141.64K) Largest Sales this Quarter Vanguard Short-Term Treasury ETF 4,480 shares (about $263.33K)iShares Short-Term National Muni Bond ETF 895 shares (about $95.17K)iShares National Muni Bond ETF 545 shares (about $56.94K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSafir Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$55,443,177$1,380,882 ▲2.6%97,60640.7%ETFVUGVanguard Growth ETF$15,067,681$122,751 ▲0.8%34,37011.1%ETFBSVVanguard Short-Term Bond ETF$15,043,978$269,154 ▲1.8%191,15611.0%ETFVIGVanguard Dividend Appreciation ETF$10,810,117$181,134 ▲1.7%52,8177.9%ETFVTVVanguard Value ETF$10,796,452$153,763 ▲1.4%61,0877.9%ETFBIVVanguard Intermediate-Term Bond ETF$10,240,639$107,502 ▲1.1%132,4117.5%ETFVGSHVanguard Short-Term Treasury ETF$7,230,982$263,334 ▼-3.5%123,0185.3%ETFVXFVanguard Extended Market ETF$5,175,675$141,644 ▲2.8%26,8573.8%ETFSUBiShares Short-Term National Muni Bond ETF$2,757,290$95,174 ▼-3.3%25,9292.0%ETFMUBiShares National Muni Bond ETF$2,708,516$56,941 ▼-2.1%25,9242.0%ETFMSFTMicrosoft$500,3940.0%1,0060.4%Computer and TechnologyMCDMcDonald's$269,6730.0%9230.2%Retail/WholesaleAAPLApple$246,2040.0%1,2000.2%Computer and TechnologyPNRGPrimeEnergy$0$283,495 ▼-100.0%00.0%EnergyXOMExxon Mobil$0$217,880 ▼-100.0%00.0%EnergyPEPPepsiCo$0$211,415 ▼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
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