Safir Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Safir Wealth Advisors, LLCInvestment ActivitySafir Wealth Advisors, LLC has $126.01 million in total holdings as of March 31, 2025.Safir Wealth Advisors, LLC owns shares of 16 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 5.47% of the portfolio was purchased this quarter.About 5.37% of the portfolio was sold this quarter.This quarter, Safir Wealth Advisors, LLC has purchased 16 new stocks and bought additional shares in 10 stocks.Safir Wealth Advisors, LLC sold shares of 2 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard S&P 500 ETF $48,911,564Vanguard Short-Term Bond ETF $14,695,975Vanguard Growth ETF $12,641,146Vanguard Value ETF $10,401,822Vanguard Dividend Appreciation ETF $10,074,347 Largest New Holdings this Quarter 30231G102 - Exxon Mobil $217,880 Holding Largest Purchases this Quarter Vanguard Intermediate-Term Bond ETF 42,487 shares (about $3.25M)Vanguard Short-Term Bond ETF 11,574 shares (about $906.01K)iShares National Muni Bond ETF 6,890 shares (about $726.48K)iShares Short-Term National Muni Bond ETF 5,210 shares (about $550.18K)Vanguard Value ETF 2,247 shares (about $388.14K) Largest Sales this Quarter Vanguard S&P 500 ETF 1,012 shares (about $520.08K)Vanguard Growth ETF 966 shares (about $358.21K) 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$48,911,564$520,079 ▼-1.1%95,17538.8%ETFBSVVanguard Short-Term Bond ETF$14,695,975$906,013 ▲6.6%187,73611.7%ETFVUGVanguard Growth ETF$12,641,146$358,209 ▼-2.8%34,09010.0%ETFVTVVanguard Value ETF$10,401,822$388,144 ▲3.9%60,2178.3%ETFVIGVanguard Dividend Appreciation ETF$10,074,347$224,254 ▲2.3%51,9328.0%ETFBIVVanguard Intermediate-Term Bond ETF$10,032,251$3,253,221 ▲48.0%131,0218.0%ETFVGSHVanguard Short-Term Treasury Index ETF$7,482,841$263,224 ▲3.6%127,4985.9%ETFVXFVanguard Extended Market ETF$4,499,831$169,678 ▲3.9%26,1223.6%ETFSUBiShares Short-Term National Muni Bond ETF$2,832,614$550,176 ▲24.1%26,8242.2%ETFMUBiShares National Muni Bond ETF$2,790,868$726,476 ▲35.2%26,4692.2%ETFMSFTMicrosoft$377,642$122,377 ▲47.9%1,0060.3%Computer and TechnologyMCDMcDonald's$288,318$64,973 ▲29.1%9230.2%Retail/WholesalePNRGPrimeEnergy Resources$283,4950.0%1,2440.2%EnergyAAPLApple$266,5560.0%1,2000.2%Computer and TechnologyXOMExxon Mobil$217,880$217,880 ▲New Holding1,8320.2%EnergyPEPPepsiCo$211,4150.0%1,4100.2%Consumer StaplesBLVVanguard Long-Term Bond ETF$0$5,882,212 ▼-100.0%00.0%ETFShowing 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.
