Safir Wealth Advisors, LLC Q4 2025 Filing
Filed January 6, 2026
Portfolio Value
$142.6M
Holdings
17
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (17 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 93,802 | $58.8M | 41.25% | |
| 2 | VUGVANGUARD INDEX FDS | 32,093 | $15.7M | 10.98% | |
| 3 | BSVVANGUARD BD INDEX FDS | 198,388 | $15.6M | 10.96% | |
| 4 | VTVVANGUARD INDEX FDS | 61,181 | $11.7M | 8.19% | |
| 5 | VIGVANGUARD SPECIALIZED FUNDS | 52,733 | $11.6M | 8.13% | |
| 6 | BIVVANGUARD BD INDEX FDS | 135,907 | $10.6M | 7.42% | |
| 7 | VGSHVANGUARD SCOTTSDALE FDS | 107,466 | $6.3M | 4.43% | |
| 8 | VXFVANGUARD INDEX FDS | 26,852 | $5.6M | 3.94% | |
| 9 | MUBISHARES TR | 22,614 | $2.4M | 1.70% | |
| 10 | SUBISHARES TR | 22,591 | $2.4M | 1.69% | |
| 11 | MSFTMICROSOFT CORP | 1,006 | $486K | 0.34% | |
| 12 | AAPLAPPLE INC | 1,200 | $326K | 0.23% | |
| 13 | XOMEXXON MOBIL CORP | 1,832 | $220K | 0.15% | |
| 14 | MCDMCDONALDS CORP | 715 | $218K | 0.15% | |
| 15 | PNRGPRIMEENERGY RESOURCES CORP | 1,244 | $212K | 0.15% | |
| 16 | ABBVABBVIE INC | 894 | $204K | 0.14% | |
| 17 | PEPPEPSICO INC | 1,410 | $202K | 0.14% |