13F HOLDINGS REPORT
Safir Wealth Advisors, LLC
Quarter ended Q3 2025 · Filed October 28, 2025 · Accession 0001951757-25-001214
Total Value
$141.6M
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 96,105 | $58.9M | 41.57% |
| 2 | VANGUARD INDEX FDS | 922908736 | 33,057 | $15.9M | 11.20% |
| 3 | VANGUARD BD INDEX FDS | 921937827 | 191,479 | $15.1M | 10.67% |
| 4 | VANGUARD INDEX FDS | 922908744 | 61,517 | $11.5M | 8.10% |
| 5 | VANGUARD SPECIALIZED FUNDS | 921908844 | 52,540 | $11.3M | 8.01% |
| 6 | VANGUARD BD INDEX FDS | 921937819 | 131,802 | $10.3M | 7.27% |
| 7 | VANGUARD SCOTTSDALE FDS | 92206C102 | 110,591 | $6.5M | 4.60% |
| 8 | VANGUARD INDEX FDS | 922908652 | 26,982 | $5.6M | 3.99% |
| 9 | ISHARES TR | 464288158 | 22,591 | $2.4M | 1.70% |
| 10 | ISHARES TR | 464288414 | 22,614 | $2.4M | 1.70% |
| 11 | MICROSOFT CORP | MSFT | 1,006 | $521,058 | 0.37% |
| 12 | APPLE INC | AAPL | 1,200 | $305,556 | 0.22% |
| 13 | MCDONALDS CORP | MCD | 715 | $217,281 | 0.15% |
| 14 | PRIMEENERGY RESOURCES CORP | PNRG | 1,244 | $207,785 | 0.15% |
| 15 | ABBVIE INC | ABBV | 894 | $206,997 | 0.15% |
| 16 | EXXON MOBIL CORP | XOM | 1,832 | $206,558 | 0.15% |