13F HOLDINGS REPORT
Safir Wealth Advisors, LLC
Quarter ended Q4 2025 · Filed January 6, 2026 · Accession 0001951757-26-000011
Total Value
$142.6M
Positions
17
Other Managers
0
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 93,802 | $58.8M | 41.25% |
| 2 | VANGUARD INDEX FDS | 922908736 | 32,093 | $15.7M | 10.98% |
| 3 | VANGUARD BD INDEX FDS | 921937827 | 198,388 | $15.6M | 10.96% |
| 4 | VANGUARD INDEX FDS | 922908744 | 61,181 | $11.7M | 8.19% |
| 5 | VANGUARD SPECIALIZED FUNDS | 921908844 | 52,733 | $11.6M | 8.13% |
| 6 | VANGUARD BD INDEX FDS | 921937819 | 135,907 | $10.6M | 7.42% |
| 7 | VANGUARD SCOTTSDALE FDS | 92206C102 | 107,466 | $6.3M | 4.43% |
| 8 | VANGUARD INDEX FDS | 922908652 | 26,852 | $5.6M | 3.94% |
| 9 | ISHARES TR | 464288414 | 22,614 | $2.4M | 1.70% |
| 10 | ISHARES TR | 464288158 | 22,591 | $2.4M | 1.69% |
| 11 | MICROSOFT CORP | MSFT | 1,006 | $486,522 | 0.34% |
| 12 | APPLE INC | AAPL | 1,200 | $326,232 | 0.23% |
| 13 | EXXON MOBIL CORP | XOM | 1,832 | $220,463 | 0.15% |
| 14 | MCDONALDS CORP | MCD | 715 | $218,525 | 0.15% |
| 15 | PRIMEENERGY RESOURCES CORP | PNRG | 1,244 | $212,724 | 0.15% |
| 16 | ABBVIE INC | ABBV | 894 | $204,270 | 0.14% |
| 17 | PEPSICO INC | PEP | 1,410 | $202,363 | 0.14% |