Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Safir Wealth Advisors, LLC (CIK 1830103) reported $138.3M across 19 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($55.8M, 40.34%), BSV ($15.6M, 11.29%), VUG ($13.9M, 10.06%), VTV ($12.0M, 8.66%), VIG ($11.5M, 8.34%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $55.8M | 40.34% | 93,331 | Trimmed |
| 2 | BSV | VANGUARD BD INDEX FDS | $15.6M | 11.29% | 199,163 | Added |
| 3 | VUG | VANGUARD INDEX FDS | $13.9M | 10.06% | 31,834 | Trimmed |
| 4 | VTV | VANGUARD INDEX FDS | $12.0M | 8.66% | 61,012 | Trimmed |
| 5 | VIG | VANGUARD SPECIALIZED FUNDS | $11.5M | 8.34% | 53,611 | Added |
| 6 | BIV | VANGUARD BD INDEX FDS | $10.5M | 7.56% | 135,502 | Trimmed |
| 7 | VGSH | VANGUARD SCOTTSDALE FDS | $6.3M | 4.54% | 107,331 | Trimmed |
| 8 | VXF | VANGUARD INDEX FDS | $5.5M | 3.99% | 26,802 | Trimmed |
| 9 | SUB | ISHARES TR | $2.5M | 1.78% | 23,056 | Added |
| 10 | MUB | ISHARES TR | $2.4M | 1.77% | 23,079 | Added |
| 11 | XOM | EXXON MOBIL CORP | $310,817 | 0.22% | 1,832 | Hold |
| 12 | AAPL | APPLE INC | $304,548 | 0.22% | 1,200 | Hold |
| 13 | PNRG | PRIMEENERGY RESOURCES CORP | $289,665 | 0.21% | 1,244 | Hold |
| 14 | MSFT | MICROSOFT CORP | $251,716 | 0.18% | 680 | Trimmed |
| 15 | CVX | CHEVRON CORPORATION | $240,625 | 0.17% | 1,163 | New |
| 16 | IMO | IMPERIAL OIL LTD | $235,476 | 0.17% | 1,800 | New |
| 17 | JNJ | JOHNSON & JOHNSON | $233,929 | 0.17% | 957 | New |
| 18 | MCD | MCDONALDS CORP | $222,215 | 0.16% | 715 | Hold |
| 19 | PEP | PEPSICO INC | $218,959 | 0.16% | 1,410 | Hold |
| 20 | ABBV | ABBVIE INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31