Safir Wealth Advisors, LLC - Portfolio overview

Safir Wealth Advisors, LLC has 20 reported holdings in this dataset, with the latest filing dated 2026-04-09.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Energy and Technology.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 40.28%
2. BSV - VANGUARD BD INDEX FDS, 11.28%
3. VUG - VANGUARD INDEX FDS, 10.04%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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