Safir Wealth Advisors, LLC

Est. AUM

$153.9M

13F long equity, this entity only

Positions

Period

Jun 2026 (Q2)

SEC EDGAR

Jun 2026 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	S&P 500 ETF SHS	$64.1M	93397	41.68%	SOLE
2	VANGUARD BD INDEX FDS	SHORT TRM BOND	$16.7M	213718	10.82%	SOLE
3	VANGUARD INDEX FDS	GROWTH ETF	$16.6M	192377	10.77%	SOLE
4	VANGUARD INDEX FDS	VALUE ETF	$13.4M	61267	8.68%	SOLE
5	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$12.9M	54411	8.37%	SOLE
6	VANGUARD BD INDEX FDS	INTERMED TERM	$11.0M	143732	7.16%	SOLE
7	VANGUARD INDEX FDS	EXTEND MKT ETF	$6.7M	27092	4.33%	SOLE
8	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$5.7M	98526	3.73%	SOLE
9	ISHARES TR	NATIONAL MUN ETF	$2.5M	23079	1.61%	SOLE
10	ISHARES TR	SHRT NAT MUN ETF	$2.5M	23056	1.60%	SOLE
11	APPLE INC	COM	$465K	1608	0.30%	SOLE
12	MICROSOFT CORP	COM	$343K	920	0.22%	SOLE
13	EXXON MOBIL CORP	COM	$250K	1832	0.16%	SOLE
14	JOHNSON & JOHNSON	COM	$243K	957	0.16%	SOLE
15	ABBVIE INC	COM	$225K	894	0.15%	SOLE
16	PRIMEENERGY RESOURCES CORP	COM	$208K	1244	0.14%	SOLE
17	IMPERIAL OIL LTD	COM NEW	$202K	1800	0.13%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.