Universe · entity
Safir Wealth Advisors, LLC
Institutional manager (13F) · CIK 1830103
13F holdings · as of 2026-03-31 · top 19 · reported portfolio $138M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $56M | 93,331 |
| 2 | VANGUARD BD INDEX FDS | $16M | 199,163 |
| 3 | VANGUARD INDEX FDS | $14M | 31,834 |
| 4 | VANGUARD INDEX FDS | $12M | 61,012 |
| 5 | VANGUARD SPECIALIZED FUNDS | $12M | 53,611 |
| 6 | VANGUARD BD INDEX FDS | $10M | 135,502 |
| 7 | VANGUARD SCOTTSDALE FDS | $6M | 107,331 |
| 8 | VANGUARD INDEX FDS | $6M | 26,802 |
| 9 | ISHARES TR | $2M | 23,056 |
| 10 | ISHARES TR | $2M | 23,079 |
| 11 | EXXON MOBIL CORP | $311k | 1,832 |
| 12 | APPLE INC | $305k | 1,200 |
| 13 | PRIMEENERGY RESOURCES CORP | $290k | 1,244 |
| 14 | MICROSOFT CORP | $252k | 680 |
| 15 | CHEVRON CORPORATION | $241k | 1,163 |
| 16 | IMPERIAL OIL LTD | $235k | 1,800 |
| 17 | JOHNSON & JOHNSON | $234k | 957 |
| 18 | MCDONALDS CORP | $222k | 715 |
| 19 | PEPSICO INC | $219k | 1,410 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.