Safir Wealth Advisors, LLC reported 17 holdings worth US$154M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 9, 2026
Safir Wealth Advisors, LLC reported 17 holdings worth US$154M as of Jun 30, 2026. Largest: Apple Inc, Microsoft Corp. and Exxon Mobil Corporation. Filed Jul 9, 2026 (Form 13F).
- Holdings
- 17
- Value as reported
- US$154M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 1,608 | US$465K | 0.30% |
| Microsoft Corp. | 920 | US$343K | 0.22% |
| Exxon Mobil Corporation | 1,832 | US$250K | 0.16% |
| Johnson & Johnson | 957 | US$243K | 0.16% |
| Abbvie Inc. | 894 | US$225K | 0.15% |
| Primeenergy Resources Corporation | 1,244 | US$208K | 0.13% |
| Imperial Oil Limited | 1,800 | US$202K | 0.13% |
| Chevron Corporation | 0 | US$0 | 0.00% |
| Mcdonald's Corporation | 0 | US$0 | 0.00% |
| Pepsico, Inc. | 0 | US$0 | 0.00% |