Safir Wealth Advisors, LLC reported 18 holdings worth US$157M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 16, 2026
Safir Wealth Advisors, LLC reported 18 holdings worth US$157M as of Sep 30, 2026. Largest: Vanguard S&P 500 ETF, Vanguard Morningstar Growth ETF and Vanguard Short-Term Bond ETF. Filed Oct 16, 2026 (Form 13F).
- Holdings
- 18
- Value as reported
- US$157M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Vanguard S&P 500 ETF | 94,209 | US$66M | 42.2% |
| Vanguard Morningstar Growth ETF | 194K | US$17.5M | 11.2% |
| Vanguard Short-Term Bond ETF | 221K | US$16.9M | 10.8% |
| Vanguard Morningstar Value ETF | 61,852 | US$13.4M | 8.5% |
| Vanguard Dividend Appreciation ETF | 55,455 | US$12.9M | 8.3% |
| Vanguard Intermediate-Term Bond ETF | 149K | US$10.9M | 6.9% |
| Vanguard Extended Market ETF | 27,007 | US$6.26M | 4.0% |
| Vanguard Short-Term Treasury ETF | 94,081 | US$5.42M | 3.5% |
| iShares Short-Term National Muni Bond ETF | 23,631 | US$2.47M | 1.6% |
| iShares National Muni Bond ETF | 23,654 | US$2.39M | 1.5% |
| Apple Inc | 1,608 | US$535K | 0.34% |
| Microsoft Corp. | 920 | US$472K | 0.30% |
| Johnson & Johnson | 957 | US$253K | 0.16% |
| Primeenergy Resources Corporation | 1,244 | US$246K | 0.16% |
| Chevron Corporation | 1,163 | US$237K | 0.15% |
| Abbvie Inc. | 894 | US$234K | 0.15% |
| Imperial Oil Limited | 1,800 | US$221K | 0.14% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
Source
Download original · View original at SEC