Safir Wealth Advisors, LLC
- SEC CIK
- 0001830103
- Latest filing
- Jul 9, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Jul 22, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 13
- −3 vs. Q1 2025
- Portfolio value
- $136.3M
- +$10.3M (+8.2%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 97,606 | $55.4M | 40.7% | +2,431+2.6% | Added | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 34,370 | $15.1M | 11.1% | +280+0.8% | Added | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 191,156 | $15.0M | 11.0% | +3,420+1.8% | Added | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 52,817 | $10.8M | 7.9% | +885+1.7% | Added | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 61,087 | $10.8M | 7.9% | +870+1.4% | Added | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 132,411 | $10.2M | 7.5% | +1,390+1.1% | Added | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 123,018 | $7.23M | 5.3% | −4,480−3.5% | Reduced | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 26,857 | $5.18M | 3.8% | +735+2.8% | Added | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 25,929 | $2.76M | 2.0% | −895−3.3% | Reduced | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 25,924 | $2.71M | 2.0% | −545−2.1% | Reduced | – |
| MSFTMicrosoft Corp | Stock | 1,006 | $500.4K | 0.4% | 00.0% | Unchanged | History |
| MCDMcDonalds Corp | Stock | 923 | $269.7K | 0.2% | 00.0% | Unchanged | History |
| AAPLApple Inc. | Stock | 1,200 | $246.2K | 0.2% | 00.0% | Unchanged | History |
Sold out since Q1 2025 (3)
Positions held at the end of Q1 2025 that are gone from this filing.