Safir Wealth Advisors, LLC

Portfolio Overview

Safir Wealth Advisors, LLC disclosed 17 positions worth $153.9M in its Form 13F-HR for Q2 2026, followed by $META. During the quarter the fund opened 1 new position and exited 3 — including a new stake in $ABBV and a full exit from $CVX. The portfolio is most concentrated in Other (87.9% of disclosed assets). All figures are sourced directly from Safir Wealth Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1830103.

• VANGUARD INDEX FDS - S&P 500 ETF SHS

  —

  Quality

  $64.1M93,397 sh
• 

  Meta Platforms, Inc.

  $META

  80.9#35

  Quality

  $16.7M213,718 sh

• VANGUARD INDEX FDS - GROWTH ETF

  —

  Quality

  $16.6M192,377 sh

• VANGUARD INDEX FDS - VALUE ETF

  —

  Quality

  $13.4M61,267 sh

• VANGUARD SPECIALIZED FUNDS - DIV APP ETF

  —

  Quality

  $12.9M54,411 sh

• VANGUARD BD INDEX FDS - INTERMED TERM

  —

  Quality

  $11.0M143,732 sh

• VANGUARD INDEX FDS - EXTEND MKT ETF

  —

  Quality

  $6.7M27,092 sh

• VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS

  —

  Quality

  $5.7M98,526 sh

• ISHARES TR - NATIONAL MUN ETF

  —

  Quality

  $2.5M23,079 sh

• ISHARES TR - SHRT NAT MUN ETF

  —

  Quality

  $2.5M23,056 sh

Company	Quality	Value	Shares
VANGUARD INDEX FDS - S&P 500 ETF SHS	—	$64.1M	93,397
Meta Platforms, Inc.$META	80.9#35	$16.7M	213,718
VANGUARD INDEX FDS - GROWTH ETF	—	$16.6M	192,377
VANGUARD INDEX FDS - VALUE ETF	—	$13.4M	61,267
VANGUARD SPECIALIZED FUNDS - DIV APP ETF	—	$12.9M	54,411
VANGUARD BD INDEX FDS - INTERMED TERM	—	$11.0M	143,732
VANGUARD INDEX FDS - EXTEND MKT ETF	—	$6.7M	27,092
VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS	—	$5.7M	98,526
ISHARES TR - NATIONAL MUN ETF	—	$2.5M	23,079
ISHARES TR - SHRT NAT MUN ETF	—	$2.5M	23,056

Showing top 10 of 17 holdings.

Full Holdings — Safir Wealth Advisors, LLC (Q2 2026)

All 17 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	$64.1M	41.7%	+0%	—
2	$META	Meta Platforms, Inc.	$16.7M	10.8%	+7%	80.9
3	—	VANGUARD INDEX FDS - GROWTH ETF	$16.6M	10.8%	+504%	—
4	—	VANGUARD INDEX FDS - VALUE ETF	$13.4M	8.7%	+0%	—
5	—	VANGUARD SPECIALIZED FUNDS - DIV APP ETF	$12.9M	8.4%	+1%	—
6	—	VANGUARD BD INDEX FDS - INTERMED TERM	$11.0M	7.2%	+6%	—
7	—	VANGUARD INDEX FDS - EXTEND MKT ETF	$6.7M	4.3%	+1%	—
8	—	VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS	$5.7M	3.7%	-8%	—
9	—	ISHARES TR - NATIONAL MUN ETF	$2.5M	1.6%	+0%	—
10	—	ISHARES TR - SHRT NAT MUN ETF	$2.5M	1.6%	+0%	—
11	$AAPL	Apple Inc.	$465,291	0.3%	+34%	76.1
12	$MSFT	MICROSOFT CORP	$343,178	0.2%	+35%	83.7
13	$XOM	EXXON MOBIL CORP	$250,471	0.2%	+0%	61.8
14	$JNJ	JOHNSON & JOHNSON	$243,049	0.2%	+0%	72.8
15	$ABBV	AbbVie Inc.	$224,966	0.1%	NEW	59.3
16	$PNRG	PRIMEENERGY RESOURCES CORP	$207,611	0.1%	+0%	65.5
17	$IMO	IMPERIAL OIL LTD	$201,636	0.1%	+0%	—