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Safir Wealth Advisors, LLC
Period ended Sep 30, 2026 · Latest filing Oct 16, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $156,627,147
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VANGUARD INDEX FDS · S&P 500 ETF SHS · 922908363 · shares: $66,027,341
- VANGUARD INDEX FDS · MRNGSTR GRWT ETF · 922908736 · shares: $17,521,165
- VANGUARD BD INDEX FDS · SHORT TRM BOND · 921937827 · shares: $16,891,104
- VANGUARD INDEX FDS · MRNGSTR VAL ETF · 922908744 · shares: $13,365,004
- VANGUARD SPECIALIZED FUNDS · DIV APP ETF · 921908844 · shares: $12,938,190
- VANGUARD BD INDEX FDS · INTERMED TERM · 921937819 · shares: $10,854,154
- VANGUARD INDEX FDS · EXTEND MKT ETF · 922908652 · shares: $6,255,706
- VANGUARD SCOTTSDALE FDS · SHORT TERM TREAS · 92206C102 · shares: $5,415,286
- ISHARES TR · SHRT NAT MUN ETF · 464288158 · shares: $2,470,385
- ISHARES TR · NATIONAL MUN ETF · 464288414 · shares: $2,391,397
Reported holdings
18 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 94,209 shares | $66,027,341 |
| VANGUARD INDEX FDS | MRNGSTR GRWT ETF | 922908736 | — | 194,442 shares | $17,521,165 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | — | 221,088 shares | $16,891,104 |
| VANGUARD INDEX FDS | MRNGSTR VAL ETF | 922908744 | — | 61,852 shares | $13,365,004 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 55,455 shares | $12,938,190 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | — | 148,973 shares | $10,854,154 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | — | 27,007 shares | $6,255,706 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | — | 94,081 shares | $5,415,286 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 | — | 23,631 shares | $2,470,385 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 | — | 23,654 shares | $2,391,397 |
| APPLE INC | COM | 037833100 | — | 1,608 shares | $535,496 |
| MICROSOFT CORP | COM | 594918104 | — | 920 shares | $471,868 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 1,832 shares | $298,158 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 957 shares | $253,356 |
| PRIMEENERGY RESOURCES CORP | COM | 74158E104 | — | 1,244 shares | $245,690 |
| CHEVRON CORPORATION | COM | 166764100 | — | 1,163 shares | $237,496 |
| ABBVIE INC | COM | 00287Y109 | — | 894 shares | $233,861 |
| IMPERIAL OIL LTD | COM NEW | 453038408 | — | 1,800 shares | $221,490 |