Safir Wealth Advisors, LLC - Portfolio Stock Holdings

Safir Wealth Advisors, LLC disclosed 18 stock positions in a recent SEC 13F filing. $156,627,124 of stock holdings were filed, with the largest holdings including VOO, VUG, and BSV. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $198,182,483 and has 2 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.