Safir Wealth Advisors, LLC - Portfolio Stock Holdings

Safir Wealth Advisors, LLC disclosed 20 stock positions in a recent SEC 13F filing. $153,898,282 of stock holdings were filed, with the largest holdings including VOO, BSV, and VUG. This filing represented positions held on June 30, 2026, and was filed today.

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.