Loading…
CIK 0001830103 • 7 13F filings • Apr 11, 2025 – Oct 16, 2026
Import this data to Google Sheets with:
=jivedata("safir-wealth-advisors-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APPLE INC | COM | $305K | 0.2%Prev: 0.2% | 1,200 SH | Increased |
| CHEVRON CORPORATION | COM | $241K | 0.2% | 1,163 SH | New |
| EXXON MOBIL CORP | COM | $311K | 0.2%Prev: 0.2% | 1,832 SH | Increased |
| IMPERIAL OIL LTD | COM NEW | $235K | 0.2% | 1,800 SH | New |
| ISHARES TR | NATIONAL MUN ETF | $2.4M | 1.8%Prev: 2.2% | 23,079 SH | Decreased-3,390 SH |
| ISHARES TR | SHRT NAT MUN ETF | $2.5M | 1.8%Prev: 2.2% | 23,056 SH | Decreased-3,768 SH |
| JOHNSON & JOHNSON | COM | $234K | 0.2% | 957 SH | New |
| MCDONALDS CORP | COM | $222K | 0.2%Prev: 0.2% | 715 SH | Decreased-208 SH |
| MICROSOFT CORP | COM | $252K | 0.2%Prev: 0.3% | 680 SH | Decreased-326 SH |
| PEPSICO INC | COM | $219K | 0.2%Prev: 0.2% | 1,410 SH | Increased |
| PRIMEENERGY RESOURCES CORP | COM | $290K | 0.2%Prev: 0.2% | 1,244 SH | Increased |
| VANGUARD BD INDEX FDS | INTERMED TERM | $10.5M | 7.6%Prev: 8.0% | 135,502 SH | Increased+4,481 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $15.6M | 11.3%Prev: 11.7% | 199,163 SH | Increased+11,427 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $5.5M | 4.0%Prev: 3.6% | 26,802 SH | Increased+680 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $13.9M | 10.1%Prev: 10.0% | 31,834 SH | Increased-2,256 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $55.8M | 40.3%Prev: 38.8% | 93,331 SH | Increased-1,844 SH |
| VANGUARD INDEX FDS | VALUE ETF | $12.0M | 8.7%Prev: 8.3% | 61,012 SH | Increased+795 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $6.3M | 4.5%Prev: 5.9% | 107,331 SH | Decreased-20,167 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $11.5M | 8.3%Prev: 8.0% | 53,611 SH | Increased+1,679 SH |
| 13F-HR |
| 0001951757-25-001214 |
| $141.6M |
| View |
| Jul 9, 2026 | Q2 2026 | 13F-HR | 0001951757-26-000966 | $153.9M | View |
| Jul 22, 2025 | Q2 2025 | 13F-HR | 0001951757-25-000908 | $136.3M | View |
| Apr 9, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000554 | $138.3M | View |
| Apr 11, 2025 | Q1 2025 | 13F-HR | 0001951757-25-000313 | $126.0M | View |