Safir Wealth Advisors, LLC - Q12026 Holdings

Safir Wealth Advisors, LLC holds 19 stocks with a total portfolio value of $ 138.26M as of Q12026. In Q12026, Safir Wealth Advisors, LLC added 3 new positions, increased stakes in 4 stocks, reduced 7 holdings, and fully exited 1 position. The largest holding is Vanguard Index Fds (VOO), representing 40.34% of the total portfolio.