Glekko logo

Safir Wealth Advisors, LLC - Q32026 Holdings

Safir Wealth Advisors, LLC holds 18 stocks with a total portfolio value of $ 156.63M as of Q32026. In Q32026, Safir Wealth Advisors, LLC added 2 new positions, increased stakes in 8 stocks, reduced 2 holdings, and fully exited 1 position. The largest holding is Vanguard Index Fds (VOO), representing 42.16% of the total portfolio.

Company Name
Shares
Value
%
Status
Δ
Ticker
Avg Price
Price
Options