Safir Wealth Advisors, LLC reported 8 positions worth $2.50M for the quarter ended Sep 30, 2026, up 29.0% on the prior quarter. It opened 1 new position, added to 0, trimmed 0 and exited 0. Its largest holding is Apple Inc. at 21.4% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| CVX Chevron Corp | +1,163 | – | $237.50K | 9.51% |
No positions were reduced this quarter.
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| CVX Chevron Corp | +1,163 | $237.50K | 9.51% |
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 1,608 | $535.50K | 21.44% | 0 | 0.0% | Unchanged | 0% |
| 2 | MSFT Microsoft Corp | Technology | 920 | $471.87K | 18.89% | 0 | 0.0% | Unchanged | 0% |
| 3 | XOM ExxonMobil Holdings Corp | Energy | 1,832 | $298.16K | 11.94% | 0 | 0.0% | Unchanged | 0% |
| 4 | JNJ Johnson & Johnson | Healthcare | 957 | $253.36K | 10.14% | 0 | 0.0% | Unchanged | 0% |
| 5 | PNRG Primeenergy Resources Corp | Energy | 1,244 | $245.69K | 9.84% | 0 | 0.0% | Unchanged | 0.08% |
| 6 | CVX Chevron Corp | Energy | 1,163 | $237.50K | 9.51% | +1,163 | – | New | 0% |
| 7 | ABBV AbbVie Inc. | Healthcare | 894 | $233.86K | 9.36% | 0 | 0.0% | Unchanged | 0% |
| 8 | IMO Imperial Oil Ltd | Energy | 1,800 | $221.49K | 8.87% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Safir Wealth Advisors.
As of its Q3 2026 13F filing, Safir Wealth Advisors, LLC’s five largest positions were Apple Inc. (AAPL) at 21.4%, Microsoft Corp (MSFT) at 18.9%, ExxonMobil Holdings Corp (XOM) at 11.9%, Johnson & Johnson (JNJ) at 10.1%, Primeenergy Resources Corp (PNRG) at 9.8% of the reported portfolio.
Safir Wealth Advisors, LLC reported a 13F portfolio worth $2.50M across 8 positions for Q3 2026. That is up 29.0% from the previous quarter.
Its largest purchases by value were Chevron Corp ($237.50K). It opened 1 new positions.
From the Form 13F-HR reports Safir Wealth Advisors, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.