Portfolio (Quarterly) Guide ↗

Safir Wealth Advisors, LLC

· CIK 0001830103

13F Portfolio $138M AUM 19 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 3 New 3 Added 3 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	ABBV	ABBVIE INC	Healthcare	894	$204K	0.14%	SOLD

Sector Allocation

Energy 46.6%

Technology 24.1%

Healthcare 10.1%

Consumer Cyclical 9.6%

Consumer Defensive 9.5%