Portfolio (Quarterly) Guide ↗

Safir Wealth Advisors, LLC

· CIK 0001830103

13F Portfolio $154M AUM 17 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 1 New 7 Added 1 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	CVX	CHEVRON CORPORATION	Energy	1,163	$241K	0.17%	SOLD
2	MCD	MCDONALDS CORP	Consumer Cyclical	715	$222K	0.16%	SOLD
3	PEP	PEPSICO INC	Consumer Defensive	1,410	$219K	0.16%	SOLD

Sector Allocation

Technology 41.8%

Energy 34.1%

Healthcare 24.2%