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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 Chg Shares Chg % Period Price ① Since Period ①
1 CVX CHEVRON CORPORATION Energy 1,163.0 $241K 0.17% NEW $206.90 -7.7%
2 IMO IMPERIAL OIL LTD Energy 1,800.0 $235K 0.17% NEW $130.82 +2.3%
3 JNJ JOHNSON & JOHNSON Healthcare 957.0 $234K 0.17% NEW $244.44 -5.2%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Energy 46.6%
Technology 24.1%
Healthcare 10.1%
Consumer Cyclical 9.6%
Consumer Defensive 9.5%