Safir Wealth Advisors, LLC
Filing Date
Global Rank
#8,472
/ 8,605
▲ 95
· as of Mar 2026
Top Industry
Oil & Gas Integrated
34.1%
3Y Alpha vs SPY
-16.8%
Period ended 3 months ago
Filed Apr 9, 2026 · 3mo
22 quarters · since Dec 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+16.5%
SPY
+76.5%
Annualised alpha
-15.6%
Max drawdown
−14.8%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
9 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
13.5%
−12.5 pts
Top 5
60.5%
−17.7 pts
Top 10
100.0%
0.0 pts
HHI
1,130
Diversified−491
Portfolio Trend
22 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Energy | 46.6% | $1,076,582 |
| Technology | 24.1% | $556,263 |
| Healthcare | 10.1% | $233,929 |
| Consumer Cyclical | 9.6% | $222,214 |
| Consumer Defensive | 9.5% | $218,958 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MSFT | Microsoft Corp | −326 | 680 | $251,715 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ABBV | AbbVie Inc. | 894 | $204,270 | |
| No positions match the current search. | ||||
9 positions ·
$2,307,946 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| XOM |
Exxon Mobil Corp
Energy
|
Held | 1,832 | $310,817 | 13.47% | |
| AAPL |
Apple Inc.
Technology
|
Held | 1,200 | $304,548 | 13.20% | |
| PNRG |
Primeenergy Resources Corp
Energy
|
Held | 1,244 | $289,665 | 12.55% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 680 | $251,715 | 10.91% | |
| CVX |
Chevron Corp
Energy
|
NEW | 1,163 | $240,624 | 10.43% | |
| IMO |
Imperial Oil Ltd
Energy
|
NEW | 1,800 | $235,476 | 10.20% | |
| JNJ |
Johnson & Johnson
Healthcare
|
NEW | 957 | $233,929 | 10.14% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Held | 715 | $222,214 | 9.63% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Held | 1,410 | $218,958 | 9.49% |