SAFIR WEALTH ADVISORS, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | XOM | 2K | $310.82K |
 | PEP | 1K | $218.96K |
 | PNRG | 1K | $289.67K |
 | AAPL | 1K | $304.55K |
 | CVX | 1K | $240.63K |
 | JNJ | 957 | $233.93K |
 | MCD | 715 | $222.22K |
 | MSFT | 680 | $251.72K |
Exxon Mobil Corporation
XOM
Shares Held
2K
Value
$310.82K
PepsiCo, Inc.
PEP
Shares Held
1K
Value
$218.96K
PrimeEnergy Resources Corporation
PNRG
Shares Held
1K
Value
$289.67K
Apple Inc.
AAPL
Shares Held
1K
Value
$304.55K
Chevron Corporation
CVX
Shares Held
1K
Value
$240.63K
Johnson & Johnson
JNJ
Shares Held
957
Value
$233.93K
McDonald's Corporation
MCD
Shares Held
715
Value
$222.22K
Microsoft Corporation
MSFT
Shares Held
680
Value
$251.72K