Safir Wealth Advisors, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 9, 2026), Safir Wealth Advisors, LLC reported 17 stock positions worth $153.9 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 41.7% of the portfolio, followed by Vanguard Short-Term Bond ETF (BSV, 10.8%) and Vanguard Mrngstar GR ETF-Sui (VUG, 10.8%). Compared with Q1 2026, it opened 1 new position, sold out of 3, added to 9 and reduced 1. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +0%) and the biggest sale Vanguard Short-Term Treasury (VGSH, shares −8%).
- Most Recent 13F
- Q2 2026
- Location
- GREENLAND, NH
- CIK
- 0001830103
- Portfolio Value
- $153.9M (Q2 2026)
- SEC Filing
- 0001951757-26-000966 ↗ filed Jul 9, 2026
Holdings Value
Holdings 17 stocks · $153.9M
| VOO Vanguard S&P 500 ETF | 41.68% | 93,397 | $64.1M | Add +0.1% |
| BSV Vanguard Short-Term Bond ETF | 10.82% | 213,718 | $16.7M | Add +7.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 10.77% | 192,377 | $16.6M | Add +0.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 8.68% | 61,267 | $13.4M | Add +0.4% |
| VIG Vanguard Dividend Apprec ETF | 8.37% | 54,411 | $12.9M | Add +1.5% |
| BIV Vanguard Intermediate-Term B | 7.16% | 143,732 | $11.0M | Add +6.1% |
| VXF Vanguard Extended Market ETF | 4.33% | 27,092 | $6.7M | Add +1.1% |
| VGSH Vanguard Short-Term Treasury | 3.73% | 98,526 | $5.7M | Reduce -8.2% |
| MUB iShares National Muni Bond E | 1.61% | 23,079 | $2.5M | No change |
| SUB iShares Short-Term National | 1.60% | 23,056 | $2.5M | No change |
| AAPL Apple Inc. | 0.30% | 1,608 | $465K | Add +34.0% |
| MSFT Microsoft Corp. | 0.22% | 920 | $343K | Add +35.3% |
| XOM Exxon Mobil Corp. | 0.16% | 1,832 | $250K | No change |
| JNJ Johnson & Johnson | 0.16% | 957 | $243K | No change |
| ABBV Abbvie Inc. | 0.15% | 894 | $225K | New |
| PNRG Primeenergy Resources Corp. | 0.13% | 1,244 | $208K | No change |
| IMO Imperial Oil Ltd. | 0.13% | 1,800 | $202K | No change |
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
| VOO Vanguard S&P 500 ETF | Add +0.1% | 41.68% | +1.34 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.7% | 10.77% | +0.71 |
| VXF Vanguard Extended Market ETF | Add +1.1% | 4.33% | +0.34 |
| ABBV Abbvie Inc. | New | 0.15% | +0.15 |
| AAPL Apple Inc. | Add +34.0% | 0.30% | +0.08 |
| MSFT Microsoft Corp. | Add +35.3% | 0.22% | +0.04 |
| VIG Vanguard Dividend Apprec ETF | Add +1.5% | 8.37% | +0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.4% | 8.68% | +0.02 |
| BIV Vanguard Intermediate-Term B | Add +6.1% | 7.16% | −0.40 |
| BSV Vanguard Short-Term Bond ETF | Add +7.3% | 10.82% | −0.48 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 17 | $153.9M | VOO, BSV, VUG, VTV, VIG |
| Q1 2026 | 19 | $138.3M | VOO, BSV, VUG, VTV, VIG |
| Q4 2025 | 17 | $142.6M | VOO, VUG, BSV, VTV, VIG |
| Q3 2025 | 16 | $141.6M | VOO, VUG, BSV, VTV, VIG |
| Q2 2025 | 13 | $136.3M | VOO, VUG, BSV, VIG, VTV |
| Q1 2025 | 16 | $126.0M | VOO, BSV, VUG, VTV, VIG |
| Q4 2024 | 16 | $129.7M | VOO, VUG, BSV, VIG, VTV |
| Q3 2024 | 17 | $130.1M | VOO, VUG, BSV, VTV, VIG |
| Q2 2024 | 15 | $122.0M | VOO, VUG, BSV, VIG, VTV |
| Q1 2024 | 17 | $121.8M | VOO, BSV, VUG, VIG, VTV |