Safir Wealth Advisors, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 15, 2024), Safir Wealth Advisors, LLC reported 17 stock positions worth $121.8 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 38.6% of the portfolio, followed by Vanguard Short-Term Bond ETF (BSV, 10.6%) and Vanguard Mrngstar GR ETF-Sui (VUG, 10.5%). Compared with Q4 2023, it opened 2 new positions, added to 8 and reduced 3. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +3%) and the biggest sale Vanguard Short-Term Treasury (VGSH, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- GREENLAND, NH
- CIK
- 0001830103
- Portfolio Value
- $121.8M (Q1 2024)
- SEC Filing
- 0001951757-24-000293 ↗ filed Apr 15, 2024
Holdings Value
Holdings 17 stocks · $121.8M
| VOO Vanguard S&P 500 ETF | 38.60% | 97,819 | $47.0M | Add +3.0% |
| BSV Vanguard Short-Term Bond ETF | 10.59% | 168,202 | $12.9M | Add +5.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 10.45% | 37,005 | $12.7M | Reduce -1.9% |
| VIG Vanguard Dividend Apprec ETF | 7.40% | 49,390 | $9.0M | Add +4.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 7.37% | 55,168 | $9.0M | Add +4.9% |
| VGSH Vanguard Short-Term Treasury | 7.12% | 149,311 | $8.7M | Reduce -3.5% |
| BIV Vanguard Intermediate-Term B | 5.29% | 85,419 | $6.4M | Add +6.7% |
| BLV Vanguard Long-Term Bond ETF | 5.15% | 86,733 | $6.3M | Add +8.7% |
| VXF Vanguard Extended Market ETF | 3.50% | 24,338 | $4.3M | Add +4.9% |
| SUB iShares Short-Term National | 1.71% | 19,914 | $2.1M | Reduce -4.6% |
| MUB iShares National Muni Bond E | 1.70% | 19,239 | $2.1M | Add +18.6% |
| MSFT Microsoft Corp. | 0.23% | 680 | $286K | No change |
| PEP Pepsico Inc. | 0.20% | 1,410 | $247K | New |
| JNJ Johnson & Johnson | 0.18% | 1,357 | $215K | No change |
| XOM Exxon Mobil Corp. | 0.17% | 1,832 | $213K | New |
| AAPL Apple Inc. | 0.17% | 1,200 | $206K | No change |
| MCD McDonald's Corp. | 0.17% | 715 | $202K | No change |
Portfolio Sells Q4 2023 → Q1 2024
Portfolio Buys Q4 2023 → Q1 2024
| VOO Vanguard S&P 500 ETF | Add +3.0% | 38.60% | +1.27 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +4.9% | 7.37% | +0.30 |
| PEP Pepsico Inc. | New | 0.20% | +0.20 |
| XOM Exxon Mobil Corp. | New | 0.17% | +0.17 |
| VIG Vanguard Dividend Apprec ETF | Add +4.7% | 7.40% | +0.17 |
| MUB iShares National Muni Bond E | Add +18.6% | 1.70% | +0.12 |
| VXF Vanguard Extended Market ETF | Add +4.9% | 3.50% | +0.07 |
| BLV Vanguard Long-Term Bond ETF | Add +8.7% | 5.15% | −0.21 |
| BIV Vanguard Intermediate-Term B | Add +6.7% | 5.29% | −0.21 |
| BSV Vanguard Short-Term Bond ETF | Add +5.7% | 10.59% | −0.44 |
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 |