Safir Wealth Advisors, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 15, 2024), Safir Wealth Advisors, LLC reported 15 stock positions worth $122.0 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 39.2% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 11.0%) and Vanguard Short-Term Bond ETF (BSV, 10.6%). Compared with Q1 2024, it sold out of 2, added to 2 and reduced 7. The biggest buy was Vanguard Mrngstr Val ETF-Aui (VTV, shares +1%) and the biggest sale Vanguard Long-Term Bond ETF (BLV, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- GREENLAND, NH
- CIK
- 0001830103
- Portfolio Value
- $122.0M (Q2 2024)
- SEC Filing
- 0001951757-24-000505 ↗ filed Jul 15, 2024
Holdings Value
Holdings 15 stocks · $122.0M
| VOO Vanguard S&P 500 ETF | 39.21% | 95,667 | $47.8M | Reduce -2.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 11.04% | 36,036 | $13.5M | Reduce -2.6% |
| BSV Vanguard Short-Term Bond ETF | 10.55% | 167,937 | $12.9M | Reduce -0.2% |
| VIG Vanguard Dividend Apprec ETF | 7.37% | 49,244 | $9.0M | Reduce -0.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 7.32% | 55,655 | $8.9M | Add +0.9% |
| VGSH Vanguard Short-Term Treasury | 6.98% | 146,868 | $8.5M | Reduce -1.6% |
| BIV Vanguard Intermediate-Term B | 5.23% | 85,212 | $6.4M | Reduce -0.2% |
| BLV Vanguard Long-Term Bond ETF | 4.70% | 81,531 | $5.7M | Reduce -6.0% |
| VXF Vanguard Extended Market ETF | 3.40% | 24,607 | $4.2M | Add +1.1% |
| SUB iShares Short-Term National | 1.71% | 19,914 | $2.1M | No change |
| MUB iShares National Muni Bond E | 1.68% | 19,239 | $2.0M | No change |
| MSFT Microsoft Corp. | 0.25% | 680 | $304K | No change |
| AAPL Apple Inc. | 0.21% | 1,200 | $253K | No change |
| PEP Pepsico Inc. | 0.19% | 1,410 | $233K | No change |
| XOM Exxon Mobil Corp. | 0.17% | 1,832 | $211K | No change |
Portfolio Sells Q1 2024 → Q2 2024
| BLV Vanguard Long-Term Bond ETF | Reduce -6.0% | 4.70% | −0.45 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.18 |
| MCD McDonald's Corp. | Sold out | 0.00% | −0.17 |
| VGSH Vanguard Short-Term Treasury | Reduce -1.6% | 6.98% | −0.14 |
| BIV Vanguard Intermediate-Term B | Reduce -0.2% | 5.23% | −0.06 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.3% | 7.37% | −0.04 |
| BSV Vanguard Short-Term Bond ETF | Reduce -0.2% | 10.55% | −0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -2.6% | 11.04% | +0.59 |
| VOO Vanguard S&P 500 ETF | Reduce -2.2% | 39.21% | +0.61 |
Portfolio Buys Q1 2024 → Q2 2024
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 |