Safir Wealth Advisors, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 8, 2024), Safir Wealth Advisors, LLC reported 17 stock positions worth $130.1 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 39.1% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 10.5%) and Vanguard Short-Term Bond ETF (BSV, 10.5%). Compared with Q2 2024, it opened 2 new positions, added to 9 and reduced 2. The biggest buy was Vanguard Long-Term Bond ETF (BLV, shares +6%) and the biggest sale Vanguard Mrngstar GR ETF-Sui (VUG, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- GREENLAND, NH
- CIK
- 0001830103
- Portfolio Value
- $130.1M (Q3 2024)
- SEC Filing
- 0001951757-24-000994 ↗ filed Oct 8, 2024
Holdings Value
Holdings 17 stocks · $130.1M
| VOO Vanguard S&P 500 ETF | 39.05% | 96,270 | $50.8M | Add +0.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 10.54% | 35,694 | $13.7M | Reduce -0.9% |
| BSV Vanguard Short-Term Bond ETF | 10.46% | 172,932 | $13.6M | Add +3.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 7.57% | 56,435 | $9.9M | Add +1.4% |
| VIG Vanguard Dividend Apprec ETF | 7.53% | 49,464 | $9.8M | Add +0.5% |
| VGSH Vanguard Short-Term Treasury | 6.65% | 146,463 | $8.6M | Reduce -0.3% |
| BIV Vanguard Intermediate-Term B | 5.26% | 87,272 | $6.8M | Add +2.4% |
| BLV Vanguard Long-Term Bond ETF | 4.97% | 86,061 | $6.5M | Add +5.6% |
| VXF Vanguard Extended Market ETF | 3.48% | 24,872 | $4.5M | Add +1.1% |
| SUB iShares Short-Term National | 1.69% | 20,664 | $2.2M | Add +3.8% |
| MUB iShares National Muni Bond E | 1.67% | 20,019 | $2.2M | Add +4.0% |
| MSFT Microsoft Corp. | 0.23% | 680 | $293K | No change |
| AAPL Apple Inc. | 0.21% | 1,200 | $280K | No change |
| PEP Pepsico Inc. | 0.18% | 1,410 | $240K | No change |
| JNJ Johnson & Johnson | 0.17% | 1,357 | $220K | New |
| MCD McDonald's Corp. | 0.17% | 715 | $218K | New |
| XOM Exxon Mobil Corp. | 0.17% | 1,832 | $215K | No change |
Portfolio Sells Q2 2024 → Q3 2024
Portfolio Buys Q2 2024 → Q3 2024
| BLV Vanguard Long-Term Bond ETF | Add +5.6% | 4.97% | +0.28 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +1.4% | 7.57% | +0.26 |
| JNJ Johnson & Johnson | New | 0.17% | +0.17 |
| MCD McDonald's Corp. | New | 0.17% | +0.17 |
| VIG Vanguard Dividend Apprec ETF | Add +0.5% | 7.53% | +0.17 |
| VXF Vanguard Extended Market ETF | Add +1.1% | 3.48% | +0.08 |
| BIV Vanguard Intermediate-Term B | Add +2.4% | 5.26% | +0.03 |
| MUB iShares National Muni Bond E | Add +4.0% | 1.67% | −0.01 |
| SUB iShares Short-Term National | Add +3.8% | 1.69% | −0.02 |
| BSV Vanguard Short-Term Bond ETF | Add +3.0% | 10.46% | −0.09 |
| VOO Vanguard S&P 500 ETF | Add +0.6% | 39.05% | −0.15 |
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 |