Safir Wealth Advisors, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 15, 2025), Safir Wealth Advisors, LLC reported 16 stock positions worth $129.7 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 40.0% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 11.1%) and Vanguard Short-Term Bond ETF (BSV, 10.5%). Compared with Q3 2024, it opened 1 new position, sold out of 2, added to 6 and reduced 5. The biggest buy was a new position in Primeenergy Resources (PNRG) and the biggest sale Vanguard Short-Term Treasury (VGSH, shares −16%).
- Most Recent 13F
- Q2 2026
- Location
- GREENLAND, NH
- CIK
- 0001830103
- Portfolio Value
- $129.7M (Q4 2024)
- SEC Filing
- 0001951757-25-000045 ↗ filed Jan 15, 2025
Holdings Value
Holdings 16 stocks · $129.7M
| VOO Vanguard S&P 500 ETF | 39.97% | 96,187 | $51.8M | Reduce -0.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 11.10% | 35,056 | $14.4M | Reduce -1.8% |
| BSV Vanguard Short-Term Bond ETF | 10.50% | 176,162 | $13.6M | Add +1.9% |
| VIG Vanguard Dividend Apprec ETF | 7.67% | 50,776 | $9.9M | Add +2.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 7.57% | 57,970 | $9.8M | Add +2.7% |
| VGSH Vanguard Short-Term Treasury | 5.52% | 123,013 | $7.2M | Reduce -16.0% |
| BIV Vanguard Intermediate-Term B | 5.10% | 88,534 | $6.6M | Add +1.4% |
| BLV Vanguard Long-Term Bond ETF | 4.54% | 85,960 | $5.9M | Reduce -0.1% |
| VXF Vanguard Extended Market ETF | 3.68% | 25,137 | $4.8M | Add +1.1% |
| SUB iShares Short-Term National | 1.76% | 21,614 | $2.3M | Add +4.6% |
| MUB iShares National Muni Bond E | 1.61% | 19,579 | $2.1M | Reduce -2.2% |
| AAPL Apple Inc. | 0.23% | 1,200 | $301K | No change |
| MSFT Microsoft Corp. | 0.22% | 680 | $287K | No change |
| PNRG Primeenergy Resources Corp. | 0.21% | 1,244 | $273K | New |
| PEP Pepsico Inc. | 0.17% | 1,410 | $214K | No change |
| MCD McDonald's Corp. | 0.16% | 715 | $207K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| VGSH Vanguard Short-Term Treasury | Reduce -16.0% | 5.52% | −1.13 |
| BLV Vanguard Long-Term Bond ETF | Reduce -0.1% | 4.54% | −0.44 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.17 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.17 |
| MUB iShares National Muni Bond E | Reduce -2.2% | 1.61% | −0.06 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -1.8% | 11.10% | +0.56 |
| VOO Vanguard S&P 500 ETF | Reduce -0.1% | 39.97% | +0.92 |
Portfolio Buys Q3 2024 → Q4 2024
| PNRG Primeenergy Resources Corp. | New | 0.21% | +0.21 |
| VXF Vanguard Extended Market ETF | Add +1.1% | 3.68% | +0.20 |
| VIG Vanguard Dividend Apprec ETF | Add +2.6% | 7.67% | +0.14 |
| SUB iShares Short-Term National | Add +4.6% | 1.76% | +0.07 |
| BSV Vanguard Short-Term Bond ETF | Add +1.9% | 10.50% | +0.04 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +2.7% | 7.57% | −0.01 |
| BIV Vanguard Intermediate-Term B | Add +1.4% | 5.10% | −0.16 |
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 |