Safir Wealth Advisors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 11, 2025), Safir Wealth Advisors, LLC reported 16 stock positions worth $126.0 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 38.8% of the portfolio, followed by Vanguard Short-Term Bond ETF (BSV, 11.7%) and Vanguard Mrngstar GR ETF-Sui (VUG, 10.0%). Compared with Q4 2024, it opened 1 new position, sold out of 1, added to 10 and reduced 2. The biggest buy was Vanguard Intermediate-Term B (BIV, shares +48%) and the biggest sale an exit from Vanguard Long-Term Bond ETF (BLV).
- Most Recent 13F
- Q2 2026
- Location
- GREENLAND, NH
- CIK
- 0001830103
- Portfolio Value
- $126.0M (Q1 2025)
- SEC Filing
- 0001951757-25-000313 ↗ filed Apr 11, 2025
Holdings Value
Holdings 16 stocks · $126.0M
| VOO Vanguard S&P 500 ETF | 38.82% | 95,175 | $48.9M | Reduce -1.1% |
| BSV Vanguard Short-Term Bond ETF | 11.66% | 187,736 | $14.7M | Add +6.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 10.03% | 34,090 | $12.6M | Reduce -2.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 8.25% | 60,217 | $10.4M | Add +3.9% |
| VIG Vanguard Dividend Apprec ETF | 8.00% | 51,932 | $10.1M | Add +2.3% |
| BIV Vanguard Intermediate-Term B | 7.96% | 131,021 | $10.0M | Add +48.0% |
| VGSH Vanguard Short-Term Treasury | 5.94% | 127,498 | $7.5M | Add +3.6% |
| VXF Vanguard Extended Market ETF | 3.57% | 26,122 | $4.5M | Add +3.9% |
| SUB iShares Short-Term National | 2.25% | 26,824 | $2.8M | Add +24.1% |
| MUB iShares National Muni Bond E | 2.21% | 26,469 | $2.8M | Add +35.2% |
| MSFT Microsoft Corp. | 0.30% | 1,006 | $378K | Add +47.9% |
| MCD McDonald's Corp. | 0.23% | 923 | $288K | Add +29.1% |
| PNRG Primeenergy Resources Corp. | 0.23% | 1,244 | $283K | No change |
| AAPL Apple Inc. | 0.21% | 1,200 | $267K | No change |
| XOM Exxon Mobil Corp. | 0.17% | 1,832 | $218K | New |
| PEP Pepsico Inc. | 0.17% | 1,410 | $211K | No change |
Portfolio Sells Q4 2024 → Q1 2025
Portfolio Buys Q4 2024 → Q1 2025
| BIV Vanguard Intermediate-Term B | Add +48.0% | 7.96% | +2.86 |
| BSV Vanguard Short-Term Bond ETF | Add +6.6% | 11.66% | +1.16 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +3.9% | 8.25% | +0.69 |
| MUB iShares National Muni Bond E | Add +35.2% | 2.21% | +0.61 |
| SUB iShares Short-Term National | Add +24.1% | 2.25% | +0.49 |
| VGSH Vanguard Short-Term Treasury | Add +3.6% | 5.94% | +0.42 |
| VIG Vanguard Dividend Apprec ETF | Add +2.3% | 8.00% | +0.33 |
| XOM Exxon Mobil Corp. | New | 0.17% | +0.17 |
| MSFT Microsoft Corp. | Add +47.9% | 0.30% | +0.08 |
| MCD McDonald's Corp. | Add +29.1% | 0.23% | +0.07 |
| VXF Vanguard Extended Market ETF | Add +3.9% | 3.57% | −0.11 |
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 |