Safir Wealth Advisors, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 22, 2025), Safir Wealth Advisors, LLC reported 13 stock positions worth $136.3 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 40.7% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 11.1%) and Vanguard Short-Term Bond ETF (BSV, 11.0%). Compared with Q1 2025, it sold out of 3, added to 7 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 −4%).
- Most Recent 13F
- Q2 2026
- Location
- GREENLAND, NH
- CIK
- 0001830103
- Portfolio Value
- $136.3M (Q2 2025)
- SEC Filing
- 0001951757-25-000908 ↗ filed Jul 22, 2025
Holdings Value
Holdings 13 stocks · $136.3M
| VOO Vanguard S&P 500 ETF | 40.68% | 97,606 | $55.4M | Add +2.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 11.06% | 34,370 | $15.1M | Add +0.8% |
| BSV Vanguard Short-Term Bond ETF | 11.04% | 191,156 | $15.0M | Add +1.8% |
| VIG Vanguard Dividend Apprec ETF | 7.93% | 52,817 | $10.8M | Add +1.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 7.92% | 61,087 | $10.8M | Add +1.4% |
| BIV Vanguard Intermediate-Term B | 7.51% | 132,411 | $10.2M | Add +1.1% |
| VGSH Vanguard Short-Term Treasury | 5.31% | 123,018 | $7.2M | Reduce -3.5% |
| VXF Vanguard Extended Market ETF | 3.80% | 26,857 | $5.2M | Add +2.8% |
| SUB iShares Short-Term National | 2.02% | 25,929 | $2.8M | Reduce -3.3% |
| MUB iShares National Muni Bond E | 1.99% | 25,924 | $2.7M | Reduce -2.1% |
| MSFT Microsoft Corp. | 0.37% | 1,006 | $500K | No change |
| MCD McDonald's Corp. | 0.20% | 923 | $270K | No change |
| AAPL Apple Inc. | 0.18% | 1,200 | $246K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| VGSH Vanguard Short-Term Treasury | Reduce -3.5% | 5.31% | −0.63 |
| MUB iShares National Muni Bond E | Reduce -2.1% | 1.99% | −0.23 |
| PNRG Primeenergy Resources Corp. | Sold out | 0.00% | −0.23 |
| SUB iShares Short-Term National | Reduce -3.3% | 2.02% | −0.22 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.17 |
| PEP Pepsico Inc. | Sold out | 0.00% | −0.17 |
Portfolio Buys Q1 2025 → Q2 2025
| VOO Vanguard S&P 500 ETF | Add +2.5% | 40.68% | +1.86 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.8% | 11.06% | +1.02 |
| VXF Vanguard Extended Market ETF | Add +2.8% | 3.80% | +0.23 |
| VIG Vanguard Dividend Apprec ETF | Add +1.7% | 7.93% | −0.06 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +1.4% | 7.92% | −0.33 |
| BIV Vanguard Intermediate-Term B | Add +1.1% | 7.51% | −0.45 |
| BSV Vanguard Short-Term Bond ETF | Add +1.8% | 11.04% | −0.62 |
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 |