Safir Wealth Advisors, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 28, 2025), Safir Wealth Advisors, LLC reported 16 stock positions worth $141.6 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 41.6% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 11.2%) and Vanguard Short-Term Bond ETF (BSV, 10.7%). Compared with Q2 2025, it opened 3 new positions, added to 3 and reduced 8. The biggest buy was Vanguard Extended Market ETF (VXF, shares +0%) and the biggest sale Vanguard Short-Term Treasury (VGSH, shares −10%).
- Most Recent 13F
- Q2 2026
- Location
- GREENLAND, NH
- CIK
- 0001830103
- Portfolio Value
- $141.6M (Q3 2025)
- SEC Filing
- 0001951757-25-001214 ↗ filed Oct 28, 2025
Holdings Value
Holdings 16 stocks · $141.6M
| VOO Vanguard S&P 500 ETF | 41.57% | 96,105 | $58.9M | Reduce -1.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 11.20% | 33,057 | $15.9M | Reduce -3.8% |
| BSV Vanguard Short-Term Bond ETF | 10.67% | 191,479 | $15.1M | Add +0.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 8.10% | 61,517 | $11.5M | Add +0.7% |
| VIG Vanguard Dividend Apprec ETF | 8.01% | 52,540 | $11.3M | Reduce -0.5% |
| BIV Vanguard Intermediate-Term B | 7.27% | 131,802 | $10.3M | Reduce -0.5% |
| VGSH Vanguard Short-Term Treasury | 4.60% | 110,591 | $6.5M | Reduce -10.1% |
| VXF Vanguard Extended Market ETF | 3.99% | 26,982 | $5.6M | Add +0.5% |
| SUB iShares Short-Term National | 1.70% | 22,591 | $2.4M | Reduce -12.9% |
| MUB iShares National Muni Bond E | 1.70% | 22,614 | $2.4M | Reduce -12.8% |
| MSFT Microsoft Corp. | 0.37% | 1,006 | $521K | No change |
| AAPL Apple Inc. | 0.22% | 1,200 | $306K | No change |
| MCD McDonald's Corp. | 0.15% | 715 | $217K | Reduce -22.5% |
| PNRG Primeenergy Resources Corp. | 0.15% | 1,244 | $208K | New |
| ABBV Abbvie Inc. | 0.15% | 894 | $207K | New |
| XOM Exxon Mobil Corp. | 0.15% | 1,832 | $207K | New |
Portfolio Sells Q2 2025 → Q3 2025
| VGSH Vanguard Short-Term Treasury | Reduce -10.1% | 4.60% | −0.71 |
| SUB iShares Short-Term National | Reduce -12.9% | 1.70% | −0.32 |
| MUB iShares National Muni Bond E | Reduce -12.8% | 1.70% | −0.29 |
| BIV Vanguard Intermediate-Term B | Reduce -0.5% | 7.27% | −0.24 |
| MCD McDonald's Corp. | Reduce -22.5% | 0.15% | −0.04 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.5% | 8.01% | +0.08 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -3.8% | 11.20% | +0.14 |
| VOO Vanguard S&P 500 ETF | Reduce -1.5% | 41.57% | +0.89 |
Portfolio Buys Q2 2025 → Q3 2025
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 |