Safir Wealth Advisors, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 6, 2026), Safir Wealth Advisors, LLC reported 17 stock positions worth $142.6 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 41.3% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 11.0%) and Vanguard Short-Term Bond ETF (BSV, 11.0%). Compared with Q3 2025, it opened 1 new position, added to 3 and reduced 5. The biggest buy was Vanguard Short-Term Bond ETF (BSV, shares +4%) and the biggest sale Vanguard S&P 500 ETF (VOO, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- GREENLAND, NH
- CIK
- 0001830103
- Portfolio Value
- $142.6M (Q4 2025)
- SEC Filing
- 0001951757-26-000011 ↗ filed Jan 6, 2026
Holdings Value
Holdings 17 stocks · $142.6M
| VOO Vanguard S&P 500 ETF | 41.25% | 93,802 | $58.8M | Reduce -2.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 10.98% | 32,093 | $15.7M | Reduce -2.9% |
| BSV Vanguard Short-Term Bond ETF | 10.96% | 198,388 | $15.6M | Add +3.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 8.19% | 61,181 | $11.7M | Reduce -0.6% |
| VIG Vanguard Dividend Apprec ETF | 8.13% | 52,733 | $11.6M | Add +0.4% |
| BIV Vanguard Intermediate-Term B | 7.42% | 135,907 | $10.6M | Add +3.1% |
| VGSH Vanguard Short-Term Treasury | 4.43% | 107,466 | $6.3M | Reduce -2.8% |
| VXF Vanguard Extended Market ETF | 3.94% | 26,852 | $5.6M | Reduce -0.5% |
| MUB iShares National Muni Bond E | 1.70% | 22,614 | $2.4M | No change |
| SUB iShares Short-Term National | 1.69% | 22,591 | $2.4M | No change |
| MSFT Microsoft Corp. | 0.34% | 1,006 | $487K | No change |
| AAPL Apple Inc. | 0.23% | 1,200 | $326K | No change |
| XOM Exxon Mobil Corp. | 0.15% | 1,832 | $220K | No change |
| MCD McDonald's Corp. | 0.15% | 715 | $219K | No change |
| PNRG Primeenergy Resources Corp. | 0.15% | 1,244 | $213K | No change |
| ABBV Abbvie Inc. | 0.14% | 894 | $204K | No change |
| PEP Pepsico Inc. | 0.14% | 1,410 | $202K | New |
Portfolio Sells Q3 2025 → Q4 2025
Portfolio Buys Q3 2025 → Q4 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 |