Safir Wealth Advisors, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 9, 2026), Safir Wealth Advisors, LLC reported 19 stock positions worth $138.3 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 40.3% of the portfolio, followed by Vanguard Short-Term Bond ETF (BSV, 11.3%) and Vanguard Mrngstar GR ETF-Sui (VUG, 10.1%). Compared with Q4 2025, it opened 3 new positions, sold out of 1, added to 4 and reduced 7. The biggest buy was Vanguard Short-Term Bond ETF (BSV, shares +0%) and the biggest sale Vanguard Mrngstar GR ETF-Sui (VUG, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- GREENLAND, NH
- CIK
- 0001830103
- Portfolio Value
- $138.3M (Q1 2026)
- SEC Filing
- 0001951757-26-000554 ↗ filed Apr 9, 2026
Holdings Value
Holdings 19 stocks · $138.3M
| VOO Vanguard S&P 500 ETF | 40.34% | 93,331 | $55.8M | Reduce -0.5% |
| BSV Vanguard Short-Term Bond ETF | 11.29% | 199,163 | $15.6M | Add +0.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 10.06% | 31,834 | $13.9M | Reduce -0.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 8.66% | 61,012 | $12.0M | Reduce -0.3% |
| VIG Vanguard Dividend Apprec ETF | 8.34% | 53,611 | $11.5M | Add +1.7% |
| BIV Vanguard Intermediate-Term B | 7.56% | 135,502 | $10.5M | Reduce -0.3% |
| VGSH Vanguard Short-Term Treasury | 4.54% | 107,331 | $6.3M | Reduce -0.1% |
| VXF Vanguard Extended Market ETF | 3.99% | 26,802 | $5.5M | Reduce -0.2% |
| SUB iShares Short-Term National | 1.78% | 23,056 | $2.5M | Add +2.1% |
| MUB iShares National Muni Bond E | 1.77% | 23,079 | $2.4M | Add +2.1% |
| XOM Exxon Mobil Corp. | 0.22% | 1,832 | $311K | No change |
| AAPL Apple Inc. | 0.22% | 1,200 | $305K | No change |
| PNRG Primeenergy Resources Corp. | 0.21% | 1,244 | $290K | No change |
| MSFT Microsoft Corp. | 0.18% | 680 | $252K | Reduce -32.4% |
| CVX Chevron Corp. | 0.17% | 1,163 | $241K | New |
| IMO Imperial Oil Ltd. | 0.17% | 1,800 | $235K | New |
| JNJ Johnson & Johnson | 0.17% | 957 | $234K | New |
| MCD McDonald's Corp. | 0.16% | 715 | $222K | No change |
| PEP Pepsico Inc. | 0.16% | 1,410 | $219K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.8% | 10.06% | −0.92 |
| VOO Vanguard S&P 500 ETF | Reduce -0.5% | 40.34% | −0.91 |
| MSFT Microsoft Corp. | Reduce -32.4% | 0.18% | −0.16 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −0.14 |
| VXF Vanguard Extended Market ETF | Reduce -0.2% | 3.99% | +0.05 |
| VGSH Vanguard Short-Term Treasury | Reduce -0.1% | 4.54% | +0.12 |
| BIV Vanguard Intermediate-Term B | Reduce -0.3% | 7.56% | +0.14 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -0.3% | 8.66% | +0.46 |
Portfolio Buys Q4 2025 → Q1 2026
| BSV Vanguard Short-Term Bond ETF | Add +0.4% | 11.29% | +0.33 |
| VIG Vanguard Dividend Apprec ETF | Add +1.7% | 8.34% | +0.21 |
| CVX Chevron Corp. | New | 0.17% | +0.17 |
| IMO Imperial Oil Ltd. | New | 0.17% | +0.17 |
| JNJ Johnson & Johnson | New | 0.17% | +0.17 |
| SUB iShares Short-Term National | Add +2.1% | 1.78% | +0.09 |
| MUB iShares National Muni Bond E | Add +2.1% | 1.77% | +0.07 |
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 |