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CIK: 0001830103
Total reported value
$156.6M
$156.6M
17 檔
78.9%
During the Q2 2026 filing period, Safir Wealth Advisors, LLC (CIK: 0001830103) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $156.6M across 17 reported positions.
In Q2 2026, Safir Wealth Advisors, LLC displayed an active expansion posture, initiating 1 new positions and adding to 9 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 41.68% | +0.48% | +0.07% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 10.82% | -0.04% | +7.31% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 10.77% | +0.42% | +504.31% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 8.68% | -0.15% | +0.42% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 8.37% | -0.11% | +1.49% | |
| 6 | BIV | Vanguard Intermediate-term B | ETF-Other | 7.16% | -0.23% | +6.07% | |
| 7 | VXF | Vanguard Extended Market ETF | ETF-Other | 4.33% | -0.34% | +1.08% | |
| 8 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 3.73% | -0.27% | -8.20% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-Other | 1.61% | -0.08% | — | |
| 10 | SUB | Ishares Short-term National | ETF-Other | 1.60% | -0.02% | — | |
| 11 | AAPL | Apple Inc | Stock-Tech | 0.30% | +0.04% | +34.00% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 0.22% | +0.08% | +35.29% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 0.16% | -0.16% | EXIT | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.16% | — | — | |
| 15 | ABBV | Abbvie Inc | Stock-Healthcare | 0.15% | — | — | |
| 16 | PNRG | Primeenergy Resources CORP | Stock-Other | 0.13% | +0.03% | — | |
| 17 | IMO | Imperial Oil LTD | Stock-Energy | 0.13% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +1.3% | +0.07% | Add |
| 2 | VUG | Vanguard Growth ETF | +0.7% | +504.31% | Add |
| 3 | VXF | Vanguard Extended Market ETF | +0.3% | +1.08% | Add |
| 4 | ABBV | Abbvie Inc | +0.2% | NEW | New buy |
| 5 | AAPL | Apple Inc | +0.1% | +34.00% | Add |
| 6 | MSFT | Microsoft CORP | 0% | +35.29% | Add |
| 7 | VIG | Vanguard Dividend Apprec ETF | 0% | +1.49% | Add |
| 8 | VTV | Vanguard Value ETF | 0% | +0.42% | Add |
| 9 | JNJ | Johnson & Johnson | 0% | — | Unchanged |
| 10 | IMO | Imperial Oil LTD | 0% | — | Unchanged |
| 11 | XOM | Exxon Mobil CORP | -0.1% | — | Unchanged |
| 12 | PNRG | Primeenergy Resources CORP | -0.1% | — | Unchanged |
| 13 | MCD | Mcdonald's CORP | -0.2% | EXIT | Sold out |
| 14 | PEP | Pepsico Inc | -0.2% | EXIT | Sold out |
| 15 | MUB | Ishares National Muni Bond E | -0.2% | — | Unchanged |
| 16 | CVX | Chevron CORP | -0.2% | EXIT | Sold out |
| 17 | SUB | Ishares Short-term National | -0.2% | — | Unchanged |
| 18 | BIV | Vanguard Intermediate-term B | -0.4% | +6.07% | Add |
| 19 | BSV | Vanguard Short-term Bond ETF | -0.5% | +7.31% | Add |
| 20 | VGSH | Vanguard Short-term Treasury | -0.8% | -8.20% | Trim |
According to official SEC Form 13F filings, Safir Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $156.6M across 17 disclosed positions in Q2 2026.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, BSV, VUG) accounted for 78.9% of total reported equity market value during Q2 2026.
Top New Position Initiated
ABBV
市值: $225.0K
Top Position Liquidated / Trimmed
CVX
前期市值: $240.6K
During Q2 2026, Safir Wealth Advisors, LLC's top holdings by market value included VOO (41.7%)、BSV (10.8%)、VUG (10.8%). The largest single position, VOO, represented 41.7% of total portfolio value.
In Q2 2026, Safir Wealth Advisors, LLC made 14 total portfolio adjustments, initiating 1 new buys, adding to 9 positions, trimming 1 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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