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Safir Wealth Advisors, LLC

Sector-focusedMomentum followerConcentrated strategy

Total reported value

$153.9M

Reporting period: 2026-06-30 · Number of holdings: 17

Safir Wealth Advisors, LLC disclosed 17 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $153.9M and a quarterly turnover rate of 12.6%.

Personality snowflake

Concentration
88.2
Portfolio Stability
12.63
Momentum/Contrarian
100
Sector conviction
100
Diversification
34
Sizing Uniformity
82.91

Recent moves

  • Add VOO

    +0.1%　$8.4M

  • Trim VGSH

    -8.2%　-$548.9K

  • Add VUG

    +504.3%　$2.7M

  • Trim BSV

    +7.3%　$1.0M

  • Trim BIV

    +6.1%　$566.2K

  • Add VXF

    +1.1%　$1.2M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1VOOVanguard S&p 500 ETFETF-Large Cap & Growth41.68%+1.34%+0.07%
2BSVVanguard Short-term Bond ETFETF-Other10.82%-0.47%+7.31%
3VUGVanguard Growth ETFETF-Other10.77%+0.71%+504.31%
4VTVVanguard Value ETFETF-Other8.68%+0.02%+0.42%
5VIGVanguard Dividend Apprec ETFETF-Other8.37%+0.03%+1.49%
6BIVVanguard Intermediate-term BETF-Other7.16%-0.40%+6.07%
7VXFVanguard Extended Market ETFETF-Other4.33%+0.34%+1.08%
8VGSHVanguard Short-term TreasuryETF-Gov Bonds3.73%-0.81%-8.20%
9MUBIshares National Muni Bond EETF-Other1.61%-0.16%—
10SUBIshares Short-term NationalETF-Other1.60%-0.18%—
11AAPLApple INCStock-Tech0.30%+0.08%+34.00%
12MSFTMicrosoft CORPStock-Tech0.22%+0.04%+35.29%
13XOMExxon Mobil CORPStock-Energy0.16%-0.06%—
14JNJJohnson & JohnsonStock-Healthcare0.16%-0.01%—
15ABBVAbbvie INCStock-Healthcare0.15%+0.15%NEW
16PNRGPrimeenergy Resources CORPStock-Other0.13%-0.08%—
17IMOImperial Oil LTDStock-Energy0.13%-0.04%—

Holding changes this quarter

Safir Wealth Advisors, LLC's most significant position changes for 2026-06-30: Sold out: Chevron CORP (CVX); New buy: Abbvie INC (ABBV); Sold out: Mcdonald's CORP (MCD); Sold out: Pepsico INC (PEP); Add: Vanguard S&p 500 ETF (VOO) — shares +0.07%.

Position changes disclosed by Safir Wealth Advisors, LLC for the quarter ending 2026-06-30, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1VOOVanguard S&p 500 ETF+1.3%+0.07%Add
2VUGVanguard Growth ETF+0.7%+504.31%Add
3VXFVanguard Extended Market ETF+0.3%+1.08%Add
4ABBVAbbvie INC+0.2%NEWNew buy
5AAPLApple INC+0.1%+34.00%Add
6MSFTMicrosoft CORP0%+35.29%Add
7VIGVanguard Dividend Apprec ETF0%+1.49%Add
8VTVVanguard Value ETF0%+0.42%Add
9JNJJohnson & Johnson0%—Unchanged
10IMOImperial Oil LTD0%—Unchanged
11XOMExxon Mobil CORP-0.1%—Unchanged
12PNRGPrimeenergy Resources CORP-0.1%—Unchanged
13MCDMcdonald's CORP-0.2%EXITSold out
14PEPPepsico INC-0.2%EXITSold out
15MUBIshares National Muni Bond E-0.2%—Unchanged
16CVXChevron CORP-0.2%EXITSold out
17SUBIshares Short-term National-0.2%—Unchanged
18BIVVanguard Intermediate-term B-0.4%+6.07%Add
19BSVVanguard Short-term Bond ETF-0.5%+7.31%Add
20VGSHVanguard Short-term Treasury-0.8%-8.20%Trim

FAQ

What is Safir Wealth Advisors, LLC and what type of investor is it?
Safir Wealth Advisors, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $153.9M, spread across 17 disclosed positions.
What are Safir Wealth Advisors, LLC's largest equity positions?
Based on the latest 13F filing, Safir Wealth Advisors, LLC's top holdings by market value are: 1. Vanguard S&p 500 ETF (VOO) — $64.1M (41.7%) 2. Vanguard Short-term Bond ETF (BSV) — $16.7M (10.8%) 3. Vanguard Growth ETF (VUG) — $16.6M (10.8%) 4. Vanguard Value ETF (VTV) — $13.4M (8.7%) 5. Vanguard Dividend Apprec ETF (VIG) — $12.9M (8.4%)
What changes did Safir Wealth Advisors, LLC make in its most recent portfolio filing?
In the latest reported quarter, Safir Wealth Advisors, LLC made 14 notable position adjustments: 1 new positions were initiated, 9 existing holdings were added to, 1 positions were partially reduced, and 3 were completely exited. The largest of these moves: Sold out: Chevron CORP (CVX); New buy: Abbvie INC (ABBV); Sold out: Mcdonald's CORP (MCD); Sold out: Pepsico INC (PEP); Add: Vanguard S&p 500 ETF (VOO) — shares +0.07%
What sectors does Safir Wealth Advisors, LLC focus on?
Safir Wealth Advisors, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 46.8% • Health Care: 27.1% • Energy: 26.1%