account_balance

Investment manager · 13F filer · SEC CIK 1830103

Safir Wealth Advisors, LLC

Reported value$157Mas of Sep 30, 2026

Positions18 1 new, 0 sold out

Top 10 weight98.4%VOO alone is 42%

FiledOct 1616 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

VOOVanguard Index FDS

42.2%

VUGVanguard Index FDS

11.2%

BSVVanguard Bd Index FDS

10.8%Added +3%

VTVVanguard Index FDS

8.5%

VIGVanguard Specialized Funds

8.3%

BIVVanguard Bd Index FDS

6.9%Added +4%

VXFVanguard Index FDS

4.0%

VGSHVanguard Scottsdale FDS

3.5%−5%

SUB1.6%

MUB1.5%

AAPLMSFT

VOOVanguard Index FDS

42.2%

VUGVanguard Index FDS

11.2%

BSVVanguard Bd Index FDS

10.8%+3%

VTVVanguard Index FDS

8.5%

VIGVanguard Specialized Funds

8.3%

BIV6.9%

VXF4.0%

VGSH

SUB

MUB

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

VOO Vanguard Index FDS 42.2% Held

VUG Vanguard Index FDS 11.2% Held

BSV Vanguard Bd Index FDS 10.8% Added +3%

VTV Vanguard Index FDS 8.5% Held

VIG Vanguard Specialized Funds 8.3% Held

BIV Vanguard Bd Index FDS 6.9% Added +4%

VXF Vanguard Index FDS 4.0% Held

VGSH Vanguard Scottsdale FDS 3.5% Trimmed −5%

SUB iShares Tr 1.6% Added +2%

MUB iShares Tr 1.5% Added +2%

AAPL Apple Inc. 0.3% Held MSFT Microsoft Corp 0.3% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 16, 2026, compared with the Jul 9, 2026 filing

add_circleNew

CVX $237K

arrow_upwardAdded

BIV +4%
BSV +3%
SUB +2%
MUB +2%

arrow_downwardTrimmed

VGSH −5%

remove_circleSold out

None

Safir Wealth Advisors, LLC

Where the money is

Biggest moves since Jun 30, 2026

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