Safir Wealth Advisors, LLC
Safir Wealth Advisors, LLC reported 17 positions worth $153.9M as of June 30, 2026 (13F filed July 9, 2026). Largest holding: VOO (41.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VOO | SH | $64.1M | 41.68% | 93,397 | — | — | |
| ▸ 2 | BSV | SH | $16.7M | 10.82% | 213,718 | — | — | |
| ▸ 3 | VUG | SH | $16.6M | 10.77% | 192,377 | — | — | |
| ▸ 4 | VTV | SH | $13.4M | 8.68% | 61,267 | — | — | |
| ▸ 5 | VIG | SH | $12.9M | 8.37% | 54,411 | — | — | |
| ▸ 6 | BIV | SH | $11.0M | 7.16% | 143,732 | — | — | |
| ▸ 7 | VXF | SH | $6.7M | 4.33% | 27,092 | — | — | |
| ▸ 8 | VGSH | SH | $5.7M | 3.73% | 98,526 | — | — | |
| ▸ 9 | MUB | SH | $2.5M | 1.61% | 23,079 | — | — | |
| ▸ 10 | SUB | SH | $2.5M | 1.60% | 23,056 | — | — |
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Frequently Asked Questions
What stocks does Safir Wealth Advisors, LLC hold as of Q2 2026?
Safir Wealth Advisors, LLC reported 17 positions worth $153.9M in its Q2 2026 13F filing. Largest positions: VOO (41.7%), BSV (10.8%), VUG (10.8%), VTV (8.7%) and VIG (8.4%).
What did Safir Wealth Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Safir Wealth Advisors, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.