Safir Wealth Advisors, LLC
CIK 0001830103 · GREENLAND, NH · Quarter end: 2026-06-30 · Filed on: 2026-07-09 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$153.9M
2026 Q2
Positions
17
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
98.7%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
VOO
VANGUARD INDEX FDS
41.7%
BSV
VANGUARD BD INDEX FDS
10.8%
VUG
VANGUARD INDEX FDS
10.8%
VTV
VANGUARD INDEX FDS
8.7%
VIG
VANGUARD SPECIALIZED FUNDS
8.4%
BIV
VANGUARD BD INDEX FDS
7.2%
VXF
VANGUARD INDEX FDS
4.3%
VGSH
VANGUARD SCOTTSDALE FDS
3.7%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.