Safir Wealth Advisors, LLC 13F Holdings · Q2 2026
Safir Wealth Advisors, LLC reported 17 securities worth $153.90M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VOO (41.68%), BSV (10.82%), VUG (10.77%). Among its top 25 positions this quarter: 1 new, 9 added, 1 trimmed, 3 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $64.1M | 41.68% | 93,397 | Added |
| 2 | BSV | VANGUARD BD INDEX FDS | $16.7M | 10.82% | 213,718 | Added |
| 3 | VUG | VANGUARD INDEX FDS | $16.6M | 10.77% | 192,377 | Added |
| 4 | VTV | VANGUARD INDEX FDS | $13.4M | 8.68% | 61,267 | Added |
| 5 | VIG | VANGUARD SPECIALIZED FUNDS | $12.9M | 8.37% | 54,411 | Added |
| 6 | BIV | VANGUARD BD INDEX FDS | $11.0M | 7.16% | 143,732 | Added |
| 7 | VXF | VANGUARD INDEX FDS | $6.7M | 4.33% | 27,092 | Added |
| 8 | VGSH | VANGUARD SCOTTSDALE FDS | $5.7M | 3.73% | 98,526 | Trimmed |
| 9 | MUB | ISHARES TR | $2.5M | 1.61% | 23,079 | Hold |
| 10 | SUB | ISHARES TR | $2.5M | 1.60% | 23,056 | Hold |
| 11 | AAPL | APPLE INC | $465,291 | 0.30% | 1,608 | Added |
| 12 | MSFT | MICROSOFT CORP | $343,178 | 0.22% | 920 | Added |
| 13 | JNJ | JOHNSON & JOHNSON | $243,049 | 0.16% | 957 | Hold |
| 14 | XOM | EXXON MOBIL CORP | $250,471 | 0.16% | 1,832 | Hold |
| 15 | ABBV | ABBVIE INC | $224,966 | 0.15% | 894 | New |
| 16 | IMO | IMPERIAL OIL LTD | $201,636 | 0.13% | 1,800 | Hold |
| 17 | PNRG | PRIMEENERGY RESOURCES CORP | $207,611 | 0.13% | 1,244 | Hold |
| 18 | CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | Exited |
| 19 | MCD | MCDONALDS CORP | $0 | 0.00% | 0 | Exited |
| 20 | PEP | PEPSICO INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR