13F Insight
DOSSIER · 13F-HR · Q3 2026

Safir Wealth Advisors, LLC

$157M in tracked AUM across 18 positions as of Q3 2026.

SW
CIK 0001830103 · last filed Sep 30, 2026
Total AUM
$157M
as of Q3 2026
Holdings
18
—
positions
Whale Score
74
74
strong
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Safir Wealth Advisors, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$66M94K42.2%02
VUG
VANGUARD INDEX FDS
$18M194K11.2%03
BSV
VANGUARD BD INDEX FDS
$17M221K10.8%04
VTV
VANGUARD INDEX FDS
$13M62K8.5%05
VIG
VANGUARD SPECIALIZED FUNDS
$13M55K8.3%06
BIV
VANGUARD BD INDEX FDS
$11M149K6.9%07
VXF
VANGUARD INDEX FDS
$6M27K4.0%08
VGSH
VANGUARD SCOTTSDALE FDS
$5M94K3.5%09
SUB
ISHARES TR
$2M24K1.6%10
MUB
ISHARES TR
$2M24K1.5%

Filing history

2026Q3Sep 30
$157M▲ 1.8%
18 positionsView →2026Q2Jun 30
$154M▲ 11.3%
17 positionsView →2026Q1Mar 31
$138M▼ 3.0%
19 positionsView →2025Q4Dec 31
$143M▲ 1960.3%
17 positionsView →2025Q3Sep 30
$7M▼ 94.9%
3 positionsLocked2025Q2Jun 30
$136M▲ 1669.8%
13 positionsLocked2025Q1Mar 31
$8M▼ 94.1%
2 positionsLocked2024Q4Dec 31
$130M▼ 0.3%
16 positionsLocked2024Q3Sep 30
$130M▲ 6.6%
17 positionsLocked2024Q2Jun 30
$122M▲ 0.2%
15 positionsLocked2024Q1Mar 31
$122M▲ 9.6%
17 positionsLocked2023Q4Dec 31
$111M▲ 7.5%
15 positionsLocked
Showing 12 of 24