§ 13F · FUND PROFILE
Safir Wealth Advisors, LLC.
AUM · $154M (13F)Positions · 17Turnover · n/a · Q2Filed · Jul 9, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$225K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 93K | $64M | 41.7% | ±0% |
| 2 | BSV | VANGUARD BD INDEX FDS | 214K | $17M | 10.8% | +7% |
| 3 | VUG | VANGUARD INDEX FDS | 192K | $17M | 10.8% | +504% |
| 4 | VTV | VANGUARD INDEX FDS | 61K | $13M | 8.7% | ±0% |
| 5 | VIG | VANGUARD SPECIALIZED FUNDS | 54K | $13M | 8.4% | +1% |
| 6 | BIV | VANGUARD BD INDEX FDS | 144K | $11M | 7.2% | +6% |
| 7 | VXF | VANGUARD INDEX FDS | 27K | $7M | 4.3% | +1% |
| 8 | VGSH | VANGUARD SCOTTSDALE FDS | 99K | $6M | 3.7% | −8% |
| 9 | MUB | ISHARES TR | 23K | $2M | 1.6% | ±0% |
| 10 | SUB | ISHARES TR | 23K | $2M | 1.6% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SAFIR SIGNAL
AC read
Safir Wealth Advisors, LLC is a Other fund managing $154 million in assets. The fund runs a focused portfolio of just 17 positions.
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