§ 13F · FUND PROFILE
Safir Wealth Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $136.3T (13F)Positions · 13Turnover · — · Q4Filed · Jan 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$202.4B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 94K | $58.8T | 41.3% | −2% |
| 2 | VUG | VANGUARD INDEX FDS | 32K | $15.7T | 11.0% | −3% |
| 3 | BSV | VANGUARD BD INDEX FDS | 198K | $15.6T | 11.0% | +4% |
| 4 | VTV | VANGUARD INDEX FDS | 61K | $11.7T | 8.2% | −1% |
| 5 | VIG | VANGUARD SPECIALIZED FUNDS | 53K | $11.6T | 8.1% | ±0% |
| 6 | BIV | VANGUARD BD INDEX FDS | 136K | $10.6T | 7.4% | +3% |
| 7 | VGSH | VANGUARD SCOTTSDALE FDS | 107K | $6.3T | 4.4% | −3% |
| 8 | VXF | VANGUARD INDEX FDS | 27K | $5.6T | 3.9% | ±0% |
| 9 | MUB | ISHARES TR | 23K | $2.4T | 1.7% | ±0% |
| 10 | SUB | ISHARES TR | 23K | $2.4T | 1.7% | ±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 $136290.8 trillion in assets. The fund runs a focused portfolio of just 13 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed