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Safir Wealth Advisors, LLC

Q2 2026 13F Holdings

  • Location
    greenland, NH
  • Num holdings

    17

  • Value ($000)

    $153,898

  • Date Filed
    07/09/2026
  • Form type
    13F-HR
  • CIK
    0001830103
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$64.15M
42 %

93,397

B
BSV

VANGUARD BD INDEX FDS

SHORT TRM BOND
921937827
$16.65M
11 %

213,718

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$16.57M
11 %

192,377

V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$13.35M
9 %

61,267

V
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$12.87M
8 %

54,411

B
BIV

VANGUARD BD INDEX FDS

INTERMED TERM
921937819
$11.02M
7 %

143,732

V
VXF

VANGUARD INDEX FDS

EXTEND MKT ETF
922908652
$6.67M
4 %

27,092

V
VGSH

VANGUARD SCOTTSDALE FDS

SHORT TERM TREAS
92206C102
$5.73M
4 %

98,526

M
MUB

ISHARES TR

NATIONAL MUN ETF
464288414
$2.48M
2 %

23,079

S
SUB

ISHARES TR

SHRT NAT MUN ETF
464288158
$2.45M
2 %

23,056

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