StockDriftsStockDriftsTop 17 Safir Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 41.68% | 93.4K | $64.1M | +0.07%(+66) | $340.57(+109.26%) | 2026-06-30 | |
| BSV | VANGUARD BD INDEX FDS | 10.82% | 213.7K | $16.7M | +7.31%(+14.55K) | $81.11(-4.30%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 10.77% | 192.4K | $16.6M | +0.72%(+1.37K) | $40.64(+119.44%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 8.68% | 61.3K | $13.4M | +0.42%(+255) | $122.36(+85.93%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 8.37% | 54.4K | $12.9M | +1.49%(+800) | $144.77(+69.28%) | 2026-06-30 | |
| BIV | VANGUARD BD INDEX FDS | 7.16% | 143.7K | $11.0M | +6.07%(+8.23K) | $84.76(-10.88%) | 2026-06-30 | |
| VXF | VANGUARD INDEX FDS | 4.33% | 27.1K | $6.7M | +1.08%(+290) | $156.87(+58.00%) | 2026-06-30 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 3.73% | 98.5K | $5.7M | -8.20%(-8.80K) | $61.54(-5.51%) | 2026-06-30 | |
| MUB | ISHARES TR | 1.61% | 23.1K | $2.5M | +0.00%(+0) | $109.86(-3.76%) | 2026-06-30 | |
| SUB | ISHARES TR | 1.6% | 23.1K | $2.5M | +0.00%(+0) | $105.96(+0.26%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.53% | +42.50% | +6.74% | +38.55% |
| Top 20 Holdings Unweighted | +4.68% | +14.71% | +1.18% | +6.03% |
Safir Wealth Advisors, LLC reports $153.90M in US-listed equity holdings across 17 positions in its most recent 13F filing. Its largest disclosed positions are VOO (41.7%), BSV (10.8%) and VUG (10.8%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +42.50% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Safir Wealth Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1830103). View Safir Wealth Advisors, LLC’s 13F filings on SEC