StockDriftsStockDriftsTop 17 Safir Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 42.16% | 94.2K | $66.0M | +0.87%(+812) | $343.62(+105.05%) | 2026-09-30 | |
| VUG | VANGUARD INDEX FDS | 11.19% | 194.4K | $17.5M | +1.07%(+2.06K) | $41.14(+115.88%) | 2026-09-30 | |
| BSV | VANGUARD BD INDEX FDS | 10.78% | 221.1K | $16.9M | +3.45%(+7.37K) | $80.97(-5.49%) | 2026-09-30 | |
| VTV | VANGUARD INDEX FDS | 8.53% | 61.9K | $13.4M | +0.95%(+585) | $123.26(+80.28%) | 2026-09-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 8.26% | 55.5K | $12.9M | +1.92%(+1.04K) | $146.46(+64.57%) | 2026-09-30 | |
| BIV | VANGUARD BD INDEX FDS | 6.93% | 149.0K | $10.9M | +3.65%(+5.24K) | $84.41(-13.16%) | 2026-09-30 | |
| VXF | VANGUARD INDEX FDS | 3.99% | 27.0K | $6.3M | -0.31%(-85) | $156.87(+44.81%) | 2026-09-30 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 3.46% | 94.1K | $5.4M | -4.51%(-4.45K) | $61.54(-6.34%) | 2026-09-30 | |
| SUB | ISHARES TR | 1.58% | 23.6K | $2.5M | +2.49%(+575) | $105.95(-0.63%) | 2026-09-30 | |
| MUB | ISHARES TR | 1.53% | 23.7K | $2.4M | +2.49%(+575) | $109.73(-6.73%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.96% | +47.99% | +6.86% | +39.34% |
| Top 20 Holdings Unweighted | +7.95% | +25.79% | +2.43% | +12.76% |
Safir Wealth Advisors LLC reports $156.63M in US-listed equity holdings across 18 positions in its most recent 13F filing. Its largest disclosed positions are VOO (42.2%), VUG (11.2%) and BSV (10.8%). The top 20 holdings account for 99.81% of reported assets. Its disclosed equity book has returned +47.99% on a three-year cumulative basis. Figures reflect the Q3 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