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Safir Wealth Advisors - Q3 2026 13F Filings

SA

Safir Wealth Advisors, LLC

CIK: 0001830103
Address: New Hampshire Greenland 63 Niblick Lane
$156.63 M
Portfolio Value
18
Assets Held
Reporting Period: Q3 2026
Filing Status:
Active
Last Updated: 10/16/2026

Portfolio Summary (Q3 2026)

View Full Portfolio Analysis

Top Buys

Q3 2026
1. VOO Vanguard S&P 500 Etf
+$569,098.5
2. BSV Vanguard Short-Term Bond Etf
+$563,067.36
3. BIV Vanguard Intermediate-Term Bond Etf
+$381,858.6
4. VIG Vanguard Dividend Appreciation Etf
+$243,575.34
5. CVX Chevron Corporation
+$237,496

Top Sells

Q3 2026
1. VGSH Vanguard Short-Term Treasury Etf
−$255,853.43
2. VXF Vanguard Extended Market Etf
−$19,688.78

Asset Allocation

Stocks/ETFs
+1.77%
$156.63 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Safir Wealth Advisors Q3 2026 Filing Summary

Safir Wealth Advisors, LLC filed its 13F report for Q3 2026 on October 16, 2026. The portfolio totaled 156.63 M reflecting a +1.77% change from the prior quarter, spanning 18 assets. The top 10 holdings comprised 98.4% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 1 new positions and 0 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Safir Wealth Advisors’s Q3 2026 Filing

Safir Wealth Advisors submitted their Form 13F-HR for the Q3 2026 period on 10/16/2026. This was the only submission for the quarter.

In the Q3 2026 filing, Safir Wealth Advisors reported a managed portfolio value of 156.63 M, consisting of 18 individual positions.

This page displays the raw filing documents. To see which stocks Safir Wealth Advisors bought or sold during Q3 2026, please visit Safir Wealth Advisors's Portfolio Analysis page.