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Safir Wealth Advisors, LLC Portfolio
$156.6M across 18 positions as of 2026-09-30, with 98% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+8.5%
-5.9% a year vs the S&P 500
3 years
+14.0%
-7.3% a year vs the S&P 500
5 years
+6.9%
-5.3% a year vs the S&P 500
Quarters ahead
5 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +0.3% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +10.3% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -3.4% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +1.5% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +5.6% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +7.2% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -2.8% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | +0.3% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| VOOVanguard S&P 500 ETF | $66M | 42.2% | 94,209 |
| VUGVanguard Growth ETF | $17.5M | 11.2% | 194,442 |
| BSVVanguard Short-Term Bond ETF | $16.9M | 10.8% | 221,088 |
| VTVVanguard Value ETF | $13.4M | 8.5% | 61,852 |
| VIGVanguard Div Appreciation ETF | $12.9M | 8.3% | 55,455 |
| BIVVanguard Intermediate-Term Bond ETF | $10.9M | 6.9% | 148,973 |
| VXFVanguard Extended Market ETF | $6.3M | 4.0% | 27,007 |
| VGSHVanguard Short-Term Treasury ETF | $5.4M | 3.5% | 94,081 |
| SUBiShares Short-Term National Muni Bond ETF | $2.5M | 1.6% | 23,631 |
| MUBiShares National Muni Bond ETF | $2.4M | 1.5% | 23,654 |
| AAPLApple Inc | $535.5K | 0.3% | 1,608 |
| MSFTMicrosoft Corp | $471.9K | 0.3% | 920 |
| XOMExxonmobil Holdings Corp | $298.2K | 0.2% | 1,832 |
| JNJJohnson & Johnson | $253.4K | 0.2% | 957 |
| PRIMEENERGY RESOURCES CORP | $245.7K | 0.2% | 1,244 |
| CVXChevron Corp | $237.5K | 0.2% | 1,163 |
| ABBVAbbVie Inc | $233.9K | 0.1% | 894 |
| IMOImperial Oil Ltd | $221.5K | 0.1% | 1,800 |
Quarter ending 2026-09-30.
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