Q3 2026 13F · SEC CIK 1830103
Safir Wealth Advisors, LLC
Wealth managerFiled 2026-10-16 for Q3 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $156.6M
- Reported positions
- 18
- Top holdings a year, 3 yrs
- +13.6%
- Assets under management
- $198.2M
Safir Wealth Advisors, LLC is a wealth manager that reported 18 positions worth $156.6M in its Q3 2026 13F, filed 2026-10-16. Its largest holdings were Vanguard Index Fds (VOO, 42.2%), Vanguard Index Fds (VUG, 11.2%), Vanguard Bd Index Fds (BSV, 10.8%). A portfolio copying its top holdings returned 13.6% a year over the last 3 years, against 20.4% for the S&P 500.
Safir Wealth Advisors, LLC holdings all 18 positions.
Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| VOOVanguard Index Fds | 42.2% | +0.9% | $66.0M |
| VUGVanguard Index Fds | 11.2% | +1.1% | $17.5M |
| BSVVanguard Bd Index Fds | 10.8% | +3.4% | $16.9M |
| VTVVanguard Index Fds | 8.5% | +1.0% | $13.4M |
| VIGVanguard Specialized Funds | 8.3% | +1.9% | $12.9M |
| BIVVanguard Bd Index Fds | 6.9% | +3.6% | $10.9M |
| VXFVanguard Index Fds | 4.0% | -0.3% | $6.3M |
| VGSHVanguard Scottsdale Fds | 3.5% | -4.5% | $5.4M |
| SUBIshares Tr | 1.6% | +2.5% | $2.5M |
| MUBIshares Tr | 1.5% | +2.5% | $2.4M |
| AAPLApple Inc | 0.3% | +0.0% | $535K |
| MSFTMicrosoft Corp | 0.3% | +0.0% | $472K |
| XOMExxonmobil Holdings Corp | 0.2% | — | $298K |
| JNJJohnson & Johnson | 0.2% | +0.0% | $253K |
| PNRGPrimeenergy Resources Corp | 0.2% | +0.0% | $246K |
| CVXChevron Corporation | 0.2% | — | $237K |
| ABBVAbbvie Inc | 0.1% | +0.0% | $234K |
| IMOImperial Oil Ltd | 0.1% | +0.0% | $221K |
What Safir Wealth Advisors, LLC bought and sold in Q3 2026, against Q2 2026.
New positions
- XOM Exxonmobil Holdings Corp0.2% of 13F
- CVX Chevron Corporation0.2% of 13F
Added to
No position grew by more than 5%.
Reduced
No position shrank by more than 5%.
Sold out
- XOM Exxon Mobil Corpwas 0.2%
Share counts compared with the Q2 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +14.0% /yr
- S&P 500 +20.1%
- 3 years
- +13.6% /yr
- S&P 500 +20.4%
- 5 years
- +6.6% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q3 2026 | $156.6M | 18 |
| Q2 2026 | $153.9M | 17 |
| Q1 2026 | $138.3M | 19 |
| Q4 2025 | $142.6M | 17 |
| Q3 2025 | $141.6M | 16 |
| Q2 2025 | $136.3M | 13 |
| Q1 2025 | $126.0M | 16 |
| Q4 2024 | $129.7M | 16 |
| Q3 2024 | $130.1M | 17 |
| Q2 2024 | $122.0M | 15 |
| Q1 2024 | $121.8M | 17 |
| Q4 2023 | $111.1M | 15 |
Questions about Safir Wealth Advisors, LLC's portfolio
What stocks does Safir Wealth Advisors, LLC own?
Safir Wealth Advisors, LLC's latest 13F, for Q3 2026 and filed Oct 16, 2026, lists 18 positions worth $156.6M. The largest are Vanguard Index Fds (VOO) at 42.2%, Vanguard Index Fds (VUG) at 11.2%, Vanguard Bd Index Fds (BSV) at 10.8%, Vanguard Index Fds (VTV) at 8.5% and Vanguard Specialized Funds (VIG) at 8.3%.
What did Safir Wealth Advisors, LLC buy last quarter?
In Q3 2026, Safir Wealth Advisors, LLC added a new position in Exxonmobil Holdings Corp (XOM) and a new position in Chevron Corporation (CVX), compared with its Q2 2026 filing.
What did Safir Wealth Advisors, LLC sell last quarter?
In Q3 2026, Safir Wealth Advisors, LLC sold all of Exxon Mobil Corp (XOM), compared with its Q2 2026 filing.
How has Safir Wealth Advisors, LLC's portfolio performed?
A portfolio copying Safir Wealth Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +13.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +14.0% against +20.1%. Over 5 years: +6.6% a year against +11.6%.
When is Safir Wealth Advisors, LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. Safir Wealth Advisors, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.
How much money does Safir Wealth Advisors, LLC manage?
Safir Wealth Advisors, LLC reported $198.2M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $156.6M.