Safir Wealth Advisors, LLC
Q3 2025 13F Holdings
- Locationgreenland, NH
- Num holdings
16
- Value ($000)
$141,562
- Date Filed10/27/2025
- Form type13F-HR
- CIK0001830103
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $58.85 M | 42 % | 96,105 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $15.85 M | 11 % | 33,057 | ||
BSV VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $15.11 M | 11 % | 191,479 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $11.47 M | 8 % | 61,517 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $11.34 M | 8 % | 52,540 | ||
BIV VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | $10.29 M | 7 % | 131,802 | ||
VGSH VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | $6.51 M | 5 % | 110,591 | ||
VXF VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | $5.65 M | 4 % | 26,982 | ||
SUB ISHARES TR | SHRT NAT MUN ETF | 464288158 | $2.41 M | 2 % | 22,591 | ||
MUB ISHARES TR | NATIONAL MUN ETF | 464288414 | $2.41 M | 2 % | 22,614 |
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