Safir Wealth Advisors, LLC
Follow13F filer, CIK 1830103, GREENLAND, NH
Safir Wealth Advisors, LLC reported $126,008,565 across 16 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-04-11. Its ten largest share positions make up 98.69% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001951757-25-000313
- Period
- 2025-03-31
- Reported value
- $126M
- Holdings
- 16
- Top 10 weight
- 98.69%
- New
- 1
- Sold out
- 1
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| BIVadded | +42,487 | $3.25M |
| BSVadded | +11,574 | $906K |
| MUBadded | +6,890 | $726K |
| SUBadded | +5,210 | $550K |
| VTVadded | +2,247 | $388K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| BLVexited | -85,960 | -$5.88M |
| VOOreduced | -1,012 | -$520K |
| VUGreduced | -966 | -$358K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q1 2025
Share positions as resolved from 13F-HR 0001951757-25-000313, largest first. % of portfolio is the value over $126,008,565, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| VOOVANGUARD INDEX FDS | 95,175 | $48.9M | 38.82% | -1,012 | Timeline | ||
| BSVVANGUARD BD INDEX FDS | 187,736 | $14.7M | 11.66% | +11,574 | Timeline | ||
| VUGVANGUARD INDEX FDS | 34,090 | $12.6M | 10.03% | -966 | Timeline | ||
| VTVVANGUARD INDEX FDS | 60,217 | $10.4M | 8.25% | +2,247 | Timeline | ||
| VIGVANGUARD SPECIALIZED FUNDS | 51,932 | $10.1M | 7.99% | +1,156 | Timeline | ||
| BIVVANGUARD BD INDEX FDS | 131,021 | $10M | 7.96% | +42,487 | Timeline | ||
| VGSHVANGUARD SCOTTSDALE FDS | 127,498 | $7.48M | 5.94% | +4,485 | Timeline | ||
| VXFVANGUARD INDEX FDS | 26,122 | $4.5M | 3.57% | +985 | Timeline | ||
| SUBISHARES TR | 26,824 | $2.83M | 2.25% | +5,210 | Timeline | ||
| MUBISHARES TR | 26,469 | $2.79M | 2.21% | +6,890 | Timeline | ||
| MSFTMICROSOFT CORP | 1,006 | $378K | 0.3% | +326 | Timeline | ||
| MCDMCDONALDS CORP | 923 | $288K | 0.23% | +208 | Timeline | ||
| PNRGPRIMEENERGY RESOURCES CORP | 1,244 | $283K | 0.22% | 0 | Timeline | ||
| AAPLAPPLE INC | 1,200 | $267K | 0.21% | 0 | Timeline | ||
| XOMEXXON MOBIL CORP | 1,832 | $218K | 0.17% | new | Timeline | ||
| PEPPEPSICO INC | 1,410 | $211K | 0.17% | 0 | Timeline |
Sold out in Q1 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| BLVVANGUARD BD INDEX FDS | 85,960 | $5.88M | shares |
How Q1 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001951757-25-000313 | base | 2025-04-11 | acceptance time not in the bulk data set |