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Safir Wealth Advisors, LLC

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13F filer, CIK 1830103, GREENLAND, NH

Safir Wealth Advisors, LLC reported $136,290,778 across 13 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-22. Its ten largest share positions make up 99.25% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001951757-25-000908

Period
2025-06-30
Reported value
$136M
Holdings
13
Top 10 weight
99.25%
New
0
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VOOadded+2,431$1.38M
BSVadded+3,420$269K
VIGadded+885$181K
VTVadded+870$154K
VXFadded+735$142K

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

SecurityShares changeApprox. value
PNRGexited-1,244-$283K
VGSHreduced-4,480-$263K
XOMexited-1,832-$218K
PEPexited-1,410-$211K
SUBreduced-895-$95.2K

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, Q2 2025

Share positions as resolved from 13F-HR 0001951757-25-000908, largest first. % of portfolio is the value over $136,290,778, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,270 shares; 2024Q4: 96,187 shares; 2025Q1: 95,175 shares; 2025Q2: 97,606 shares 97,606$55.4M40.68%+2,431Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,694 shares; 2024Q4: 35,056 shares; 2025Q1: 34,090 shares; 2025Q2: 34,370 shares 34,370$15.1M11.06%+280Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,932 shares; 2024Q4: 176,162 shares; 2025Q1: 187,736 shares; 2025Q2: 191,156 shares 191,156$15M11.04%+3,420Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,464 shares; 2024Q4: 50,776 shares; 2025Q1: 51,932 shares; 2025Q2: 52,817 shares 52,817$10.8M7.93%+885Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,435 shares; 2024Q4: 57,970 shares; 2025Q1: 60,217 shares; 2025Q2: 61,087 shares 61,087$10.8M7.92%+870Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,272 shares; 2024Q4: 88,534 shares; 2025Q1: 131,021 shares; 2025Q2: 132,411 shares 132,411$10.2M7.51%+1,390Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,463 shares; 2024Q4: 123,013 shares; 2025Q1: 127,498 shares; 2025Q2: 123,018 shares 123,018$7.23M5.31%-4,480Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,872 shares; 2024Q4: 25,137 shares; 2025Q1: 26,122 shares; 2025Q2: 26,857 shares 26,857$5.18M3.8%+735Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,664 shares; 2024Q4: 21,614 shares; 2025Q1: 26,824 shares; 2025Q2: 25,929 shares 25,929$2.76M2.02%-895Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,019 shares; 2024Q4: 19,579 shares; 2025Q1: 26,469 shares; 2025Q2: 25,924 shares 25,924$2.71M1.99%-545Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 680 shares; 2024Q4: 680 shares; 2025Q1: 1,006 shares; 2025Q2: 1,006 shares 1,006$500K0.37%0Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 715 shares; 2024Q4: 715 shares; 2025Q1: 923 shares; 2025Q2: 923 shares 923$270K0.2%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares 1,200$246K0.18%0Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
PNRGPRIMEENERGY RESOURCES CORP1,244$283Kshares
XOMEXXON MOBIL CORP1,832$218Kshares
PEPPEPSICO INC1,410$211Kshares

How Q2 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).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001951757-25-000908 base2025-07-22acceptance time not in the bulk data set