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Safir Wealth Advisors, LLC

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13F filer, CIK 1830103, GREENLAND, NH

Safir Wealth Advisors, LLC reported $141,561,508 across 16 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-28. Its ten largest share positions make up 98.82% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001951757-25-001214

Period
2025-09-30
Reported value
$142M
Holdings
16
Top 10 weight
98.82%
New
3
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
PNRGnew+1,244$208K
ABBVnew+894$207K
XOMnew+1,832$207K
VTVadded+430$80.2K
VXFadded+125$26.2K

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.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
VOOreduced-1,501-$919K
VGSHreduced-12,427-$731K
VUGreduced-1,313-$630K
SUBreduced-3,338-$356K
MUBreduced-3,310-$352K

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, Q3 2025

Share positions as resolved from 13F-HR 0001951757-25-001214, largest first. % of portfolio is the value over $141,561,508, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,270 shares; 2024Q4: 96,187 shares; 2025Q1: 95,175 shares; 2025Q2: 97,606 shares; 2025Q3: 96,105 shares 96,105$58.9M41.57%-1,501Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,694 shares; 2024Q4: 35,056 shares; 2025Q1: 34,090 shares; 2025Q2: 34,370 shares; 2025Q3: 33,057 shares 33,057$15.9M11.2%-1,313Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,932 shares; 2024Q4: 176,162 shares; 2025Q1: 187,736 shares; 2025Q2: 191,156 shares; 2025Q3: 191,479 shares 191,479$15.1M10.67%+323Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,435 shares; 2024Q4: 57,970 shares; 2025Q1: 60,217 shares; 2025Q2: 61,087 shares; 2025Q3: 61,517 shares 61,517$11.5M8.1%+430Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,464 shares; 2024Q4: 50,776 shares; 2025Q1: 51,932 shares; 2025Q2: 52,817 shares; 2025Q3: 52,540 shares 52,540$11.3M8.01%-277Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,272 shares; 2024Q4: 88,534 shares; 2025Q1: 131,021 shares; 2025Q2: 132,411 shares; 2025Q3: 131,802 shares 131,802$10.3M7.27%-609Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,463 shares; 2024Q4: 123,013 shares; 2025Q1: 127,498 shares; 2025Q2: 123,018 shares; 2025Q3: 110,591 shares 110,591$6.51M4.6%-12,427Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,872 shares; 2024Q4: 25,137 shares; 2025Q1: 26,122 shares; 2025Q2: 26,857 shares; 2025Q3: 26,982 shares 26,982$5.65M3.99%+125Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,664 shares; 2024Q4: 21,614 shares; 2025Q1: 26,824 shares; 2025Q2: 25,929 shares; 2025Q3: 22,591 shares 22,591$2.41M1.7%-3,338Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,019 shares; 2024Q4: 19,579 shares; 2025Q1: 26,469 shares; 2025Q2: 25,924 shares; 2025Q3: 22,614 shares 22,614$2.41M1.7%-3,310Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 680 shares; 2024Q4: 680 shares; 2025Q1: 1,006 shares; 2025Q2: 1,006 shares; 2025Q3: 1,006 shares 1,006$521K0.37%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares 1,200$306K0.22%0Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 715 shares; 2024Q4: 715 shares; 2025Q1: 923 shares; 2025Q2: 923 shares; 2025Q3: 715 shares 715$217K0.15%-208Timeline
PNRGPRIMEENERGY RESOURCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,244 shares; 2025Q1: 1,244 shares; 2025Q2: not reported; 2025Q3: 1,244 shares 1,244$208K0.15%newTimeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 894 shares 894$207K0.15%newTimeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,832 shares; 2024Q4: not reported; 2025Q1: 1,832 shares; 2025Q2: not reported; 2025Q3: 1,832 shares 1,832$207K0.15%newTimeline

How Q3 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 0001951757-25-001214 base2025-10-28acceptance time not in the bulk data set