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Safir Wealth Advisors, LLC

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13F filer, CIK 1830103, GREENLAND, NH

Safir Wealth Advisors, LLC reported $142,607,474 across 17 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-06. Its ten largest share positions make up 98.69% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001951757-26-000011

Period
2025-12-31
Reported value
$143M
Holdings
17
Top 10 weight
98.69%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BSVadded+6,909$544K
BIVadded+4,105$320K
PEPnew+1,410$202K
VIGadded+193$42.4K

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-2,303-$1.44M
VUGreduced-964-$470K
VGSHreduced-3,125-$184K
VTVreduced-336-$64.2K
VXFreduced-130-$27.2K

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, Q4 2025

Share positions as resolved from 13F-HR 0001951757-26-000011, largest first. % of portfolio is the value over $142,607,474, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,270 shares; 2024Q4: 96,187 shares; 2025Q1: 95,175 shares; 2025Q2: 97,606 shares; 2025Q3: 96,105 shares; 2025Q4: 93,802 shares 93,802$58.8M41.25%-2,303Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,694 shares; 2024Q4: 35,056 shares; 2025Q1: 34,090 shares; 2025Q2: 34,370 shares; 2025Q3: 33,057 shares; 2025Q4: 32,093 shares 32,093$15.7M10.98%-964Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,932 shares; 2024Q4: 176,162 shares; 2025Q1: 187,736 shares; 2025Q2: 191,156 shares; 2025Q3: 191,479 shares; 2025Q4: 198,388 shares 198,388$15.6M10.96%+6,909Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,435 shares; 2024Q4: 57,970 shares; 2025Q1: 60,217 shares; 2025Q2: 61,087 shares; 2025Q3: 61,517 shares; 2025Q4: 61,181 shares 61,181$11.7M8.19%-336Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,464 shares; 2024Q4: 50,776 shares; 2025Q1: 51,932 shares; 2025Q2: 52,817 shares; 2025Q3: 52,540 shares; 2025Q4: 52,733 shares 52,733$11.6M8.13%+193Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,272 shares; 2024Q4: 88,534 shares; 2025Q1: 131,021 shares; 2025Q2: 132,411 shares; 2025Q3: 131,802 shares; 2025Q4: 135,907 shares 135,907$10.6M7.42%+4,105Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,463 shares; 2024Q4: 123,013 shares; 2025Q1: 127,498 shares; 2025Q2: 123,018 shares; 2025Q3: 110,591 shares; 2025Q4: 107,466 shares 107,466$6.31M4.43%-3,125Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,872 shares; 2024Q4: 25,137 shares; 2025Q1: 26,122 shares; 2025Q2: 26,857 shares; 2025Q3: 26,982 shares; 2025Q4: 26,852 shares 26,852$5.62M3.94%-130Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,019 shares; 2024Q4: 19,579 shares; 2025Q1: 26,469 shares; 2025Q2: 25,924 shares; 2025Q3: 22,614 shares; 2025Q4: 22,614 shares 22,614$2.42M1.7%0Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,664 shares; 2024Q4: 21,614 shares; 2025Q1: 26,824 shares; 2025Q2: 25,929 shares; 2025Q3: 22,591 shares; 2025Q4: 22,591 shares 22,591$2.41M1.69%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 680 shares; 2024Q4: 680 shares; 2025Q1: 1,006 shares; 2025Q2: 1,006 shares; 2025Q3: 1,006 shares; 2025Q4: 1,006 shares 1,006$487K0.34%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares 1,200$326K0.23%0Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,832 shares; 2024Q4: not reported; 2025Q1: 1,832 shares; 2025Q2: not reported; 2025Q3: 1,832 shares; 2025Q4: 1,832 shares 1,832$220K0.15%0Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 715 shares; 2024Q4: 715 shares; 2025Q1: 923 shares; 2025Q2: 923 shares; 2025Q3: 715 shares; 2025Q4: 715 shares 715$219K0.15%0Timeline
PNRGPRIMEENERGY RESOURCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,244 shares; 2025Q1: 1,244 shares; 2025Q2: not reported; 2025Q3: 1,244 shares; 2025Q4: 1,244 shares 1,244$213K0.15%0Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 894 shares; 2025Q4: 894 shares 894$204K0.14%0Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,410 shares; 2024Q4: 1,410 shares; 2025Q1: 1,410 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,410 shares 1,410$202K0.14%newTimeline

How Q4 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 0001951757-26-000011 base2026-01-06acceptance time not in the bulk data set