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Safir Wealth Advisors, LLC

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13F filer, CIK 1830103, GREENLAND, NH

Safir Wealth Advisors, LLC reported $138,261,475 across 19 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-09. Its ten largest share positions make up 98.33% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001951757-26-000554

Period
2026-03-31
Reported value
$138M
Holdings
19
Top 10 weight
98.33%
New
3
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CVXnew+1,163$241K
IMOnew+1,800$235K
JNJnew+957$234K
VIGadded+878$189K
BSVadded+775$60.8K

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-471-$281K
ABBVexited-894-$204K
MSFTreduced-326-$121K
VUGreduced-259-$113K
VTVreduced-169-$33.2K

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, Q1 2026

Share positions as resolved from 13F-HR 0001951757-26-000554, largest first. % of portfolio is the value over $138,261,475, 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; 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; 2026Q1: 93,331 shares 93,331$55.8M40.34%-471Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 199,163 shares 199,163$15.6M11.29%+775Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 31,834 shares 31,834$13.9M10.06%-259Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 61,012 shares 61,012$12M8.66%-169Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 53,611 shares 53,611$11.5M8.34%+878Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 135,502 shares 135,502$10.5M7.56%-405Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 107,331 shares 107,331$6.28M4.54%-135Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 26,802 shares 26,802$5.52M3.99%-50Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 23,056 shares 23,056$2.46M1.78%+465Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 23,079 shares 23,079$2.45M1.77%+465Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,832 shares; 2024Q4: not reported; 2025Q1: 1,832 shares; 2025Q2: not reported; 2025Q3: 1,832 shares; 2025Q4: 1,832 shares; 2026Q1: 1,832 shares 1,832$311K0.22%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,200 shares 1,200$305K0.22%0Timeline
PNRGPRIMEENERGY RESOURCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,244 shares; 2025Q1: 1,244 shares; 2025Q2: not reported; 2025Q3: 1,244 shares; 2025Q4: 1,244 shares; 2026Q1: 1,244 shares 1,244$290K0.21%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 680 shares; 2024Q4: 680 shares; 2025Q1: 1,006 shares; 2025Q2: 1,006 shares; 2025Q3: 1,006 shares; 2025Q4: 1,006 shares; 2026Q1: 680 shares 680$252K0.18%-326Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,163 shares 1,163$241K0.17%newTimeline
IMOIMPERIAL OIL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,800 shares 1,800$235K0.17%newTimeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,357 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 957 shares 957$234K0.17%newTimeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 715 shares; 2024Q4: 715 shares; 2025Q1: 923 shares; 2025Q2: 923 shares; 2025Q3: 715 shares; 2025Q4: 715 shares; 2026Q1: 715 shares 715$222K0.16%0Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,410 shares; 2024Q4: 1,410 shares; 2025Q1: 1,410 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,410 shares; 2026Q1: 1,410 shares 1,410$219K0.16%0Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
ABBVABBVIE INC894$204Kshares

How Q1 2026 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 0001951757-26-000554 base2026-04-09acceptance time not in the bulk data set