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Safir Wealth Advisors, LLC

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13F filer, CIK 1830103, GREENLAND, NH

Safir Wealth Advisors, LLC reported $153,897,949 across 17 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-09. Its ten largest share positions make up 98.74% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001951757-26-000966

Period
2026-06-30
Reported value
$154M
Holdings
17
Top 10 weight
98.74%
New
1
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VUGadded+160,543$13.8M
BSVadded+14,555$1.13M
BIVadded+8,230$631K
ABBVnew+894$225K
VIGadded+800$189K

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
VGSHreduced-8,805-$512K
CVXexited-1,163-$241K
MCDexited-715-$222K
PEPexited-1,410-$219K

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 2026

Share positions as resolved from 13F-HR 0001951757-26-000966, largest first. % of portfolio is the value over $153,897,949, 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; 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; 2026Q2: 93,397 shares 93,397$64.1M41.68%+66Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 213,718 shares 213,718$16.7M10.82%+14,555Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 192,377 shares 192,377$16.6M10.77%+160,543Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 61,267 shares 61,267$13.4M8.68%+255Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 54,411 shares 54,411$12.9M8.37%+800Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 143,732 shares 143,732$11M7.16%+8,230Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 27,092 shares 27,092$6.67M4.33%+290Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 98,526 shares 98,526$5.73M3.73%-8,805Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 23,079 shares 23,079$2.48M1.61%0Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 23,056 shares 23,056$2.45M1.6%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,608 shares 1,608$465K0.3%+408Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 920 shares 920$343K0.22%+240Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,832 shares 1,832$250K0.16%0Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,357 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 957 shares; 2026Q2: 957 shares 957$243K0.16%0Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 894 shares; 2025Q4: 894 shares; 2026Q1: not reported; 2026Q2: 894 shares 894$225K0.15%newTimeline
PNRGPRIMEENERGY RESOURCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,244 shares 1,244$208K0.13%0Timeline
IMOIMPERIAL OIL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,800 shares; 2026Q2: 1,800 shares 1,800$202K0.13%0Timeline

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
CVXCHEVRON CORPORATION1,163$241Kshares
MCDMCDONALDS CORP715$222Kshares
PEPPEPSICO INC1,410$219Kshares

How Q2 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 0001951757-26-000966 base2026-07-09acceptance time not in the bulk data set