Data as of Q4 2025 (Dec 31, 2025)

Safir Wealth Advisors, LLC

•CIK: 1830103•Filing: Q4 2025

**Safir Wealth Advisors, LLC** manages $143M across a concentrated portfolio of 17 positions. The strategy exhibits a strong tilt toward broad market exposure, evidenced by the top holding in VOO at $58.8M. Significant allocations are also directed toward growth and sector-specific themes, notably VUG ($15.7M) and BSV ($15.6M). This structure suggests a core mandate focused on established index performance supplemented by targeted thematic overweighting.

Total AUM
$142.6M
QoQ Performance
+0.7%
Positions
12
Top 10 Concentration
98.7%
Latest Filing
Q4 2025

Top Holdings Allocation

VOO
VUG
BSV
VTV
VIG
BIV
VOO41.3%
VUG11.0%
BSV11.0%
VTV8.2%
VIG8.1%
BIV7.4%
VGSH4.4%
VXF3.9%

📈 Biggest Buys

BSV
VANGUARD BD INDEX FDS
+3.6%
11.0% of portfolio
BIV
VANGUARD BD INDEX FDS
+3.1%
7.4% of portfolio
PEP
PEPSICO INC
NEW
0.1% of portfolio
VIG
VANGUARD SPECIALIZED FUNDS
+0.4%
8.1% of portfolio

📉 Biggest Sells

VOO
VANGUARD INDEX FDS
-2.4%
41.3% of portfolio
VUG
VANGUARD INDEX FDS
-2.9%
11.0% of portfolio
VGSH
VANGUARD SCOTTSDALE FDS
-2.8%
4.4% of portfolio
VTV
VANGUARD INDEX FDS
-0.5%
8.2% of portfolio
VXF
VANGUARD INDEX FDS
-0.5%
3.9% of portfolio

Sector Breakdown

Other57.6%
ETF41.3%
Technology0.6%
Energy0.2%
Consumer0.2%
Healthcare0.1%
Consumer Staples0.1%

Changes from Q3 2025

NEW1 new position
↑3 increased
↓5 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

VOO41.3%
VANGUARD INDEX FDS
$58.8M
VUG11.0%
VANGUARD INDEX FDS
$15.7M
BSV11.0%
VANGUARD BD INDEX FDS
$15.6M
VTV8.2%
VANGUARD INDEX FDS
$11.7M
VIG8.1%
VANGUARD SPECIALIZED FUNDS
$11.6M

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