Safir Wealth Advisors, LLC: 13F holdings
CIK 18301032026Q2
| Positions | 17 |
|---|
| Reported value | $153.9m |
|---|
| Filed | 2026-07-09 |
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Change since last quarter
| Positions | 17 (-2 vs prior quarter) |
|---|
| Reported value | $153.9m (+11.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD INDEX FDS | 93,397 | $64.1m | 41.7% |
| BSV VANGUARD BD INDEX FDS | 213,718 | $16.7m | 10.8% |
| VUG VANGUARD INDEX FDS | 192,377 | $16.6m | 10.8% |
| VTV VANGUARD INDEX FDS | 61,267 | $13.4m | 8.7% |
| VIG VANGUARD SPECIALIZED FUNDS | 54,411 | $12.9m | 8.4% |
| BIV VANGUARD BD INDEX FDS | 143,732 | $11.0m | 7.2% |
| VXF VANGUARD INDEX FDS | 27,092 | $6.7m | 4.3% |
| VGSH VANGUARD SCOTTSDALE FDS | 98,526 | $5.7m | 3.7% |
| MUB ISHARES TR | 23,079 | $2.5m | 1.6% |
| SUB ISHARES TR | 23,056 | $2.5m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1830103")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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