Safir Wealth Advisors, LLC — 13F holdings

Safir Wealth Advisors, LLC reported 18 holdings worth $157M in its 13F filing for Q3 2026, filed October 16, 2026.

Largest positions

  1. VOO VANGUARD INDEX FDS — $66.0M (42.2%)
  2. VUG VANGUARD INDEX FDS — $17.5M (11.2%)
  3. BSV VANGUARD BD INDEX FDS — $16.9M (10.8%)
  4. VTV VANGUARD INDEX FDS — $13.4M (8.5%)
  5. VIG VANGUARD SPECIALIZED FUNDS — $12.9M (8.3%)
  6. BIV VANGUARD BD INDEX FDS — $10.9M (6.9%)
  7. VXF VANGUARD INDEX FDS — $6.26M (4.0%)
  8. VGSH VANGUARD SCOTTSDALE FDS — $5.42M (3.5%)
  9. SUB ISHARES TR — $2.47M (1.6%)
  10. MUB ISHARES TR — $2.39M (1.5%)