Safir Wealth Advisors, LLC

Q3 2025 13F-HR Holdings

Location
Greenland, NH
Holdings as of
9/30/2025
Date filed
10/28/2025
Form type
13F-HR
Num holdings
16
Total value ($000)
$141,562
Net value change ($000)
+5,271 (3.9%)
New positions
3
Sold out positions
0
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/22/2025 Next filing: 1/6/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VOO 3,410 6.2%
VUG 786 5.2%
VTV 676 6.3%
VIG 528 4.9%
VXF 472 9.1%
PNRG 208 NEW
ABBV 207 NEW
XOM 207 NEW
AAPL 60 24.4%
BIV 51 0.5%
Top Reduces (Value $000, Stocks/ETFs)
VGSH -723 -10.0%
SUB -345 -12.5%
MUB -301 -11.1%
MCD -53 -19.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type