Safir Wealth Advisors, LLC

Q4 2025 13F-HR Holdings

Location
Greenland, NH
Holdings as of
12/31/2025
Date filed
1/6/2026
Form type
13F-HR
Num holdings
17
Total value ($000)
$142,607
Net value change ($000)
+1,045 (0.7%)
New positions
1
Sold out positions
0
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/28/2025 Next filing: 4/8/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
BIV 292 2.8%
VIG 252 2.2%
VTV 213 1.9%
PEP 202 NEW
AAPL 20 6.5%
MUB 14 0.6%
XOM 13 6.3%
PNRG 5 2.4%
MCD 2 0.9%
Top Reduces (Value $000, Stocks/ETFs)
VGSH -197 -3.0%
VUG -197 -1.2%
MSFT -34 -6.5%
VXF -33 -0.6%
VOO -27 -0.0%
ABBV -3 -1.4%
SUB -2 -0.1%
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