Safir Wealth Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Greenland, NH
Holdings as of
3/31/2026
Date filed
4/8/2026
Form type
13F-HR
Num holdings
19
Total value ($000)
$138,261
Net value change ($000)
-4,346 (-3.0%)
New positions
3
Sold out positions
1
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
VTV 285 2.4%
CVX 241 NEW
IMO 235 NEW
JNJ 234 NEW
XOM 91 41.4%
PNRG 77 36.2%
SUB 45 1.9%
MUB 28 1.2%
PEP 17 8.4%
MCD 3 1.4%
Top Reduces (Value $000, Stocks/ETFs)
VOO -3,056 -5.2%
VUG -1,752 -11.2%
MSFT -235 -48.3%
ABBV -204 -100.0%
BIV -126 -1.2%
VXF -99 -1.8%
VIG -60 -0.5%
VGSH -28 -0.4%
AAPL -21 -6.4%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type