Safir Wealth Advisors, LLC

Q2 2026 13F-HR Holdings

Location
Greenland, NH
Holdings as of
6/30/2026
Date filed
7/9/2026
Form type
13F-HR
Num holdings
17
Total value ($000)
$153,898
Net value change ($000)
+15,637 (11.3%)
New positions
1
Sold out positions
3
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 8,376 15.0%
VUG 2,666 19.2%
VTV 1,382 11.5%
VIG 1,345 11.7%
VXF 1,154 20.9%
BIV 566 5.4%
ABBV 225 NEW
AAPL 160 52.5%
MSFT 91 36.1%
MUB 34 1.4%
Top Reduces (Value $000, Stocks/ETFs)
VGSH -549 -8.7%
CVX -241 -100.0%
MCD -222 -100.0%
PEP -219 -100.0%
PNRG -82 -28.3%
XOM -61 -19.6%
IMO -33 -14.0%
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