Safir Wealth Advisors, LLC

Q3 2026 13F-HR Holdings

Location
Greenland, NH
Holdings as of
9/30/2026
Date filed
10/16/2026
Form type
13F-HR
Num holdings
18
Total value ($000)
$156,627
Net value change ($000)
+2,729 (1.8%)
New positions
2
Sold out positions
1
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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 1,881 2.9%
VUG 950 5.7%
EXXONMOBIL HOLDINGS CORP 298 NEW
CVX 237 NEW
MSFT 129 37.6%
AAPL 70 15.1%
VIG 63 0.5%
PNRG 38 18.3%
IMO 19 9.4%
SUB 15 0.6%
Top Reduces (Value $000, Stocks/ETFs)
VXF -414 -6.2%
VGSH -319 -5.6%
XOM -250 -100.0%
BIV -170 -1.5%
MUB -93 -3.7%
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