Safir Wealth Advisors, LLC
All 13F Filings
- Location
- Greenland, NH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 153,898
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/9/2026 | 17 | 153,898 | 13F-HR | Safir Wealth Advisors, LLC |
| Q1 2026 | 4/8/2026 | 19 | 138,261 | 13F-HR | Safir Wealth Advisors, LLC |
| Q4 2025 | 1/6/2026 | 17 | 142,607 | 13F-HR | Safir Wealth Advisors, LLC |
| Q3 2025 | 10/28/2025 | 16 | 141,562 | 13F-HR | Safir Wealth Advisors, LLC |
| Q2 2025 | 7/22/2025 | 13 | 136,291 | 13F-HR | Safir Wealth Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.936 K | 1.3% | 0 | 373 | -373 |
| ETFs | 135.3 K | 87.9% | 14.97 K | 0 | 14.97 K |
| Debt | 16.65 K | 10.8% | 1.035 K | 0 | 1.035 K |
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Fund Snapshot
Q2 2026
Latest filed
7/9/2026
Total value ($000)
153,898
Holdings
17
QoQ value change ($000)
15,637
(11.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.