Safir Wealth Advisors, LLC
All 13F Filings
- Location
- Greenland, NH
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 138,261
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| 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 | 2.309 K | 1.7% | 0 | 16.46 K | -16.46 K |
| ETFs | 120.3 K | 87.0% | 12.13 K | 0 | 12.13 K |
| Debt | 15.62 K | 11.3% | 0 | 19 | -19 |
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Fund Snapshot
Q1 2026
Latest filed
4/8/2026
Total value ($000)
138,261
Holdings
19
QoQ value change ($000)
-4,346
(-3.0%)
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.