Safir Wealth Advisors, LLC Long-Term Concentrated

Location: Greenland, NH

CIK: 0001830103 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 6, 2026

Total Value: $143M (100.0% shares, 0.0% debt)

Holdings (17)

VOO VANGUARD INDEX FDS 41.3%

Value $58.83M Shares 93,802 Est. Cost $354.97 Unrealized —

VUG VANGUARD INDEX FDS 11.0%

Value $15.66M Shares 32,093 Est. Cost $250.56 Unrealized —

BSV VANGUARD BD INDEX FDS 11.0%

Value $15.63M Shares 198,388 Est. Cost $81.62 Unrealized —

VTV VANGUARD INDEX FDS 8.2%

Value $11.69M Shares 61,181 Est. Cost $126.99 Unrealized —

VIG VANGUARD SPECIALIZED FUNDS 8.1%

Value $11.59M Shares 52,733 Est. Cost $147.67 Unrealized —

BIV VANGUARD BD INDEX FDS 7.4%

Value $10.58M Shares 135,907 Est. Cost $85.35 Unrealized —

VGSH VANGUARD SCOTTSDALE FDS 4.4%

Value $6.311M Shares 107,466 Est. Cost $61.34 Unrealized —

VXF VANGUARD INDEX FDS 3.9%

Value $5.615M Shares 26,852 Est. Cost $165.87 Unrealized —

MUB ISHARES TR 1.7%

Value $2.422M Shares 22,614 Est. Cost $109.86 Unrealized —

SUB ISHARES TR 1.7%

Value $2.41M Shares 22,591 Est. Cost $106.00 Unrealized —

MSFT MICROSOFT CORP 0.3%

Value $487K Shares 1,006 Est. Cost $338.93 Unrealized +47.7%

AAPL APPLE INC 0.2%

Value $326K Shares 1,200 Est. Cost $172.06 Unrealized +56.0%

XOM EXXON MOBIL CORP 0.2%

Value $220K Shares 1,832 Est. Cost $109.70 Unrealized +5.3%

MCD MCDONALDS CORP 0.2%

Value $219K Shares 715 Est. Cost $272.60 Unrealized +11.9%

PNRG PRIMEENERGY RESOURCES CORP 0.1%

Value $213K Shares 1,244 Est. Cost $162.50 Unrealized -1.1%

ABBV ABBVIE INC 0.1%

Value $204K Shares 894 Est. Cost $201.95 Unrealized +12.7%

PEP PEPSICO INC 0.1%

Value $202K Shares 1,410 Est. Cost $145.91 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VOO	VANGUARD INDEX FDS	93,802	$58.83M	41.3%	$354.97	—	S&P 500 ETF SHS	922908363
VUG	VANGUARD INDEX FDS	32,093	$15.66M	11.0%	$250.56	—	GROWTH ETF	922908736
BSV	VANGUARD BD INDEX FDS	198,388	$15.63M	11.0%	$81.62	—	SHORT TRM BOND	921937827
VTV	VANGUARD INDEX FDS	61,181	$11.69M	8.2%	$126.99	—	VALUE ETF	922908744
VIG	VANGUARD SPECIALIZED FUNDS	52,733	$11.59M	8.1%	$147.67	—	DIV APP ETF	921908844
BIV	VANGUARD BD INDEX FDS	135,907	$10.58M	7.4%	$85.35	—	INTERMED TERM	921937819
VGSH	VANGUARD SCOTTSDALE FDS	107,466	$6.311M	4.4%	$61.34	—	SHORT TERM TREAS	92206C102
VXF	VANGUARD INDEX FDS	26,852	$5.615M	3.9%	$165.87	—	EXTEND MKT ETF	922908652
MUB	ISHARES TR	22,614	$2.422M	1.7%	$109.86	—	NATIONAL MUN ETF	464288414
SUB	ISHARES TR	22,591	$2.41M	1.7%	$106.00	—	SHRT NAT MUN ETF	464288158
MSFT	MICROSOFT CORP	1,006	$487K	0.3%	$338.93	+47.7%	COM	594918104
AAPL	APPLE INC	1,200	$326K	0.2%	$172.06	+56.0%	COM	037833100
XOM	EXXON MOBIL CORP	1,832	$220K	0.2%	$109.70	+5.3%	COM	30231G102
MCD	MCDONALDS CORP	715	$219K	0.2%	$272.60	+11.9%	COM	580135101
PNRG	PRIMEENERGY RESOURCES CORP	1,244	$213K	0.1%	$162.50	-1.1%	COM	74158E104
ABBV	ABBVIE INC	894	$204K	0.1%	$201.95	+12.7%	COM	00287Y109
PEP	PEPSICO INC	1,410	$202K	0.1%	$145.91	0.0%	COM	713448108