Safir Wealth Advisors, LLC Long-Term Concentrated

Location: Greenland, NH

CIK: 0001830103 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 9, 2026

Total Value: $138M (100.0% shares, 0.0% debt)

Holdings (19)

VOO VANGUARD INDEX FDS 40.3%

Value $55.77M Shares 93,331 Est. Cost $354.97 Unrealized —

BSV VANGUARD BD INDEX FDS 11.3%

Value $15.62M Shares 199,163 Est. Cost $81.62 Unrealized —

VUG VANGUARD INDEX FDS 10.1%

Value $13.9M Shares 31,834 Est. Cost $250.56 Unrealized —

VTV VANGUARD INDEX FDS 8.7%

Value $11.97M Shares 61,012 Est. Cost $126.99 Unrealized —

VIG VANGUARD SPECIALIZED FUNDS 8.3%

Value $11.53M Shares 53,611 Est. Cost $148.77 Unrealized —

BIV VANGUARD BD INDEX FDS 7.6%

Value $10.46M Shares 135,502 Est. Cost $85.35 Unrealized —

VGSH VANGUARD SCOTTSDALE FDS 4.5%

Value $6.283M Shares 107,331 Est. Cost $61.34 Unrealized —

VXF VANGUARD INDEX FDS 4.0%

Value $5.516M Shares 26,802 Est. Cost $165.87 Unrealized —

SUB ISHARES TR 1.8%

Value $2.455M Shares 23,056 Est. Cost $106.01 Unrealized —

MUB ISHARES TR 1.8%

Value $2.45M Shares 23,079 Est. Cost $109.79 Unrealized —

XOM EXXON MOBIL CORP 0.2%

Value $311K Shares 1,832 Est. Cost $109.70 Unrealized +26.5%

AAPL APPLE INC 0.2%

Value $305K Shares 1,200 Est. Cost $172.06 Unrealized +52.8%

PNRG PRIMEENERGY RESOURCES CORP 0.2%

Value $290K Shares 1,244 Est. Cost $162.50 Unrealized +10.0%

MSFT MICROSOFT CORP 0.2%

Value $252K Shares 680 Est. Cost $338.93 Unrealized +28.2%

CVX CHEVRON CORPORATION 0.2%

Value $241K Shares 1,163 Est. Cost $171.87 Unrealized 0.0%

IMO IMPERIAL OIL LTD 0.2%

Value $235K Shares 1,800 Est. Cost $104.95 Unrealized 0.0%

JNJ JOHNSON & JOHNSON 0.2%

Value $234K Shares 957 Est. Cost $227.87 Unrealized 0.0%

MCD MCDONALDS CORP 0.2%

Value $222K Shares 715 Est. Cost $272.60 Unrealized +16.4%

PEP PEPSICO INC 0.2%

Value $219K Shares 1,410 Est. Cost $145.91 Unrealized +6.1%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VOO	VANGUARD INDEX FDS	93,331	$55.77M	40.3%	$354.97	—	S&P 500 ETF SHS	922908363
BSV	VANGUARD BD INDEX FDS	199,163	$15.62M	11.3%	$81.62	—	SHORT TRM BOND	921937827
VUG	VANGUARD INDEX FDS	31,834	$13.9M	10.1%	$250.56	—	GROWTH ETF	922908736
VTV	VANGUARD INDEX FDS	61,012	$11.97M	8.7%	$126.99	—	VALUE ETF	922908744
VIG	VANGUARD SPECIALIZED FUNDS	53,611	$11.53M	8.3%	$148.77	—	DIV APP ETF	921908844
BIV	VANGUARD BD INDEX FDS	135,502	$10.46M	7.6%	$85.35	—	INTERMED TERM	921937819
VGSH	VANGUARD SCOTTSDALE FDS	107,331	$6.283M	4.5%	$61.34	—	SHORT TERM TREAS	92206C102
VXF	VANGUARD INDEX FDS	26,802	$5.516M	4.0%	$165.87	—	EXTEND MKT ETF	922908652
SUB	ISHARES TR	23,056	$2.455M	1.8%	$106.01	—	SHRT NAT MUN ETF	464288158
MUB	ISHARES TR	23,079	$2.45M	1.8%	$109.79	—	NATIONAL MUN ETF	464288414
XOM	EXXON MOBIL CORP	1,832	$311K	0.2%	$109.70	+26.5%	COM	30231G102
AAPL	APPLE INC	1,200	$305K	0.2%	$172.06	+52.8%	COM	037833100
PNRG	PRIMEENERGY RESOURCES CORP	1,244	$290K	0.2%	$162.50	+10.0%	COM	74158E104
MSFT	MICROSOFT CORP	680	$252K	0.2%	$338.93	+28.2%	COM	594918104
CVX	CHEVRON CORPORATION	1,163	$241K	0.2%	$171.87	0.0%	COM	166764100
IMO	IMPERIAL OIL LTD	1,800	$235K	0.2%	$104.95	0.0%	COM NEW	453038408
JNJ	JOHNSON & JOHNSON	957	$234K	0.2%	$227.87	0.0%	COM	478160104
MCD	MCDONALDS CORP	715	$222K	0.2%	$272.60	+16.4%	COM	580135101
PEP	PEPSICO INC	1,410	$219K	0.2%	$145.91	+6.1%	COM	713448108