Safir Wealth Advisors, LLC Long-Term Concentrated

Location: Greenland, NH

CIK: 0001830103 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Jul 9, 2026

Total Value: $154M (100.0% shares, 0.0% debt)

Holdings (17)

New Positions (1)

ABBV ABBVIE INC 0.1%

Value $225K Shares 894 Est. Cost $251.64 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
ABBV	ABBVIE INC	894	$225K	0.1%	$251.64	—	COM	00287Y109

Increased Positions (7)

VUG VANGUARD INDEX FDS 10.8%

Value $16.57M (+19.2%) Shares 192,377 (+504.3%) Est. Cost $113.35 Unrealized —

VIG VANGUARD SPECIALIZED FUNDS 8.4%

Value $12.87M (+11.7%) Shares 54,411 (+1.5%) Est. Cost $150.06 Unrealized —

VXF VANGUARD INDEX FDS 4.3%

Value $6.67M (+20.9%) Shares 27,092 (+1.1%) Est. Cost $166.73 Unrealized —

BSV VANGUARD BD INDEX FDS 10.8%

Value $16.65M (+6.6%) Shares 213,718 (+7.3%) Est. Cost $81.37 Unrealized —

BIV VANGUARD BD INDEX FDS 7.2%

Value $11.02M (+5.4%) Shares 143,732 (+6.1%) Est. Cost $84.86 Unrealized —

AAPL APPLE INC 0.3%

Value $465K (+52.8%) Shares 1,608 (+34.0%) Est. Cost $201.82 Unrealized —

MSFT MICROSOFT CORP 0.2%

Value $343K (+36.3%) Shares 920 (+35.3%) Est. Cost $347.82 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VUG	VANGUARD INDEX FDS	192,377 (+504.3%)	$16.57M (+19.2%)	10.8%	$113.35	—	GROWTH ETF	922908736
VIG	VANGUARD SPECIALIZED FUNDS	54,411 (+1.5%)	$12.87M (+11.7%)	8.4%	$150.06	—	DIV APP ETF	921908844
VXF	VANGUARD INDEX FDS	27,092 (+1.1%)	$6.67M (+20.9%)	4.3%	$166.73	—	EXTEND MKT ETF	922908652
BSV	VANGUARD BD INDEX FDS	213,718 (+7.3%)	$16.65M (+6.6%)	10.8%	$81.37	—	SHORT TRM BOND	921937827
BIV	VANGUARD BD INDEX FDS	143,732 (+6.1%)	$11.02M (+5.4%)	7.2%	$84.86	—	INTERMED TERM	921937819
AAPL	APPLE INC	1,608 (+34.0%)	$465K (+52.8%)	0.3%	$201.82	—	COM	037833100
MSFT	MICROSOFT CORP	920 (+35.3%)	$343K (+36.3%)	0.2%	$347.82	—	COM	594918104

Exited Positions (3)

CVX CHEVRON CORPORATION 0.2%

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

MCD MCDONALDS CORP 0.1%

Value $222K Shares 715 Est. Cost $272.60 Unrealized —

PEP PEPSICO INC 0.1%

Value $219K Shares 1,410 Est. Cost $145.91 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CVX	CHEVRON CORPORATION	1,163	$241K	0.2%	$171.87	—	—	166764100
MCD	MCDONALDS CORP	715	$222K	0.1%	$272.60	—	—	580135101
PEP	PEPSICO INC	1,410	$219K	0.1%	$145.91	—	—	713448108

Decreased Positions (1)

VGSH VANGUARD SCOTTSDALE FDS 3.7%

Value $5.734M (-8.7%) Shares 98,526 (-8.2%) Est. Cost $61.34 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VGSH	VANGUARD SCOTTSDALE FDS	98,526 (-8.2%)	$5.734M (-8.7%)	3.7%	$61.34	—	SHORT TERM TREAS	92206C102

Unchanged Positions (8)

VOO VANGUARD INDEX FDS 41.7%

Value $64.15M Shares 93,397 Est. Cost $354.97 Unrealized —

VTV VANGUARD INDEX FDS 8.7%

Value $13.35M Shares 61,267 Est. Cost $126.99 Unrealized —

PNRG PRIMEENERGY RESOURCES CORP 0.1%

Value $208K Shares 1,244 Est. Cost $162.50 Unrealized —

XOM EXXON MOBIL CORP 0.2%

Value $250K Shares 1,832 Est. Cost $109.70 Unrealized —

MUB ISHARES TR 1.6%

Value $2.484M Shares 23,079 Est. Cost $109.79 Unrealized —

IMO IMPERIAL OIL LTD 0.1%

Value $202K Shares 1,800 Est. Cost $104.95 Unrealized —

JNJ JOHNSON & JOHNSON 0.2%

Value $243K Shares 957 Est. Cost $227.87 Unrealized —

SUB ISHARES TR 1.6%

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

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VOO	VANGUARD INDEX FDS	93,397	$64.15M	41.7%	$354.97	—	S&P 500 ETF SHS	922908363
VTV	VANGUARD INDEX FDS	61,267	$13.35M	8.7%	$126.99	—	VALUE ETF	922908744
PNRG	PRIMEENERGY RESOURCES CORP	1,244	$208K	0.1%	$162.50	—	COM	74158E104
XOM	EXXON MOBIL CORP	1,832	$250K	0.2%	$109.70	—	COM	30231G102
MUB	ISHARES TR	23,079	$2.484M	1.6%	$109.79	—	NATIONAL MUN ETF	464288414
IMO	IMPERIAL OIL LTD	1,800	$202K	0.1%	$104.95	—	COM NEW	453038408
JNJ	JOHNSON & JOHNSON	957	$243K	0.2%	$227.87	—	COM	478160104
SUB	ISHARES TR	23,056	$2.455M	1.6%	$106.01	—	SHRT NAT MUN ETF	464288158