Safir Wealth Advisors, LLC
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Feb 2026 to Oct 2026 | $198,182,483 | Individuals and high net worth (100%) |
| Feb 2025 to Jan 2026 | $176,459,718 | Individuals and high net worth (100%) |
| Feb 2024 to Jan 2025 | $141,742,042 | Individuals and high net worth (100%) |
| May 2023 to Jan 2024 | $126,237,325 | Individuals and high net worth (100%) |
| Mar 2023 to Apr 2023 | $126,237,325 | Individuals and high net worth (100%) |
| Mar 2022 to Feb 2023 | $148,989,267 | Individuals and high net worth (100%) |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 96.3%; sector active share 89.4% against the combined 13F book's sector weights.
Over time 23 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
18 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026Portfolio Trend
Sector Breakdown
As of Sep 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 98.3% | $143,012,270 |
| Technology | 0.7% | $1,007,364 |
| Energy | 0.7% | $1,002,834 |
| Healthcare | 0.3% | $487,217 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BSV | VANGUARD SHORT-TERM BOND INDEX FUND | +7,370 | 221,088 | $16,891,123 | |
| BIV | Vanguard Bond Index Funds | +5,241 | 148,973 | $10,854,172 | |
| VUG | VANGUARD GROWTH INDEX FUND | +2,065 | 194,442 | $17,521,168 | |
| VIG | Vanguard Specialized Funds | +1,044 | 55,455 | $12,938,206 | |
| VOO | VANGUARD 500 INDEX FUND | +812 | 94,209 | $66,027,319 | |
| VTV | VANGUARD VALUE INDEX FUND | +585 | 61,852 | $13,364,980 | |
| MUB | iShares National Muni Bond ETF | +575 | 23,654 | $0 | |
| SUB | iShares Short-Term National Muni Bond ETF | +575 | 23,631 | $0 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VGSH | VANGUARD SHORT-TERM TREASURY INDEX FUND | −4,445 | 94,081 | $5,415,302 | |
| — | −85 | 27,007 | $0 | ||
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CVX | Chevron Corp | 1,163 | $237,496 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| VOO |
VANGUARD 500 INDEX FUND
|
Added | 94,209 | $66,027,319 | 45.38% | |
| VUG |
VANGUARD GROWTH INDEX FUND
|
Added | 194,442 | $17,521,168 | 12.04% | |
| BSV |
VANGUARD SHORT-TERM BOND INDEX FUND
|
Added | 221,088 | $16,891,123 | 11.61% | |
| VTV |
VANGUARD VALUE INDEX FUND
|
Added | 61,852 | $13,364,980 | 9.18% | |
| VIG |
Vanguard Specialized Funds
|
Added | 55,455 | $12,938,206 | 8.89% | |
| BIV |
Vanguard Bond Index Funds
|
Added | 148,973 | $10,854,172 | 7.46% | |
| VGSH |
VANGUARD SHORT-TERM TREASURY INDEX FUND
|
Reduced | 94,081 | $5,415,302 | 3.72% | |
| AAPL |
Apple Inc.
Technology
|
Held | 1,608 | $535,496 | 0.37% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 920 | $471,868 | 0.32% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Held | 1,832 | $298,158 | 0.20% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 957 | $253,356 | 0.17% | |
| PNRG |
Primeenergy Resources Corp
Energy
|
Held | 1,244 | $245,690 | 0.17% | |
| CVX |
Chevron Corp
Energy
|
NEW | 1,163 | $237,496 | 0.16% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Held | 894 | $233,861 | 0.16% | |
| IMO |
Imperial Oil Ltd
Energy
|
Held | 1,800 | $221,490 | 0.15% | |
|
|
Reduced | 27,007 | $0 | 0.00% | ||
| MUB |
iShares National Muni Bond ETF
|
Added | 23,654 | $0 | 0.00% | |
| SUB |
iShares Short-Term National Muni Bond ETF
|
Added | 23,631 | $0 | 0.00% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.