Safir Wealth Advisors
GREENLAND, NHfiles as Safir Wealth Advisors, LLC
$154m in 17 US stocks at the end of 30 June 2026. The top 10 are 98.7% of the money. It changed about 2.7% of the portfolio this quarter.
Value
$154m
Stocks
17
Top 10 share
98.7%
Turnover
2.7%
What changed this quarter
New
Bought for the first time this quarter.
- AbbVieABBV0.1% of the fund
Added
Bought more of a stock they already held.
- Vanguard BD Index FDSBSV10.8% of the fund+7%
- Vanguard BD Index FDSBIV7.2% of the fund+6%
- AppleAAPL0.3% of the fund+34%
- MicrosoftMSFT0.2% of the fund+35%
Cut
Sold some of their stake.
- Vanguard Scottsdale FDSVGSH3.7% of the fund-8%
Sold out
Sold their entire stake.
- ChevronCVX-100%
- McDonald'sMCD-100%
- PepsiCoPEP-100%
Holdings
- Vanguard Index FDSVOO
- Share
- 41.7%
- Value
- $64m
- Shares
- 93,397
Held
- Vanguard BD Index FDSBSV
- Share
- 10.8%
- Value
- $17m
- Shares
- 213,718
+7%
- Vanguard Index FDSVUG
- Share
- 10.8%
- Value
- $17m
- Shares
- 192,377
Held
- Vanguard Index FDSVTV
- Share
- 8.7%
- Value
- $13m
- Shares
- 61,267
Held
- Vanguard Specialized FundsVIG
- Share
- 8.4%
- Value
- $13m
- Shares
- 54,411
Held
- Vanguard BD Index FDSBIV
- Share
- 7.2%
- Value
- $11m
- Shares
- 143,732
+6%
- Vanguard Index FDSVXF
- Share
- 4.3%
- Value
- $7m
- Shares
- 27,092
Held
- Vanguard Scottsdale FDSVGSH
- Share
- 3.7%
- Value
- $6m
- Shares
- 98,526
-8%
- Ishares TRMUB
- Share
- 1.6%
- Value
- $2m
- Shares
- 23,079
Held
- Ishares TRSUB
- Share
- 1.6%
- Value
- $2m
- Shares
- 23,056
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Vanguard Index FDSVOO | 41.7% | $64m | 93,397 | Held |
| Vanguard BD Index FDSBSV | 10.8% | $17m | 213,718 | +7% |
| Vanguard Index FDSVUG | 10.8% | $17m | 192,377 | Held |
| Vanguard Index FDSVTV | 8.7% | $13m | 61,267 | Held |
| Vanguard Specialized FundsVIG | 8.4% | $13m | 54,411 | Held |
| Vanguard BD Index FDSBIV | 7.2% | $11m | 143,732 | +6% |
| Vanguard Index FDSVXF | 4.3% | $7m | 27,092 | Held |
| Vanguard Scottsdale FDSVGSH | 3.7% | $6m | 98,526 | -8% |
| Ishares TRMUB | 1.6% | $2m | 23,079 | Held |
| Ishares TRSUB | 1.6% | $2m | 23,056 | Held |
| AppleAAPL | 0.3% | $465,291 | 1,608 | +34% |
| MicrosoftMSFT | 0.2% | $343,178 | 920 | +35% |
| ExxonMobil HoldingsXOM | 0.2% | $250,471 | 1,832 | Held |
| Johnson & JohnsonJNJ | 0.2% | $243,049 | 957 | Held |
| AbbVieABBV | 0.1% | $224,966 | 894 | New |
| Primeenergy ResourcesPNRG | 0.1% | $207,611 | 1,244 | Held |
| Imperial OilIMO | 0.1% | $201,636 | 1,800 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 12.9% since 30 June 2025.
Where the money is
Technology0.5%
Energy0.4%
Health care0.3%
Other98.7%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.