Safir Wealth Advisors, LLC ETF holdings
Greenland, NH
Reported $152.0M in 10 ETFs in its Form 13F for June 30, 2026.
ETF value
$152.0M
ETFs held
10
Change from prior quarter
+11.8%
With price moves
ETFs as a share of its 13F
98.7%
of $153.9M
Top 10 of 10 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VOO | Vanguard S&P 500 ETF | $64.1M | 93,397 | +66 shares |
| BSV | Vanguard Short-Term Bond ETF | $16.7M | 213,718 | +14,555 shares |
| VUG | Vanguard Morningstar Growth ETF | $16.6M | 192,377 | +160,543 shares |
| VTV | Vanguard Morningstar Value ETF | $13.4M | 61,267 | +255 shares |
| VIG | Vanguard Dividend Appreciation ETF | $12.9M | 54,411 | +800 shares |
| BIV | Vanguard Intermediate-Term Bond ETF | $11.0M | 143,732 | +8,230 shares |
| VXF | Vanguard Extended Market ETF | $6.7M | 27,092 | +290 shares |
| VGSH | Vanguard Short-Term Treasury ETF | $5.7M | 98,526 | −8,805 shares |
| MUB | iShares National Muni Bond ETF | $2.5M | 23,079 | No change |
| SUB | iShares Short-Term National Muni Bond ETF | $2.5M | 23,056 | No change |
From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001830103. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Safir Wealth Advisors, LLC own?
Safir Wealth Advisors, LLC reported 10 ETF positions worth $152.0M in its Form 13F for June 30, 2026. The largest was VOO, at $64.1M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.