Institutional Fund
Safir Wealth Advisors, LLC
Greenland, NHCIK 18301035 filings on record
Portfolio Value
$138.26M
Q1 2026
Holdings
19
Reported positions
New Buys
3
Opened this quarter
QoQ Change
-3.0%
from $142.61M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds40.3%
- Vanguard Bd Index Fds11.3%
- Vanguard Index Fds10.1%
- Vanguard Index Fds8.7%
- Vanguard Specialized Funds8.3%
- Vanguard Bd Index Fds7.6%
- Other13.8%
Portfolio Holdings
19 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 93.3K | $55.77M | 40.3% | −471 | Reduced |
| 2 | Vanguard Bd Index Fds | 199.2K | $15.62M | 11.3% | +775 | Added |
| 3 | Vanguard Index Fds | 31.8K | $13.90M | 10.1% | −259 | Reduced |
| 4 | Vanguard Index Fds | 61.0K | $11.97M | 8.7% | −169 | Reduced |
| 5 | Vanguard Specialized Funds | 53.6K | $11.53M | 8.3% | +878 | Added |
| 6 | Vanguard Bd Index Fds | 135.5K | $10.46M | 7.6% | −405 | Reduced |
| 7 | Vanguard Scottsdale Fds | 107.3K | $6.28M | 4.5% | −135 | Reduced |
| 8 | Vanguard Index Fds | 26.8K | $5.52M | 4.0% | −50 | Reduced |
| 9 | Ishares Tr | 23.1K | $2.46M | 1.8% | +465 | Added |
| 10 | Ishares Tr | 23.1K | $2.45M | 1.8% | +465 | Added |
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