Safir Wealth Advisors, LLC holds a concentrated book of 17 stocks worth $153.9M as of Q2 2026 (disclosed Jul 9, 2026, a ~45-day 13F lag). This quarter they opened Abbvie Inc and trimmed Vanguard Short-Term Treasury. Their largest long position is Vanguard S&P 500 ETF at 42% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1830103/holdings"
Use Arkolith to show Safir Wealth Advisors, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
1% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Safir Wealth Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 20 / 17 | $716.7B |
| FMR LLC | 20 / 17 | $201.2B |
| MORGAN STANLEY | 20 / 17 | $193.6B |
| JPMORGAN CHASE & CO | 20 / 17 | $190.7B |
| BANK OF AMERICA CORP /DE/ | 20 / 17 | $172.0B |
| NORTHERN TRUST CORP | 20 / 17 | $99.8B |
| GOLDMAN SACHS GROUP INC | 20 / 17 | $82.4B |
| Bank of New York Mellon Corp | 20 / 17 | $68.1B |
Ranked by how many of Safir Wealth Advisors, LLC's top 17 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS S&P 500 ETF SHS | $64.1M | 93.4K | 41.7% | ▲+0.1% Added · +66 sh | |
| 2 | Vanguard BD Index FDS SHORT TRM BOND | $16.7M | 213.7K | 10.8% | ▲+7.3% Added · +15K sh | |
| 3 | Vanguard Index FDS GROWTH ETF | $16.6M | 192.4K | 10.8% | ▲+504% Added · +161K sh | |
| 4 | Vanguard Index FDS VALUE ETF | $13.4M | 61.3K | 8.7% | ▲+0.4% Added · +255 sh | |
| 5 | Vanguard Specialized Funds DIV APP ETF | $12.9M | 54.4K | 8.4% | ▲+1.5% Added · +800 sh | |
| 6 | Vanguard BD Index FDS INTERMED TERM | $11.0M | 143.7K | 7.2% | ▲+6.1% Added · +8K sh | |
| 7 | Vanguard Index FDS EXTEND MKT ETF | $6.7M | 27.1K | 4.3% | ▲+1.1% Added · +290 sh | |
| 8 | Vanguard Scottsdale FDS SHORT TERM TREAS | $5.7M | 98.5K | 3.7% | ▼−8.2% Reduced · −9K sh | |
| 9 | Ishares TR NATIONAL MUN ETF | $2.5M | 23.1K | 1.6% | —Held | |
| 10 | Ishares TR SHRT NAT MUN ETF | $2.5M | 23.1K | 1.6% | —Held | |
| 11 | Apple Inc COM | $465K | 1.6K | 0.3% | ▲+34% Added · +408 sh | |
| 12 | Microsoft Corp COM | $343K | 920 | 0.2% | ▲+35% Added · +240 sh | |
| 13 | Exxon Mobil Corp COM | $250K | 1.8K | 0.2% | —Held | |
| 14 | Johnson & Johnson COM | $243K | 957 | 0.2% | —Held | |
| 15 | Abbvie Inc COM | $225K | 894 | 0.1% | ▲New New position | |
| 16 | Primeenergy Resources Corp COM | $208K | 1.2K | 0.1% | —Held | |
| 17 | Imperial Oil Ltd COM NEW | $202K | 1.8K | 0.1% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 9, 2026 | 17 | $153.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 9, 2026 | 19 | $138.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 6, 2026 | 17 | $142.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 28, 2025 | 16 | $141.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 22, 2025 | 13 | $136.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 11, 2025 | 16 | $126.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 15, 2025 | 16 | $129.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 8, 2024 | 17 | $130.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.