Safir Wealth Advisors, LLC holds a concentrated book of 17 reported positions worth $153.9M as of Q2 2026 (disclosed Jul 9, 2026, a ~9-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 reported non-option book. Cloning the disclosed picks since 2024 would be +20% (+9.8%/yr). That is a simulation of the disclosed long book, not audited returns.
Safir Wealth Advisors, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Growth of $10,000 cloning Safir Wealth Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~9 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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
+4 sectors below the cut, 1% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Safir Wealth Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 3 / 17 | $2.9B |
| Dumac, Inc. | 2 / 17 | $849.9M |
| Independent Investors Inc | 5 / 17 | $352.9M |
| Brighton Securities Corp. | 10 / 17 | $152.1M |
| Compass Planning Associates Inc | 6 / 17 | $117.0M |
| Golden Road Advisors LLC | 11 / 17 | $129.7M |
| Hoffman, Alan N Investment Management | 2 / 17 | $106.2M |
| 9823 Capital, L.P. | 3 / 17 | $91.0M |
Ranked by the share of each fund's own book sitting in the names it shares with Safir Wealth Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
This wealth platform 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.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 9, 2026 | 9d | 17 | $153.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 9, 2026 | 9d | 19 | $138.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 6, 2026 | 6d | 17 | $142.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 28, 2025 | 28d | 16 | $141.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 22, 2025 | 22d | 13 | $136.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 11, 2025 | 11d | 16 | $126.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 15, 2025 | 15d | 16 | $129.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 8, 2024 | 8d | 17 | $130.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.