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Livermore
Livermore
ZHEN

Safir Wealth Advisors, LLC

SEC CIK
0001830103
Latest filing
Jul 9, 2026

The latest 13F from Safir Wealth Advisors, LLC covers Q2 2026 (filed Jul 9, 2026): 17 long positions worth $153.9M. The top 10 holdings make up 98.7% of the portfolio, and the largest is Vanguard S&P 500 ETF at 41.7%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
1
Est. +$225.0K
Added
9
Est. +$2.45M
Reduced
1
Est. −$512.4K
Sold out
3
Est. −$681.8K

Top 5 holdings

Share of this quarter's portfolio value

  1. Vanguard S&P 500 ETF922908363
    41.7%$64.1M
  2. Vanguard Short-Term Bond ETF921937827
    10.8%$16.7M
  3. Vanguard Morningstar Growth ETF922908736
    10.8%$16.6M
  4. Vanguard Morningstar Value ETF922908744
    8.7%$13.4M
  5. Vanguard Dividend Appreciation ETF921908844
    8.4%$12.9M

Biggest buys

New and added positions, by estimated amount bought

  1. Vanguard Short-Term Bond ETF921937827
    +$1.13MAdded
  2. Vanguard Intermediate-Term Bond ETF921937819
    +$631.2KAdded
  3. ABBVAbbVie Inc.
    +$225.0KNewHistory
  4. Vanguard Dividend Appreciation ETF921908844
    +$189.3KAdded
  5. Vanguard Morningstar Growth ETF922908736
    +$118.3KAddedConverted for a 6-for-1 split

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Vanguard S&P 500 ETF922908363
    +1.34 pp40.3% → 41.7%
  2. Vanguard Morningstar Growth ETF922908736
    +0.71 pp10.1% → 10.8%
  3. Vanguard Index FDS922908652
    +0.34 pp4.0% → 4.3%
  4. ABBVAbbVie Inc.
    +0.15 pp0.0% → 0.1%History
  5. AAPLApple Inc.
    +0.08 pp0.2% → 0.3%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. Vanguard Scottsdale FDS92206C102
    −$512.4KReduced
  2. CVXChevron Corp
    −$240.6KSold outHistory
  3. MCDMcDonalds Corp
    −$222.2KSold outHistory
  4. PEPPepsiCo Inc
    −$219.0KSold outHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. Vanguard Scottsdale FDS92206C102
    −0.82 pp4.5% → 3.7%
  2. CVXChevron Corp
    −0.17 pp0.2% → 0.0%History
  3. MCDMcDonalds Corp
    −0.16 pp0.2% → 0.0%History
  4. PEPPepsiCo Inc
    −0.16 pp0.2% → 0.0%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$153.9M
+$15.6M (+11.3%) vs. prior quarter
Positions
17
−2 vs. prior quarter
Top 10 concentration
98.7%
Top 10 as share of value
Turnover
0.8%
Q2 2026, one quarter
Average holding period
21.8 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $153.9M (Q2 2026)

Q1 2021: $109.1MQ2 2021: $117.8MQ3 2021: $119.5MQ4 2021: $128.5MQ1 2022: $119.8MQ2 2022: $102.2MQ3 2022: $96.1MQ4 2022: $98.1MQ1 2023: $101.3MQ2 2023: $108.1MQ3 2023: $103.4MQ4 2023: $111.1MQ1 2024: $121.8MQ2 2024: $122.0MQ3 2024: $130.1MQ4 2024: $129.7MQ1 2025: $126.0MQ2 2025: $136.3MQ3 2025: $141.6MQ4 2025: $142.6MQ1 2026: $138.3MQ2 2026: $153.9M
Q1 2021Q2 2026
13F filings of Safir Wealth Advisors, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 9, 202617$153.9MVanguard S&P 500 ETFVanguard Short-Term Bond ETFVanguard Morningstar Growth ETFvs. Q1 2026SEC
Q1 2026Apr 9, 202619$138.3MVanguard S&P 500 ETFVanguard Short-Term Bond ETFVanguard Morningstar Growth ETFvs. Q4 2025SEC
Q4 2025Jan 6, 202617$142.6MVanguard S&P 500 ETFVanguard Morningstar Growth ETFVanguard Short-Term Bond ETFvs. Q3 2025SEC
Q3 2025Oct 28, 202516$141.6MVanguard S&P 500 ETFVanguard Morningstar Growth ETFVanguard Short-Term Bond ETFvs. Q2 2025SEC
Q2 2025Jul 22, 202513$136.3MVanguard S&P 500 ETFVanguard Morningstar Growth ETFVanguard Short-Term Bond ETFvs. Q1 2025SEC
Q1 2025Apr 11, 202516$126.0MVanguard S&P 500 ETFVanguard Short-Term Bond ETFVanguard Morningstar Growth ETFvs. Q4 2024SEC
Q4 2024Jan 15, 202516$129.7MVanguard S&P 500 ETFVanguard Morningstar Growth ETFVanguard Short-Term Bond ETFvs. Q3 2024SEC
Q3 2024Oct 8, 202417$130.1MVanguard S&P 500 ETFVanguard Morningstar Growth ETFVanguard Short-Term Bond ETFvs. Q2 2024SEC
Q2 2024Jul 15, 202415$122.0MVanguard S&P 500 ETFVanguard Morningstar Growth ETFVanguard Short-Term Bond ETFvs. Q1 2024SEC
Q1 2024Apr 15, 202417$121.8MVanguard S&P 500 ETFVanguard Short-Term Bond ETFVanguard Morningstar Growth ETFvs. Q4 2023SEC
Q4 2023Jan 18, 202415$111.1MVanguard S&P 500 ETFVanguard Short-Term Bond ETFVanguard Morningstar Growth ETFvs. Q3 2023SEC
Q3 2023Oct 10, 202315$103.4MVanguard S&P 500 ETFVanguard Short-Term Bond ETFVanguard Morningstar Growth ETFvs. Q2 2023SEC
Q2 2023Jul 17, 202316$108.1MVanguard S&P 500 ETFVanguard Short-Term Bond ETFVanguard Morningstar Growth ETFvs. Q1 2023SEC
Q1 2023Apr 14, 202314$101.3MVanguard S&P 500 ETFVanguard Short-Term Bond ETFVanguard Morningstar Growth ETFvs. Q4 2022SEC
Q4 2022Jan 25, 202315$98.1MVanguard S&P 500 ETFVanguard Short-Term Bond ETFVanguard Scottsdale FDSvs. Q3 2022SEC
Q3 2022Oct 20, 202213$96.1MVanguard S&P 500 ETFVanguard Short-Term Bond ETFVanguard Scottsdale FDSvs. Q2 2022SEC
Q2 2022Jul 25, 202214$102.2MVanguard S&P 500 ETFVanguard Short-Term Bond ETFVanguard Scottsdale FDSvs. Q1 2022SEC
Q1 2022Apr 27, 202217$119.8MVanguard S&P 500 ETFVanguard Scottsdale FDSVanguard Short-Term Bond ETFvs. Q4 2021SEC
Q4 2021Jan 26, 202212$128.5MVanguard S&P 500 ETFVanguard Scottsdale FDSVanguard Short-Term Bond ETFvs. Q3 2021SEC
Q3 2021Nov 15, 202115$119.5MVanguard S&P 500 ETFVanguard Scottsdale FDSVanguard Short-Term Bond ETFvs. Q2 2021SEC
Q2 2021Aug 16, 202113$117.8MVanguard S&P 500 ETFVanguard Scottsdale FDSVanguard Short-Term Bond ETFvs. Q1 2021SEC
Q1 2021Apr 15, 202113$109.1MVanguard S&P 500 ETFVanguard Scottsdale FDSVanguard Short-Term Bond ETF–SEC