Safir Wealth Advisors, LLC

Quarterly 13F snapshot: US-listed longs only, no performance figures — 13F data cannot support them.

Reported portfolio value by quarter (24 quarters reported)

$157M $96.1M

Q4 20 Q1 22 Q2 23 Q3 24 Q4 25 Q3 26

$108M in Q4 2020 → $157M now. Hover for any quarter.

Holdings

As reported for the quarter ended September 30, 2026. Activity is the change in share count since the prior quarter's filing.

Holding	% of portfolio	Activity	Shares	Value
VI Vanguard Index Fds	42.2%	Added 0.9%	94,209	$66M
VI Vanguard Index Fds	11.2%	Added 1.1%	194,442	$17.5M
VB Vanguard Bd Index Fds	10.8%	Added 3.4%	221,088	$16.9M
VI Vanguard Index Fds	8.5%	Added 1.0%	61,852	$13.4M
VS Vanguard Specialized Funds	8.3%	Added 1.9%	55,455	$12.9M
VB Vanguard Bd Index Fds	6.9%	Added 3.6%	148,973	$10.9M
VI Vanguard Index Fds	4.0%	Trimmed 0.3%	27,007	$6.26M
VS Vanguard Scottsdale Fds	3.5%	Trimmed 4.5%	94,081	$5.42M
IT Ishares Tr	1.6%	Added 2.5%	23,631	$2.47M
IT Ishares Tr	1.5%	Added 2.5%	23,654	$2.39M
Apple Inc	0.3%	Unchanged	1,608	$535K
Microsoft Corp	0.3%	Unchanged	920	$472K
Exxonmobil Holdings Corp	0.2%	New	1,832	$298K
Johnson & Johnson	0.2%	Unchanged	957	$253K
Primeenergy Resources Corp	0.2%	Unchanged	1,244	$246K
Chevron Corporation	0.2%	New	1,163	$237K
Abbvie Inc	0.1%	Unchanged	894	$234K
Imperial Oil Ltd	0.1%	Unchanged	1,800	$221K

What changed each quarter, from the filings' own share counts. Largest moves first; most recent 8 quarters.

quarter ended September 30, 2026 · filed October 16, 2026

Company	Action	Shares changed	Value of change	% of portfolio
VI Vanguard Index Fds	Added	+812	+$569K	42.2%
VB Vanguard Bd Index Fds	Added	+7,370	+$563K	10.8%
VB Vanguard Bd Index Fds	Added	+5,241	+$382K	6.9%
Exxonmobil Holdings Corp	New	+1,832	+$298K	0.2%
VS Vanguard Scottsdale Fds	Trimmed	−4,445	−$256K	3.5%
Exxon Mobil Corp	Exited	−1,832	−$250K	—
VS Vanguard Specialized Funds	Added	+1,044	+$244K	8.3%
Chevron Corporation	New	+1,163	+$237K	0.2%
VI Vanguard Index Fds	Added	+2,065	+$186K	11.2%
VI Vanguard Index Fds	Added	+585	+$126K	8.5%

Showing the 10 largest of 13 changes.

quarter ended June 30, 2026 · filed July 09, 2026

Company	Action	Shares changed	Value of change	% of portfolio
VI Vanguard Index Fds	Added	+160,543	+$13.8M	10.8%
VB Vanguard Bd Index Fds	Added	+14,555	+$1.13M	10.8%
VB Vanguard Bd Index Fds	Added	+8,230	+$631K	7.2%
VS Vanguard Scottsdale Fds	Trimmed	−8,805	−$512K	3.7%
Chevron Corporation	Exited	−1,163	−$241K	—
Abbvie Inc	New	+894	+$225K	0.1%
M Mcdonalds Corp	Exited	−715	−$222K	—
Pepsico Inc	Exited	−1,410	−$219K	—
VS Vanguard Specialized Funds	Added	+800	+$189K	8.4%
Apple Inc	Added	+408	+$118K	0.3%

Showing the 10 largest of 14 changes.

quarter ended March 31, 2026 · filed April 09, 2026

Company	Action	Shares changed	Value of change	% of portfolio
VI Vanguard Index Fds	Trimmed	−471	−$281K	40.3%
Chevron Corporation	New	+1,163	+$241K	0.2%
Imperial Oil Ltd	New	+1,800	+$235K	0.2%
Johnson & Johnson	New	+957	+$234K	0.2%
Abbvie Inc	Exited	−894	−$204K	—
VS Vanguard Specialized Funds	Added	+878	+$189K	8.3%
Microsoft Corp	Trimmed	−326	−$121K	0.2%
VI Vanguard Index Fds	Trimmed	−259	−$113K	10.1%
VB Vanguard Bd Index Fds	Added	+775	+$60.8K	11.3%
IT Ishares Tr	Added	+465	+$49.5K	1.8%

Showing the 10 largest of 15 changes.

quarter ended December 31, 2025 · filed January 06, 2026

Company	Action	Shares changed	Value of change	% of portfolio
VI Vanguard Index Fds	Trimmed	−2,303	−$1.44M	41.3%
VB Vanguard Bd Index Fds	Added	+6,909	+$544K	11.0%
VI Vanguard Index Fds	Trimmed	−964	−$470K	11.0%
VB Vanguard Bd Index Fds	Added	+4,105	+$320K	7.4%
Pepsico Inc	New	+1,410	+$202K	0.1%
VS Vanguard Scottsdale Fds	Trimmed	−3,125	−$184K	4.4%
VI Vanguard Index Fds	Trimmed	−336	−$64.2K	8.2%
VS Vanguard Specialized Funds	Added	+193	+$42.4K	8.1%
VI Vanguard Index Fds	Trimmed	−130	−$27.2K	3.9%

quarter ended September 30, 2025 · filed October 28, 2025

Company	Action	Shares changed	Value of change	% of portfolio
VI Vanguard Index Fds	Trimmed	−1,501	−$919K	41.6%
VS Vanguard Scottsdale Fds	Trimmed	−12,427	−$731K	4.6%
VI Vanguard Index Fds	Trimmed	−1,313	−$630K	11.2%
IT Ishares Tr	Trimmed	−3,338	−$356K	1.7%
IT Ishares Tr	Trimmed	−3,310	−$352K	1.7%
Primeenergy Resources Corp	New	+1,244	+$208K	0.1%
Abbvie Inc	New	+894	+$207K	0.1%
Exxon Mobil Corp	New	+1,832	+$207K	0.1%
VI Vanguard Index Fds	Added	+430	+$80.2K	8.1%
M Mcdonalds Corp	Trimmed	−208	−$63.2K	0.2%

Showing the 10 largest of 14 changes.

quarter ended June 30, 2025 · filed July 22, 2025

Company	Action	Shares changed	Value of change	% of portfolio
VI Vanguard Index Fds	Added	+2,431	+$1.38M	40.7%
Primeenergy Resources Corp	Exited	−1,244	−$283K	—
VB Vanguard Bd Index Fds	Added	+3,420	+$269K	11.0%
VS Vanguard Scottsdale Fds	Trimmed	−4,480	−$263K	5.3%
Exxon Mobil Corp	Exited	−1,832	−$218K	—
Pepsico Inc	Exited	−1,410	−$211K	—
VS Vanguard Specialized Funds	Added	+885	+$181K	7.9%
VI Vanguard Index Fds	Added	+870	+$154K	7.9%
VI Vanguard Index Fds	Added	+735	+$142K	3.8%
VI Vanguard Index Fds	Added	+280	+$123K	11.1%

Showing the 10 largest of 13 changes.

quarter ended March 31, 2025 · filed April 11, 2025

Company	Action	Shares changed	Value of change	% of portfolio
VB Vanguard Bd Index Fds	Exited	−85,960	−$5.88M	—
VB Vanguard Bd Index Fds	Added	+42,487	+$3.25M	8.0%
VB Vanguard Bd Index Fds	Added	+11,574	+$906K	11.7%
IT Ishares Tr	Added	+6,890	+$726K	2.2%
IT Ishares Tr	Added	+5,210	+$550K	2.2%
VI Vanguard Index Fds	Trimmed	−1,012	−$520K	38.8%
VI Vanguard Index Fds	Added	+2,247	+$388K	8.3%
VI Vanguard Index Fds	Trimmed	−966	−$358K	10.0%
VS Vanguard Scottsdale Fds	Added	+4,485	+$263K	5.9%
VS Vanguard Specialized Funds	Added	+1,156	+$224K	8.0%

Showing the 10 largest of 14 changes.

quarter ended December 31, 2024 · filed January 15, 2025

Company	Action	Shares changed	Value of change	% of portfolio
VS Vanguard Scottsdale Fds	Trimmed	−23,450	−$1.36M	5.5%
Primeenergy Resources Corp	New	+1,244	+$273K	0.2%
VI Vanguard Index Fds	Trimmed	−638	−$262K	11.1%
VI Vanguard Index Fds	Added	+1,535	+$260K	7.6%
VS Vanguard Specialized Funds	Added	+1,312	+$257K	7.7%
VB Vanguard Bd Index Fds	Added	+3,230	+$250K	10.5%
Johnson & Johnson	Exited	−1,357	−$220K	—
Exxon Mobil Corp	Exited	−1,832	−$215K	—
IT Ishares Tr	Added	+950	+$100K	1.8%
VB Vanguard Bd Index Fds	Added	+1,262	+$94.3K	5.1%

Showing the 10 largest of 14 changes.

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