Safir Wealth Advisors, LLC has filed a Form 13F-HR report disclosing its equity holdings as of September 30, 2026. The filing, signed by Chief Compliance Officer Andrew Safir, lists a total of 18 positions held by the firm.
The portfolio is dominated by exchange-traded funds, with eight different Vanguard ETFs comprising the bulk of the holdings. The largest position is the Vanguard S&P 500 ETF (ticker: VOO), which holds 94,209 shares. Other significant ETF positions include the Vanguard Morningstar Growth ETF (194,442 shares) and the Vanguard Short-Term Bond ETF (221,088 shares).
Among individual equities, Apple Inc. is the largest holding with 1,608 shares. Other notable individual stock positions include Microsoft Corp. (920 shares), ExxonMobil Holdings Corp. (1,832 shares), and Johnson & Johnson (957 shares). The filing indicates that all positions are held for investment purposes, with no voting rights exercised on the shares.
