Notify me when Safir Wealth Advisors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 17 | $142,607,474 | +$1,108,976 | -$2,189,465 | -$1,080,489 | VOO, VUG, BSV, VTV, VIG | 13F-HR | 06 Jan 2026, 15:55 |
| Q3 2025 | 16 | $141,561,508 | +$753,187 | -$3,159,684 | -$2,406,497 | VOO, VUG, BSV, VTV, VIG | 13F-HR | 27 Oct 2025, 19:07 |
| Q2 2025 | 13 | $136,290,778 | +$2,356,830 | -$1,128,239 | +$1,228,591 | VOO, VUG, BSV, VIG, VTV | 13F-HR | 22 Jul 2025, 10:41 |
| Q1 2025 | 16 | $126,008,565 | +$6,886,416 | -$6,760,500 | +$125,916 | VOO, BSV, VUG, VTV, VIG | 13F-HR | 11 Apr 2025, 10:22 |
| Q4 2024 | 16 | $129,663,144 | +$1,284,416 | -$2,159,352 | -$874,936 | VOO, VUG, BSV, VIG, VTV | 13F-HR | 15 Jan 2025, 16:39 |
| Q3 2024 | 17 | $130,072,418 | +$2,043,183 | -$155,208 | +$1,887,975 | VOO, VUG, BSV, VTV, VIG | 13F-HR | 08 Oct 2024, 15:23 |
| Q2 2024 | 15 | $122,036,441 | +$123,524 | -$2,424,758 | -$2,301,234 | VOO, VUG, BSV, VIG, VTV | 13F-HR | 15 Jul 2024, 08:08 |
| Q1 2024 | 17 | $121,832,580 | +$4,773,629 | -$657,708 | +$4,115,921 | VOO, BSV, VUG, VIG, VTV | 13F-HR | 15 Apr 2024, 14:16 |
| Q4 2023 | 15 | $111,144,447 | +$610,850 | -$1,968,161 | -$1,357,311 | VOO, BSV, VUG, VGSH, VIG | 13F-HR | 18 Jan 2024, 08:57 |
| Q3 2023 | 15 | $103,390,242 | +$737,628 | -$1,854,367 | -$1,116,739 | VOO, BSV, VUG, VGSH, VIG | 13F-HR | 10 Oct 2023, 13:35 |
| Q2 2023 | 16 | $108,127,100 | +$2,831,913 | -$763,722 | +$2,068,191 | VOO, BSV, VUG, VGSH, VIG | 13F-HR | 17 Jul 2023, 10:37 |
| Q1 2023 | 14 | $101,345,743 | +$1,246,834 | -$2,952,063 | -$1,705,229 | VOO, BSV, VUG, VGSH, VTV | 13F-HR | 14 Apr 2023, 14:45 |
| Q4 2022 | 15 | $98,099,850 | +$931,863 | -$3,410,300 | -$2,478,437 | VOO, BSV, VGSH, VUG, VTV | 13F-HR | 25 Jan 2023, 09:05 |
| Q3 2022 | 13 | $96,092,000 | +$351,638 | -$1,713,458 | -$1,361,820 | VOO, BSV, VGSH, VUG, VTV | 13F-HR | 19 Oct 2022, 17:44 |
| Q2 2022 | 14 | $102,201,000 | +$1,634,521 | -$5,954,485 | -$4,319,964 | VOO, BSV, VGSH, VUG, VTV | 13F-HR | 25 Jul 2022, 16:37 |
| Q1 2022 | 17 | $119,776,000 | +$2,659,533 | -$4,773,112 | -$2,113,579 | VOO, VGSH, BSV, VUG, VIG | 13F-HR | 27 Apr 2022, 11:23 |
| Q4 2021 | 12 | $128,510,000 | +$3,877,815 | -$1,264,603 | +$2,613,212 | VOO, VGSH, BSV, VUG, VIG | 13F-HR | 26 Jan 2022, 09:30 |
| Q3 2021 | 15 | $119,519,000 | +$2,175,546 | -$272,422 | +$1,903,124 | VOO, VGSH, BSV, VUG, VIG | 13F-HR | 12 Nov 2021, 18:01 |
| Q2 2021 | 13 | $117,843,000 | +$3,972,485 | -$382,147 | +$3,590,338 | VOO, VGSH, BSV, VUG, VIG | 13F-HR | 16 Aug 2021, 12:23 |
| Q1 2021 | 13 | $109,071,000 | +$2,385,214 | -$3,153,724 | -$768,510 | VOO, VGSH, BSV, VUG, VIG | 13F-HR | 15 Apr 2021, 17:10 |
| Q4 2020 | 41 | $107,653,000 | $0 | $0 | $0 | VOO, VGSH, BSV, VUG, VIG | 13F-HR | 28 Jan 2021, 08:22 |