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Andrew Safir

Safir Wealth Advisors, Llc

Assets Managed
$153.898M
Holdings
17
Last Quarter
2026 - Q2
Filed Date
5d ago
Growth Rate
11.31%(2Q avg: 4.14%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Safir Wealth Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 17 positions.

Assets under management

The assets under management (AUM) of Safir Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 153.898M in assets, with a quarterly growth rate of 11.31% and a 2-quarter average growth rate of 4.14%. The portfolio is managed by Andrew Safir, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 0.08%
41.69%
$64.146M
93,397 shares@ $686.81 avg price
BSV
Vanguard Short-term Bond Etf
Recent Activity
Increased 7.31%
10.82%
$16.651M
213,718 shares@ $77.91 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 504.32%
10.77%
$16.571M
192,377 shares@ $86.14 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 0.42%
8.68%
$13.352M
61,267 shares@ $217.93 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Increased 1.5%
8.37%
$12.875M
54,411 shares@ $236.62 avg price
BIV
Vanguard Intermediate-term B
Recent Activity
Increased 6.08%
7.17%
$11.024M
143,732 shares@ $76.7 avg price
VXF
Vanguard Extended Market Etf
Recent Activity
Increased 1.09%
4.34%
$6.67M
27,092 shares@ $246.22 avg price
VGSH
Vanguard Short-term Treasury
Recent Activity
Decreased -8.2%
3.73%
$5.734M
98,526 shares@ $58.2 avg price
MUB
Ishares National Muni Bond E
Recent Activity
1.62%
$2.484M
23,079 shares@ $107.62 avg price
SUB
Ishares Short-term National
Recent Activity
1.6%
$2.455M
23,056 shares@ $106.47 avg price

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