SEC Form 13F · Q2 2026

Safir Wealth Advisors, LLC

Institutional Holdings Report

13F-HRNH
$153.9M
Portfolio Value
17
Holdings
Q2 2026
Reporting Period
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Filing Details

Manager
Safir Wealth Advisors, LLC
CIK
1830103
Accession No.
0001951757-26-000966
Location
GREENLAND, NH
Form Type
13F-HR
Portfolio Value
$153.9M
Holdings Reported
17
Reporting Period
Q2 2026
Filed
July 9, 2026

About this Filing

Safir Wealth Advisors, LLC is an institutional investment manager based in GREENLAND, NH reporting approximately $153.9M in 13(f) securities across 17 positions as of Q2 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.