Safir Wealth Advisors, LLC
RIA/Wealth
Safir Wealth Advisors, LLC is a RIA/Wealth led by Andrew Maxwell Safir, reporting $176.5M in AUM as of Q3 2025 with 91% ETF concentration, 99% concentrated in top 10 holdings, and 42% allocation to VOO.
MemberAndrew Maxwell Safir
- Portfolio Value
- $141.6M
- Positions
- 16
- Top Holding
- VOO at 41.57%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Safir Wealth Advisors, LLC's portfolio (98.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $58.9M | 41.57% | -$919.2K Sold | — 96.1K shares | |
ETF ETF | $15.9M | 11.20% | -$629.7K Sold | — 33.1K shares | |
ETF ETF | $15.1M | 10.67% | +$25.5K Bought | — 191.5K shares | |
ETF ETF | $11.5M | 8.10% | +$80.2K Bought | — 61.5K shares | |
Unknown Unknown | $11.3M | 8.01% | -$59.8K Sold | — 52.5K shares | |
ETF ETF | $10.3M | 7.27% | -$47.6K Sold | — 131.8K shares | |
ETF ETF | $6.5M | 4.60% | -$731.3K Sold | — 110.6K shares | |
ETF ETF | $5.6M | 3.99% | +$26.2K Bought | — 27.0K shares | |
ETF ETF | $2.4M | 1.70% | -$356.4K Sold | — 22.6K shares | |
ETF ETF | $2.4M | 1.70% | -$352.5K Sold | — 22.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Safir Wealth Advisors, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+0.7% | |
+0.47% | |
+0.17% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-22.54% | |
-12.87% | |
-12.77% | |
-10.1% | |
-3.82% |
Analytics
Portfolio insights and performance metrics for Safir Wealth Advisors, LLC
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