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Safir Wealth Advisors, LLC
hedge fundUpdated 20 days agoManaged by Safir Wealth Advisors, Llc • Latest filing Q3 2026
Portfolio value
$156.6M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
98.4%
Weight of largest holdings
Annualized return
10.6%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $141.6M |
| Q4 2025 | $142.6M |
| Q1 2026 | $138.3M |
| Q2 2026 | $153.9M |
| Q3 2026 | $156.6M |
Top holdings
18 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $66M | 94.2K | 42.16% | Added(+0.9%) | |
| 2 | $17.5M | 194.4K | 11.19% | Added(+1.1%) | |
| 3 | $16.9M | 221.1K | 10.78% | Added(+3.5%) | |
| 4 | $13.4M | 61.9K | 8.53% | Added(+0.9%) | |
| 5 | $12.9M | 55.5K | 8.26% | Added(+1.9%) | |
| 6 | $10.9M | 149.0K | 6.93% | Added(+3.6%) | |
| 7 | $6.3M | 27.0K | 3.99% | Trimmed(-0.3%) | |
| 8 | $5.4M | 94.1K | 3.46% | Trimmed(-4.5%) | |
| 9 | $2.5M | 23.6K | 1.58% | Added(+2.5%) | |
| 10 | $2.4M | 23.7K | 1.53% | Added(+2.5%) | |
| 11 | $535K | 1.6K | 0.34% | Unchanged | |
| 12 | $472K | 920 | 0.30% | Unchanged | |
| 13 | $298K | 1.8K | 0.19% | — | |
| 14 | $253K | 957 | 0.16% | Unchanged | |
| 15 | $246K | 1.2K | 0.16% | Unchanged | |
| 16 | $237K | 1.2K | 0.15% | — | |
| 17 | $234K | 894 | 0.15% | Unchanged | |
| 18 | $221K | 1.8K | 0.14% | Unchanged |