Safir Wealth Advisors' Q2 2026 Portfolio Activity
This article summarizes the observable purchases and sales made by Safir Wealth Advisors in their portfolio during the second quarter of 2026.
On behalf of Safir Wealth Advisors, Llc, we analyze portfolio movements for the quarter ending June 30, 2026. The total portfolio value stood at $153,897,949 during this period.
Prominent Purchases Observed in Q2 2026
Safir Wealth Advisors demonstrated significant buying activity this quarter. The most notable purchase was the substantial increase in shares of VUG (Vanguard Information Technology ETF). This fund saw a remarkable 504% jump in its share count, adding considerable value to the portfolio.
Additionally, there were notable increases in other Vanguard funds. The investor purchased shares of BSV (Vanguard BDR World Index Fund), increasing its stake by 7.31% and adding $16,507 more shares. Similarly, the holdings in BIV (Vanguard BDR Small Cap Index Fund) increased slightly but still significantly for this fund.
The investor also continued to build positions in other large-cap index funds, including VIG, which saw an increase of 1.49%, and VXF (Vanguard Small Cap ETF) with a modest 6.07% allocation growth.
Sales Observed in Q2 2026
The analysis also reveals observable sales activity during the quarter. The most significant reduction was seen in VGSH (Vanguard Scottsdale Real Estate Fund). Safir sold shares, resulting in a 8.2% decrease in its portfolio allocation for this fund.
Furthermore, the investor disposed of some holdings within VTV (Vanguard Value ETF), although the specific percentage change wasn't provided. The overall impact on the portfolio from these sales was less pronounced compared to the buying activity.
Overall Portfolio Changes
The observed changes reflect a dynamic quarter for Safir Wealth Advisors' holdings, with adjustments made across various Vanguard funds and some individual stock positions like AAPL (Apple Inc) and MSFT (Microsoft Corp).
The portfolio's overall allocation remains dominated by large-cap index funds, particularly the substantial position in VOO. However, the significant growth in other Vanguard ETFs like BSV and VUG indicates a continued focus on broad market exposure through these vehicles.
Technology Sector Focus
The investor's portfolio includes small but notable Technology sector holdings. The total allocation to this sector is approximately $808,469 (0.53%), primarily concentrated in the individual stocks AAPL and MSFT.
The substantial increase in VUG, a Technology-focused ETF, suggests an interest in this sector. However, the overall portfolio allocation to Technology remains relatively minor compared to its exposure through broad market index funds.