PUREfi Wealth, LLC
PUREfi Wealth, LLC reported 208 positions worth $182.1M as of June 30, 2026 (13F filed July 27, 2026). Largest holding: IVV (4.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $8.7M | 4.77% | 11,593 | — | — | |
| ▸ 2 | WMT | SH | $6.9M | 3.78% | 60,696 | — | — | |
| ▸ 3 | SYK | SH | $6.7M | 3.69% | 21,356 | — | — | |
| ▸ 4 | AAPL | SH | $6.0M | 3.30% | 20,757 | — | — | |
| ▸ 5 | MSFT | SH | $4.7M | 2.60% | 12,692 | — | — | |
| ▸ 6 | AVGO | SH | $4.7M | 2.58% | 12,433 | — | — | |
| ▸ 7 | NVDA | SH | $4.2M | 2.31% | 21,004 | — | — | |
| ▸ 8 | SPY | SH | $4.0M | 2.18% | 5,306 | — | — | |
| ▸ 9 | AMZN | SH | $3.8M | 2.09% | 15,990 | — | — | |
| ▸ 10 | GOOG | SH | $3.7M | 2.02% | 10,412 | — | — |
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Frequently Asked Questions
What stocks does PUREfi Wealth, LLC hold as of Q2 2026?
PUREfi Wealth, LLC reported 208 positions worth $182.1M in its Q2 2026 13F filing. Largest positions: IVV (4.8%), WMT (3.8%), SYK (3.7%), AAPL (3.3%) and MSFT (2.6%).
What did PUREfi Wealth, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did PUREfi Wealth, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.