DOSSIER · 13F-HR · Q1 2026

Pure Financial Advisors, LLC

$7.0B in tracked AUM across 572 positions as of Q1 2026.

PF
CIK 0001571556 · last filed Mar 31, 2026
Total AUM
$7.0B
as of Q1 2026
Holdings
572
positions
Whale Score
58
58
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Pure Financial Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPY
STATE STR SPDR S&P 500 ETF T
$734M1.1M10.5%
02
BND
VANGUARD BD INDEX FDS
$635M8.6M9.1%
03
IEFA
ISHARES TR
$424M4.7M6.1%
04
DFAT
DIMENSIONAL ETF TRUST
$345M5.5M4.9%
05
IGSB
ISHARES TR
$320M6.1M4.6%
06
DUHP
DIMENSIONAL ETF TRUST
$288M7.8M4.1%
07
DFAS
DIMENSIONAL ETF TRUST
$227M3.2M3.3%
08
VNQ
VANGUARD INDEX FDS
$196M2.2M2.8%
09
AVDV
AMERICAN CENTY ETF TR
$165M1.6M2.4%
10
VGSH
VANGUARD SCOTTSDALE FDS
$163M2.8M2.3%

Filing history

2026Q1Mar 31
$7.0B 2.9%
572 positionsView →
2025Q4Dec 31
$6.8B 7.9%
539 positionsView →
2025Q3Sep 30
$6.3B 10.5%
496 positionsView →
2025Q2Jun 30
$5.7B 18.8%
472 positionsLocked
2025Q1Mar 31
$4.8B 8.7%
381 positionsLocked
2024Q4Dec 31
$4.4B 5.6%
349 positionsLocked
2024Q3Sep 30
$4.2B 15.6%
326 positionsLocked
2024Q2Jun 30
$3.6B 12.8%
313 positionsLocked
2024Q1Mar 31
$3.2B 10.3%
313 positionsLocked
2023Q4Dec 31
$2.9B 18.5%
304 positionsLocked
2023Q3Sep 30
$2.4B 3.8%
262 positionsLocked
2023Q2Jun 30
$2.4B 9.3%
256 positionsLocked
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