DOSSIER · 13F-HR · Q1 2026

PUREfi Wealth, LLC

$153M in tracked AUM across 188 positions as of Q1 2026.

PW
CIK 0002001520 · last filed Mar 31, 2026
Total AUM
$153M
as of Q1 2026
Holdings
188
positions
Whale Score
48
48
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

PUREfi Wealth, 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
WMT
WALMART INC
$8M67K5.5%
02
SYK
STRYKER CORPORATION
$7M21K4.6%
03
IVV
ISHARES TR
$6M10K4.2%
04
AAPL
APPLE INC
$5M20K3.3%
05
MSFT
MICROSOFT CORP
$5M13K3.3%
06
AVGO
BROADCOM INC
$4M12K2.5%
07
SPY
SPDR S&P 500 ETF TR
$4M6K2.4%
08
AMZN
AMAZON COM INC
$3M16K2.2%
09
NVDA
NVIDIA CORPORATION
$3M18K2.0%
10
BINC
BLACKROCK ETF TRUST II
$2M47K1.6%

Filing history

2026Q1Mar 31
$153M 16.9%
188 positionsView →
2025Q4Dec 31
$131M 0.5%
164 positionsView →
2025Q3Sep 30
$130M 3.9%
165 positionsView →
2025Q2Jun 30
$125M 25.1%
156 positionsLocked
2025Q1Mar 31
$100M 2.2%
137 positionsLocked
2024Q4Dec 31
$102M
152 positionsLocked