13F Insight
DOSSIER · 13F-HR · Q1 2026

PUREfi Wealth, LLC

PUREfi Wealth's pension fund based in Stamford, CT — $153M in tracked AUM across 188 positions as of Q1 2026.

PW
PUREfi Wealth·Stamford, CT·Pension Fund
CIK 0002001520 · last filed Mar 31, 2026
Total AUM
$153M
▼ 16.9%
vs prior
Holdings
188
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
Top sector
Tech
16% weight
concentration
AI Analysis · Q1 2026 · 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

Filing history loading…