DOSSIER · 13F-HR · Q2 2026

PUREfi Wealth, LLC

$182M in tracked AUM across 208 positions as of Q2 2026.

PW
CIK 0002001520 · last filed Jun 30, 2026
Total AUM
$182M
as of Q2 2026
Holdings
208
positions
Whale Score
48
48
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

PUREfi Wealth, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$9M12K4.8%
02
WMT
WALMART INC
$7M61K3.8%
03
SYK
STRYKER CORPORATION
$7M21K3.7%
04
AAPL
APPLE INC
$6M21K3.3%
05
MSFT
MICROSOFT CORP
$5M13K2.6%
06
AVGO
BROADCOM INC
$5M12K2.6%
07
NVDA
NVIDIA CORPORATION
$4M21K2.3%
08
SPY
SPDR S&P 500 ETF TR
$4M5K2.2%
09
AMZN
AMAZON COM INC
$4M16K2.1%
10
GOOG
ALPHABET INC
$4M10K2.0%

Filing history

2026Q2Jun 30
$182M 19.3%
208 positionsView →
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