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Pure Financial Advisors

Latest statistics and disclosures from Pure Financial Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, BND, IEFA, DFAT, IGSB, and represent 35.42% of Pure Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: BND (+$50M), SPY (+$41M), IGSB (+$24M), DUHP (+$24M), DFAT (+$22M), IEFA (+$21M), VGSH (+$13M), VNQ (+$11M), DFAS (+$11M), VWO (+$6.9M).
Started 77 new stock positions in TER, ED, WLDN, NMR, AEE, SOFI, SNDK, MAR, WBD, IUSG.
Reduced shares in these 10 stocks: SLDP (-$7.4M), AVEM, DFAC, ORCL, ACWI, MSFT, PCAR, VEA, STIP, IBDQ.
Sold out of its positions in DELL, DFGP, DFEM, ET, FIW, FTCS, FNX, FI, HPQ, HLN.
Pure Financial Advisors was a net buyer of stock by $301M.
Pure Financial Advisors has $6.7B in assets under management (AUM), dropping by 6.26%.
Central Index Key (CIK): 0001571556

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Portfolio Holdings for Pure Financial Advisors

Pure Financial Advisors holds 539 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Pure Financial Advisors has 539 total positions. Only the first 250 positions are shown.

Sign up to view all of the Pure Financial Advisors Dec. 31, 2025 positions
Download the Pure Financial Advisors December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY)	11.2	$747M	+5%	1.1M	681.92	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	8.8	$589M	+9%	8.0M	74.07	View chart
Ishares Tr Core Msci Eafe (IEFA)	6.2	$411M	+5%	4.6M	89.46	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	4.8	$317M	+7%	5.3M	59.54	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	4.5	$298M	+8%	5.6M	52.88	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	4.3	$287M	+8%	7.6M	38.03	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	3.2	$216M	+5%	3.1M	69.67	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	2.8	$187M	+6%	2.1M	88.49	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	2.5	$168M		4.2M	39.59	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	2.4	$161M	+2%	1.7M	93.97	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	2.4	$161M		2.2M	73.63	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	2.2	$150M	+9%	2.6M	58.73	View chart
Spdr Index Shs Fds Glb Nat Resrce (GNR)	2.0	$133M	+4%	2.1M	62.14	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.9	$125M	+5%	2.3M	53.76	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.9	$125M	+2%	182k	684.94	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.7	$114M		3.0M	38.11	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	1.7	$113M		1.5M	75.77	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.5	$102M	-2%	1.3M	77.02	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.5	$102M	+4%	162k	627.13	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.4	$97M		1.5M	62.47	View chart
Apple (AAPL)	1.2	$80M	+3%	292k	271.86	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.8	$55M	+5%	1.1M	48.32	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.8	$53M		2.0M	26.91	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.7	$50M		661k	74.88	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$49M		146k	335.27	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.7	$49M		327k	148.69	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.6	$43M	+2%	998k	42.56	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.6	$42M		297k	141.16	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.6	$41M		129k	314.80	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.6	$41M	+6%	505k	80.63	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.6	$38M	+3%	1.4M	26.49	View chart
Microsoft Corporation (MSFT)	0.6	$37M	-3%	77k	483.62	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$37M		76k	487.86	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$35M		523k	67.22	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$34M	+3%	520k	66.00	View chart
NVIDIA Corporation (NVDA)	0.5	$34M	+8%	183k	186.50	View chart
Ishares Emng Mkts Eqt (EMGF)	0.5	$33M	+5%	573k	57.85	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.5	$33M	+3%	166k	198.62	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$33M		126k	257.95	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.4	$28M		609k	45.53	View chart
Spdr Series Trust State Street Spd (SPIP)	0.4	$28M		1.1M	25.95	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$27M	+7%	273k	99.88	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$26M		91k	290.22	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.4	$26M	+8%	142k	181.21	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.4	$26M		578k	44.41	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.4	$25M		535k	45.85	View chart
Amazon (AMZN)	0.4	$24M		103k	230.82	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.3	$22M	+2%	289k	77.53	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.3	$22M	-3%	213k	102.39	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.3	$21M	+5%	219k	96.28	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$20M	+2%	169k	120.18	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.3	$20M	+7%	645k	30.96	View chart
Spdr Series Trust State Street Spd (SPYV)	0.3	$19M		337k	56.81	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$19M		60k	313.00	View chart
Vanguard Wellington Us Quality (VFQY)	0.3	$18M	+2%	117k	153.41	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$18M		93k	190.99	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.3	$18M	+24%	404k	43.43	View chart
Spdr Series Trust State Street Spd (SPTM)	0.3	$17M		210k	82.50	View chart
JPMorgan Chase & Co. (JPM)	0.2	$16M	+3%	48k	322.22	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$16M	-3%	31k	502.66	View chart
Tesla Motors (TSLA)	0.2	$15M	+5%	33k	449.73	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$15M		133k	109.91	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$15M		597k	24.37	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.2	$14M	+3%	245k	56.96	View chart
Spdr Series Trust State Street Spd (SPSM)	0.2	$13M		287k	46.86	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$13M	+4%	59k	211.79	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.2	$12M		370k	32.73	View chart
Dimensional Etf Trust Dimensional Us (DXUV)	0.2	$12M	+8%	200k	59.78	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$12M	+10%	19k	614.32	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.2	$11M		189k	57.46	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.2	$11M	-2%	398k	26.89	View chart
Caterpillar (CAT)	0.2	$11M	+2%	18k	572.87	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$10M	-2%	138k	73.56	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$9.7M	+4%	46k	209.12	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$9.6M		100k	96.03	View chart
Visa Com Cl A (V)	0.1	$9.2M		26k	350.72	View chart
Dimensional Etf Trust Dimensional Intl (DXIV)	0.1	$9.2M	+12%	142k	65.07	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$9.2M		20k	473.29	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$9.2M	+13%	86k	107.11	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$9.0M	+14%	113k	79.73	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$8.9M	+3%	108k	82.82	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$8.8M	-7%	28k	313.80	View chart
Oracle Corporation (ORCL)	0.1	$8.7M	-18%	44k	194.91	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$8.6M	-2%	23k	373.44	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.1	$7.7M	+2%	162k	47.95	View chart
Raytheon Technologies Corp (RTX)	0.1	$7.7M		42k	183.40	View chart
Spdr Series Trust State Street Spd (SPAB)	0.1	$7.5M		291k	25.75	View chart
Costco Wholesale Corporation (COST)	0.1	$7.4M	-4%	8.5k	862.35	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.1	$7.3M		111k	65.66	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$7.1M	-2%	33k	212.07	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.1	$7.1M		293k	24.16	View chart
Exxon Mobil Corporation (XOM)	0.1	$7.0M	-3%	58k	120.34	View chart
Broadcom (AVGO)	0.1	$6.9M	+5%	20k	346.10	View chart
Wal-Mart Stores (WMT)	0.1	$6.6M	+6%	60k	111.41	View chart
Dimensional Etf Trust International (DFSI)	0.1	$6.6M	+22%	155k	42.84	View chart
Mastercard Incorporated Cl A (MA)	0.1	$6.4M	+2%	11k	570.86	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$6.2M		132k	46.81	View chart
Lowe's Companies (LOW)	0.1	$6.1M	+2%	25k	241.16	View chart
Merck & Co (MRK)	0.1	$6.0M	+5%	57k	105.26	View chart
Boeing Company (BA)	0.1	$6.0M		28k	217.12	View chart
Meta Platforms Cl A (META)	0.1	$5.9M	+50%	9.0k	660.09	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$5.7M		190k	30.07	View chart
Johnson & Johnson (JNJ)	0.1	$5.6M	-5%	27k	206.95	View chart
UnitedHealth (UNH)	0.1	$5.5M	-3%	17k	330.11	View chart
Ishares Tr North Amern Nat (IGE)	0.1	$5.4M		107k	50.20	View chart
Home Depot (HD)	0.1	$5.3M		15k	344.11	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$5.3M	+4%	106k	50.01	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$5.1M	+820%	64k	80.22	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$5.0M		133k	38.00	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$4.9M	-11%	28k	177.37	View chart
Eli Lilly & Co. (LLY)	0.1	$4.8M	+3%	4.5k	1074.62	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.1	$4.5M	+34%	109k	41.48	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$4.3M		207k	20.89	View chart
Leidos Holdings (LDOS)	0.1	$4.2M	-4%	23k	180.40	View chart
Ishares Tr Esg Optimized (SUSA)	0.1	$4.2M		30k	139.35	View chart
Sempra Energy (SRE)	0.1	$4.1M	+29%	47k	88.29	View chart
Abbvie (ABBV)	0.1	$4.1M	+74%	18k	228.48	View chart
Spdr Series Trust State Street Spd (SPMD)	0.1	$4.0M	-2%	70k	57.91	View chart
Aon Shs Cl A (AON)	0.1	$4.0M	+5%	11k	352.87	View chart
Duke Energy Corp Com New (DUK)	0.1	$4.0M		34k	117.21	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$3.9M	+2%	50k	78.81	View chart
Pepsi (PEP)	0.1	$3.9M	-3%	27k	143.52	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$3.8M		18k	219.78	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$3.8M	+84%	27k	143.97	View chart
Honeywell International (HON)	0.1	$3.8M		20k	195.09	View chart
Philip Morris International (PM)	0.1	$3.7M	+8%	23k	160.40	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$3.7M	+8%	9.4k	396.31	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$3.7M	+19%	154k	24.04	View chart
Qualcomm (QCOM)	0.1	$3.6M	-3%	21k	171.05	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$3.6M	+29%	60k	59.93	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.1	$3.5M		85k	40.86	View chart
General Dynamics Corporation (GD)	0.1	$3.3M		9.9k	336.67	View chart
Palantir Technologies Cl A (PLTR)	0.0	$3.3M	-5%	18k	177.75	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$3.0M	+24%	60k	50.29	View chart
Chevron Corporation (CVX)	0.0	$3.0M	-14%	20k	152.41	View chart
Abbott Laboratories (ABT)	0.0	$2.9M		23k	125.29	View chart
Netflix (NFLX)	0.0	$2.8M	+1045%	30k	93.76	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$2.8M	-3%	13k	210.35	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.0	$2.8M	+145%	37k	74.94	View chart
Reliance Steel & Aluminum (RS)	0.0	$2.8M		9.5k	288.86	View chart
McDonald's Corporation (MCD)	0.0	$2.7M	+6%	9.0k	305.62	View chart
Iqvia Holdings (IQV)	0.0	$2.6M	+7%	12k	225.41	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$2.6M	+37%	31k	83.75	View chart
Procter & Gamble Company (PG)	0.0	$2.6M	-13%	18k	143.31	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$2.5M	-3%	45k	54.71	View chart
Sherwin-Williams Company (SHW)	0.0	$2.4M	+28%	7.5k	324.04	View chart
International Business Machines (IBM)	0.0	$2.4M	+36%	8.1k	296.20	View chart
Cisco Systems (CSCO)	0.0	$2.4M	+16%	31k	77.03	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$2.4M	+62%	9.6k	246.17	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.0	$2.3M	-15%	143k	16.43	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$2.3M		79k	29.61	View chart
Northrop Grumman Corporation (NOC)	0.0	$2.3M		4.1k	570.19	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$2.3M	+5%	15k	148.98	View chart
NVR (NVR)	0.0	$2.3M		311.00	7293.47	View chart
Lockheed Martin Corporation (LMT)	0.0	$2.2M	-15%	4.6k	483.68	View chart
Mvb Financial (MVBF)	0.0	$2.2M		85k	25.83	View chart
Wells Fargo & Company (WFC)	0.0	$2.1M	+4%	23k	93.20	View chart
Bank of America Corporation (BAC)	0.0	$2.1M	-14%	38k	55.00	View chart
Public Storage (PSA)	0.0	$2.1M	-17%	8.0k	259.49	View chart
Micron Technology (MU)	0.0	$2.0M	+16%	7.1k	285.42	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$2.0M		19k	106.70	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$2.0M		76k	26.23	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$2.0M	+32%	5.1k	386.87	View chart
Altria (MO)	0.0	$2.0M	+5%	34k	57.66	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$2.0M	+9%	6.4k	303.91	View chart
United Parcel Service CL B (UPS)	0.0	$1.9M	+3%	20k	99.19	View chart
Walt Disney Company (DIS)	0.0	$1.9M	+12%	17k	113.77	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.0	$1.9M		39k	48.17	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$1.8M		14k	131.59	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$1.8M	-43%	13k	141.49	View chart
Amgen (AMGN)	0.0	$1.8M	+22%	5.5k	327.31	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.0	$1.7M		37k	46.67	View chart
Linde SHS (LIN)	0.0	$1.7M	-12%	4.0k	426.41	View chart
Advanced Micro Devices (AMD)	0.0	$1.7M	+14%	8.0k	214.17	View chart
Ishares Em Mkt Sm-cp Etf (EEMS)	0.0	$1.7M		25k	67.48	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.0	$1.7M	-5%	49k	34.46	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$1.7M		2.2k	753.76	View chart
Science App Int'l (SAIC)	0.0	$1.6M	-2%	16k	100.66	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$1.6M		11k	141.05	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$1.6M	+14%	17k	95.09	View chart
Ge Aerospace Com New (GE)	0.0	$1.6M	+17%	5.1k	308.03	View chart
TJX Companies (TJX)	0.0	$1.6M	+10%	10k	153.60	View chart
Pure Storage Cl A (PSTG)	0.0	$1.5M	+3%	23k	67.01	View chart
Invesco Currencyshares Swiss Swiss Franc (FXF)	0.0	$1.5M		14k	111.60	View chart
Spdr Series Trust State Street Spd (BIL)	0.0	$1.5M	+11%	17k	91.38	View chart
Lam Research Corp Com New (LRCX)	0.0	$1.5M	+2%	8.8k	171.18	View chart
Charles Schwab Corporation (SCHW)	0.0	$1.5M	+49%	15k	99.91	View chart
MaxLinear (MXL)	0.0	$1.4M	NEW	82k	17.43	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$1.4M	-6%	3.1k	453.42	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$1.4M	+5%	9.8k	143.32	View chart
American Express Company (AXP)	0.0	$1.4M	+6%	3.7k	369.99	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$1.4M	+27%	14k	95.22	View chart
Goldman Sachs (GS)	0.0	$1.3M	+19%	1.5k	879.25	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.0	$1.3M		57k	22.91	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.0	$1.3M		28k	46.80	View chart
Intuitive Surgical Com New (ISRG)	0.0	$1.3M	+5%	2.2k	566.26	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$1.2M		21k	58.12	View chart
Spdr Series Trust State Street Spd (MDYV)	0.0	$1.2M	-5%	14k	84.65	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$1.2M	NEW	4.7k	252.92	View chart
AFLAC Incorporated (AFL)	0.0	$1.2M	+2%	11k	110.27	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$1.2M	-4%	4.2k	279.11	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.0	$1.2M		22k	52.41	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$1.1M	+11%	25k	44.17	View chart
Spdr Series Trust Bloomberg Intl T (BWX)	0.0	$1.1M		49k	22.53	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$1.1M	+8%	9.0k	123.25	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$1.1M	+5%	11k	102.54	View chart
Spdr Series Trust State Street Spd (JNK)	0.0	$1.1M		11k	97.21	View chart
At&t (T)	0.0	$1.1M	+6%	43k	24.84	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.0	$1.1M	+78%	8.9k	119.41	View chart
Starbucks Corporation (SBUX)	0.0	$1.0M	+6%	12k	84.21	View chart
Anthem (ELV)	0.0	$1.0M	+10%	3.0k	350.55	View chart
Coca-Cola Company (KO)	0.0	$1.0M	+47%	14k	69.91	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$994k		929.00	1069.80	View chart
PNC Financial Services (PNC)	0.0	$993k	+6%	4.8k	208.75	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$988k	+20%	20k	49.65	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.0	$983k	+2%	13k	74.17	View chart
Fidelity Covington Trust Enhanced Large (FELG)	0.0	$983k	+3%	24k	41.70	View chart
Booking Holdings (BKNG)	0.0	$982k	+7%	183.00	5364.28	View chart
Stryker Corporation (SYK)	0.0	$976k	-6%	2.8k	351.46	View chart
Uber Technologies (UBER)	0.0	$976k	+5%	12k	81.71	View chart
Spdr Series Trust State Street Spd (MDYG)	0.0	$957k	-11%	10k	92.43	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.0	$939k	+3%	8.0k	117.71	View chart
Verizon Communications (VZ)	0.0	$938k	-7%	23k	40.73	View chart
M&T Bank Corporation (MTB)	0.0	$922k	+3%	4.6k	201.49	View chart
Servicenow (NOW)	0.0	$913k	+399%	6.0k	153.19	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$912k	+170%	1.5k	603.15	View chart
McKesson Corporation (MCK)	0.0	$902k	-2%	1.1k	820.32	View chart
Vanguard World Financials Etf (VFH)	0.0	$894k	+2%	6.7k	133.48	View chart
Applied Materials (AMAT)	0.0	$893k	-5%	3.5k	256.96	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$877k	+2%	27k	32.62	View chart
Intuit (INTU)	0.0	$874k	-26%	1.3k	662.21	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$863k		19k	46.59	View chart
Colgate-Palmolive Company (CL)	0.0	$861k	+9%	11k	79.02	View chart
Nextera Energy (NEE)	0.0	$857k	-5%	11k	80.28	View chart
Citigroup Com New (C)	0.0	$843k	+22%	7.2k	116.69	View chart
Morgan Stanley Com New (MS)	0.0	$825k	+23%	4.6k	177.54	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.0	$821k		13k	65.01	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.0	$819k	-13%	11k	76.23	View chart
Thermo Fisher Scientific (TMO)	0.0	$815k	+6%	1.4k	579.46	View chart
Bristol Myers Squibb (BMY)	0.0	$806k	+21%	15k	53.94	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$795k	+3%	3.0k	268.27	View chart
Intel Corporation (INTC)	0.0	$793k	-2%	22k	36.90	View chart
Sap Se Spon Adr (SAP)	0.0	$790k	+24%	3.3k	242.92	View chart
Travelers Companies (TRV)	0.0	$790k	+16%	2.7k	290.07	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$790k	+5%	5.1k	154.13	View chart
Union Pacific Corporation (UNP)	0.0	$778k	+11%	3.4k	231.34	View chart
Avery Dennison Corporation (AVY)	0.0	$778k		4.3k	181.87	View chart
Gilead Sciences (GILD)	0.0	$771k	+27%	6.3k	122.75	View chart
Spdr Series Trust State Street Spd (PSK)	0.0	$765k	-2%	24k	31.69	View chart
Pfizer (PFE)	0.0	$763k		31k	24.90	View chart

Past Filings by Pure Financial Advisors

SEC 13F filings are viewable for Pure Financial Advisors going back to 2012

Pure Financial Advisors 2025 Q4 amended filed March 4, 2026
Pure Financial Advisors 2025 Q4 filed Feb. 4, 2026
Pure Financial Advisors 2025 Q3 filed Oct. 20, 2025
Pure Financial Advisors 2025 Q2 filed July 18, 2025
Pure Financial Advisors 2025 Q1 filed April 23, 2025
Pure Financial Advisors 2024 Q4 filed Jan. 16, 2025
Pure Financial Advisors 2024 Q3 filed Oct. 29, 2024
Pure Financial Advisors 2024 Q2 filed July 18, 2024
Pure Financial Advisors 2024 Q1 filed April 16, 2024
Pure Financial Advisors 2023 Q4 filed Jan. 8, 2024
Pure Financial Advisors 2023 Q3 filed Oct. 10, 2023
Pure Financial Advisors 2023 Q2 filed July 10, 2023
Pure Financial Advisors 2023 Q1 filed April 11, 2023
Pure Financial Advisors 2022 Q4 filed Jan. 9, 2023
Pure Financial Advisors 2022 Q3 filed Oct. 6, 2022
Pure Financial Advisors 2022 Q2 filed July 8, 2022

View all past filings

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