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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 35.61% of Pure Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: BND (+$50M), IGSB (+$24M), SPY (+$22M), VGSH (+$13M), DFAT (+$12M), DUHP (+$10M), VOO (+$10M), IVV (+$9.5M), VNQ (+$8.7M), IEFA (+$7.4M).
Started 55 new stock positions in FTS, EXPE, IBKR, IMO, SCHR, BOLD, EOG, ALIT, NTR, RLI.
Reduced shares in these 10 stocks: AVEM (-$8.5M), AVDV (-$6.4M), AVLV, DFAC, GNR, DFAI, GUNR, QQQM, MGV, VV.
Sold out of its positions in ACM, AIG, APP, AstraZeneca, GIB, CDNS, CGXU, CGGR, DHR, AJG. GIS, QQQM, IYW, JEF, MFC, OTIS, CSHI, TTD, URI, WLDN, UBS, CYBR.
Pure Financial Advisors was a net buyer of stock by $243M.
Pure Financial Advisors has $6.9B in assets under management (AUM), dropping by 3.47%.
Central Index Key (CIK): 0001571556

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Portfolio Holdings for Pure Financial Advisors

Pure Financial Advisors holds 572 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Pure Financial Advisors has 572 total positions. Only the first 250 positions are shown.

Sign up to view all of the Pure Financial Advisors March 31, 2026 positions
Download the Pure Financial Advisors March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	10.6	$734M	+3%	1.1M	650.34	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	9.2	$635M	+8%	8.6M	73.64	View chart
Ishares Tr Core Msci Eafe (IEFA)	6.1	$424M		4.7M	90.53	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	5.0	$345M	+3%	5.5M	62.45	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	4.6	$320M	+8%	6.1M	52.56	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	4.2	$288M	+3%	7.8M	36.76	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	3.3	$228M	+3%	3.2M	71.13	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	2.8	$196M	+4%	2.2M	88.70	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	2.4	$165M	-3%	1.6M	99.86	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	2.4	$163M	+8%	2.8M	58.54	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	2.4	$163M		4.2M	38.86	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	2.3	$161M	+2%	2.2M	72.08	View chart
Spdr Index Shs Fds State Street Spd (GNR)	2.3	$158M		2.1M	74.67	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.9	$129M	+3%	2.4M	54.05	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.9	$128M	+7%	197k	653.21	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	1.7	$117M	-2%	1.4M	80.61	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.7	$115M		2.9M	38.96	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.5	$107M	+10%	179k	597.55	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.4	$100M		1.6M	64.08	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.4	$98M	-7%	1.2M	80.58	View chart
Apple (AAPL)	1.1	$77M	+3%	302k	253.79	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.9	$60M	+9%	1.2M	48.05	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.7	$51M		2.0M	25.64	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.7	$50M		654k	75.74	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.7	$47M		331k	142.43	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$47M		146k	320.81	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.6	$44M	+5%	1.0M	42.22	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.6	$43M	+5%	534k	79.56	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.6	$42M	-2%	291k	144.95	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.6	$41M	+7%	1.5M	26.61	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$39M	+6%	556k	69.75	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.5	$38M		127k	298.85	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.5	$37M	+17%	195k	191.81	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$37M	+3%	540k	67.53	View chart
Ishares Emng Mkts Eqt (EMGF)	0.5	$35M		583k	60.43	View chart
NVIDIA Corporation (NVDA)	0.5	$34M	+6%	195k	174.40	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$34M		77k	436.79	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$33M		127k	261.92	View chart
Microsoft Corporation (MSFT)	0.4	$31M	+7%	83k	370.17	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$28M	+4%	285k	99.27	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.4	$28M	-4%	512k	55.16	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.4	$28M		604k	46.74	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.4	$28M	+4%	148k	189.59	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.4	$27M	+4%	601k	45.65	View chart
Spdr Series Trust State Street Spd (SPIP)	0.4	$27M		1.0M	26.01	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$26M		91k	287.18	View chart
Amazon (AMZN)	0.4	$25M	+15%	119k	208.27	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.3	$23M		294k	78.41	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.3	$22M		211k	103.43	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$21M		171k	124.31	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.3	$21M	+3%	226k	93.93	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.3	$21M	+5%	680k	30.32	View chart
Vanguard Wellington Us Quality (VFQY)	0.3	$20M	+17%	137k	149.23	View chart
Spdr Series Trust State Street Spd (SPYV)	0.3	$19M	-2%	330k	56.58	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$18M	+3%	62k	287.56	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$18M	-2%	90k	196.20	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.2	$17M		409k	41.09	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.2	$17M	+13%	278k	59.19	View chart
Spdr Series Trust State Street Spd (SPTM)	0.2	$16M	-2%	205k	79.06	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$15M	+5%	629k	24.27	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$15M		31k	479.20	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$15M	+2%	135k	110.36	View chart
Spdr Series Trust State Street Spd (SPSM)	0.2	$15M	+4%	300k	48.32	View chart
JPMorgan Chase & Co. (JPM)	0.2	$14M		48k	294.16	View chart
Dimensional Etf Trust Dimensional Us (DXUV)	0.2	$14M	+15%	231k	59.35	View chart
Caterpillar (CAT)	0.2	$13M		18k	708.46	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$13M		59k	217.25	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.2	$12M		366k	33.97	View chart
Tesla Motors (TSLA)	0.2	$12M		33k	371.75	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$12M	+2%	20k	577.17	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.2	$11M	+3%	196k	56.86	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$11M	+19%	136k	79.27	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$11M	+2%	141k	75.10	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.2	$10M	-2%	387k	26.91	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$10M	+13%	98k	106.15	View chart
Dimensional Etf Trust Dimensional Intl (DXIV)	0.1	$10M	+6%	152k	67.54	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$9.5M		46k	205.80	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$9.5M		98k	97.13	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$9.4M	+5%	114k	82.57	View chart
Exxon Mobil Corporation (XOM)	0.1	$9.3M	-5%	55k	169.66	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$9.2M	+89%	121k	76.54	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$9.1M	+10%	26k	356.57	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$8.7M	+4%	21k	426.40	View chart
Costco Wholesale Corporation (COST)	0.1	$8.6M		8.7k	996.38	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$8.6M	+6%	30k	286.86	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.1	$8.2M	+5%	171k	47.88	View chart
Raytheon Technologies Corp (RTX)	0.1	$8.1M		42k	192.90	View chart
Wal-Mart Stores (WMT)	0.1	$8.0M	+7%	64k	124.28	View chart
Visa Com Cl A (V)	0.1	$7.9M		26k	302.24	View chart
Spdr Series Trust State Street Spd (SPAB)	0.1	$7.7M	+2%	299k	25.62	View chart
Spdr Index Shs Fds State Street Spd (EWX)	0.1	$7.6M	+2%	115k	66.12	View chart
Merck & Co (MRK)	0.1	$7.1M	+3%	59k	120.29	View chart
Johnson & Johnson (JNJ)	0.1	$6.9M	+3%	28k	244.44	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$6.8M	-3%	32k	211.15	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.1	$6.7M	+9%	144k	46.91	View chart
Ishares Tr North Amern Nat (IGE)	0.1	$6.7M		106k	62.94	View chart
Dimensional Etf Trust International (DFSI)	0.1	$6.6M		156k	42.40	View chart
Oracle Corporation (ORCL)	0.1	$6.5M		44k	147.11	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.1	$6.5M	-7%	272k	23.87	View chart
Broadcom (AVGO)	0.1	$6.3M	+2%	20k	309.52	View chart
Lowe's Companies (LOW)	0.1	$6.1M		26k	236.28	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$6.0M	+13%	121k	50.04	View chart
Meta Platforms Cl A (META)	0.1	$5.9M	+13%	10k	572.13	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$5.8M		186k	30.96	View chart
Boeing Company (BA)	0.1	$5.7M	+4%	29k	199.03	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$5.6M	+7%	143k	39.44	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$5.6M	+85%	111k	49.89	View chart
Mastercard Incorporated Cl A (MA)	0.1	$5.5M		11k	499.68	View chart
Home Depot (HD)	0.1	$5.2M	+2%	16k	328.89	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.1	$4.9M	+72%	65k	76.35	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$4.8M	+35%	81k	59.55	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$4.8M	+6%	221k	21.49	View chart
Duke Energy Corp Com New (DUK)	0.1	$4.7M	+6%	36k	130.94	View chart
Honeywell International (HON)	0.1	$4.7M	+6%	21k	226.04	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$4.7M	-8%	26k	184.28	View chart
Eli Lilly & Co. (LLY)	0.1	$4.6M	+11%	5.0k	919.80	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.1	$4.6M		108k	42.37	View chart
Sempra Energy (SRE)	0.1	$4.5M		47k	97.17	View chart
Abbvie (ABBV)	0.1	$4.4M	+11%	20k	217.49	View chart
Spdr Series Trust State Street Spd (SPMD)	0.1	$4.4M	+5%	74k	59.22	View chart
Chevron Corporation (CVX)	0.1	$4.2M	+2%	20k	206.90	View chart
Pepsi (PEP)	0.1	$4.2M	-2%	27k	155.29	View chart
UnitedHealth (UNH)	0.1	$4.1M	-8%	15k	270.58	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$4.1M	+2%	9.6k	430.29	View chart
Netflix (NFLX)	0.1	$3.9M	+34%	41k	96.15	View chart
Philip Morris International (PM)	0.1	$3.9M		24k	165.34	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$3.8M	-2%	49k	78.41	View chart
Ishares Tr Esg Optimized (SUSA)	0.1	$3.7M	-5%	28k	132.10	View chart
Leidos Holdings (LDOS)	0.1	$3.6M		23k	155.52	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$3.5M		27k	132.90	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$3.4M	-9%	139k	24.75	View chart
General Dynamics Corporation (GD)	0.0	$3.4M		9.9k	343.23	View chart
Spdr Index Shs Fds State Street Spd (GWX)	0.0	$3.3M	-6%	79k	42.23	View chart
Aon Shs Cl A (AON)	0.0	$3.3M	-10%	10k	322.79	View chart
Qualcomm (QCOM)	0.0	$3.2M	+17%	25k	128.78	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$3.2M	-14%	15k	215.06	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$3.0M	+15%	36k	82.75	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$3.0M	+38%	21k	141.42	View chart
Palantir Technologies Cl A (PLTR)	0.0	$2.9M	+8%	20k	146.28	View chart
McDonald's Corporation (MCD)	0.0	$2.9M	+3%	9.3k	310.79	View chart
Reliance Steel & Aluminum (RS)	0.0	$2.8M	-2%	9.3k	303.92	View chart
Lockheed Martin Corporation (LMT)	0.0	$2.8M		4.6k	604.36	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$2.8M	-2%	13k	213.67	View chart
Northrop Grumman Corporation (NOC)	0.0	$2.8M		4.0k	682.16	View chart
Procter & Gamble Company (PG)	0.0	$2.7M	+2%	18k	144.44	View chart
Abbott Laboratories (ABT)	0.0	$2.5M	+4%	24k	102.67	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.0	$2.5M	-5%	135k	18.29	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$2.5M	-4%	43k	56.79	View chart
Sherwin-Williams Company (SHW)	0.0	$2.4M		7.6k	320.55	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$2.4M		78k	30.50	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$2.4M		9.5k	248.01	View chart
Micron Technology (MU)	0.0	$2.3M	-2%	6.9k	337.85	View chart
Cisco Systems (CSCO)	0.0	$2.3M	-3%	30k	77.59	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$2.2M	+3%	6.6k	337.96	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$2.2M	+8%	21k	106.50	View chart
Altria (MO)	0.0	$2.2M	-3%	33k	65.99	View chart
Amgen (AMGN)	0.0	$2.2M	+11%	6.2k	351.86	View chart
Public Storage (PSA)	0.0	$2.1M		7.9k	270.86	View chart
Mvb Financial (MVBF)	0.0	$2.1M		85k	24.83	View chart
NVR (NVR)	0.0	$2.1M	+2%	319.00	6589.83	View chart
Linde SHS (LIN)	0.0	$2.1M	+3%	4.2k	495.76	View chart
Iqvia Holdings (IQV)	0.0	$2.0M		12k	170.54	View chart
Lam Research Corp Com New (LRCX)	0.0	$1.9M	+2%	9.0k	213.65	View chart
Advanced Micro Devices (AMD)	0.0	$1.9M	+17%	9.4k	203.43	View chart
United Parcel Svcs CL B (UPS)	0.0	$1.9M		19k	98.38	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.0	$1.9M		40k	47.93	View chart
Bank of America Corporation (BAC)	0.0	$1.9M		39k	48.75	View chart
Wells Fargo & Company (WFC)	0.0	$1.9M	+2%	24k	79.61	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$1.9M		75k	25.10	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.0	$1.9M	+8%	53k	35.53	View chart
International Business Machines (IBM)	0.0	$1.8M	-6%	7.6k	242.40	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$1.8M		14k	132.50	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$1.8M	+33%	19k	94.95	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$1.8M	-6%	4.8k	370.70	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$1.8M		13k	138.37	View chart
Ishares Em Mkt Sm-cp Etf (EEMS)	0.0	$1.7M		25k	69.18	View chart
TJX Companies (TJX)	0.0	$1.7M	+7%	11k	159.70	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.0	$1.7M		37k	46.74	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$1.7M		11k	145.74	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$1.6M	+33%	1.2k	1321.24	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$1.6M		17k	95.62	View chart
Walt Disney Company (DIS)	0.0	$1.6M		17k	96.38	View chart
Spdr Series Trust State Street Spd (BIL)	0.0	$1.6M	+3%	17k	91.64	View chart
Science App Int'l (SAIC)	0.0	$1.5M		16k	94.92	View chart
AFLAC Incorporated (AFL)	0.0	$1.5M	+26%	14k	109.71	View chart
Ge Aerospace Com New (GE)	0.0	$1.5M	+4%	5.3k	283.74	View chart
Invesco Currencyshares Swiss Swiss Franc (FXF)	0.0	$1.5M		14k	110.41	View chart
Charles Schwab Corporation (SCHW)	0.0	$1.5M	+4%	16k	93.98	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$1.4M	-7%	2.0k	697.88	View chart
At&t (T)	0.0	$1.4M	+13%	49k	28.99	View chart
MaxLinear (MXL)	0.0	$1.4M		81k	17.39	View chart
Applied Materials (AMAT)	0.0	$1.4M	+16%	4.0k	341.81	View chart
Starbucks Corporation (SBUX)	0.0	$1.4M	+22%	15k	89.59	View chart
Corning Incorporated (GLW)	0.0	$1.3M	+43%	9.7k	135.97	View chart
Everpure Cl A (PSTG)	0.0	$1.3M		22k	59.04	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$1.3M	-6%	2.9k	446.60	View chart
Verizon Communications (VZ)	0.0	$1.3M	+12%	26k	50.20	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.0	$1.3M		57k	22.66	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.0	$1.3M		28k	45.12	View chart
Goldman Sachs (GS)	0.0	$1.2M	-2%	1.5k	845.79	View chart
Spdr Series Trust State Street Spd (MDYV)	0.0	$1.2M		14k	85.15	View chart
Bristol Myers Squibb (BMY)	0.0	$1.2M	+35%	20k	60.65	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$1.2M	-15%	8.3k	145.78	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$1.2M		22k	55.52	View chart
Spdr Series Trust State Street Spd (JNK)	0.0	$1.2M	+10%	12k	95.72	View chart
American Express Company (AXP)	0.0	$1.2M	+3%	3.8k	302.46	View chart
Coca-Cola Company (KO)	0.0	$1.2M	+6%	15k	76.05	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$1.2M	+12%	10k	113.11	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.0	$1.1M		22k	52.19	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$1.1M		25k	45.47	View chart
Spdr Series Trust Bloomberg Intl T (BWX)	0.0	$1.1M	+2%	51k	21.95	View chart
Marathon Petroleum Corp (MPC)	0.0	$1.1M		4.5k	244.16	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$1.1M		11k	102.25	View chart
Colgate-Palmolive Company (CL)	0.0	$1.1M	+15%	13k	85.23	View chart
Western Digital (WDC)	0.0	$1.1M	+2%	3.9k	270.49	View chart
Intel Corporation (INTC)	0.0	$1.1M	+10%	24k	44.13	View chart
Nextera Energy (NEE)	0.0	$1.0M	+5%	11k	92.88	View chart
PNC Financial Services (PNC)	0.0	$1.0M	+5%	5.0k	208.09	View chart
Ge Vernova (GEV)	0.0	$1.0M	+4%	1.2k	873.26	View chart
ConocoPhillips (COP)	0.0	$1.0M	+13%	7.9k	132.00	View chart
Intuitive Surgical Com New (ISRG)	0.0	$1.0M		2.2k	460.90	View chart
Spdr Series Trust State Street Spd (MDYG)	0.0	$994k		10k	95.96	View chart
Citigroup Com New (C)	0.0	$986k	+20%	8.7k	113.41	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$984k	+9%	20k	48.46	View chart
M&T Bank Corporation (MTB)	0.0	$980k	+3%	4.7k	206.73	View chart
Gilead Sciences (GILD)	0.0	$972k	+10%	7.0k	139.37	View chart
McKesson Corporation (MCK)	0.0	$970k	+2%	1.1k	865.13	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.0	$969k		8.9k	108.98	View chart
Stryker Corporation (SYK)	0.0	$962k	+5%	2.9k	328.64	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.0	$920k		1.5k	616.83	View chart
Uber Technologies (UBER)	0.0	$901k	+4%	13k	71.93	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.0	$889k	-5%	13k	70.91	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$880k	-19%	3.4k	257.32	View chart
FedEx Corporation (FDX)	0.0	$879k	+17%	2.5k	356.20	View chart
Travelers Companies (TRV)	0.0	$852k	+7%	2.9k	291.73	View chart
Union Pacific Corporation (UNP)	0.0	$849k	+3%	3.5k	242.63	View chart
Fidelity Covington Trust Enhanced Large (FELG)	0.0	$847k	-4%	23k	37.49	View chart
Hilton Worldwide Holdings (HLT)	0.0	$847k	NEW	2.8k	304.05	View chart
Chubb (CB)	0.0	$841k	+19%	2.6k	325.96	View chart
Pfizer (PFE)	0.0	$840k	-2%	30k	28.08	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.0	$833k	-5%	7.5k	110.86	View chart
Morgan Stanley Com New (MS)	0.0	$825k	+7%	5.0k	164.58	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$809k	+11%	14k	56.68	View chart
Vanguard World Financials Etf (VFH)	0.0	$809k		6.7k	120.80	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$805k	+3%	10k	78.66	View chart
Sandisk Corp (SNDK)	0.0	$805k	+4%	1.3k	635.34	View chart
Booking Holdings (BKNG)	0.0	$802k	+3%	190.00	4220.96	View chart
L3harris Technologies (LHX)	0.0	$799k		2.3k	345.20	View chart
Southern Copper Corporation (SCCO)	0.0	$791k	+6%	4.6k	172.06	View chart
BP Sponsored Adr (BP)	0.0	$785k	+3%	17k	47.00	View chart

Past Filings by Pure Financial Advisors

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

Pure Financial Advisors 2026 Q1 filed April 10, 2026
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

View all past filings

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