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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, DUHP, and represent 35.46% of Pure Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: PYLD (+$193M), BND (+$44M), VUG (+$33M), SPY (+$27M), VO (+$21M), DUHP (+$18M), IEFA (+$17M), DFAT (+$14M), VGSH (+$13M), IWF (+$7.7M).
Started 88 new stock positions in SPCX, NIO, STM, HWM, CCL, KEYS, SCHK, PYLD, PDFS, MKSI.
Reduced shares in these 10 stocks: IGSB (-$146M), MXL (-$9.6M), , AVEM (-$9.2M), AVLV (-$5.9M), Honeywell International, DFAC, DCOR, IQV, PSA.
Sold out of its positions in SIVR, A, ALIT, ADSK, BR, CME, CALY, CHTR, DLR, EXPE. XOM, Honeywell International, IMO, RSP, IONQ, ACWV, NAKA, LULU, MTD, NTR, PYPL, QSR, PHYS, VDE.
Pure Financial Advisors was a net buyer of stock by $322M.
Pure Financial Advisors has $7.8B in assets under management (AUM), dropping by 12.78%.
Central Index Key (CIK): 0001571556

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Portfolio Holdings for Pure Financial Advisors

Pure Financial Advisors holds 636 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Pure Financial Advisors has 636 total positions. Only the first 250 positions are shown.

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Download the Pure Financial Advisors June 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)	11.2	$870M	+3%	1.2M	746.77	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	8.7	$677M	+6%	9.2M	73.41	View chart
Ishares Tr Core Msci Eafe (IEFA)	6.0	$469M	+3%	4.9M	96.58	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	5.1	$399M	+3%	5.7M	69.90	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	4.4	$345M	+5%	8.3M	41.73	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	3.5	$269M	+2%	3.3M	82.34	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	2.8	$221M	+3%	2.3M	96.43	View chart
Pimco Etf Tr Multisector Bd (PYLD)	2.5	$193M	NEW	7.3M	26.52	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	2.3	$182M		4.1M	44.36	View chart
Dimensional Etf Trust Us Cor Equ 1 Etf (DCOR)	2.3	$180M		2.2M	81.98	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	2.2	$175M	+8%	3.0M	58.20	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	2.2	$174M	-45%	3.3M	52.41	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	2.2	$170M		1.6M	103.05	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.9	$147M		196k	748.89	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.9	$145M		2.4M	59.69	View chart
Spdr Index Shs Fds St Str Nat Etf (GNR)	1.8	$141M		2.1M	67.31	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.6	$127M	+3%	186k	686.81	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	1.6	$126M	-4%	1.4M	91.21	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.6	$121M		2.9M	41.25	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.4	$110M		1.5M	71.25	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.4	$109M	-7%	1.1M	96.49	View chart
Apple (AAPL)	1.2	$90M	+3%	312k	289.36	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.8	$65M	+7%	1.3M	48.43	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.7	$57M		1.9M	29.43	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$54M		147k	370.04	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.7	$54M		329k	164.27	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.7	$53M		645k	82.49	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$50M	+8%	603k	82.84	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.6	$47M		286k	163.45	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	0.6	$46M	+3%	1.1M	42.21	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.6	$45M	+5%	561k	79.97	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.6	$44M		127k	343.91	View chart
Ishares Emng Mkts Eqt (EMGF)	0.6	$43M		585k	73.26	View chart
NVIDIA Corporation (NVDA)	0.5	$43M	+9%	213k	200.09	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$43M	+2%	551k	77.11	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.5	$42M	+4%	1.6M	26.50	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.5	$42M		191k	219.43	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$39M	+492%	454k	86.14	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$38M		126k	303.12	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$35M	+22%	349k	98.98	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.4	$33M		147k	221.20	View chart
Microsoft Corporation (MSFT)	0.4	$32M	+3%	86k	373.02	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.4	$30M	-2%	587k	50.39	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.4	$30M		614k	48.12	View chart
Amazon (AMZN)	0.4	$29M		120k	238.34	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$29M	+291%	355k	80.57	View chart
Spdr Series Trust St Str Tips Etf (SPIP)	0.3	$27M		1.0M	25.68	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$25M		171k	148.31	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.3	$25M		508k	49.28	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.3	$24M		296k	82.27	View chart
Vanguard Wellington Us Quality (VFQY)	0.3	$24M		138k	170.29	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$23M	+4%	65k	357.37	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.3	$23M	+4%	236k	96.44	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.3	$22M	+6%	723k	30.49	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.3	$22M		212k	102.16	View chart
Spdr Series Trust St Str P500val (SPYV)	0.3	$20M		326k	60.79	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.3	$20M	+2%	420k	46.63	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$19M	-2%	88k	217.93	View chart
Caterpillar (CAT)	0.2	$19M	-2%	18k	1064.92	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.2	$19M		279k	66.45	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.2	$18M	-2%	200k	90.79	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.2	$17M	-2%	293k	57.67	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$16M	+4%	33k	500.38	View chart
Tesla Motors (TSLA)	0.2	$16M	+16%	38k	420.60	View chart
JPMorgan Chase & Co. (JPM)	0.2	$16M		49k	327.33	View chart
Dimensional Etf Trust Dimensional Us (DXUV)	0.2	$16M	+3%	238k	66.50	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$16M	+2%	647k	24.14	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.2	$16M	+45%	176k	87.88	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$15M		20k	736.40	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$15M		134k	109.43	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$14M		58k	242.99	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.2	$14M		373k	36.84	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.2	$12M	+7%	210k	57.64	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$12M	+11%	34k	353.33	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$12M	-3%	137k	83.75	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.1	$11M	-3%	375k	29.30	View chart
Dimensional Etf Trust Intl Vec Equ Etf (DXIV)	0.1	$11M	+3%	157k	70.00	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$11M	+2%	100k	107.62	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$11M	-6%	43k	246.21	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$10M	+301%	82k	124.17	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$10M	+8%	124k	82.11	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$10M	-3%	25k	409.49	View chart
Micron Technology (MU)	0.1	$9.8M	+23%	8.5k	1154.26	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$9.6M	-10%	121k	79.03	View chart
Broadcom (AVGO)	0.1	$9.4M	+22%	25k	377.75	View chart
Costco Wholesale Corporation (COST)	0.1	$9.4M	+15%	10k	935.47	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$9.3M	-8%	90k	103.88	View chart
Visa Com Cl A (V)	0.1	$9.1M		27k	343.09	View chart
Eli Lilly & Co. (LLY)	0.1	$8.4M	+40%	7.0k	1199.37	View chart
Raytheon Technologies Corp (RTX)	0.1	$8.4M	+5%	44k	189.73	View chart
Spdr Index Shs Fds St Marke Cap Etf (EWX)	0.1	$8.3M		112k	74.31	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.1	$8.2M	+6%	320k	25.52	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.1	$8.1M	+37%	89k	91.63	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	0.1	$8.1M		169k	47.75	View chart
Wal-Mart Stores (WMT)	0.1	$8.1M	+10%	71k	113.26	View chart
Merck & Co (MRK)	0.1	$7.7M		60k	128.50	View chart
Johnson & Johnson (JNJ)	0.1	$7.4M	+4%	29k	253.97	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.1	$7.2M	-3%	138k	51.78	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$7.0M	-3%	31k	227.06	View chart
Dimensional Etf Trust International (DFSI)	0.1	$7.0M		155k	45.10	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.1	$7.0M	+4%	285k	24.51	View chart
Lam Research Corp Com New (LRCX)	0.1	$6.9M	+77%	16k	433.32	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$6.7M	+10%	133k	50.60	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$6.7M	-2%	182k	36.87	View chart
Oracle Corporation (ORCL)	0.1	$6.7M	+2%	46k	146.55	View chart
Meta Platforms Cl A (META)	0.1	$6.5M	+13%	12k	563.29	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$6.4M	+12%	160k	40.13	View chart
Sandisk Corp (SNDK)	0.1	$6.2M	+116%	2.7k	2273.99	View chart
UnitedHealth (UNH)	0.1	$6.1M	-4%	15k	415.62	View chart
Abbvie (ABBV)	0.1	$6.0M	+19%	24k	251.64	View chart
Ishares Tr North Amern Nat (IGE)	0.1	$5.9M		106k	56.18	View chart
Boeing Company (BA)	0.1	$5.9M	-5%	27k	216.47	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$5.9M	+4%	116k	50.58	View chart
Advanced Micro Devices (AMD)	0.1	$5.9M	+7%	10k	580.93	View chart
Home Depot (HD)	0.1	$5.8M	+4%	16k	352.68	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$5.7M	+19%	97k	58.98	View chart
Lowe's Companies (LOW)	0.1	$5.6M		25k	220.49	View chart
Mastercard Incorporated Cl A (MA)	0.1	$5.6M		11k	513.62	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$5.2M		222k	23.68	View chart
Dimensional Etf Trust Emer Mark Su Etf (DFSE)	0.1	$5.1M	-3%	105k	48.88	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$5.1M		27k	190.52	View chart
Qualcomm (QCOM)	0.1	$5.0M	+9%	27k	184.79	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$5.0M		25k	197.60	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.1	$4.9M		73k	67.56	View chart
Duke Energy Corp Com New (DUK)	0.1	$4.8M	+4%	38k	126.58	View chart
Sempra Energy (SRE)	0.1	$4.6M	+5%	49k	92.71	View chart
Ishares Tr Esg Optimized (SUSA)	0.1	$4.4M		29k	154.30	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$4.3M	+12%	157k	27.70	View chart
Western Digital (WDC)	0.1	$4.3M	+74%	6.8k	638.73	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$4.2M	+11%	54k	77.91	View chart
Pepsi (PEP)	0.0	$3.7M	+2%	28k	135.40	View chart
Intel Corporation (INTC)	0.0	$3.7M	+11%	27k	139.63	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$3.7M	+22%	44k	82.65	View chart
Cisco Systems (CSCO)	0.0	$3.6M	+4%	31k	117.46	View chart
General Dynamics Corporation (GD)	0.0	$3.6M	+3%	10k	354.23	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$3.6M		15k	236.62	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$3.6M		9.7k	368.38	View chart
Aon Shs Cl A (AON)	0.0	$3.5M	+4%	11k	331.69	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$3.4M	+6%	7.1k	477.57	View chart
Spdr Index Shs Fds St Intl Cap Etf (GWX)	0.0	$3.4M	-2%	77k	43.76	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$3.3M	-2%	20k	163.67	View chart
Applied Materials (AMAT)	0.0	$3.3M	+13%	4.6k	722.97	View chart
Chevron Corporation (CVX)	0.0	$3.3M	-2%	20k	165.76	View chart
Reliance Steel & Aluminum (RS)	0.0	$3.2M	-9%	8.4k	373.60	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$3.1M		13k	242.43	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$3.0M	+21%	1.5k	1989.09	View chart
Netflix (NFLX)	0.0	$3.0M	+2%	42k	71.40	View chart
Amgen (AMGN)	0.0	$2.9M	+29%	8.0k	362.10	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$2.9M	-3%	42k	68.41	View chart
Procter & Gamble Company (PG)	0.0	$2.8M	+3%	19k	146.64	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$2.7M	-4%	9.1k	300.46	View chart
Sherwin-Williams Company (SHW)	0.0	$2.7M	+4%	7.9k	344.30	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$2.7M		77k	34.81	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.0	$2.7M	-3%	130k	20.49	View chart
Wells Fargo & Company (WFC)	0.0	$2.7M	+36%	32k	82.64	View chart
Northrop Grumman Corporation (NOC)	0.0	$2.5M	+22%	4.9k	509.34	View chart
Kla Corp Com New (KLAC)	0.0	$2.5M	+1872%	8.3k	301.69	View chart
Philip Morris International (PM)	0.0	$2.5M	-41%	14k	180.91	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$2.5M	+38%	27k	94.52	View chart
Corning Incorporated (GLW)	0.0	$2.5M		9.8k	255.43	View chart
Abbott Laboratories (ABT)	0.0	$2.5M	+12%	27k	90.74	View chart
Mvb Financial (MVBF)	0.0	$2.5M		85k	29.01	View chart
Lockheed Martin Corporation (LMT)	0.0	$2.5M	+3%	4.8k	509.44	View chart
McDonald's Corporation (MCD)	0.0	$2.4M	-4%	8.9k	270.32	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$2.3M	+7%	22k	106.47	View chart
Honeywell International (HON)	0.0	$2.3M	NEW	10k	223.91	View chart
Bank of America Corporation (BAC)	0.0	$2.3M	+4%	40k	56.98	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.0	$2.3M	-3%	36k	63.85	View chart
Honeywell Aerospace (HONA)	0.0	$2.3M	NEW	10k	221.07	View chart
Linde SHS (LIN)	0.0	$2.3M	+3%	4.4k	518.99	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$2.3M	+829%	19k	119.52	View chart
NVR (NVR)	0.0	$2.3M	+3%	331.00	6813.40	View chart
Palantir Technologies Cl A (PLTR)	0.0	$2.2M	-5%	19k	116.67	View chart
TJX Companies (TJX)	0.0	$2.2M	+32%	14k	151.50	View chart
Leidos Holdings (LDOS)	0.0	$2.2M	-9%	21k	102.97	View chart
Ge Aerospace Com New (GE)	0.0	$2.2M	+9%	5.8k	373.76	View chart
Realty Income (O)	0.0	$2.2M	+321%	35k	61.96	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$2.1M	+7%	14k	156.97	View chart
Rockwell Automation (ROK)	0.0	$2.1M	+124%	4.3k	495.02	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$2.1M	-3%	72k	28.96	View chart
United Parcel Svcs CL B (UPS)	0.0	$2.1M		19k	107.50	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$2.0M		4.7k	426.39	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.0	$2.0M		53k	37.26	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$2.0M	-2%	13k	147.72	View chart
International Business Machines (IBM)	0.0	$1.9M	-8%	6.9k	281.20	View chart
Ishares Em Mkt Sm-cp Etf (EEMS)	0.0	$1.9M		25k	75.89	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.0	$1.9M		39k	48.34	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.0	$1.8M	+655%	73k	24.66	View chart
Palo Alto Networks (PANW)	0.0	$1.8M	+24%	5.3k	341.04	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$1.8M	+2%	17k	102.81	View chart
Intuitive Surgical Com New (ISRG)	0.0	$1.8M	+98%	4.4k	397.69	View chart
Altria (MO)	0.0	$1.7M	-28%	24k	71.95	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$1.7M	-8%	10k	164.60	View chart
Walt Disney Company (DIS)	0.0	$1.7M	+5%	17k	96.25	View chart
AFLAC Incorporated (AFL)	0.0	$1.7M	+3%	14k	117.25	View chart
Science App Int'l (SAIC)	0.0	$1.7M	-7%	15k	110.41	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$1.6M	+13%	3.3k	496.80	View chart
Goldman Sachs (GS)	0.0	$1.6M	+8%	1.6k	1011.24	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.0	$1.6M	+2%	18k	91.64	View chart
Starbucks Corporation (SBUX)	0.0	$1.6M		15k	102.19	View chart
Arista Networks Com Shs (ANET)	0.0	$1.6M	+54%	9.2k	169.89	View chart
Ge Vernova (GEV)	0.0	$1.5M	+9%	1.3k	1174.99	View chart
Invesco Currencyshares Swiss Swiss Franc (FXF)	0.0	$1.5M		14k	109.05	View chart
Everpure Cl A (P)	0.0	$1.5M	-15%	19k	78.79	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.0	$1.4M		28k	51.69	View chart
Citigroup Com New (C)	0.0	$1.4M	+17%	10k	139.96	View chart
Coca-Cola Company (KO)	0.0	$1.4M	+14%	18k	81.27	View chart
Charles Schwab Corporation (SCHW)	0.0	$1.4M		15k	92.27	View chart
American Express Company (AXP)	0.0	$1.4M	+8%	4.2k	338.28	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$1.4M		10k	137.53	View chart
Marvell Technology (MRVL)	0.0	$1.4M	+32%	4.7k	297.90	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$1.4M	+146%	12k	114.18	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$1.4M	+26%	1.8k	763.18	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.0	$1.4M	+20%	27k	52.60	View chart
Spdr Series Trust St Str Sp400val (MDYV)	0.0	$1.4M		14k	94.85	View chart
PNC Financial Services (PNC)	0.0	$1.4M	+10%	5.5k	246.23	View chart
Morgan Stanley Com New (MS)	0.0	$1.4M	+29%	6.5k	209.04	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.0	$1.3M		57k	22.90	View chart
Bristol Myers Squibb (BMY)	0.0	$1.3M	+11%	23k	57.62	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$1.3M	-2%	21k	61.46	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$1.3M	+8%	1.3k	965.02	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$1.3M	-8%	23k	54.69	View chart
Marathon Petroleum Corp (MPC)	0.0	$1.3M	+9%	4.9k	255.65	View chart
Colgate-Palmolive Company (CL)	0.0	$1.2M	+6%	14k	91.68	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$1.2M	-4%	7.9k	154.28	View chart
Verizon Communications (VZ)	0.0	$1.2M	+10%	29k	42.34	View chart
Spdr Series Trust St Bloo High Etf (JNK)	0.0	$1.2M		12k	96.37	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$1.2M		11k	110.15	View chart
Spdr Series Trust ST STR SP400GRW (MDYG)	0.0	$1.2M		10k	112.09	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$1.2M	+51%	14k	85.49	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$1.2M	+3%	21k	55.01	View chart
M&T Bank Corporation (MTB)	0.0	$1.1M		4.7k	238.01	View chart
Sap Se Spon Adr (SAP)	0.0	$1.1M	+154%	7.2k	154.11	View chart
Anheuser Busch Inbev Sa Nv Sponsored Adr (BUD)	0.0	$1.1M	+54%	13k	82.40	View chart
Spdr Series Trust St Intl Bbg Etf (BWX)	0.0	$1.1M		50k	21.68	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.0	$1.1M	+70%	21k	53.17	View chart
Nextera Energy (NEE)	0.0	$1.1M	+8%	12k	87.77	View chart
Chubb (CB)	0.0	$1.1M	+20%	3.1k	340.77	View chart
Stryker Corporation (SYK)	0.0	$1.1M	+14%	3.3k	314.85	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.0	$1.0M		8.9k	117.28	View chart
Travelers Companies (TRV)	0.0	$1.0M	+8%	3.2k	330.11	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.0	$1.0M		1.5k	703.34	View chart
At&t (T)	0.0	$1.0M	+2%	50k	20.70	View chart
Union Pacific Corporation (UNP)	0.0	$1.0M	+8%	3.8k	271.98	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.0	$1.0M		13k	81.94	View chart
Parker-Hannifin Corporation (PH)	0.0	$1.0M	+26%	1.0k	978.30	View chart
Anthem (ELV)	0.0	$1.0M	+6%	2.6k	386.77	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$1.0M	-3%	9.9k	102.30	View chart
Booking Holdings (BKNG)	0.0	$1.0M	+2893%	5.7k	178.25	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$1.0M	-3%	3.3k	306.34	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 Q2 filed Aug. 17, 2026
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

View all past filings

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