PUREfi Wealth
Latest statistics and disclosures from PUREfi Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, WMT, SYK, AAPL, MSFT, and represent 18.14% of PUREfi Wealth's stock portfolio.
- Added to shares of these 10 stocks: Exxon Mobil Corp, IVV, GOOG, IWB, IWF, NVDA, BINC, LRCX, AGIX, META.
- Started 36 new stock positions in HONA, IWB, BRTR, XLF, SANM, IJH, MU, FLEX, CAT, WDC.
- Reduced shares in these 10 stocks: , WMT, PEP, JNJ, , HIG, Honeywell International, MUNI, PANW, BAI.
- Sold out of its positions in WRB, ECL, XOM, HIG, Honeywell International, IBKR, INTU, EZU, HYG, LMT. NKE, NVS, BBBY, PLTR, PANW, PEP.
- PUREfi Wealth was a net buyer of stock by $14M.
- PUREfi Wealth has $182M in assets under management (AUM), dropping by 19.27%.
- Central Index Key (CIK): 0002001520
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Portfolio Holdings for PUREfi Wealth
PUREfi Wealth holds 208 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 4.8 | $8.7M | +18% | 12k | 748.86 |
|
| Wal-Mart Stores (WMT) | 3.8 | $6.9M | -9% | 61k | 113.26 |
|
| Stryker Corporation (SYK) | 3.7 | $6.7M | 21k | 314.84 |
|
|
| Apple (AAPL) | 3.3 | $6.0M | +5% | 21k | 289.37 |
|
| Microsoft Corporation (MSFT) | 2.6 | $4.7M | -5% | 13k | 373.01 |
|
| Broadcom (AVGO) | 2.6 | $4.7M | 12k | 377.75 |
|
|
| NVIDIA Corporation (NVDA) | 2.3 | $4.2M | +17% | 21k | 200.09 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.2 | $4.0M | -6% | 5.3k | 746.80 |
|
| Amazon (AMZN) | 2.1 | $3.8M | 16k | 238.35 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 2.0 | $3.7M | +48% | 10k | 353.35 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.9 | $3.5M | +3% | 7.3k | 477.57 |
|
| Blackrock Etf Trust Ii Flexible Income (BINC) | 1.7 | $3.1M | +25% | 59k | 52.34 |
|
| Blackrock Etf Trust Us Eqt Factor (DYNF) | 1.7 | $3.0M | +6% | 44k | 68.01 |
|
| Eli Lilly & Co. (LLY) | 1.4 | $2.5M | 2.1k | 1199.43 |
|
|
| Fidelity Covington Trust Blue Chip Grwth (FBCG) | 1.3 | $2.3M | 37k | 62.11 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $2.3M | +5% | 6.4k | 357.37 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.1 | $2.1M | +10% | 21k | 98.98 |
|
| JPMorgan Chase & Co. (JPM) | 1.1 | $2.0M | +5% | 6.1k | 327.31 |
|
| Johnson & Johnson (JNJ) | 1.0 | $1.9M | -22% | 7.5k | 253.97 |
|
| J P Morgan Exchange Traded F Active Value Etf (JAVA) | 1.0 | $1.9M | +15% | 23k | 79.41 |
|
| Ishares Core Msci Emkt (IEMG) | 1.0 | $1.9M | 22k | 82.84 |
|
|
| Capital Grp Fixed Incm Etf T Short Duration M (CGSM) | 1.0 | $1.8M | 68k | 26.38 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.0 | $1.8M | +22% | 18k | 96.58 |
|
| Home Depot (HD) | 1.0 | $1.8M | +18% | 5.0k | 352.66 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 1.0 | $1.7M | +23% | 879.00 | 1989.44 |
|
| Exxon Mobil Corp | 0.9 | $1.7M | NEW | 13k | 136.72 |
|
| Advanced Micro Devices (AMD) | 0.9 | $1.7M | +6% | 2.9k | 580.91 |
|
| Blackrock Etf Trust Ishares A I Inno (BAI) | 0.9 | $1.7M | -17% | 31k | 52.72 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.9 | $1.6M | 10k | 158.03 |
|
|
| UnitedHealth (UNH) | 0.9 | $1.6M | +14% | 3.7k | 415.60 |
|
| Meta Platforms Cl A (META) | 0.9 | $1.5M | +56% | 2.7k | 563.22 |
|
| Abbvie (ABBV) | 0.7 | $1.3M | +3% | 5.2k | 251.64 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.7 | $1.3M | +3% | 4.4k | 300.46 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.7 | $1.3M | 4.5k | 285.58 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.7 | $1.3M | 6.7k | 190.52 |
|
|
| Tcw Transform Etf Trust Transform System (PWRD) | 0.7 | $1.2M | -11% | 9.8k | 122.96 |
|
| Eaton Corp SHS (ETN) | 0.7 | $1.2M | -2% | 2.8k | 426.12 |
|
| Visa Com Cl A (V) | 0.7 | $1.2M | +6% | 3.5k | 343.09 |
|
| Trimtabs Etf Tr Fcf Us Qlty Etf (ABFL) | 0.7 | $1.2M | +10% | 14k | 85.86 |
|
| Ishares Tr National Mun Etf (MUB) | 0.6 | $1.2M | -11% | 11k | 107.62 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.6 | $1.1M | -9% | 15k | 76.55 |
|
| Cisco Systems (CSCO) | 0.6 | $1.1M | +6% | 9.0k | 117.46 |
|
| PNC Financial Services (PNC) | 0.6 | $1.1M | +41% | 4.3k | 246.22 |
|
| Analog Devices (ADI) | 0.6 | $1.0M | +4% | 2.6k | 397.17 |
|
| Nextera Energy (NEE) | 0.6 | $1.0M | -8% | 12k | 87.77 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $975k | +3% | 1.3k | 736.14 |
|
| Alps Etf Tr Equal Sec Etf (EQL) | 0.5 | $914k | +2% | 18k | 50.45 |
|
| Marvell Technology (MRVL) | 0.5 | $889k | -18% | 3.0k | 297.89 |
|
| Ishares Tr Rus 1000 Grw Wtf (IWF) | 0.5 | $880k | +300% | 7.1k | 124.17 |
|
| Apollo Global Mgmt (APO) | 0.5 | $869k | +138% | 7.3k | 118.31 |
|
| Williams Companies (WMB) | 0.5 | $866k | 12k | 74.34 |
|
|
| Ge Vernova (GEV) | 0.4 | $815k | +24% | 694.00 | 1174.86 |
|
| Automatic Data Processing (ADP) | 0.4 | $814k | 3.6k | 223.95 |
|
|
| Ab Active Etfs Emerging Mkts Op (EMOP) | 0.4 | $804k | +29% | 15k | 52.23 |
|
| Tesla Motors (TSLA) | 0.4 | $802k | +38% | 1.9k | 420.60 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.4 | $771k | +18% | 25k | 30.49 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.4 | $765k | 5.6k | 137.53 |
|
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.4 | $753k | -8% | 3.1k | 246.23 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $752k | +46% | 11k | 71.25 |
|
| Linde SHS (LIN) | 0.4 | $737k | -2% | 1.4k | 518.94 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $730k | +3% | 780.00 | 935.75 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.4 | $723k | -13% | 2.9k | 252.22 |
|
| Ishares Tr Faln Angls Usd (FALN) | 0.4 | $705k | +8% | 26k | 27.24 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.4 | $697k | NEW | 1.7k | 409.50 |
|
| Procter & Gamble Company (PG) | 0.4 | $682k | +3% | 4.7k | 146.64 |
|
| Travelers Companies (TRV) | 0.4 | $672k | -29% | 2.0k | 330.12 |
|
| General Dynamics Corporation (GD) | 0.4 | $654k | +2% | 1.8k | 354.24 |
|
| Vanguard World Consum Dis Etf (VCR) | 0.4 | $649k | 1.6k | 396.61 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.3 | $621k | 1.8k | 343.91 |
|
|
| Chevron Corporation (CVX) | 0.3 | $619k | +5% | 3.7k | 165.76 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.3 | $594k | +700% | 5.0k | 119.51 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.3 | $588k | +2% | 1.2k | 496.73 |
|
| McDonald's Corporation (MCD) | 0.3 | $571k | -15% | 2.1k | 270.31 |
|
| Lam Research Corp Com New (LRCX) | 0.3 | $567k | NEW | 1.3k | 433.33 |
|
| Kraneshares Trust Public-private A (AGIX) | 0.3 | $561k | NEW | 12k | 46.89 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.3 | $558k | -19% | 2.5k | 227.06 |
|
| Te Connectivity Ord Shs (TEL) | 0.3 | $552k | +28% | 2.7k | 201.61 |
|
| Blackrock (BLK) | 0.3 | $549k | +2% | 571.00 | 961.78 |
|
| Cummins (CMI) | 0.3 | $544k | NEW | 763.00 | 713.21 |
|
| Garmin SHS (GRMN) | 0.3 | $543k | +54% | 2.3k | 237.54 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.3 | $540k | +26% | 12k | 45.34 |
|
| Fidelity Covington Trust Msci Indl Indx (FIDU) | 0.3 | $537k | 5.4k | 99.61 |
|
|
| Union Pacific Corporation (UNP) | 0.3 | $536k | +3% | 2.0k | 272.00 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $535k | -13% | 9.0k | 59.69 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.3 | $534k | +4% | 12k | 46.15 |
|
| Ge Aerospace Com New (GE) | 0.3 | $531k | NEW | 1.4k | 373.73 |
|
| Servicenow (NOW) | 0.3 | $526k | NEW | 5.3k | 99.28 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.3 | $513k | +131% | 4.5k | 114.18 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.3 | $512k | +5% | 3.1k | 164.27 |
|
| Martin Marietta Materials (MLM) | 0.3 | $507k | +136% | 879.00 | 576.97 |
|
| Mondelez Intl Cl A (MDLZ) | 0.3 | $503k | +5% | 8.7k | 57.84 |
|
| Uber Technologies (UBER) | 0.3 | $498k | +33% | 6.9k | 72.16 |
|
| Wec Energy Group (WEC) | 0.3 | $497k | +31% | 4.3k | 116.77 |
|
| Darden Restaurants (DRI) | 0.3 | $494k | +2% | 2.4k | 206.01 |
|
| W.W. Grainger (GWW) | 0.3 | $493k | 362.00 | 1360.40 |
|
|
| Targa Res Corp (TRGP) | 0.3 | $491k | -26% | 1.8k | 268.14 |
|
| Corning Incorporated (GLW) | 0.3 | $491k | -26% | 1.9k | 255.43 |
|
| Pfizer (PFE) | 0.3 | $490k | +60% | 20k | 24.08 |
|
| CRH Ord (CRH) | 0.3 | $481k | 4.5k | 107.00 |
|
|
| Ishares Tr Long Term Muni (LMUB) | 0.3 | $480k | +5% | 9.4k | 51.22 |
|
| Cintas Corporation (CTAS) | 0.3 | $467k | 2.7k | 170.08 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.3 | $466k | +2% | 3.7k | 124.41 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.3 | $464k | 1.9k | 242.43 |
|
|
| Ubs Group SHS (UBS) | 0.2 | $455k | +9% | 9.2k | 49.56 |
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.2 | $445k | -47% | 8.5k | 52.60 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.2 | $443k | -9% | 4.6k | 95.44 |
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.2 | $440k | +70% | 7.3k | 60.29 |
|
| Oracle Corporation (ORCL) | 0.2 | $433k | -8% | 3.0k | 146.56 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $433k | -11% | 13k | 33.84 |
|
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.2 | $433k | 5.6k | 77.25 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $431k | +40% | 1.2k | 365.87 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $430k | +36% | 859.00 | 500.39 |
|
| Philip Morris International (PM) | 0.2 | $428k | +5% | 2.4k | 180.91 |
|
| Etf Ser Solutions Bahl Gaynor Sml (SMIG) | 0.2 | $427k | 13k | 32.81 |
|
|
| Raytheon Technologies Corp (RTX) | 0.2 | $424k | +3% | 2.2k | 189.73 |
|
| Ishares Tr Broad Usd High (USHY) | 0.2 | $424k | +9% | 12k | 37.02 |
|
| J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 0.2 | $424k | +28% | 5.1k | 82.48 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $424k | NEW | 5.5k | 77.11 |
|
| Western Digital (WDC) | 0.2 | $422k | NEW | 660.00 | 638.72 |
|
| Netflix (NFLX) | 0.2 | $421k | -24% | 5.9k | 71.40 |
|
| Victory Cap Hldgs Inc Del Com Cl A (VCTR) | 0.2 | $420k | NEW | 5.0k | 84.06 |
|
| Sempra Energy (SRE) | 0.2 | $416k | 4.5k | 92.71 |
|
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| PPL Corporation (PPL) | 0.2 | $416k | 11k | 36.35 |
|
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $412k | NEW | 3.7k | 110.32 |
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| Vici Pptys (VICI) | 0.2 | $405k | 15k | 26.55 |
|
|
| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.2 | $403k | -7% | 4.5k | 90.47 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.2 | $400k | 6.6k | 60.79 |
|
|
| Intercontinental Hotels Grou Sponsored Ads (IHG) | 0.2 | $394k | +9% | 2.3k | 173.12 |
|
| Etf Ser Solutions Bahl & Gaynor In (BGIG) | 0.2 | $390k | 11k | 35.89 |
|
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.2 | $388k | +37% | 8.5k | 45.49 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.2 | $386k | +7% | 11k | 34.81 |
|
| Fastenal Company (FAST) | 0.2 | $385k | 8.0k | 48.03 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $380k | 1.0k | 365.73 |
|
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.2 | $375k | -23% | 3.7k | 100.35 |
|
| Illinois Tool Works (ITW) | 0.2 | $366k | 1.4k | 270.47 |
|
|
| Blackrock Etf Trust Ii Isha Tota Re Etf (BRTR) | 0.2 | $365k | NEW | 7.3k | 50.33 |
|
| Marriott Intl Cl A (MAR) | 0.2 | $361k | +7% | 975.00 | 370.59 |
|
| Ishares Tr Us Consm Staples (IYK) | 0.2 | $353k | +8% | 4.9k | 72.66 |
|
| Texas Instruments Incorporated (TXN) | 0.2 | $347k | +12% | 1.2k | 298.07 |
|
| Valero Energy Corporation (VLO) | 0.2 | $345k | +3% | 1.3k | 260.44 |
|
| Bank of New York Mellon Corporation (BNY) | 0.2 | $340k | 2.4k | 144.61 |
|
|
| Astrazeneca Ord (AZN) | 0.2 | $339k | +39% | 1.8k | 189.62 |
|
| International Business Machines (IBM) | 0.2 | $333k | +14% | 1.2k | 281.21 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.2 | $322k | NEW | 5.2k | 61.76 |
|
| Intuitive Surgical Com New (ISRG) | 0.2 | $321k | +4% | 806.00 | 397.68 |
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.2 | $319k | -3% | 6.8k | 46.92 |
|
| Spotify Technology S A SHS (SPOT) | 0.2 | $317k | +3% | 691.00 | 459.13 |
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.2 | $316k | +16% | 6.9k | 45.52 |
|
| Ishares Emng Mkts Eqt (EMGF) | 0.2 | $308k | -3% | 4.2k | 73.26 |
|
| AvalonBay Communities (AVB) | 0.2 | $308k | -18% | 1.6k | 188.69 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.2 | $307k | -31% | 3.0k | 102.30 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.2 | $302k | 13k | 22.78 |
|
|
| Blackrock Etf Trust Ishares Large Ca (BLCR) | 0.2 | $301k | +5% | 6.0k | 50.37 |
|
| Cme (CME) | 0.2 | $299k | 1.4k | 220.83 |
|
|
| Sanmina (SANM) | 0.2 | $298k | NEW | 1.2k | 253.08 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $297k | -12% | 10k | 28.96 |
|
| Tko Group Holdings Cl A (TKO) | 0.2 | $297k | NEW | 1.5k | 201.31 |
|
| Fidelity Covington Trust Msci Commntn Svc (FCOM) | 0.2 | $294k | 4.2k | 69.48 |
|
|
| Abacus Fcf Etf Tr Abacus Fcf Real (ABLD) | 0.2 | $292k | -3% | 9.7k | 30.10 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $288k | +2% | 419.00 | 686.81 |
|
| Spdr Series Trust Msci Usa Strtgic (QUS) | 0.2 | $288k | 1.5k | 186.86 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $285k | -44% | 1.3k | 219.42 |
|
| Micron Technology (MU) | 0.2 | $282k | NEW | 244.00 | 1154.29 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $276k | NEW | 1.9k | 148.35 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $271k | +7% | 8.2k | 33.29 |
|
| Constellation Energy (CEG) | 0.1 | $271k | +5% | 1.1k | 248.37 |
|
| Morgan Stanley Com New (MS) | 0.1 | $266k | NEW | 1.3k | 209.04 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $263k | NEW | 1.1k | 242.42 |
|
| Blackrock Etf Trust Ishares Us Thema (THRO) | 0.1 | $261k | -27% | 6.1k | 43.11 |
|
| Ventas (VTR) | 0.1 | $260k | NEW | 2.9k | 88.80 |
|
| Northern Lts Fd Tr Iii Counterpoint Qua (CPAI) | 0.1 | $260k | 5.0k | 51.96 |
|
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| L3harris Technologies (LHX) | 0.1 | $260k | +50% | 894.00 | 290.59 |
|
| Kinder Morgan (KMI) | 0.1 | $259k | 8.1k | 31.97 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $254k | 2.0k | 127.81 |
|
|
| United Sts Oil Units (USO) | 0.1 | $250k | NEW | 2.4k | 106.44 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.1 | $249k | 3.3k | 76.12 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $248k | +9% | 2.7k | 90.72 |
|
| Tradeweb Mkts Cl A (TW) | 0.1 | $248k | 2.5k | 99.65 |
|
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $248k | 2.1k | 118.99 |
|
|
| Franco-Nevada Corporation (FNV) | 0.1 | $248k | +30% | 1.2k | 208.44 |
|
| Coca-Cola Company (KO) | 0.1 | $246k | +12% | 3.0k | 81.27 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $246k | -13% | 2.0k | 124.47 |
|
| Ies Hldgs (IESC) | 0.1 | $244k | NEW | 332.00 | 734.66 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $242k | +8% | 3.2k | 75.51 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $240k | NEW | 467.00 | 513.60 |
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| Fidelity Ethereum SHS (FETH) | 0.1 | $238k | +10% | 15k | 15.74 |
|
| M/a (MTSI) | 0.1 | $238k | NEW | 626.00 | 380.37 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $238k | -16% | 7.5k | 31.71 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $235k | 775.00 | 303.12 |
|
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $233k | 960.00 | 243.03 |
|
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $232k | 1.5k | 154.29 |
|
|
| American Express Company (AXP) | 0.1 | $230k | NEW | 679.00 | 338.25 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.1 | $225k | NEW | 9.7k | 23.13 |
|
| Honeywell International (HON) | 0.1 | $223k | NEW | 996.00 | 223.90 |
|
| Marsh & McLennan Companies (MRSH) | 0.1 | $221k | 1.3k | 166.67 |
|
|
| Blackrock Etf Trust Isha In Ctry Etf (CORO) | 0.1 | $221k | NEW | 6.0k | 36.60 |
|
| Oneok (OKE) | 0.1 | $221k | 2.5k | 86.94 |
|
|
| Honeywell Aerospace (HONA) | 0.1 | $220k | NEW | 996.00 | 221.08 |
|
| Vaneck Etf Trust Rare Earth And S (REMX) | 0.1 | $216k | 2.4k | 88.50 |
|
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.1 | $215k | NEW | 739.00 | 290.62 |
|
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.1 | $209k | NEW | 3.9k | 53.62 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $207k | NEW | 600.00 | 344.32 |
|
| Flex Ord (FLEX) | 0.1 | $205k | NEW | 1.3k | 162.07 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $203k | NEW | 591.00 | 342.83 |
|
| Caterpillar (CAT) | 0.1 | $202k | NEW | 190.00 | 1064.90 |
|
| TransDigm Group Incorporated (TDG) | 0.1 | $201k | NEW | 151.00 | 1332.04 |
|
| Blue Owl Capital Blue Owl Capital Inc (OWL) | 0.1 | $176k | +61% | 20k | 8.75 |
|
| Grayscale Ethereum Staking E SHS (ETHE) | 0.1 | $149k | +9% | 12k | 12.76 |
|
Past Filings by PUREfi Wealth
SEC 13F filings are viewable for PUREfi Wealth going back to 2024
- PUREfi Wealth 2026 Q2 filed July 27, 2026
- PUREfi Wealth 2026 Q1 filed April 28, 2026
- PUREfi Wealth 2025 Q4 filed Jan. 12, 2026
- PUREfi Wealth 2025 Q3 filed Oct. 21, 2025
- PUREfi Wealth 2025 Q2 filed July 22, 2025
- PUREfi Wealth 2025 Q1 filed April 21, 2025
- PUREfi Wealth 2024 Q4 filed Jan. 30, 2025