PUREfi Wealth
Latest statistics and disclosures from PUREfi Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, AAPL, MSFT, WMT, AVGO, and represent 16.76% of PUREfi Wealth's stock portfolio.
- Added to shares of these 10 stocks: VTV, VEU, VBR, BINC, VB, AVGO, VSS, AVEM, PANW, FPE.
- Started 43 new stock positions in RPRX, RFMZ, IQV, VPU, AVDV, NVG, BSV, VTEB, MRK, DAL.
- Reduced shares in these 10 stocks: PFF, META, SYK, MLM, LMUB, PG, VICI, LIN, SHOP, AVB.
- Sold out of its positions in ABT, AVB, OWL, CAT, ETHE, HONA, HON, IESC, PFF, MTUM. LMUB, KMI, MLM, MA, Oneok, SCHZ, SHW, TDG, USO, REMX, VOO, VICI, FLEX.
- PUREfi Wealth was a net buyer of stock by $32M.
- PUREfi Wealth has $214M in assets under management (AUM), dropping by 17.54%.
- Central Index Key (CIK): 0002001520
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Portfolio Holdings for PUREfi Wealth
PUREfi Wealth holds 228 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 4.4 | $9.3M | +5% | 12k | 765.83 |
|
| Apple (AAPL) | 3.7 | $7.8M | +13% | 24k | 333.02 |
|
| Microsoft Corporation (MSFT) | 2.9 | $6.2M | -4% | 12k | 512.88 |
|
| Wal-Mart Stores (WMT) | 2.9 | $6.2M | 60k | 103.92 |
|
|
| Broadcom (AVGO) | 2.9 | $6.2M | +42% | 18k | 351.20 |
|
| Stryker Corporation (SYK) | 2.5 | $5.3M | -9% | 19k | 275.40 |
|
| Blackrock Etf Trust Ii Isha Flex In Etf (BINC) | 2.4 | $5.1M | +71% | 100k | 50.79 |
|
| NVIDIA Corporation (NVDA) | 2.3 | $4.9M | +3% | 22k | 228.38 |
|
| Amazon (AMZN) | 2.1 | $4.6M | +14% | 18k | 249.15 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 2.0 | $4.2M | +3% | 5.5k | 762.56 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.7 | $3.7M | +5% | 11k | 340.74 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 1.7 | $3.6M | +6% | 7.8k | 456.19 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 1.4 | $3.1M | 45k | 69.26 |
|
|
| Vanguard Index Fds Mrngstr Val Etf (VTV) | 1.4 | $3.1M | NEW | 14k | 216.07 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 1.3 | $2.8M | NEW | 34k | 82.97 |
|
| Exxonmobil Holdings Corp Com Shs (XOM) | 1.2 | $2.5M | +24% | 16k | 162.75 |
|
| Vanguard Index Fds MRNGSTR SML CP V (VBR) | 1.2 | $2.5M | +1012% | 11k | 231.02 |
|
| JPMorgan Chase & Co. (JPM) | 1.1 | $2.4M | +16% | 7.1k | 330.82 |
|
| Fidelity Covington Trust Blue Chip Grwth (FBCG) | 1.1 | $2.3M | -2% | 36k | 63.21 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $2.3M | +3% | 6.6k | 344.08 |
|
| Eli Lilly & Co. (LLY) | 1.0 | $2.2M | -9% | 1.9k | 1157.08 |
|
| Vanguard Index Fds Mrngstr Sml Cap (VB) | 1.0 | $2.1M | +866% | 7.5k | 284.49 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.0 | $2.1M | +6% | 22k | 94.54 |
|
| Ishares Tr Eafe Value Etf (EFV) | 1.0 | $2.1M | +74% | 26k | 79.14 |
|
| J P Morgan Exchange Traded F Active Value Etf (JAVA) | 0.9 | $2.0M | +5% | 25k | 79.72 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.9 | $1.9M | +729% | 13k | 155.25 |
|
| Johnson & Johnson (JNJ) | 0.9 | $1.9M | -2% | 7.3k | 264.74 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.9 | $1.9M | +4% | 19k | 96.88 |
|
| Advanced Micro Devices (AMD) | 0.9 | $1.8M | +2% | 3.0k | 611.76 |
|
| Ishares Tr National Mun Etf (MUB) | 0.8 | $1.8M | +63% | 18k | 101.10 |
|
| Capital Grp Fixed Incm Etf T Shor Dur Mun Etf (CGSM) | 0.8 | $1.8M | 68k | 25.71 |
|
|
| Abbvie (ABBV) | 0.8 | $1.7M | +26% | 6.6k | 261.59 |
|
| Ishares Core Msci Emkt (IEMG) | 0.8 | $1.7M | -6% | 21k | 81.16 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.8 | $1.7M | +38% | 6.1k | 277.90 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.7 | $1.6M | 884.00 | 1811.67 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $1.6M | +61% | 2.1k | 739.61 |
|
| Visa Com Cl A (V) | 0.7 | $1.6M | +25% | 4.4k | 359.33 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.7 | $1.6M | 10k | 155.20 |
|
|
| Home Depot (HD) | 0.7 | $1.5M | +7% | 5.4k | 284.48 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.7 | $1.4M | NEW | 15k | 94.02 |
|
| Meta Platforms Cl A (META) | 0.6 | $1.4M | -30% | 1.9k | 725.06 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.6 | $1.4M | 4.5k | 300.06 |
|
|
| Blackrock Etf Trust Isha I In Te Etf (BAI) | 0.6 | $1.4M | -8% | 29k | 47.19 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.6 | $1.3M | 6.7k | 195.75 |
|
|
| UnitedHealth (UNH) | 0.6 | $1.3M | -4% | 3.6k | 367.07 |
|
| Cisco Systems (CSCO) | 0.6 | $1.2M | +26% | 11k | 107.63 |
|
| Eaton Corp SHS (ETN) | 0.6 | $1.2M | 2.8k | 429.71 |
|
|
| Palo Alto Networks (PANW) | 0.5 | $1.2M | NEW | 2.9k | 397.32 |
|
| Abacus Fcf Etf Tr Leaders Etf (ABFL) | 0.5 | $1.1M | 14k | 80.34 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.5 | $1.1M | +337% | 8.1k | 136.05 |
|
| Tcw Etf Trust Trans Syste Etf (PWRD) | 0.5 | $1.0M | 9.9k | 105.19 |
|
|
| Analog Devices (ADI) | 0.5 | $1.0M | 2.6k | 396.71 |
|
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.5 | $996k | NEW | 58k | 17.05 |
|
| Alps Etf Tr Equal Sec Etf (EQL) | 0.4 | $955k | +5% | 19k | 50.09 |
|
| Chevron Corporation (CVX) | 0.4 | $937k | +22% | 4.6k | 204.21 |
|
| Automatic Data Processing (ADP) | 0.4 | $919k | -2% | 3.6k | 258.06 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.4 | $904k | +19% | 3.4k | 264.89 |
|
| PNC Financial Services (PNC) | 0.4 | $901k | -5% | 4.1k | 222.26 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $887k | 7.1k | 125.26 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.4 | $829k | NEW | 11k | 76.40 |
|
| Apollo Global Mgmt (APO) | 0.4 | $808k | -5% | 7.0k | 116.06 |
|
| Marvell Technology (MRVL) | 0.4 | $804k | 3.0k | 264.21 |
|
|
| Ab Active Etfs Emer Mkts Op Etf (EMOP) | 0.4 | $804k | +2% | 16k | 50.94 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.4 | $796k | +12% | 1.9k | 416.13 |
|
| Raytheon Technologies Corp (RTX) | 0.4 | $783k | +88% | 4.2k | 185.65 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.4 | $782k | 5.5k | 142.26 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.4 | $772k | +24% | 1.5k | 522.81 |
|
| Williams Companies (WMB) | 0.4 | $752k | -5% | 11k | 67.97 |
|
| Nextera Energy (NEE) | 0.4 | $750k | -14% | 9.9k | 75.74 |
|
| Ishares Tr Faln Angls Usd (FALN) | 0.3 | $749k | +11% | 29k | 25.93 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.3 | $743k | NEW | 5.8k | 128.10 |
|
| Ge Vernova (GEV) | 0.3 | $709k | +7% | 746.00 | 950.49 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.3 | $709k | 3.1k | 231.65 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $698k | -6% | 9.9k | 70.61 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $695k | -2% | 763.00 | 910.67 |
|
| Vanguard Index Fds Mrngstr Lrg Cap (VV) | 0.3 | $636k | 1.8k | 351.85 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.3 | $625k | 5.0k | 125.66 |
|
|
| Travelers Companies (TRV) | 0.3 | $624k | -14% | 1.8k | 356.51 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.3 | $614k | +78% | 6.7k | 92.17 |
|
| Blackrock (BLK) | 0.3 | $613k | 579.00 | 1058.64 |
|
|
| General Dynamics Corporation (GD) | 0.3 | $609k | 1.8k | 331.83 |
|
|
| Netflix (NFLX) | 0.3 | $601k | +46% | 8.6k | 69.58 |
|
| Ge Aerospace Com New (GE) | 0.3 | $599k | +34% | 1.9k | 312.29 |
|
| Vanguard World Consum Dis Etf (VCR) | 0.3 | $597k | 1.6k | 364.68 |
|
|
| Tesla Motors (TSLA) | 0.3 | $596k | -11% | 1.7k | 354.81 |
|
| Servicenow (NOW) | 0.3 | $583k | -17% | 4.4k | 134.01 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 0.3 | $577k | +13% | 13k | 44.09 |
|
| Kraneshares Trust Public-private A (AGIX) | 0.3 | $569k | 12k | 47.53 |
|
|
| Victory Cap Hldgs Inc Del Com Cl A (VCTR) | 0.3 | $553k | 5.0k | 110.60 |
|
|
| Te Connectivity Ord Shs (TEL) | 0.3 | $552k | -4% | 2.6k | 211.08 |
|
| Cintas Corporation (CTAS) | 0.3 | $540k | 2.8k | 195.06 |
|
|
| Union Pacific Corporation (UNP) | 0.2 | $532k | 2.0k | 272.13 |
|
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.2 | $530k | +114% | 7.0k | 75.62 |
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.2 | $528k | +19% | 8.7k | 60.73 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $523k | -6% | 2.3k | 228.28 |
|
| Pfizer (PFE) | 0.2 | $519k | -10% | 18k | 28.52 |
|
| Ishares Tr Broad Usd High (USHY) | 0.2 | $517k | +26% | 15k | 35.72 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $516k | 3.1k | 166.28 |
|
|
| Valero Energy Corporation (VLO) | 0.2 | $515k | 1.3k | 387.61 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $515k | -3% | 8.7k | 59.31 |
|
| Blackrock Etf Trust Isha In Ctry Etf (CORO) | 0.2 | $510k | +132% | 14k | 36.35 |
|
| Cme (CME) | 0.2 | $504k | +41% | 1.9k | 261.98 |
|
| Garmin SHS (GRMN) | 0.2 | $504k | -23% | 1.8k | 286.84 |
|
| J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 0.2 | $495k | +17% | 6.0k | 82.15 |
|
| Northern Lts Fd Tr Iii Coun Qua Equ Etf (CPAI) | 0.2 | $491k | +90% | 9.5k | 51.69 |
|
| McDonald's Corporation (MCD) | 0.2 | $485k | 2.1k | 230.94 |
|
|
| Fidelity Covington Trust Msci Indl Indx (FIDU) | 0.2 | $478k | 5.4k | 88.58 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $475k | 1.9k | 247.93 |
|
|
| Targa Res Corp (TRGP) | 0.2 | $474k | -4% | 1.8k | 270.31 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.2 | $464k | NEW | 3.9k | 117.77 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.2 | $461k | +24% | 11k | 43.30 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $460k | 13k | 35.93 |
|
|
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.2 | $457k | 5.6k | 81.70 |
|
|
| Lam Research Corp Com New (LRCX) | 0.2 | $457k | +6% | 1.4k | 328.51 |
|
| W.W. Grainger (GWW) | 0.2 | $454k | 364.00 | 1245.76 |
|
|
| Ubs Group SHS (UBS) | 0.2 | $443k | 9.2k | 48.13 |
|
|
| Philip Morris International (PM) | 0.2 | $442k | 2.3k | 190.82 |
|
|
| Uber Technologies (UBER) | 0.2 | $442k | -6% | 6.4k | 68.51 |
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| Darden Restaurants (DRI) | 0.2 | $442k | -4% | 2.3k | 193.25 |
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| Ishares Tr Core Msci Total (IXUS) | 0.2 | $441k | 4.6k | 94.99 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $439k | NEW | 9.3k | 47.36 |
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.2 | $439k | NEW | 4.0k | 109.38 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $438k | -2% | 1.1k | 382.08 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $433k | 869.00 | 497.95 |
|
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.2 | $431k | -3% | 6.7k | 64.59 |
|
| Mondelez Intl Cl A (MDLZ) | 0.2 | $420k | -16% | 7.3k | 57.82 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.2 | $416k | +40% | 4.2k | 99.08 |
|
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.2 | $410k | NEW | 4.5k | 90.44 |
|
| Wec Energy Group (WEC) | 0.2 | $408k | -4% | 4.0k | 100.78 |
|
| Oracle Corporation (ORCL) | 0.2 | $408k | 3.0k | 137.31 |
|
|
| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.2 | $406k | 4.5k | 89.92 |
|
|
| Fidelity Ethereum SHS (FETH) | 0.2 | $402k | 15k | 26.57 |
|
|
| Etf Ser Solutions Bahl Gaynor Sml (SMIG) | 0.2 | $402k | 13k | 30.91 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $395k | -12% | 3.3k | 119.82 |
|
| Texas Instruments Incorporated (TXN) | 0.2 | $384k | +17% | 1.4k | 280.09 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.2 | $383k | +32% | 18k | 21.87 |
|
| Etf Ser Solutions Bahl Ga Grow Etf (BGIG) | 0.2 | $382k | 11k | 35.16 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $380k | -3% | 5.3k | 71.95 |
|
| Spdr Series Trust St Str P500val (SPYV) | 0.2 | $377k | -6% | 6.2k | 61.13 |
|
| Vanguard World Utilities Etf (VPU) | 0.2 | $376k | NEW | 2.2k | 171.00 |
|
| Fastenal Company (FAST) | 0.2 | $374k | -5% | 7.6k | 49.53 |
|
| Intercontinental Hotels Grou Sponsored Ads (IHG) | 0.2 | $372k | 2.3k | 160.80 |
|
|
| Cummins (CMI) | 0.2 | $372k | -5% | 720.00 | 516.57 |
|
| Vivmark Residential Sh Ben Int (VMRK) | 0.2 | $370k | NEW | 6.1k | 60.76 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $369k | -7% | 3.5k | 106.71 |
|
| Delta Air Lines Com New (DAL) | 0.2 | $366k | NEW | 4.4k | 83.46 |
|
| Morgan Stanley Com New (MS) | 0.2 | $363k | +52% | 1.9k | 188.08 |
|
| Pimco Dynamic Income Oprnts Com Ben Shs (PDO) | 0.2 | $363k | NEW | 31k | 11.86 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.2 | $362k | 11k | 33.31 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.2 | $362k | -6% | 7.7k | 47.34 |
|
| PPL Corporation (PPL) | 0.2 | $357k | -5% | 11k | 32.89 |
|
| Blackrock Etf Trust Isha La Core Etf (BLCR) | 0.2 | $356k | +21% | 7.3k | 48.96 |
|
| Agnc Invt Corp Com reit (AGNC) | 0.2 | $353k | NEW | 39k | 9.07 |
|
| Vanguard Index Fds MRNGSTR SM CP GR (VBK) | 0.2 | $351k | 1.0k | 337.92 |
|
|
| Marriott Intl Cl A (MAR) | 0.2 | $348k | 978.00 | 355.67 |
|
|
| Ishares Tr Us Consm Staples (IYK) | 0.2 | $347k | 4.9k | 70.73 |
|
|
| Smurfit Westrock SHS (SW) | 0.2 | $346k | NEW | 7.8k | 44.10 |
|
| Bank of New York Mellon Corporation (BNY) | 0.2 | $344k | 2.4k | 144.63 |
|
|
| Linde SHS (LIN) | 0.2 | $343k | -49% | 723.00 | 474.65 |
|
| Spotify Technology S A SHS (SPOT) | 0.2 | $342k | 701.00 | 487.38 |
|
|
| Tko Group Holdings Cl A (TKO) | 0.2 | $341k | +28% | 1.9k | 179.72 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.2 | $340k | -48% | 2.3k | 148.30 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $339k | -6% | 1.8k | 183.35 |
|
| Sempra Energy (SRE) | 0.2 | $336k | -3% | 4.3k | 77.96 |
|
| Annaly Capital Management In Com New (NLY) | 0.2 | $335k | NEW | 18k | 18.89 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $335k | NEW | 3.0k | 112.09 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.2 | $334k | NEW | 4.3k | 77.21 |
|
| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.2 | $331k | -29% | 8.4k | 39.44 |
|
| Blackrock Etf Trust Ii Isha Tota Re Etf (BRTR) | 0.2 | $326k | -5% | 6.8k | 47.84 |
|
| L3harris Technologies (LHX) | 0.2 | $325k | +53% | 1.4k | 236.78 |
|
| Micron Technology (MU) | 0.2 | $322k | +23% | 302.00 | 1065.11 |
|
| Glaukos (GKOS) | 0.2 | $321k | NEW | 2.0k | 164.19 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $321k | NEW | 1.7k | 187.05 |
|
| Abacus Fcf Etf Tr Abacus Fcf Real (ABLD) | 0.1 | $316k | +6% | 10k | 30.54 |
|
| Fidelity Covington Trust Msci Commntn Svc (FCOM) | 0.1 | $305k | 4.2k | 72.01 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $301k | 10k | 29.31 |
|
|
| Western Digital (WDC) | 0.1 | $300k | 661.00 | 454.46 |
|
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.1 | $298k | -5% | 6.4k | 46.39 |
|
| TJX Companies (TJX) | 0.1 | $297k | NEW | 2.2k | 132.31 |
|
| Astrazeneca Ord (AZN) | 0.1 | $293k | 1.8k | 161.47 |
|
|
| Spdr Series Trust St Str Msci Usaq (QUS) | 0.1 | $293k | 1.5k | 190.11 |
|
|
| CRH Ord (CRH) | 0.1 | $292k | -21% | 3.5k | 82.80 |
|
| Constellation Energy (CEG) | 0.1 | $292k | +5% | 1.1k | 254.02 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $292k | -11% | 717.00 | 406.63 |
|
| Illinois Tool Works (ITW) | 0.1 | $287k | -17% | 1.1k | 257.28 |
|
| Coca-Cola Company (KO) | 0.1 | $286k | +9% | 3.3k | 86.08 |
|
| Franco-Nevada Corporation (FNV) | 0.1 | $285k | 1.2k | 238.11 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $284k | 1.3k | 222.23 |
|
|
| Rivernorth Opprtunities Fd I (RIV) | 0.1 | $284k | NEW | 27k | 10.34 |
|
| Ishares Emng Mkts Eqt (EMGF) | 0.1 | $277k | -7% | 3.9k | 71.54 |
|
| Gilead Sciences (GILD) | 0.1 | $273k | NEW | 1.8k | 149.05 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.1 | $267k | -5% | 4.9k | 54.40 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $266k | +6% | 3.4k | 78.10 |
|
| M/a (MTSI) | 0.1 | $266k | +49% | 934.00 | 284.82 |
|
| Procter & Gamble Company (PG) | 0.1 | $266k | -60% | 1.8k | 145.28 |
|
| Merck & Co (MRK) | 0.1 | $264k | NEW | 1.8k | 145.30 |
|
| Blackrock Etf Trust Isha Us Them Etf (THRO) | 0.1 | $260k | -2% | 5.9k | 43.98 |
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.1 | $258k | -38% | 5.2k | 49.69 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $256k | 2.0k | 128.93 |
|
|
| Anthem (ELV) | 0.1 | $255k | NEW | 656.00 | 388.82 |
|
| Tradeweb Mkts Cl A (TW) | 0.1 | $254k | 2.5k | 100.84 |
|
|
| Sanmina (SANM) | 0.1 | $254k | 1.2k | 214.91 |
|
|
| International Business Machines (IBM) | 0.1 | $252k | -3% | 1.1k | 219.93 |
|
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.1 | $248k | +19% | 4.7k | 53.40 |
|
| Booking Holdings (BKNG) | 0.1 | $245k | NEW | 1.5k | 162.91 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $244k | 7.5k | 32.53 |
|
|
| Spdr Series Trust ST STR P500GRW (SPYG) | 0.1 | $243k | -5% | 2.0k | 123.08 |
|
| Marsh & McLennan Companies (MRSH) | 0.1 | $238k | +4% | 1.4k | 170.73 |
|
| Ventas (VTR) | 0.1 | $237k | -4% | 2.8k | 85.02 |
|
| Ellington Financial Inc ellington financ (EFC) | 0.1 | $237k | NEW | 20k | 11.83 |
|
| Royalty Pharma Shs Class A (RPRX) | 0.1 | $236k | NEW | 4.0k | 58.36 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.1 | $235k | +7% | 796.00 | 294.91 |
|
| Kayne Anderson Bdc Com Shs (KBDC) | 0.1 | $231k | NEW | 18k | 12.56 |
|
| Rivernorth Managed Dur Mun I (RMMZ) | 0.1 | $227k | NEW | 17k | 13.11 |
|
| Corning Incorporated (GLW) | 0.1 | $224k | -24% | 1.5k | 153.76 |
|
| Nuveen Insd Dividend Advantage (NVG) | 0.1 | $223k | NEW | 21k | 10.61 |
|
| American Express Company (AXP) | 0.1 | $211k | +2% | 695.00 | 304.10 |
|
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.1 | $210k | NEW | 1.4k | 150.86 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $210k | NEW | 2.9k | 72.86 |
|
| Iqvia Holdings (IQV) | 0.1 | $207k | NEW | 769.00 | 268.85 |
|
| Oneok (OKE) | 0.1 | $206k | NEW | 2.4k | 85.27 |
|
| Laureate Ed Common Stock (LAUR) | 0.1 | $203k | NEW | 5.3k | 38.16 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $201k | -10% | 969.00 | 207.18 |
|
| Rivernorth Flexible Municipal Incm Fd II (RFMZ) | 0.1 | $169k | NEW | 14k | 11.70 |
|
| Nuveen Dynamic Mun Opportuni Com Shs (NDMO) | 0.1 | $125k | NEW | 14k | 8.84 |
|
| Aberdeen Multi-market Income Sh Ben Int (MMT) | 0.0 | $86k | NEW | 20k | 4.28 |
|
| Gloo Holdings Cl A (GLOO) | 0.0 | $58k | NEW | 14k | 4.28 |
|
| Prospect Capital Corporation (PSEC) | 0.0 | $51k | NEW | 25k | 2.08 |
|
Past Filings by PUREfi Wealth
SEC 13F filings are viewable for PUREfi Wealth going back to 2024
- PUREfi Wealth 2026 Q3 filed Oct. 19, 2026
- 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