Institutions / PUREfi Wealth, LLC
PUREfi Wealth, LLC
CIK 2001520 · Institution · as of Dec 31, 2025
Portfolio value
$130.54M
Positions
164
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 164 →
| Company | Value | % of portfolio |
|---|---|---|
| Stryker Corp | $7.50M | 5.7% |
| Walmart Inc. | $6.05M | 4.6% |
| Microsoft Corp | $4.99M | 3.8% |
| Apple Inc. | $4.41M | 3.4% |
| iShares Tr | $4.21M | 3.2% |
| Broadcom Inc. | $3.81M | 2.9% |
| SPDR S&P 500 ETF Tr | $3.02M | 2.3% |
| Amazon.com Inc | $2.96M | 2.3% |
| Capital Grp Fixed Incm ETF T | $2.58M | 2.0% |
| NVIDIA Corp | $2.51M | 1.9% |
| ELI LILLY & Co | $2.36M | 1.8% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $2.06M | 1.6% |
| Johnson & Johnson | $1.95M | 1.5% |
| Alphabet Inc. | $1.95M | 1.5% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $1.90M | 1.5% |
| JPMorgan Chase & Co | $1.82M | 1.4% |
| Fidelity Covington Trust | $1.73M | 1.3% |
| iShares Inc | $1.70M | 1.3% |
| Exxon Mobil Corp | $1.64M | 1.3% |
| Alphabet Inc. | $1.43M | 1.1% |
| Vanguard Whitehall Fds | $1.43M | 1.1% |
| AbbVie Inc. | $1.39M | 1.1% |
| Home Depot, Inc. | $1.37M | 1.1% |
| Trimtabs ETF Tr | $1.31M | 1.0% |
| iShares Tr | $1.27M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.