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PUREfi Wealth, LLC

All holdings · as of Dec 31, 2025

164 positions

CompanyClassValueShares% of portfolio
WEC ENERGY GROUP, INC.$338.4K3,2090.3%
J P MORGAN EXCHANGE TRADED F$336.8K4,4980.3%
GE Vernova Inc.$336.6K5150.3%
HONEYWELL INTERNATIONAL INC$335.9K1,7220.3%
COSTCO WHOLESALE CORP /NEW$333.9K3870.3%
SPDR SERIES TRUST$332.2K1,9070.3%
ISHARES TR$328.1K7,9330.3%
ILLINOIS TOOL WORKS INC$324.9K1,3190.2%
W.W. GRAINGER, INC.$322.9K3200.2%
UBS GROUP AG$321.4K6,9400.2%
PAYCHEX INC$318.9K2,8430.2%
ISHARES TR$315.3K6,7740.2%
VANGUARD INDEX FDS$314.1K1,0400.2%
Targa Resources Corp$312.5K1,6940.2%
RTX Corp$312.0K1,7010.2%
BLACKROCK ETF TRUST$311.0K8,0660.2%
FIDELITY COVINGTON TRUST$310.2K4,2330.2%
SCHWAB STRATEGIC TR$308.4K11,7570.2%
Intuitive Surgical Inc$302.4K5340.2%
CORNING INC /NY$300.7K3,4340.2%
INTERNATIONAL BUSINESS MACHINES CORP$296.5K1,0010.2%
INVESCO QQQ TR$294.6K4800.2%
Interactive Brokers Group Inc$292.6K4,5500.2%
SPOTIFY TECHNOLOGY S A$282.8K4870.2%
VANGUARD TAX-MANAGED FDS$277.6K4,4440.2%
Bank of New York Mellon Corp/The$276.1K2,3780.2%
FIDELITY MERRIMACK STR TR$275.3K5,9800.2%
SELECT SECTOR SPDR TR$273.2K6,4000.2%
Apollo Global Management, Inc.$260.4K1,7990.2%
LPL Financial Holdings Inc.$259.3K7260.2%
iShares MSCI UAE ETF$257.6K2,9550.2%
ISHARES TR$257.5K9,4340.2%
VANGUARD INDEX FDS$255.2K4070.2%
INTUIT INC.$251.3K3790.2%
SPDR SER TR$250.3K2,3460.2%
SCHWAB STRATEGIC TR$246.9K9,0000.2%
INTERCONTINENTAL HOTELS GROU$242.1K1,7190.2%
VANGUARD SCOTTSDALE FDS$241.8K1,9860.2%
W. R. Berkley Corporation$237.1K3,3820.2%
PROSHARES TR$236.2K4,7500.2%
TYLER TECHNOLOGIES, INC.$236.1K5200.2%
Palantir Technologies Inc$232.5K1,3080.2%
Mastercard Inc$232.3K4070.2%
Welltower, Inc.$229.2K1,2350.2%
ISHARES TR$227.6K1,0600.2%
Netflix Inc$227.6K2,4270.2%
Zurn Elkay Water Solutions Corp$220.7K4,7470.2%
Constellation Energy Corp$219.7K6220.2%
ISHARES BITCOIN TRUST ETF$218.5K4,4000.2%
KINDER MORGAN, INC.$217.7K7,9190.2%
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