§ 13F · FUND PROFILE
PUREfi Wealth, LLC.
AUM · $182M (13F)Positions · 208Turnover · n/a · Q2Filed · Jul 27, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$13M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 12K | $9M | 4.8% | +19% |
| 2 | WMT | WALMART INC | 61K | $7M | 3.8% | −10% |
| 3 | SYK | STRYKER CORPORATION | 21K | $7M | 3.7% | ±0% |
| 4 | AAPL | APPLE INC | 21K | $6M | 3.3% | +5% |
| 5 | MSFT | MICROSOFT CORP | 13K | $5M | 2.6% | −5% |
| 6 | AVGO | BROADCOM INC | 12K | $5M | 2.6% | +1% |
| 7 | NVDA | NVIDIA CORPORATION | 21K | $4M | 2.3% | +18% |
| 8 | SPY | SPDR S&P 500 ETF TR | 5K | $4M | 2.2% | −6% |
| 9 | AMZN | AMAZON COM INC | 16K | $4M | 2.1% | ±0% |
| 10 | GOOG | ALPHABET INC | 10K | $4M | 2.0% | +49% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PUREFI SIGNAL
AC read
PUREfi Wealth, LLC is a Other fund managing $182 million in assets. The fund runs a broad portfolio of 208 positions.
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