§ 13F · FUND PROFILE
PUREfi Wealth, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $130M (13F)Positions · 165Turnover · — · Q1Filed · Apr 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$13M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | WMT | WALMART INC | 67K | $8M | 5.5% | +24% |
| 2 | SYK | STRYKER CORPORATION | 21K | $7M | 4.6% | ±0% |
| 3 | IVV | ISHARES TR | 10K | $6M | 4.2% | +59% |
| 4 | AAPL | APPLE INC | 20K | $5M | 3.3% | +22% |
| 5 | MSFT | MICROSOFT CORP | 13K | $5M | 3.3% | +30% |
| 6 | AVGO | BROADCOM INC | 12K | $4M | 2.5% | +12% |
| 7 | SPY | SPDR S&P 500 ETF TR | 6K | $4M | 2.4% | +28% |
| 8 | AMZN | AMAZON COM INC | 16K | $3M | 2.2% | +25% |
| 9 | NVDA | NVIDIA CORPORATION | 18K | $3M | 2.0% | +32% |
| 10 | BINC | BLACKROCK ETF TRUST II | 47K | $2M | 1.6% | +315% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PUREFI SIGNAL
AC read
PUREfi Wealth, LLC is a Other fund managing $130 million in assets. The fund runs a portfolio of 165 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed