§ 13F · FUND PROFILE
PUREfi Wealth, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $125.1T (13F)Positions · 156Turnover · — · Q4Filed · Jan 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SYK | STRYKER CORPORATION | 21K | $7.5T | 5.7% | ±0% |
| 2 | WMT | WALMART INC | 54K | $6.0T | 4.6% | +65% |
| 3 | MSFT | MICROSOFT CORP | 10K | $5.0T | 3.8% | −4% |
| 4 | AAPL | APPLE INC | 16K | $4.4T | 3.4% | +7% |
| 5 | IVV | ISHARES TR | 6K | $4.2T | 3.2% | −4% |
| 6 | AVGO | BROADCOM INC | 11K | $3.8T | 2.9% | −13% |
| 7 | SPY | SPDR S&P 500 ETF TR | 4K | $3.0T | 2.3% | ±0% |
| 8 | AMZN | AMAZON COM INC | 13K | $3.0T | 2.3% | −12% |
| 9 | CGSM | CAPITAL GRP FIXED INCM ETF T | 98K | $2.6T | 2.0% | ±0% |
| 10 | NVDA | NVIDIA CORPORATION | 13K | $2.5T | 1.9% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PUREFI SIGNAL
AC read
PUREfi Wealth, LLC is a Other fund managing $125070.5 trillion in assets. The fund runs a portfolio of 156 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed