account_balance
Investment manager · 13F filer · SEC CIK 2001520
PUREfi Wealth, LLC
Reported value$214Mas of Sep 30, 2026
Positions228 42 new, 22 sold out
Top 10 weight28.0%IVV alone is 4%
FiledOct 1919 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
4.4%Added +5%
AAPLApple Inc.
3.7%Added +13%
MSFTMicrosoft Corp
2.9%Trimmed −4%
WMTWalmart Inc.
2.9%
AVGOBroadcom Inc.
2.9%Added +43%
SYKStryker Corp
2.5%Trimmed −10%
BINCBlackRock ETF Trust II
2.4%Added +71%
NVDANVIDIA Corp
2.3%Added +3%
AMZNAmazon.com Inc
2.1%Added +15%
SPYSPDR S&P 500 ETF Trust
2.0%Added +3%
GOOGAlphabet Inc.
1.7%+5%
TSMTaiwan Semiconductor Manufacturing Co Ltd
1.7%+7%
IVViShares Tr
4.4%Added +5%
AAPLApple Inc.
3.7%Added +13%
MSFTMicrosoft Corp
2.9%−4%
WMTWalmart Inc.
2.9%
AVGOBroadcom Inc.
2.9%+43%
SYKStryker Corp
2.5%
BINCBlackRock ETF Trust II
2.4%
NVDANVIDIA Corp
2.3%
AMZNAmazon.com Inc
2.1%
SPY2.0%GOOGTSM1.7%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 4.4% Added +5%
AAPL Apple Inc. 3.7% Added +13%MSFT Microsoft Corp 2.9% Trimmed −4%WMT Walmart Inc. 2.9% HeldAVGO Broadcom Inc. 2.9% Added +43%SYK Stryker Corp 2.5% Trimmed −10%BINC BlackRock ETF Trust II 2.4% Added +71%
NVDA NVIDIA Corp 2.3% Added +3%AMZN Amazon.com Inc 2.1% Added +15%SPY SPDR S&P 500 ETF Trust 2.0% Added +3%GOOG Alphabet Inc. 1.7% Added +5%TSM Taiwan Semiconductor Manufacturing Co Ltd 1.7% Added +7%What changed
Biggest moves since Jun 30, 2026
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