PUREfi Wealth, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2001520
Institutional-grade research for retail investors
13F Reported Value
ⓘ$152.6M
Holdings
188
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
PUREfi Wealth, LLC disclosed 188 positions worth $152.6M in its Form 13F-HR for Q1 2026, led by $WMT (Walmart Inc.) at 5.5% of the equity portfolio, followed by $SYK. During the quarter the fund opened 24 new positions and exited 11 and a full exit from $SAP. The portfolio is most concentrated in Other (38.7% of disclosed assets). All figures are sourced directly from PUREfi Wealth, LLC’s Form 13F-HR filing with the SEC under CIK 2001520.
AI Fund Analysis
Stable
$WMT5.5% weight
Held 6 quarters
$SYK4.6% weight
Held 6 quarters
ISHARES TR
4.2% weight
Held 6 quarters
$AAPL3.3% weight
Held 6 quarters
$MSFT3.3% weight
Held 6 quarters
$TSM5 quarters accumulating
$XOM5 quarters accumulating
$GOOG5 quarters accumulating
BLACKROCK ETF TRUST II
4 quarters accumulating
ISHARES TR
4 quarters accumulating
Sector Allocation
OtherTechnologyConsumer DiscretionaryHealthcareFinancialsIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 63.2#694
Quality
$8.4M67,325 sh - 69.8#347
Quality
$7.0M21,346 sh ISHARES TR
—Quality
$6.4M9,776 sh- 76.1
Quality
$5.0M19,716 sh - 83.7
Quality
$5.0M13,408 sh - 86.4
Quality
$3.8M12,334 sh - —
Quality
$3.7M5,667 sh - 74.6
Quality
$3.3M16,054 sh - 90.2
Quality
$3.1M17,836 sh BLACKROCK ETF TRUST II
—Quality
$2.4M46,690 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Walmart Inc.$WMT | 63.2#694 | $8.4M | 67,325 |
| STRYKER CORP$SYK | 69.8#347 | $7.0M | 21,346 |
| ISHARES TR | — | $6.4M | 9,776 |
| Apple Inc.$AAPL | 76.1 | $5.0M | 19,716 |
| MICROSOFT CORP$MSFT | 83.7 | $5.0M | 13,408 |
 Broadcom Inc.$AVGO | 86.4 | $3.8M | 12,334 |
 SPDR S&P 500 ETF TRUST$SPY | — | $3.7M | 5,667 |
 AMAZON COM INC$AMZN | 74.6 | $3.3M | 16,054 |
 NVIDIA CORP$NVDA | 90.2 | $3.1M | 17,836 |
| BLACKROCK ETF TRUST II | — | $2.4M | 46,690 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of PUREfi Wealth, LLC's 188 positions.
Showing top 10 of 188 holdings.
Sector Allocation
Other
$59.0M
Technology
$30.8M
Consumer Discretionary
$17.2M
Healthcare
$16.3M
Financials
$9.2M
Industrials
$5.8M
Energy
$5.4M
Utilities
$2.7M
Full Holdings — PUREfi Wealth, LLC (Q1 2026)
All 188 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $WMT | Walmart Inc. | $8.4M | 5.5% | +24% | 63.2 |
| 2 | $SYK | STRYKER CORP | $7.0M | 4.6% | +0% | 69.8 |
| 3 | — | ISHARES TR | $6.4M | 4.2% | +59% | — |
| 4 | $AAPL | Apple Inc. | $5.0M | 3.3% | +22% | 76.1 |
| 5 | $MSFT | MICROSOFT CORP | $5.0M | 3.3% | +30% | 83.7 |
| 6 | $AVGO | Broadcom Inc. | $3.8M | 2.5% | +12% | 86.4 |
| 7 | $SPY | SPDR S&P 500 ETF TRUST | $3.7M | 2.4% | +28% | — |
| 8 | $AMZN | AMAZON COM INC | $3.3M | 2.2% | +25% | 74.6 |
| 9 | $NVDA | NVIDIA CORP | $3.1M | 2.0% | +32% | 90.2 |
| 10 | — | BLACKROCK ETF TRUST II | $2.4M | 1.6% | +315% | — |
| 11 | — | BLACKROCK ETF TRUST | $2.4M | 1.6% | +23% | — |
| 12 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $2.4M | 1.6% | +12% | — |
| 13 | $XOM | EXXON MOBIL CORP | $2.4M | 1.6% | +3% | 61.8 |
| 14 |  $JNJ | JOHNSON & JOHNSON | $2.3M | 1.5% | +2% | 72.8 |
| 15 |  $GOOGL | Alphabet Inc. | $2.0M | 1.3% | +13% | 80.2 |
| 16 |  $LLY | ELI LILLY & Co | $1.9M | 1.3% | -5% | 89.3 |
| 17 | — | ISHARES TR | $1.9M | 1.2% | +49% | — |
| 18 | — | FIDELITY COVINGTON TRUST | $1.8M | 1.2% | +16% | — |
| 19 | — | CAPITAL GRP FIXED INCM ETF T | $1.8M | 1.2% | -31% | — |
| 20 | $GOOG | Alphabet Inc. | $1.7M | 1.1% | +32% | 80.2 |
| 21 |  $JPM | JPMORGAN CHASE & CO | $1.7M | 1.1% | +3% | 35.6 |
| 22 | — | ISHARES INC | $1.6M | 1.0% | -10% | — |
| 23 | — | VANGUARD WHITEHALL FDS | $1.5M | 1.0% | +1% | — |
| 24 | — | J P MORGAN EXCHANGE TRADED F | $1.5M | 0.9% | +59% | — |
| 25 |  $HD | HOME DEPOT, INC. | $1.4M | 0.9% | +5% | 69.2 |
| 26 | — | ISHARES TR | $1.4M | 0.9% | +66% | — |
| 27 | — | ISHARES TR | $1.3M | 0.9% | +11% | — |
| 28 | — | BLACKROCK ETF TRUST | $1.2M | 0.8% | +81% | — |
| 29 | — | ISHARES TR | $1.2M | 0.8% | +41% | — |
| 30 |  $NEE | NEXTERA ENERGY INC | $1.2M | 0.8% | +1% | 71.7 |
| 31 |  $ABBV | AbbVie Inc. | $1.1M | 0.7% | -16% | 59.3 |
| 32 | — | TCW TRANSFORM ETF TRUST | $1.1M | 0.7% | +31% | — |
| 33 | — | ISHARES TR | $1.0M | 0.7% | -7% | — |
| 34 |  $ETN | Eaton Corp plc | $1.0M | 0.7% | -0% | — |
| 35 |  $META | Meta Platforms, Inc. | $1.0M | 0.7% | +49% | 80.9 |
| 36 |  $V | VISA INC. | $988,929 | 0.7% | +15% | 83.5 |
| 37 | — | FIDELITY COVINGTON TRUST | $939,346 | 0.6% | +0% | — |
| 38 |  $ASML | ASML HOLDING NV | $937,789 | 0.6% | +30% | — |
| 39 | — | SELECT SECTOR SPDR TR | $893,088 | 0.6% | +0% | — |
| 40 | — | TRIMTABS ETF TR | $892,593 | 0.6% | -32% | — |
| 41 |  $UNH | UNITEDHEALTH GROUP INC | $884,454 | 0.6% | +76% | 66.8 |
| 42 |  $TRV | TRAVELERS COMPANIES, INC. | $846,164 | 0.6% | +1% | 71.5 |
| 43 |  $WMB | WILLIAMS COMPANIES, INC. | $842,865 | 0.6% | +0% | 72.8 |
| 44 |  $ALPS | Alps Group Inc | $841,412 | 0.6% | +0% | — |
| 45 | — | PIMCO ETF TR | $838,879 | 0.6% | NEW | — |
| 46 |  $ADI | ANALOG DEVICES INC | $783,261 | 0.5% | +84% | 76.2 |
| 47 |  $MCD | MCDONALDS CORP | $777,907 | 0.5% | -23% | 73.9 |
| 48 | — | ISHARES TR | $755,154 | 0.5% | -11% | — |
| 49 |  $NFLX | NETFLIX INC | $753,335 | 0.5% | +223% | 86.7 |
| 50 |  $COST | COSTCO WHOLESALE CORP /NEW | $752,502 | 0.5% | +95% | 67 |
| 51 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $739,679 | 0.5% | +167% | — |
| 52 |  $CVX | CHEVRON CORP | $730,978 | 0.5% | +3% | 54.7 |
| 53 |  $ADP | AUTOMATIC DATA PROCESSING INC | $726,165 | 0.5% | +0% | 77.9 |
| 54 |  $LIN | LINDE PLC | $720,835 | 0.5% | +18% | — |
| 55 | — | VANGUARD INDEX FDS | $691,345 | 0.5% | +0% | — |
| 56 |  $CSCO | CISCO SYSTEMS, INC. | $659,360 | 0.4% | +14% | 72.3 |
| 57 |  $PG | PROCTER & GAMBLE Co | $645,936 | 0.4% | -33% | 72.9 |
| 58 | — | ISHARES TR | $645,287 | 0.4% | +448% | — |
| 59 | — | ISHARES TR | $642,529 | 0.4% | -14% | — |
| 60 | — | ISHARES TR | $638,619 | 0.4% | +2% | — |
| 61 | — | ISHARES TR | $637,675 | 0.4% | +153% | — |
| 62 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $629,888 | 0.4% | +31% | 70.9 |
| 63 |  $TRGP | Targa Resources Corp. | $623,566 | 0.4% | +47% | 70 |
| 64 |  $GD | GENERAL DYNAMICS CORP | $617,110 | 0.4% | +26% | 73 |
| 65 | — | ISHARES TR | $600,106 | 0.4% | -17% | — |
| 66 | — | VANGUARD WORLD FD | $587,732 | 0.4% | +0% | — |
| 67 | — | VANGUARD INTL EQUITY INDEX F | $563,147 | 0.4% | -9% | — |
| 68 |  $AMD | ADVANCED MICRO DEVICES INC | $558,415 | 0.4% | +33% | 78.8 |
| 69 |  $PEP | PEPSICO INC | $546,931 | 0.4% | +9% | 62.7 |
| 70 | — | VANGUARD INDEX FDS | $540,022 | 0.3% | -6% | — |
| 71 |  $BLK | BlackRock, Inc. | $533,819 | 0.3% | +24% | 70.3 |
| 72 | — | AB ACTIVE ETFS INC | $522,510 | 0.3% | NEW | — |
| 73 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $514,861 | 0.3% | +41% | 76.6 |
| 74 | — | ISHARES TR | $513,171 | 0.3% | +64% | — |
| 75 |  $TSLA | Tesla, Inc. | $510,413 | 0.3% | +39% | 50.1 |
| 76 | — | ISHARES TR | $489,701 | 0.3% | +25% | — |
| 77 |  $GEV | GE Vernova Inc. | $487,951 | 0.3% | +9% | 70.1 |
| 78 |  $CRH | CRH PUBLIC LTD CO | $478,401 | 0.3% | +10% | — |
| 79 |  $ORCL | ORACLE CORP | $477,098 | 0.3% | -29% | 67.2 |
| 80 |  $MDLZ | Mondelez International, Inc. | $473,513 | 0.3% | -32% | 53.9 |
| 81 | — | FIDELITY COVINGTON TRUST | $466,775 | 0.3% | +0% | — |
| 82 | — | VANGUARD TAX-MANAGED FDS | $462,145 | 0.3% | +62% | — |
| 83 |  $UNP | UNION PACIFIC CORP | $461,463 | 0.3% | -13% | 74 |
| 84 |  $DRI | DARDEN RESTAURANTS INC | $457,557 | 0.3% | NEW | 68.6 |
| 85 |  $CTAS | CINTAS CORP | $456,678 | 0.3% | +1% | 76.3 |
| 86 |  $ACN | Accenture plc | $450,946 | 0.3% | -17% | — |
| 87 | — | ISHARES TR | $446,708 | 0.3% | -4% | — |
| 88 |  $TEL | TE Connectivity plc | $445,840 | 0.3% | +13% | — |
| 89 | — | ISHARES TR | $445,590 | 0.3% | -0% | — |
| 90 | — | ISHARES TR | $442,629 | 0.3% | +128% | — |
| 91 |  $SRE | SEMPRA | $436,682 | 0.3% | -0% | 47.6 |
| 92 |  $PPL | PPL Corp | $436,244 | 0.3% | +0% | 70.3 |
| 93 | — | VANGUARD WORLD FD | $433,606 | 0.3% | -1% | — |
| 94 | — | SELECT SECTOR SPDR TR | $431,366 | 0.3% | +47% | — |
| 95 | — | ISHARES TR | $420,311 | 0.3% | -24% | — |
| 96 | — | SCHWAB STRATEGIC TR | $419,472 | 0.3% | +0% | — |
| 97 |  $RTX | RTX Corp | $418,786 | 0.3% | +28% | 70 |
| 98 |  $NVS | NOVARTIS AG | $414,716 | 0.3% | NEW | — |
| 99 |  $VICI | VICI PROPERTIES INC. | $413,625 | 0.3% | +0% | 76.2 |
| 100 | — | ISHARES TR | $408,964 | 0.3% | -14% | — |
| 101 | — | ISHARES TR | $407,144 | 0.3% | -6% | — |
| 102 |  $CME | CME GROUP INC. | $406,992 | 0.3% | +2% | 74.5 |
| 103 |  $HIG | HARTFORD INSURANCE GROUP, INC. | $404,473 | 0.3% | +1% | 69.5 |
| 104 |  $HON | HONEYWELL INTERNATIONAL INC | $401,799 | 0.3% | +3% | 65.7 |
| 105 | — | ISHARES TR | $397,466 | 0.3% | +24% | — |
| 106 | — | FIDELITY COVINGTON TRUST | $393,946 | 0.3% | +0% | — |
| 107 |  $GWW | W.W. GRAINGER, INC. | $390,510 | 0.3% | +12% | 69.5 |
| 108 | — | ISHARES TR | $385,345 | 0.3% | +169% | — |
| 109 | — | ETF SER SOLUTIONS | $381,550 | 0.3% | +0% | — |
| 110 |  $PANW | Palo Alto Networks Inc | $381,093 | 0.3% | +103% | 66.5 |
| 111 |  $WEC | WEC ENERGY GROUP, INC. | $373,127 | 0.2% | +0% | 67 |
| 112 | — | SPDR SER TR | $372,523 | 0.2% | -10% | — |
| 113 |  $UBER | Uber Technologies, Inc | $371,590 | 0.2% | +102% | 79.3 |
| 114 |  $PM | Philip Morris International Inc. | $369,535 | 0.2% | NEW | 80.5 |
| 115 |  $FAST | FASTENAL CO | $365,586 | 0.2% | NEW | 73.5 |
| 116 | — | ETF SER SOLUTIONS | $361,037 | 0.2% | -17% | — |
| 117 |  $MRVL | Marvell Technology, Inc. | $361,037 | 0.2% | NEW | 77.3 |
| 118 |  $ITW | ILLINOIS TOOL WORKS INC | $357,638 | 0.2% | +4% | 71.2 |
| 119 |  $PFE | PFIZER INC | $357,009 | 0.2% | NEW | 69 |
| 120 |  $GLW | CORNING INC /NY | $355,290 | 0.2% | -24% | 72.7 |
| 121 |  $ISRG | INTUITIVE SURGICAL INC | $354,962 | 0.2% | +44% | 81.4 |
| 122 | — | ISHARES INC | $346,104 | 0.2% | +33% | — |
| 123 |  $GRMN | GARMIN LTD | $343,143 | 0.2% | NEW | — |
| 124 |  $APO | Apollo Global Management, Inc. | $342,951 | 0.2% | +71% | 55.7 |
| 125 |  $LMT | LOCKHEED MARTIN CORP | $336,645 | 0.2% | -50% | 65 |
| 126 |  $UBS | UBS Group AG | $326,781 | 0.2% | +21% | — |
| 127 |  $AVB | AVALONBAY COMMUNITIES INC | $326,373 | 0.2% | -1% | 57.5 |
| 128 |  $SPOT | Spotify Technology S.A. | $324,890 | 0.2% | +38% | — |
| 129 |  $VLO | VALERO ENERGY CORP/TX | $316,757 | 0.2% | -2% | 51.4 |
| 130 | — | SCHWAB STRATEGIC TR | $315,767 | 0.2% | -28% | — |
| 131 | — | VANGUARD INDEX FDS | $314,294 | 0.2% | +0% | — |
| 132 | — | ISHARES TR | $313,804 | 0.2% | +15% | — |
| 133 |  $GBTC | Grayscale Bitcoin Trust ETF | $313,605 | 0.2% | +95% | — |
| 134 | — | ABACUS FCF ETF TR | $313,238 | 0.2% | NEW | — |
| 135 | — | BLACKROCK ETF TRUST | $303,994 | 0.2% | +4% | — |
| 136 | — | J P MORGAN EXCHANGE TRADED F | $303,606 | 0.2% | -11% | — |
| 137 |  $BRK.B | BERKSHIRE HATHAWAY INC | $301,417 | 0.2% | NEW | 64.5 |
| 138 | — | ISHARES TR | $298,740 | 0.2% | -11% | — |
| 139 | — | ISHARES TR | $298,105 | 0.2% | +235% | — |
| 140 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $297,961 | 0.2% | NEW | 65.9 |
| 141 | — | SCHWAB STRATEGIC TR | $295,101 | 0.2% | +0% | — |
| 142 |  $IBIT | iShares Bitcoin Trust ETF | $291,739 | 0.2% | +73% | — |
| 143 |  $CEG | Constellation Energy Corp | $288,745 | 0.2% | +66% | 62.5 |
| 144 | — | FIDELITY COVINGTON TRUST | $288,352 | 0.2% | +0% | — |
| 145 |  $TW | Tradeweb Markets Inc. | $287,758 | 0.2% | NEW | 80.9 |
| 146 |  $FETH | Fidelity Ethereum Fund | $286,056 | 0.2% | +0% | — |
| 147 | — | FIDELITY MERRIMACK STR TR | $282,479 | 0.2% | +4% | — |
| 148 |  $IBKR | Interactive Brokers Group, Inc. | $280,889 | 0.2% | -8% | 75.5 |
| 149 |  $PLTR | Palantir Technologies Inc. | $278,078 | 0.2% | +45% | 85.8 |
| 150 |  $IHG | INTERCONTINENTAL HOTELS GROUP PLC /NEW/ | $276,796 | 0.2% | +21% | — |
| 151 | — | SCHWAB STRATEGIC TR | $276,120 | 0.2% | +0% | — |
| 152 |  $__PARK_1390777 | Bank of New York Mellon Corp | $275,340 | 0.2% | -2% | 36.7 |
| 153 |  $KMI | KINDER MORGAN, INC. | $267,838 | 0.2% | +1% | 74.6 |
| 154 | — | ISHARES TR | $267,179 | 0.2% | -56% | — |
| 155 | — | SPDR SERIES TRUST | $264,326 | 0.2% | -19% | — |
| 156 | — | ISHARES INC | $262,689 | 0.2% | +32% | — |
| 157 |  $IAU | ISHARES GOLD TRUST | $260,865 | 0.2% | -67% | — |
| 158 |  $ABT | ABBOTT LABORATORIES | $256,628 | 0.2% | -9% | 67 |
| 159 |  $AZN | ASTRAZENECA PLC | $252,047 | 0.2% | NEW | — |
| 160 |  $INTU | INTUIT INC. | $251,802 | 0.2% | +54% | 82 |
| 161 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $250,631 | 0.2% | +3% | 66.7 |
| 162 | — | VANGUARD INDEX FDS | $243,203 | 0.2% | +0% | — |
| 163 |  $NKE | NIKE, Inc. | $241,363 | 0.2% | +44% | 53.4 |
| 164 | — | FIDELITY COVINGTON TRUST | $236,816 | 0.2% | -86% | — |
| 165 | — | BLACKROCK ETF TRUST | $232,235 | 0.1% | -83% | — |
| 166 |  $SHOP | SHOPIFY INC. | $230,597 | 0.1% | -8% | — |
| 167 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $229,821 | 0.1% | -61% | 71.5 |
| 168 |  $OKE | ONEOK INC /NEW/ | $225,523 | 0.1% | NEW | 72 |
| 169 |  $FNV | FRANCO NEVADA Corp | $224,321 | 0.1% | NEW | — |
| 170 | — | ISHARES TR | $222,208 | 0.1% | -16% | — |
| 171 | — | VANGUARD INTL EQUITY INDEX F | $219,414 | 0.1% | +0% | — |
| 172 |  $MLM | MARTIN MARIETTA MATERIALS INC | $218,632 | 0.1% | NEW | 67.6 |
| 173 | — | VANGUARD SCOTTSDALE FDS | $217,844 | 0.1% | +0% | — |
| 174 | — | VANECK ETF TRUST | $214,368 | 0.1% | NEW | — |
| 175 | — | ISHARES TR | $212,027 | 0.1% | -31% | — |
| 176 | — | NORTHERN LTS FD TR III | $208,950 | 0.1% | NEW | — |
| 177 | — | VANGUARD INDEX FDS | $208,290 | 0.1% | +0% | — |
| 178 | — | ISHARES INC | $206,963 | 0.1% | +0% | — |
| 179 |  $ECL | ECOLAB INC. | $205,633 | 0.1% | NEW | 64.3 |
| 180 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $205,364 | 0.1% | NEW | 66.5 |
| 181 |  $KO | COCA COLA CO | $204,879 | 0.1% | NEW | 74 |
| 182 |  $WRB | BERKLEY W R CORP | $204,275 | 0.1% | -9% | 71.8 |
| 183 | — | VANGUARD INDEX FDS | $202,988 | 0.1% | -77% | — |
| 184 |  $TXN | TEXAS INSTRUMENTS INC | $201,517 | 0.1% | -13% | 70.4 |
| 185 | — | SPDR SER TR | $201,499 | 0.1% | -12% | — |
| 186 |  $ETHE | Grayscale Ethereum Staking ETF | $182,154 | 0.1% | NEW | — |
| 187 |  $BBBY | BED BATH & BEYOND, INC. | $125,280 | 0.1% | +29% | 25.2 |
| 188 |  $OWL | BLUE OWL CAPITAL INC. | $114,125 | 0.1% | NEW | 59.4 |
New Positions (24)
PIMCO ETF TR$838,879
AB ACTIVE ETFS INC$522,510
$DRI DARDEN RESTAURANTS INC$457,557$NVS NOVARTIS AG$414,716$PM Philip Morris International Inc.$369,535$FAST FASTENAL CO$365,586$MRVL Marvell Technology, Inc.$361,037$PFE PFIZER INC$357,009$GRMN GARMIN LTD$343,143 ABACUS FCF ETF TR$313,238
$BRK.B BERKSHIRE HATHAWAY INC$301,417$MAR MARRIOTT INTERNATIONAL INC /MD/$297,961$TW Tradeweb Markets Inc.$287,758$AZN ASTRAZENECA PLC$252,047$OKE ONEOK INC /NEW/$225,523
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