Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

PURE PORTFOLIOS HOLDINGS LLC 13F Holdings -- Portfolio & Top Positions (2025-12-31)

PURE PORTFOLIOS HOLDINGS LLC (CIK 2041678) reported $332.1M across 104 reported positions in its SEC 13F filing for 2025-12-31. Largest positions: SGOL ($41.6M, 12.54%), SCHX ($32.1M, 9.67%), SCHF ($27.3M, 8.23%), SCHR ($17.4M, 5.25%), SLYV ($17.2M, 5.19%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SGOLETFS GOLD TR$41.6M12.54%1.0MTrimmed
2SCHXSCHWAB STRATEGIC TR$32.1M9.67%1.2MAdded
3SCHFSCHWAB STRATEGIC TR$27.3M8.23%1.1MAdded
4SCHRSCHWAB STRATEGIC TR$17.4M5.25%694,837Added
5SLYVSPDR SERIES TRUST$17.2M5.19%189,409Added
6SCHESCHWAB STRATEGIC TR$16.9M5.08%515,022Added
7SCHOSCHWAB STRATEGIC TR$14.4M4.35%592,210Added
8SCHHSCHWAB STRATEGIC TR$13.4M4.03%641,124Added
9DFAIDIMENSIONAL ETF TRUST$10.5M3.16%275,475Trimmed
10STIPISHARES TR$10.0M3.00%97,190Added
11NVDANVIDIA CORPORATION$7.3M2.21%39,272Added
12VTIVANGUARD INDEX FDS$7.2M2.16%21,359Trimmed
13SHMSPDR SERIES TRUST$6.9M2.07%143,002Added
14AAPLAPPLE INC$6.5M1.95%23,772Trimmed
15CATYCATHAY GEN BANCORP$6.2M1.86%127,579Hold
16DFAEDIMENSIONAL ETF TRUST$6.0M1.81%184,656Added
17SCHVSCHWAB STRATEGIC TR$5.9M1.77%198,395Added
18CORPPIMCO ETF TR$4.7M1.42%48,240Added
19SCHJSCHWAB STRATEGIC TR$4.0M1.20%160,487Added
20VTEBVANGUARD MUN BD FDS$3.9M1.19%78,274Added
21TFISPDR SERIES TRUST$3.9M1.18%86,074Added
22IBITISHARES BITCOIN TRUST ETF$3.9M1.18%78,832Added
23SCMBSCHWAB STRATEGIC TR$3.2M0.95%122,608Added
24GOOGALPHABET INC$3.1M0.94%9,932Added
25SHYISHARES TR$2.9M0.87%34,725Added

Source: SEC Form 13F filings · as of 2025-12-31