Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
PUREfi Wealth, LLC (CIK 2001520) reported $152.6M across 188 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: WMT ($8.4M, 5.48%), SYK ($7.0M, 4.59%), IVV ($6.4M, 4.18%), AAPL ($5.0M, 3.28%), MSFT ($5.0M, 3.25%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | WMT | WALMART INC | $8.4M | 5.48% | 67,325 | Added |
| 2 | SYK | STRYKER CORPORATION | $7.0M | 4.59% | 21,346 | Added |
| 3 | IVV | ISHARES TR | $6.4M | 4.18% | 9,776 | Added |
| 4 | AAPL | APPLE INC | $5.0M | 3.28% | 19,716 | Added |
| 5 | MSFT | MICROSOFT CORP | $5.0M | 3.25% | 13,408 | Added |
| 6 | AVGO | BROADCOM INC | $3.8M | 2.50% | 12,334 | Added |
| 7 | SPY | SPDR S&P 500 ETF TR | $3.7M | 2.41% | 5,667 | Added |
| 8 | AMZN | AMAZON COM INC | $3.3M | 2.19% | 16,054 | Added |
| 9 | NVDA | NVIDIA CORPORATION | $3.1M | 2.04% | 17,836 | Added |
| 10 | DYNF | BLACKROCK ETF TRUST | $2.4M | 1.59% | 41,643 | Added |
| 11 | BINC | BLACKROCK ETF TRUST II | $2.4M | 1.59% | 46,690 | Added |
| 12 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $2.4M | 1.56% | 7,046 | Added |
| 13 | XOM | EXXON MOBIL CORP | $2.4M | 1.56% | 14,030 | Added |
| 14 | JNJ | JOHNSON & JOHNSON | $2.3M | 1.54% | 9,590 | Added |
| 15 | GOOG | ALPHABET INC | $2.0M | 1.32% | 7,005 | Added |
| 16 | LLY | ELI LILLY & CO | $1.9M | 1.26% | 2,091 | Trimmed |
| 17 | AGG | ISHARES TR | $1.9M | 1.23% | 18,991 | Added |
| 18 | FBCG | FIDELITY COVINGTON TRUST | $1.8M | 1.21% | 36,775 | Added |
| 19 | CGSM | CAPITAL GRP FIXED INCM ETF T | $1.8M | 1.17% | 68,160 | Trimmed |
| 20 | GOOGL | ALPHABET INC | $1.7M | 1.13% | 6,022 | Added |
| 21 | JPM | JPMORGAN CHASE & CO | $1.7M | 1.12% | 5,809 | Added |
| 22 | IEMG | ISHARES INC | $1.6M | 1.04% | 22,717 | Trimmed |
| 23 | VYM | VANGUARD WHITEHALL FDS | $1.5M | 0.97% | 10,007 | Added |
| 24 | JAVA | J P MORGAN EXCHANGE TRADED F | $1.5M | 0.95% | 20,227 | Added |
| 25 | HD | HOME DEPOT INC | $1.4M | 0.90% | 4,188 | Added |
Source: SEC Form 13F filings · as of 2026-03-31