PUREfi Wealth, LLC — 13F holdings
PUREfi Wealth, LLC reported 228 holdings worth $214M in its 13F filing for Q3 2026, filed October 19, 2026.
Largest positions
- IVV ISHARES TR — $9.34M (4.4%)
- AAPL APPLE INC — $7.84M (3.7%)
- MSFT MICROSOFT CORP — $6.24M (2.9%)
- WMT Walmart Inc — $6.23M (2.9%)
- AVGO BROADCOM INC — $6.22M (2.9%)
- SYK STRYKER CORPORATION — $5.30M (2.5%)
- BINC BLACKROCK ETF TRUST II — $5.10M (2.4%)
- NVDA NVIDIA CORPORATION — $4.95M (2.3%)
- AMZN AMAZON COM INC — $4.57M (2.1%)
- SPY SPDR S&P 500 ETF TR — $4.18M (2.0%)