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

  1. IVV ISHARES TR — $9.34M (4.4%)
  2. AAPL APPLE INC — $7.84M (3.7%)
  3. MSFT MICROSOFT CORP — $6.24M (2.9%)
  4. WMT Walmart Inc — $6.23M (2.9%)
  5. AVGO BROADCOM INC — $6.22M (2.9%)
  6. SYK STRYKER CORPORATION — $5.30M (2.5%)
  7. BINC BLACKROCK ETF TRUST II — $5.10M (2.4%)
  8. NVDA NVIDIA CORPORATION — $4.95M (2.3%)
  9. AMZN AMAZON COM INC — $4.57M (2.1%)
  10. SPY SPDR S&P 500 ETF TR — $4.18M (2.0%)