PUREfi Wealth, LLC - Portfolio Stock Holdings
PUREfi Wealth, LLC disclosed 222 stock positions in a recent SEC 13F filing. $180,352,405 of stock holdings were filed, with the largest holdings including IVV, WMT, and SYK. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $326,410,945 and has 10 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
222Est. Stock Holding Value:
$180,352,405Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - PUREfi Wealth, LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...