PUREfi Wealth, LLC - Portfolio Stock Holdings
PUREfi Wealth, LLC disclosed 249 stock positions in a recent SEC 13F filing. $213,998,750 of stock holdings were filed, with the largest holdings including IVV, AAPL, and MSFT. This filing represented positions held on Sept. 30, 2026, and was filed today.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:
Sept. 30, 2026No. of Stocks:
249Est. Stock Holding Value:
$213,998,750Top Stock Holdings By Sector
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Portfolio Stock Holdings - PUREfi Wealth, LLC
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% of Portfolio
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