StockDriftsStockDriftsTop 50 Pure Financial Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 11.07% | 1.16M | $869.8M | +3.22%(+36.38K) | $492.52(+57.42%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 8.62% | 9.22M | $676.9M | +6.88%(+593.45K) | $74.87(-3.49%) | 2026-06-30 | |
| IEFA | ISHARES TR | 5.97% | 4.86M | $469.0M | +3.81%(+178.07K) | $71.89(+40.93%) | 2026-06-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 5.08% | 5.71M | $399.3M | +3.53%(+194.71K) | $52.41(+38.05%) | 2026-06-30 | |
| DUHP | DIMENSIONAL ETF TRUST | 4.39% | 8.26M | $344.5M | +5.51%(+430.88K) | $32.27(+31.91%) | 2026-06-30 | |
| DFAS | DIMENSIONAL ETF TRUST | 3.42% | 3.26M | $268.7M | +2.03%(+64.79K) | $60.66(+38.73%) | 2026-06-30 | |
| VNQ | VANGUARD INDEX FDS | 2.81% | 2.29M | $220.5M | +3.34%(+73.85K) | $84.48(+15.77%) | 2026-06-30 | |
| PYLD | PIMCO ETF TR | 2.46% | 7.29M | $193.3M | new | $26.30(-0.42%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 2.32% | 4.10M | $182.0M | -1.98%(-82.84K) | $26.64(+72.86%) | 2026-06-30 | |
| DCOR | DIMENSIONAL ETF TRUST | 2.29% | 2.20M | $180.0M | -1.69%(-37.70K) | $59.95(+42.93%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.50% | +42.37% | +6.38% | +36.26% |
| Top 20 Holdings Unweighted | +11.50% | +38.61% | +5.17% | +28.66% |
Pure Financial Advisors LLC reports $7.86B in US-listed equity holdings across 636 positions in its most recent 13F filing. Its largest disclosed positions are SPY (11.1%), BND (8.6%) and IEFA (6.0%). The top 20 holdings account for 66.7% of reported assets. Its disclosed equity book has returned +42.37% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Pure Financial Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1571556). View Pure Financial Advisors LLC’s 13F filings on SEC