StockDriftsStockDriftsTop 50 PUREfi Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 4.77% | 11.6K | $8.7M | +18.59%(+1.82K) | $633.54(+22.70%) | 2026-06-30 | |
| WMT | WALMART INC | 3.78% | 60.7K | $6.9M | -9.85%(-6.63K) | $100.31(+12.79%) | 2026-06-30 | |
| SYK | STRYKER CORPORATION | 3.69% | 21.4K | $6.7M | +0.05%(+10) | $360.63(-3.24%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.3% | 20.8K | $6.0M | +5.28%(+1.04K) | $240.16(+27.69%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.6% | 12.7K | $4.7M | -5.34%(-716) | $427.43(+17.63%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 2.58% | 12.4K | $4.7M | +0.80%(+99) | $224.98(+86.84%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.31% | 21.0K | $4.2M | +17.76%(+3.17K) | $151.57(+45.45%) | 2026-06-30 | |
| SPY | SPDR S&P 500 ETF TR | 2.18% | 5.3K | $4.0M | -6.37%(-361) | $597.57(+29.45%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.09% | 16.0K | $3.8M | -0.40%(-64) | $206.41(+33.21%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 2.02% | 10.4K | $3.7M | +48.64%(+3.41K) | $230.98(+51.74%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +19.68% |
| Top 20 Holdings Unweighted | — | — | — | — | +32.84% |
PUREfi Wealth, LLC reports $182.07M in US-listed equity holdings across 208 positions in its most recent 13F filing. Its largest disclosed positions are IVV (4.8%), WMT (3.8%) and SYK (3.7%). The top 20 holdings account for 42.78% of reported assets. Its disclosed equity book has returned +19.68% cumulatively over 6 quarters. 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.
Sign up free to track PUREfi Wealth, LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from PUREfi Wealth, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2001520). View PUREfi Wealth, LLC’s 13F filings on SEC