StockDriftsStockDriftsTop 50 Purefi Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 4.36% | 12.2K | $9.3M | +5.15%(+597) | $639.61(+20.39%) | 2026-09-30 | |
| AAPL | APPLE INC | 3.66% | 23.5K | $7.8M | +13.42%(+2.79K) | $248.56(+37.97%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 2.92% | 12.2K | $6.2M | -4.16%(-528) | $427.43(+24.82%) | 2026-09-30 | |
| WMT | WALMART INC | 2.91% | 59.9K | $6.2M | -1.27%(-770) | $100.31(+18.33%) | 2026-09-30 | |
| AVGO | BROADCOM INC | 2.91% | 17.7K | $6.2M | +42.51%(+5.29K) | $266.59(+25.51%) | 2026-09-30 | |
| SYK | STRYKER CORPORATION | 2.48% | 19.2K | $5.3M | -9.92%(-2.12K) | $360.63(-17.38%) | 2026-09-30 | |
| BINC | BLACKROCK ETF TRUST II | 2.38% | 100.4K | $5.1M | +71.04%(+41.72K) | $52.19(-2.94%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 2.31% | 21.7K | $4.9M | +3.13%(+657) | $153.47(+41.45%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 2.14% | 18.3K | $4.6M | +14.70%(+2.35K) | $211.20(+24.27%) | 2026-09-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.95% | 5.5K | $4.2M | +3.30%(+175) | $602.59(+27.20%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +22.06% |
| Top 20 Holdings Unweighted | — | — | — | — | +35.12% |
Purefi Wealth LLC reports $214.00M in US-listed equity holdings across 228 positions in its most recent 13F filing. Its largest disclosed positions are IVV (4.4%), AAPL (3.7%) and MSFT (2.9%). The top 20 holdings account for 41.04% of reported assets. Its disclosed equity book has returned +22.06% cumulatively over 7 quarters. Figures reflect the Q3 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