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CIK: 0001571556
Total reported value
$7.9B
$7.9B
471 檔
24.8%
As reported in its official Q2 2025 Form 13F filing, Pure Financial Advisors, LLC's tracked investment portfolio stood at $7.9B with 471 total positions.
In Q2 2025, Pure Financial Advisors, LLC displayed an active expansion posture, initiating 37 new positions and adding to 141 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 471 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 10.63% | +0.54% | +3.70% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 8.75% | -0.50% | +5.86% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 6.12% | -0.11% | +16.54% | |
| 4 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 4.46% | -2.39% | +5.38% | |
| 5 | DFAT | Dimensional US Target Value | ETF-Other | 4.37% | +0.13% | +7.77% | |
| 6 | DUHP | Dimensional US High Profi Et | ETF-Other | 3.98% | +0.26% | +3.85% | |
| 7 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 3.13% | +0.16% | +4.89% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.94% | -0.01% | +2.76% | |
| 9 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.74% | -0.01% | +0.06% | |
| 10 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 2.48% | -0.02% | +3.67% | |
| 11 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 2.27% | -0.20% | +0.39% | |
| 12 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.22% | -0.12% | +6.10% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.91% | +0.03% | +194.95% | |
| 14 | GNR | State Street Spdr S&p Global | ETF-Other | 1.86% | -0.46% | +2.80% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.82% | -0.02% | +3.61% | |
| 16 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.80% | -0.07% | +0.43% | |
| 17 | DFAI | Dimensional International Co | ETF-Other | 1.77% | -0.11% | +0.01% | |
| 18 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.67% | -0.03% | -1.60% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.57% | -0.03% | -3.90% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.51% | +0.09% | +26.57% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 1.01% | +0.05% | +57.52% | |
| 22 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.86% | -0.04% | +2.04% | |
| 23 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.86% | — | -0.24% | |
| 24 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 0.84% | -0.03% | -1.39% | |
| 25 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.79% | +0.01% | -1.12% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.76% | +0.02% | +25.77% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.70% | -0.03% | +40.19% | |
| 28 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.68% | -0.05% | +0.38% | |
| 29 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.66% | -0.02% | +0.47% | |
| 30 | VV | Vanguard Large-cap ETF | ETF-Other | 0.65% | +0.01% | +2.02% | |
| 31 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.63% | -0.04% | +2.59% | |
| 32 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.62% | -0.04% | +0.78% | |
| 33 | VUG | Vanguard Growth ETF | ETF-Other | 0.62% | +0.02% | +1.51% | |
| 34 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.54% | +0.02% | +461.02% | |
| 35 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.54% | +0.08% | +119.12% | |
| 36 | VB | Vanguard Small-cap ETF | ETF-Other | 0.52% | +0.01% | +21.65% | |
| 37 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.51% | -0.01% | +13.58% | |
| 38 | SPIP | Ss Spdr P Tips ETF | ETF-Other | 0.49% | -0.05% | -2.12% | |
| 39 | EMGF | Ishares Emerging Markets Equ | ETF-Emerging Markets | 0.47% | +0.04% | +5.49% | |
| 40 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.46% | -0.03% | +0.49% | |
| 41 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.44% | -0.01% | +0.02% | |
| 42 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.43% | +0.03% | +4.14% | |
| 43 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.43% | -0.01% | +0.09% | |
| 44 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.42% | -0.03% | -5.16% | |
| 45 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.39% | — | +51.22% | |
| 46 | GUNR | Flexshares Global Upstream N | ETF-Other | 0.39% | -0.09% | +9.80% | |
| 47 | NVDA | Nvidia CORP | Stock-Tech | 0.38% | +0.05% | +25.06% | |
| 48 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.36% | -0.02% | +86.57% | |
| 49 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.36% | +0.01% | +37.89% | |
| 50 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.32% | -0.02% | -2.13% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +1.2% | +194.95% | Add |
| 2 | IEFA | Ishares Core Msci Eafe ETF | +0.5% | +16.54% | Add |
| 3 | IJH | Ishares Core S&p Midcap ETF | +0.4% | +461.02% | Add |
| 4 | IEMG | Ishares Core Msci Emerging | +0.3% | +119.12% | Add |
| 5 | MSFT | Microsoft CORP | +0.3% | +40.19% | Add |
| 6 | IJR | Ishares Core S&p Small-cap E | +0.3% | +489.84% | Add |
| 7 | VOO | Vanguard S&p 500 ETF | +0.2% | +26.57% | Add |
| 8 | AAPL | Apple Inc | +0.2% | +57.52% | Add |
| 9 | ORCL | Oracle CORP | +0.2% | +325.89% | Add |
| 10 | SCZ | Ishares Msci Eafe Small-cap | +0.2% | +86.57% | Add |
| 11 | VFQY | Vanguard U.s. Quality Factor | +0.2% | +118.19% | Add |
| 12 | JPM | Jpmorgan Chase & Co | +0.2% | +147.70% | Add |
| 13 | NVDA | Nvidia CORP | +0.1% | +25.06% | Add |
| 14 | AMZN | Amazon.com Inc | +0.1% | +51.22% | Add |
| 15 | V | Visa Inc-class A Shares | +0.1% | +369.52% | Add |
| 16 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +25.77% | Add |
| 17 | GOOGL | Alphabet Inc-cl A | +0.1% | +137.36% | Add |
| 18 | MPAA | Motorcar Parts Of America In | +0.1% | NEW | New buy |
| 19 | PWZ | Invesco California Amt-free | +0.1% | +402.70% | Add |
| 20 | MA | Mastercard Inc - A | +0.1% | +575.57% | Add |
| 21 | LOW | Lowe's Cos Inc | +0.1% | +829.86% | Add |
| 22 | IWF | Ishares Russell 1000 Growth | +0.1% | +99.58% | Add |
| 23 | SLDP | Solid Power Inc | +0.1% | NEW | New buy |
| 24 | DFSU | Dimensional US Sus Core1 ETF | +0.1% | +76.65% | Add |
| 25 | BA | Boeing Co/the | +0.1% | +182.46% | Add |
| 26 | IWN | Ishares Russell 2000 Value E | +0.1% | +37.89% | Add |
| 27 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +69.55% | Add |
| 28 | RTX | Rtx CORP | +0.1% | +149.79% | Add |
| 29 | DUK | Duke Energy CORP | +0.1% | +989.50% | Add |
| 30 | CAT | Caterpillar Inc | +0.1% | +66.71% | Add |
| 31 | DXUV | Dimensional US Vtor Eqty ETF | +0.1% | +56.50% | Add |
| 32 | HON | Honeywell International Inc | +0.1% | +213.38% | Add |
| 33 | AVGO | Broadcom Inc | +0.1% | +78.53% | Add |
| 34 | VB | Vanguard Small-cap ETF | 0% | +21.65% | Add |
| 35 | IWB | Ishares Russell 1000 ETF | 0% | +57.40% | Add |
| 36 | PEP | Pepsico Inc | 0% | +360.86% | Add |
| 37 | PSA | Public Storage | 0% | +860.95% | Add |
| 38 | UNH | Unitedhealth Group Inc | 0% | +228.63% | Add |
| 39 | DISV | Dimensional International Sm | 0% | +86.54% | Add |
| 40 | MRK | Merck & Co. Inc. | 0% | +130.02% | Add |
| 41 | IQV | Iqvia Holdings Inc | 0% | NEW | New buy |
| 42 | ABT | Abbott Laboratories | 0% | +162.37% | Add |
| 43 | VIG | Vanguard Dividend Apprec ETF | 0% | +142.98% | Add |
| 44 | LIN | Linde plc | 0% | +616.42% | Add |
| 45 | FXF | Invesco Currencyshares Swiss | 0% | NEW | New buy |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +38.95% | Add |
| 47 | TSLA | Tesla Inc | 0% | +12.31% | Add |
| 48 | XOM | Exxon Mobil CORP | 0% | +64.47% | Add |
| 49 | DXIV | Dimensional Intr Vtor E ETF | 0% | +26.97% | Add |
| 50 | DFSI | Dimensional Int Sus Cor1 ETF | 0% | +45.81% | Add |
According to official SEC Form 13F filings, Pure Financial Advisors, LLC reported a total U.S. public equity portfolio value of $7.9B across 471 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, BND, IEFA) accounted for 24.8% of total reported equity market value during Q2 2025.
Top New Position Initiated
MPAA
市值: $5.8M
Top Position Liquidated / Trimmed
AVEM
前期市值: $84.5M
During Q2 2025, Pure Financial Advisors, LLC's top holdings by market value included SPY (10.6%)、BND (8.8%)、IEFA (6.1%). The largest single position, SPY, represented 10.6% of total portfolio value.
In Q2 2025, Pure Financial Advisors, LLC made 199 total portfolio adjustments, initiating 37 new buys, adding to 141 positions, trimming 21 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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