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CIK: 0001571556
Total reported value
$7.9B
$7.9B
495 檔
30.1%
As reported in its official Q4 2025 Form 13F filing, Pure Financial Advisors, LLC's tracked investment portfolio stood at $7.9B with 495 total positions.
In Q4 2025, Pure Financial Advisors, LLC displayed an active expansion posture, initiating 27 new positions and adding to 94 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 495 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 | 12.01% | +0.54% | +5.84% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 9.47% | -0.50% | +9.30% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 6.61% | -0.11% | +5.40% | |
| 4 | DFAT | Dimensional US Target Value | ETF-Other | 5.10% | +0.13% | +7.48% | |
| 5 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 4.79% | -2.39% | +8.93% | |
| 6 | DUHP | Dimensional US High Profi Et | ETF-Other | 4.62% | +0.26% | +8.99% | |
| 7 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 3.48% | +0.16% | +5.37% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-Other | 3.01% | -0.01% | +6.49% | |
| 9 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.71% | -0.01% | -1.26% | |
| 10 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 2.58% | -0.02% | +0.86% | |
| 11 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.41% | -0.12% | +9.28% | |
| 12 | GNR | State Street Spdr S&p Global | ETF-Other | 2.14% | -0.46% | +4.46% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.00% | -0.02% | +5.84% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.00% | +0.03% | +2.47% | |
| 15 | DFAI | Dimensional International Co | ETF-Other | 1.84% | -0.11% | +0.58% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.63% | +0.09% | +4.31% | |
| 17 | CASH | Pathward Financial Inc | Stock-Other | 1.61% | -0.02% | — | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.55% | -0.03% | -1.08% | |
| 19 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.89% | -0.04% | +5.31% | |
| 20 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.85% | — | +0.78% | |
| 21 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 0.80% | -0.03% | +0.97% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.79% | +0.02% | +0.38% | |
| 23 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.78% | +0.01% | -1.39% | |
| 24 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.68% | -0.05% | +2.03% | |
| 25 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.67% | -0.02% | +1.29% | |
| 26 | VV | Vanguard Large-cap ETF | ETF-Other | 0.65% | +0.01% | +0.52% | |
| 27 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.65% | -0.04% | +6.55% | |
| 28 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.60% | -0.04% | +3.95% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.60% | -0.03% | -3.51% | |
| 30 | VUG | Vanguard Growth ETF | ETF-Other | 0.59% | +0.02% | +0.52% | |
| 31 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.56% | +0.08% | +1.51% | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.55% | +0.02% | +3.27% | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.55% | +0.05% | +8.72% | |
| 34 | EMGF | Ishares Emerging Markets Equ | ETF-Emerging Markets | 0.53% | +0.04% | +5.77% | |
| 35 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.53% | -0.01% | +3.46% | |
| 36 | VB | Vanguard Small-cap ETF | ETF-Other | 0.52% | +0.01% | +0.10% | |
| 37 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.45% | -0.03% | -0.79% | |
| 38 | SPIP | Ss Spdr P Tips ETF | ETF-Other | 0.44% | -0.05% | -0.93% | |
| 39 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.44% | +0.03% | +7.64% | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.42% | -0.01% | +0.46% | |
| 41 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.41% | +0.01% | +8.68% | |
| 42 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.41% | -0.01% | -1.87% | |
| 43 | GUNR | Flexshares Global Upstream N | ETF-Other | 0.39% | -0.09% | -1.88% | |
| 44 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.36% | -0.02% | +2.00% | |
| 45 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.35% | -0.03% | -3.83% | |
| 46 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.34% | -0.01% | +5.73% | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.33% | +0.01% | +2.12% | |
| 48 | PFF | Ishares Preferred & Income S | ETF-Other | 0.32% | -0.02% | +7.34% | |
| 49 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.31% | -0.02% | -0.90% | |
| 50 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.30% | +0.04% | +0.47% |
According to official SEC Form 13F filings, Pure Financial Advisors, LLC reported a total U.S. public equity portfolio value of $7.9B across 495 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including SPY, BND, IEFA) accounted for 30.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
MXL
市值: $1.4M
Top Position Liquidated / Trimmed
AVDV
前期市值: $148.6M
During Q4 2025, Pure Financial Advisors, LLC's top holdings by market value included SPY (12.0%)、BND (9.5%)、IEFA (6.6%). The largest single position, SPY, represented 12.0% of total portfolio value.
In Q4 2025, Pure Financial Advisors, LLC made 199 total portfolio adjustments, initiating 27 new buys, adding to 94 positions, trimming 30 holdings, and fully liquidating 48 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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