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CIK: 0002001520
Total reported value
$182.1M
$182.1M
165 檔
14.2%
As reported in its official Q3 2025 Form 13F filing, PUREfi Wealth, LLC's tracked investment portfolio stood at $182.1M with 165 total positions.
In Q3 2025, PUREfi Wealth, LLC displayed an active expansion posture, initiating 47 new positions and adding to 78 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SYK, MSFT, IVV) accounted for 14.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
VYM
市值: $1.4M
Top Position Liquidated / Trimmed
OUSM
前期市值: $670.2K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SYK | Stryker CORP | Stock-Healthcare | 6.07% | -0.91% | -0.80% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.30% | -0.65% | +3.51% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.30% | +0.59% | +23.03% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 3.23% | +0.08% | +9.33% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.96% | +0.02% | -3.03% | |
| 6 | WMT | Walmart Inc | Stock-Consumer Staples | 2.61% | -1.70% | +27.80% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.45% | -0.10% | -3.14% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.28% | -0.23% | -4.89% | |
| 9 | CGSM | Cap Group Short Muni Income | ETF-Other | 1.99% | -0.18% | -77.31% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.98% | +0.27% | +18.30% | |
| 11 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.59% | +0.06% | +7.97% | |
| 12 | ORCL | Oracle CORP | Stock-Tech | 1.45% | -0.07% | -16.47% | |
| 13 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.43% | +0.13% | +11.46% | |
| 14 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 1.39% | +0.06% | +6.56% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.39% | -0.02% | +4.31% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.36% | -0.50% | +11.87% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.20% | +0.70% | -11.80% | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.17% | -0.02% | +24.33% | |
| 19 | ABBV | Abbvie Inc | Stock-Healthcare | 1.07% | — | +3.41% | |
| 20 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.07% | -0.10% | +0.59% | |
| 21 | ABFL | Abacus Fcf Leaders ETF | ETF-Other | 1.07% | +0.07% | +6.92% | |
| 22 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.04% | +0.35% | +32.41% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 0.97% | +0.06% | +4.39% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 0.94% | +0.01% | -9.33% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 0.94% | -1.56% | EXIT | |
| 26 | ADP | Automatic Data Processing | Stock-Tech | 0.86% | -0.03% | -1.73% | |
| 27 | MUB | Ishares National Muni Bond E | ETF-Other | 0.85% | -0.22% | -9.12% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.85% | +0.03% | -12.02% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.85% | +0.12% | +5.88% | |
| 30 | ETN | Eaton Corporation plc | Stock-Industrials | 0.79% | -0.02% | -1.11% | |
| 31 | NEE | Nextera Energy Inc | Stock-Utilities | 0.79% | -0.21% | +5.80% | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.79% | -0.05% | +9.54% | |
| 33 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 0.77% | +0.09% | — | |
| 34 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.75% | -0.20% | +10.06% | |
| 35 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.73% | -0.10% | +5.90% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.73% | -0.01% | — | |
| 37 | PWRD | Tcw Transform Systems ETF | ETF-Other | 0.73% | -0.05% | +3.20% | |
| 38 | XLK | Ss Technology Select Sector | ETF-Tech | 0.73% | +0.11% | — | |
| 39 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.72% | -0.13% | -9.05% | |
| 40 | EQL | Alps Equal Sector Weight ETF | ETF-Other | 0.70% | -0.05% | — | |
| 41 | WMB | Williams Cos Inc | Stock-Energy | 0.70% | -0.07% | +13.08% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.69% | +0.19% | +4.52% | |
| 43 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.69% | -0.18% | -10.08% | |
| 44 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 0.68% | +0.07% | +10.05% | |
| 45 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.64% | -0.03% | +6.37% | |
| 46 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.63% | +0.09% | +108.36% | |
| 47 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.59% | +0.01% | -24.38% | |
| 48 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.58% | -0.03% | +8.31% | |
| 49 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.57% | +0.13% | -10.30% | |
| 50 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.57% | -0.18% | +15.81% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.4% | +9.33% | Add |
| 2 | IVV | Ishares Core S&p 500 ETF | +1.1% | +23.03% | Add |
| 3 | NVDA | Nvidia CORP | +1% | +18.30% | Add |
| 4 | MSFT | Microsoft CORP | +0.7% | +3.51% | Add |
| 5 | FBCG | Fidelity Blue Chip Grow ETF | +0.7% | +6.56% | Add |
| 6 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.6% | +7.97% | Add |
| 7 | IEMG | Ishares Core Msci Emerging | +0.6% | +24.33% | Add |
| 8 | TSM | Taiwan Semiconductor-sp Adr | +0.5% | +32.41% | Add |
| 9 | ABFL | Abacus Fcf Leaders ETF | +0.5% | +6.92% | Add |
| 10 | ORCL | Oracle CORP | +0.5% | -16.47% | Trim |
| 11 | LLY | Eli Lilly & Co | +0.4% | +11.46% | Add |
| 12 | PWRD | Tcw Transform Systems ETF | +0.3% | +3.20% | Add |
| 13 | IEFA | Ishares Core Msci Eafe ETF | +0.3% | +108.36% | Add |
| 14 | GOOGL | Alphabet Inc-cl A | +0.3% | +5.88% | Add |
| 15 | WMT | Walmart Inc | +0.3% | +27.80% | Add |
| 16 | JAVA | Jpmorgan Active Value ETF | +0.3% | +10.05% | Add |
| 17 | IAU | Ishares Gold Trust | +0.3% | +23.76% | Add |
| 18 | GOOG | Alphabet Inc-cl C | +0.2% | -11.80% | Add |
| 19 | AGG | Ishares Core U.s. Aggregate | +0.2% | +5.90% | Add |
| 20 | IYW | Ishares Ustechnology ETF | +0.2% | -24.38% | Add |
| 21 | JPM | Jpmorgan Chase & Co | +0.2% | +4.31% | Add |
| 22 | JNJ | Johnson & Johnson | +0.2% | +11.87% | Add |
| 23 | WMB | Williams Cos Inc | +0.2% | +13.08% | Add |
| 24 | CSCO | Cisco Systems Inc | +0.2% | +47.22% | Add |
| 25 | IVE | Ishares S&p 500 Value ETF | +0.2% | +1.45% | Add |
| 26 | EFV | Ishares Msci Eafe Value ETF | +0.1% | -10.08% | Add |
| 27 | TRV | Travelers Cos Inc/the | +0.1% | +15.81% | Add |
| 28 | UNH | Unitedhealth Group Inc | +0.1% | +10.71% | Add |
| 29 | ETN | Eaton Corporation plc | +0.1% | -1.11% | Add |
| 30 | NOW | Servicenow Inc | +0.1% | +49.34% | Add |
| 31 | SHOP | Shopify Inc - Class A | +0.1% | -10.30% | Add |
| 32 | BINC | Ishares Flex I A Etf-usd Inc | +0.1% | +2.70% | Add |
| 33 | PPL | Ppl CORP | +0.1% | +31.84% | Add |
| 34 | PNC | Pnc Financial Services Group | +0.1% | +15.61% | Add |
| 35 | NEE | Nextera Energy Inc | +0.1% | +5.80% | Add |
| 36 | META | Meta Platforms Inc-class A | +0.1% | +4.52% | Add |
| 37 | IVW | Ishares S&p 500 Growth ETF | +0.1% | -8.80% | Add |
| 38 | LMT | Lockheed Martin CORP | +0.1% | +15.54% | Add |
| 39 | SRE | Sempra | +0.1% | +16.13% | Add |
| 40 | CME | Cme Group Inc | +0.1% | +17.55% | Add |
| 41 | AMD | Advanced Micro Devices | +0.1% | +2.57% | Add |
| 42 | FTEC | Fidelity Msci Info Tech Indx | 0% | — | Unchanged |
| 43 | CVX | Chevron CORP | 0% | +18.16% | Add |
| 44 | ABBV | Abbvie Inc | 0% | +3.41% | Add |
| 45 | XLK | Ss Technology Select Sector | 0% | — | Trim |
| 46 | IBKR | Interactive Brokers Gro-cl A | 0% | +4.74% | Add |
| 47 | QQQ | Invesco Qqq Trust Series 1 | 0% | +0.77% | Add |
| 48 | ITW | Illinois Tool Works | 0% | +13.43% | Add |
| 49 | SPOT | Spotify Technology S.A. | 0% | -5.63% | Add |
| 50 | HD | Home Depot Inc | 0% | +4.39% | Add |
According to official SEC Form 13F filings, PUREfi Wealth, LLC reported a total U.S. public equity portfolio value of $182.1M across 165 disclosed positions in Q3 2025.
During Q3 2025, PUREfi Wealth, LLC's top holdings by market value included SYK (6.1%)、MSFT (4.3%)、IVV (3.3%). The largest single position, SYK, represented 6.1% of total portfolio value.
In Q3 2025, PUREfi Wealth, LLC made 175 total portfolio adjustments, initiating 47 new buys, adding to 78 positions, trimming 31 holdings, and fully liquidating 19 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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