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CIK: 0002001520
Total reported value
$182.1M
$182.1M
164 檔
14.9%
According to the latest 13F quarterly dataset, PUREfi Wealth, LLC managed an equity portfolio of $182.1M at the end of Q4 2025, spanning 164 distinct U.S. exchange-listed positions.
PUREfi Wealth, LLC executed strategic sector rebalancing during Q4 2025, establishing 22 new positions while fully exiting 23 holdings and trimming 60 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SYK | Stryker CORP | Stock-Healthcare | 5.75% | -0.91% | +0.12% | |
| 2 | WMT | Walmart Inc | Stock-Consumer Staples | 4.63% | -1.70% | +65.07% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.82% | -0.65% | -4.37% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.38% | +0.02% | +7.47% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.23% | +0.59% | -3.89% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 2.92% | +0.08% | -13.40% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.32% | -0.23% | -0.36% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.27% | -0.10% | -11.67% | |
| 9 | CGSM | Cap Group Short Muni Income | ETF-Other | 1.98% | -0.18% | +0.21% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.93% | +0.27% | -2.13% | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.81% | +0.13% | -9.95% | |
| 12 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.58% | +0.06% | -2.94% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.49% | -0.50% | -1.44% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.49% | +0.70% | -2.83% | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.46% | +0.35% | +28.94% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.39% | -0.02% | -1.03% | |
| 17 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 1.33% | +0.06% | -6.18% | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.30% | -0.02% | +9.69% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 1.26% | -1.56% | EXIT | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.10% | +0.12% | +1.31% | |
| 21 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.09% | -0.10% | +0.66% | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 1.06% | — | +0.60% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 1.05% | +0.06% | +28.20% | |
| 24 | ABFL | Abacus Fcf Leaders ETF | ETF-Other | 1.00% | +0.07% | -4.93% | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.97% | -0.10% | +34.11% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-Other | 0.91% | -0.22% | +6.89% | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.86% | +0.03% | — | |
| 28 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 0.78% | +0.09% | — | |
| 29 | NEE | Nextera Energy Inc | Stock-Utilities | 0.77% | -0.21% | -8.01% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.76% | +0.01% | -20.55% | |
| 31 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.76% | -0.20% | +1.31% | |
| 32 | XLK | Ss Technology Select Sector | ETF-Tech | 0.74% | +0.11% | +100.00% | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.73% | -0.05% | +0.35% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.72% | -0.01% | -1.83% | |
| 35 | ETN | Eaton Corporation plc | Stock-Industrials | 0.71% | -0.02% | +5.33% | |
| 36 | ADP | Automatic Data Processing | Stock-Tech | 0.70% | -0.03% | -6.59% | |
| 37 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 0.70% | +0.07% | -1.08% | |
| 38 | ORCL | Oracle CORP | Stock-Tech | 0.68% | -0.07% | -31.96% | |
| 39 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.64% | -0.18% | -11.02% | |
| 40 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.64% | -0.18% | +9.08% | |
| 41 | PWRD | Tcw Transform Systems ETF | ETF-Other | 0.63% | -0.05% | -11.99% | |
| 42 | EQL | Alps Equal Sector Weight ETF | ETF-Other | 0.63% | -0.05% | -10.99% | |
| 43 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.62% | +0.09% | -3.79% | |
| 44 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.61% | +0.01% | +2.39% | |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.60% | +0.19% | -3.67% | |
| 46 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.58% | -0.11% | +36.98% | |
| 47 | ACN | Accenture plc | Stock-Tech | 0.56% | -0.16% | +17.45% | |
| 48 | IAU | Ishares Gold Trust | ETF-Commodities | 0.55% | -0.04% | +1.62% | |
| 49 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.54% | -0.04% | — | |
| 50 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.53% | +0.09% | +233.81% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | WMT | Walmart Inc | +2% | +65.07% | Add |
| 2 | AAPL | Apple Inc | +0.4% | +7.47% | Add |
| 3 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | +28.94% | Add |
| 4 | LLY | Eli Lilly & Co | +0.4% | -9.95% | Trim |
| 5 | BAI | Ishrs Ai In And Tech Act ETF | +0.4% | +233.81% | Add |
| 6 | XOM | Exxon Mobil CORP | +0.3% | +26.76% | Add |
| 7 | GOOG | Alphabet Inc-cl C | +0.3% | -2.83% | Trim |
| 8 | GOOGL | Alphabet Inc-cl A | +0.3% | +1.31% | Add |
| 9 | AGG | Ishares Core U.s. Aggregate | +0.2% | +34.11% | Add |
| 10 | IVE | Ishares S&p 500 Value ETF | +0.2% | +36.98% | Add |
| 11 | IEMG | Ishares Core Msci Emerging | +0.1% | +9.69% | Add |
| 12 | JNJ | Johnson & Johnson | +0.1% | -1.44% | Trim |
| 13 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.1% | +67.42% | Add |
| 14 | ACN | Accenture plc | +0.1% | +17.45% | Add |
| 15 | BINC | Ishares Flex I A Etf-usd Inc | +0.1% | +35.90% | Add |
| 16 | FETH | Fidelity Ethereum Fund | +0.1% | +95.71% | Add |
| 17 | HD | Home Depot Inc | +0.1% | +28.20% | Add |
| 18 | GD | General Dynamics CORP | +0.1% | +27.59% | Add |
| 19 | HIG | Hartford Insurance Group Inc | +0.1% | +29.57% | Add |
| 20 | TRV | Travelers Cos Inc/the | +0.1% | +9.08% | Add |
| 21 | IAU | Ishares Gold Trust | +0.1% | +1.62% | Add |
| 22 | MUB | Ishares National Muni Bond E | +0.1% | +6.89% | Add |
| 23 | AMD | Advanced Micro Devices | +0.1% | -7.92% | Trim |
| 24 | ISRG | Intuitive Surgical Inc | +0.1% | +5.95% | Add |
| 25 | WEC | Wec Energy Group Inc | +0.1% | +35.00% | Add |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.36% | Trim |
| 27 | CSCO | Cisco Systems Inc | 0% | -2.54% | Trim |
| 28 | SAP | Sap Se-sponsored Adr | 0% | +24.58% | Add |
| 29 | FHLC | Fidelity Msci Health Care | 0% | — | Unchanged |
| 30 | VYM | Vanguard High Dvd Yield ETF | 0% | +0.66% | Add |
| 31 | IYW | Ishares Ustechnology ETF | 0% | +2.39% | Add |
| 32 | PNC | Pnc Financial Services Group | 0% | +2.35% | Add |
| 33 | RTX | Rtx CORP | 0% | -0.29% | Trim |
| 34 | JAVA | Jpmorgan Active Value ETF | 0% | -1.08% | Trim |
| 35 | TEL | TE Connectivity plc | 0% | +1.99% | Add |
| 36 | PEP | Pepsico Inc | 0% | +2.31% | Add |
| 37 | IBM | Intl Business Machines CORP | 0% | +1.62% | Add |
| 38 | GWW | Ww Grainger Inc | 0% | — | Unchanged |
| 39 | OEF | Ishares S&p 100 ETF | 0% | +0.47% | Add |
| 40 | XLK | Ss Technology Select Sector | 0% | +100.00% | Add |
| 41 | IVW | Ishares S&p 500 Growth ETF | 0% | +0.90% | Add |
| 42 | IWM | Ishares Russell 2000 ETF | 0% | — | Unchanged |
| 43 | MCD | Mcdonald's CORP | 0% | +1.31% | Add |
| 44 | ADI | Analog Devices Inc | 0% | -4.84% | Trim |
| 45 | LPLA | Lpl Financial Holdings Inc | 0% | -0.82% | Trim |
| 46 | HEFA | Isha Curr Hedged Msci Eafe | 0% | — | Unchanged |
| 47 | VV | Vanguard Large-cap ETF | 0% | — | Unchanged |
| 48 | CME | Cme Group Inc | 0% | +2.44% | Add |
| 49 | TSLA | Tesla Inc | 0% | +1.64% | Add |
| 50 | FTEC | Fidelity Msci Info Tech Indx | 0% | — | Unchanged |
According to official SEC Form 13F filings, PUREfi Wealth, LLC reported a total U.S. public equity portfolio value of $182.1M across 164 disclosed positions in Q4 2025.
During Q4 2025, PUREfi Wealth, LLC's top holdings by market value included SYK (5.8%)、WMT (4.6%)、MSFT (3.8%). The largest single position, SYK, represented 5.8% of total portfolio value.
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 SYK, WMT, MSFT) accounted for 14.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
ASML
市值: $586.3K
Top Position Liquidated / Trimmed
AON
前期市值: $672.9K
In Q4 2025, PUREfi Wealth, LLC made 164 total portfolio adjustments, initiating 22 new buys, adding to 59 positions, trimming 60 holdings, and fully liquidating 23 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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