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CIK: 0002001520
Total reported value
$182.1M
$182.1M
188 檔
17.4%
As reported in its official Q1 2026 Form 13F filing, PUREfi Wealth, LLC's tracked investment portfolio stood at $182.1M with 188 total positions.
In Q1 2026, PUREfi Wealth, LLC displayed an active expansion posture, initiating 41 new positions and adding to 86 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WMT | Walmart Inc | Stock-Consumer Staples | 5.48% | -1.70% | +23.98% | |
| 2 | SYK | Stryker CORP | Stock-Healthcare | 4.59% | -0.91% | +0.03% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.18% | +0.59% | +58.91% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.28% | +0.02% | +21.57% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.25% | -0.65% | +30.00% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 2.50% | +0.08% | +11.95% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.41% | -0.23% | +27.81% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.19% | -0.10% | +25.24% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.04% | +0.27% | +32.34% | |
| 10 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.59% | +0.10% | +314.62% | |
| 11 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.59% | +0.06% | +22.97% | |
| 12 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.56% | +0.35% | +12.48% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 1.56% | -1.56% | EXIT | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.54% | -0.50% | +1.75% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.32% | +0.70% | +12.71% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.26% | +0.13% | -4.87% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.23% | -0.10% | +49.46% | |
| 18 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 1.21% | +0.06% | +16.26% | |
| 19 | CGSM | Cap Group Short Muni Income | ETF-Other | 1.17% | -0.18% | -30.53% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.13% | +0.12% | +31.51% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.12% | -0.02% | +2.83% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.04% | -0.02% | -9.93% | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.97% | -0.10% | +0.59% | |
| 24 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 0.95% | +0.07% | +58.87% | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 0.90% | +0.06% | +4.94% | |
| 26 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.89% | +0.09% | +65.62% | |
| 27 | MUB | Ishares National Muni Bond E | ETF-Other | 0.86% | -0.22% | +10.86% | |
| 28 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.82% | +0.09% | +81.34% | |
| 29 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.81% | -0.18% | +40.71% | |
| 30 | NEE | Nextera Energy Inc | Stock-Utilities | 0.77% | -0.21% | +0.86% | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 0.72% | — | -16.38% | |
| 32 | PWRD | Tcw Transform Systems ETF | ETF-Other | 0.71% | -0.05% | +30.71% | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.69% | +0.03% | -6.99% | |
| 34 | ETN | Eaton Corporation plc | Stock-Industrials | 0.68% | -0.02% | -0.34% | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.66% | +0.19% | +49.32% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.65% | +0.01% | +15.17% | |
| 37 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 0.62% | +0.09% | — | |
| 38 | ASML | ASML Holding N.V. | Stock-Tech | 0.61% | +0.35% | +29.56% | |
| 39 | XLK | Ss Technology Select Sector | ETF-Tech | 0.59% | +0.11% | — | |
| 40 | ABFL | Abacus Fcf Leaders ETF | ETF-Other | 0.58% | +0.07% | -31.58% | |
| 41 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.58% | +0.27% | +76.42% | |
| 42 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.55% | -0.18% | +0.59% | |
| 43 | WMB | Williams Cos Inc | Stock-Energy | 0.55% | -0.07% | +0.25% | |
| 44 | EQL | Alps Equal Sector Weight ETF | ETF-Other | 0.55% | -0.05% | — | |
| 45 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.55% | -0.31% | — | |
| 46 | ADI | Analog Devices Inc | Stock-Tech | 0.51% | +0.05% | +84.14% | |
| 47 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.51% | -0.20% | -22.65% | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.49% | -0.01% | -11.01% | |
| 49 | NFLX | Netflix Inc | Stock-Comm Services | 0.49% | -0.26% | +222.83% | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.49% | -0.09% | +95.09% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BINC | Ishares Flex I A Etf-usd Inc | +1.1% | +314.62% | Add |
| 2 | IVV | Ishares Core S&p 500 ETF | +1% | +58.91% | Add |
| 3 | WMT | Walmart Inc | +0.9% | +23.98% | Add |
| 4 | NFLX | Netflix Inc | +0.3% | +222.83% | Add |
| 5 | XOM | Exxon Mobil CORP | +0.3% | +2.73% | Add |
| 6 | BAI | Ishrs Ai In And Tech Act ETF | +0.3% | +81.34% | Add |
| 7 | AGG | Ishares Core U.s. Aggregate | +0.3% | +49.46% | Add |
| 8 | IEFA | Ishares Core Msci Eafe ETF | +0.3% | +65.62% | Add |
| 9 | JAVA | Jpmorgan Active Value ETF | +0.3% | +58.87% | Add |
| 10 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +167.08% | Add |
| 11 | ADI | Analog Devices Inc | +0.2% | +84.14% | Add |
| 12 | COST | Costco Wholesale CORP | +0.2% | +95.09% | Add |
| 13 | FALN | Ishares Fallen Angels ETF | +0.2% | +152.97% | Add |
| 14 | EFV | Ishares Msci Eafe Value ETF | +0.2% | +40.71% | Add |
| 15 | TRGP | Targa Resources CORP | +0.2% | +46.81% | Add |
| 16 | ASML | ASML Holding N.V. | +0.2% | +29.56% | Add |
| 17 | NVDA | Nvidia CORP | +0.1% | +32.34% | Add |
| 18 | UNH | Unitedhealth Group Inc | +0.1% | +76.42% | Add |
| 19 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +12.48% | Add |
| 20 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.1% | +64.01% | Add |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +27.81% | Add |
| 22 | VEA | Vanguard Ftse Developed ETF | +0.1% | +62.29% | Add |
| 23 | PANW | Palo Alto Networks Inc | +0.1% | +103.34% | Add |
| 24 | PWRD | Tcw Transform Systems ETF | +0.1% | +30.71% | Add |
| 25 | CVX | Chevron CORP | +0.1% | +2.73% | Add |
| 26 | UBER | Uber Technologies Inc | +0.1% | +102.43% | Add |
| 27 | LIN | Linde plc | +0.1% | +17.54% | Add |
| 28 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.1% | +46.88% | Add |
| 29 | META | Meta Platforms Inc-class A | +0.1% | +49.32% | Add |
| 30 | GEV | GE Vernova Inc | +0.1% | +8.54% | Add |
| 31 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | +41.13% | Add |
| 32 | JNJ | Johnson & Johnson | +0.1% | +1.75% | Add |
| 33 | GBTC | Grayscale Bitcoin Trust ETF | +0.1% | +95.27% | Add |
| 34 | VLO | Valero Energy CORP | +0.1% | -1.69% | Trim |
| 35 | PNC | Pnc Financial Services Group | 0% | +31.32% | Add |
| 36 | GOOGL | Alphabet Inc-cl A | 0% | +31.51% | Add |
| 37 | GD | General Dynamics CORP | 0% | +25.82% | Add |
| 38 | AMD | Advanced Micro Devices | 0% | +33.32% | Add |
| 39 | RTX | Rtx CORP | 0% | +27.63% | Add |
| 40 | WMB | Williams Cos Inc | 0% | +0.25% | Add |
| 41 | TLH | Ishares 10-20 Year Treasury | 0% | +25.18% | Add |
| 42 | APO | Apollo Global Management Inc | 0% | +71.10% | Add |
| 43 | IBIT | Ishares Bitcoin Trust ETF | 0% | +72.57% | Add |
| 44 | CEG | Constellation Energy | 0% | +66.24% | Add |
| 45 | DYNF | Ishrs US E F R A Etf-usd Inc | 0% | +22.97% | Add |
| 46 | GWW | Ww Grainger Inc | 0% | +11.88% | Add |
| 47 | KMI | Kinder Morgan, Inc. | 0% | +0.87% | Add |
| 48 | NEE | Nextera Energy Inc | — | +0.86% | Add |
| 49 | PEP | Pepsico Inc | — | +9.01% | Add |
| 50 | HON | Honeywell International Inc | — | +3.25% | Add |
According to official SEC Form 13F filings, PUREfi Wealth, LLC reported a total U.S. public equity portfolio value of $182.1M across 188 disclosed positions in Q1 2026.
During Q1 2026, PUREfi Wealth, LLC's top holdings by market value included WMT (5.5%)、SYK (4.6%)、IVV (4.2%). The largest single position, WMT, represented 5.5% 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 WMT, SYK, IVV) accounted for 17.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
MUNI
市值: $838.9K
Top Position Liquidated / Trimmed
INMU
前期市值: $578.5K
In Q1 2026, PUREfi Wealth, LLC made 184 total portfolio adjustments, initiating 41 new buys, adding to 86 positions, trimming 40 holdings, and fully liquidating 17 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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