PF

Pure Financial Advisors, LLC

Diversified strategyHigh-turnover traderMomentum follower

Total reported value

$7.0B

Reporting period: 2026-03-31 · Number of holdings: 572

Pure Financial Advisors, LLC disclosed 572 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $7.0B and a quarterly turnover rate of 171.3%.

Personality snowflake

Concentration
14.79
Portfolio Stability
100
Momentum/Contrarian
100
Sector conviction
52.96
Diversification
100
Sizing Uniformity
55.07

Recent moves

  • New buy SPY

  • New buy BND

  • New buy IEFA

  • New buy DFAT

  • New buy IGSB

  • New buy DUHP

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth10.53%+10.53%NEW
2BNDVanguard Total Bond MarketETF-Other9.12%+9.12%NEW
3IEFAIshares Core Msci Eafe ETFETF-Other6.08%+6.08%NEW
4DFATDimensional US Target ValueETF-Other4.95%+4.95%NEW
5IGSBIshares 1-5y Inv Grade CORPETF-Other4.60%+4.60%NEW
6DUHPDimensional US High Profi EtETF-Other4.13%+4.13%NEW
7DFASDimensional US Small Cap ETFETF-Small Cap3.26%+3.26%NEW
8VNQVanguard Real Estate ETFETF-Other2.82%+2.82%NEW
9AVDVAvantis Intl S/c Value ETFETF-Other2.36%——
10VGSHVanguard Short-term TreasuryETF-Gov Bonds2.34%+2.34%NEW
11DFACDimensional US Core Equity 2ETF-Other2.33%+2.33%NEW
12DCORDimensional US Core Eq 1 ETFETF-Other2.31%+2.31%NEW
13GNRState Street Spdr S&p GlobalETF-Other2.26%+2.26%NEW
14VWOVanguard Ftse Emerging MarkeETF-Emerging Markets1.86%+1.86%NEW
15IVVIshares Core S&p 500 ETFETF-Large Cap & Growth1.84%+1.84%NEW
16AVLVAvantis US Large Cap ValueETF-Large Cap & Growth1.68%——
17DFAIDimensional International CoETF-Other1.65%+1.65%NEW
18VOOVanguard S&p 500 ETFETF-Large Cap & Growth1.53%+1.53%NEW
19VEAVanguard Ftse Developed ETFETF-Other1.43%+1.43%NEW
20AVEMAvantis Emerging Markets EqETF-Emerging Markets1.41%——
21AAPLApple INCStock-Tech1.10%——
22CASHPathward Financial INCStock-Other0.95%+0.95%—
23BNDXVanguard Total Intl Bond ETFETF-Other0.86%+0.86%NEW
24SCHXSchwab US Large-cap ETFETF-Other0.73%+0.73%NEW
25JIREJpmorgan Int Res Enh EqtyETF-Other0.71%+0.71%NEW
26ITOTIshares Core S&p Total U.s.ETF-Other0.68%+0.68%NEW
27VTIVanguard Total Stock Mkt ETFETF-Other0.67%+0.67%NEW
28DFCFDimensional Core Fixed INCETF-Other0.63%+0.63%NEW
29HYGIshr Ibx Usd Hiyld Cb Etf-uiETF-High Yield0.61%+0.61%NEW
30MGVVanguard Mega Cap Value ETFETF-Other0.61%+0.61%NEW
31SCHPSchwab U.s. Tips ETFETF-Other0.58%+0.58%NEW
32IEMGIshares Core Msci EmergingETF-Emerging Markets0.56%+0.56%NEW
33VVVanguard Large-cap ETFETF-Other0.54%+0.54%NEW
34QUALIshares Msci USA Quality FacETF-Other0.54%+0.54%NEW
35IJHIshares Core S&p Midcap ETFETF-Other0.52%+0.52%NEW
36EMGFIshares Emerging Markets EquETF-Emerging Markets0.51%+0.51%NEW
37NVDANvidia CORPStock-Tech0.49%+0.49%NEW
38VUGVanguard Growth ETFETF-Other0.48%+0.48%NEW
39VBVanguard Small-cap ETFETF-Other0.48%+0.48%NEW
40MSFTMicrosoft CORPStock-Tech0.44%+0.44%NEW
41AGGIshares Core U.s. AggregateETF-Other0.41%+0.41%NEW
42GUNRFlexshares Global Upstream NETF-Other0.41%+0.41%NEW
43SCHCSchwab Intl Small-cap EquityETF-Other0.41%+0.41%NEW
44IWNIshares Russell 2000 Value EETF-Small Cap0.40%+0.40%NEW
45SPDWSte Str Spdr Pt Dw EU ETFETF-Other0.39%+0.39%NEW
46SPIPSs Spdr P Tips ETFETF-Other0.39%+0.39%NEW
47VOVanguard Mid-cap ETFETF-Other0.37%+0.37%NEW
48AMZNAmazon.com INCStock-Consumer Disc0.36%——
49SCZIshares Msci Eafe Small-capETF-Other0.33%+0.33%NEW
50STIPIshares 0-5 Year Tips Bond EETF-Other0.31%+0.31%NEW
1–50 of 572

Holding changes this quarter

Pure Financial Advisors, LLC's most significant position changes for 2026-03-31: New buy: Ss Spdr S&p 500 ETF Trust-us (SPY); New buy: Vanguard Total Bond Market (BND); New buy: Ishares Core Msci Eafe ETF (IEFA); New buy: Dimensional US Target Value (DFAT); New buy: Ishares 1-5y Inv Grade CORP (IGSB).

Position changes disclosed by Pure Financial Advisors, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1SPYSs Spdr S&p 500 ETF Trust-us—NEWNew buy
2BNDVanguard Total Bond Market—NEWNew buy
3IEFAIshares Core Msci Eafe ETF—NEWNew buy
4DFATDimensional US Target Value—NEWNew buy
5IGSBIshares 1-5y Inv Grade CORP—NEWNew buy
6DUHPDimensional US High Profi Et—NEWNew buy
7DFASDimensional US Small Cap ETF—NEWNew buy
8VNQVanguard Real Estate ETF—NEWNew buy
9VGSHVanguard Short-term Treasury—NEWNew buy
10DFACDimensional US Core Equity 2—NEWNew buy
11DCORDimensional US Core Eq 1 ETF—NEWNew buy
12GNRState Street Spdr S&p Global—NEWNew buy
13VWOVanguard Ftse Emerging Marke—NEWNew buy
14IVVIshares Core S&p 500 ETF—NEWNew buy
15DFAIDimensional International Co—NEWNew buy
16VOOVanguard S&p 500 ETF—NEWNew buy
17VEAVanguard Ftse Developed ETF—NEWNew buy
18CASHPathward Financial INC——Unchanged
19BNDXVanguard Total Intl Bond ETF—NEWNew buy
20SCHXSchwab US Large-cap ETF—NEWNew buy
21JIREJpmorgan Int Res Enh Eqty—NEWNew buy
22ITOTIshares Core S&p Total U.s.—NEWNew buy
23VTIVanguard Total Stock Mkt ETF—NEWNew buy
24DFCFDimensional Core Fixed INC—NEWNew buy
25HYGIshr Ibx Usd Hiyld Cb Etf-ui—NEWNew buy
26MGVVanguard Mega Cap Value ETF—NEWNew buy
27SCHPSchwab U.s. Tips ETF—NEWNew buy
28IEMGIshares Core Msci Emerging—NEWNew buy
29VVVanguard Large-cap ETF—NEWNew buy
30QUALIshares Msci USA Quality Fac—NEWNew buy
31IJHIshares Core S&p Midcap ETF—NEWNew buy
32EMGFIshares Emerging Markets Equ—NEWNew buy
33NVDANvidia CORP—NEWNew buy
34VUGVanguard Growth ETF—NEWNew buy
35VBVanguard Small-cap ETF—NEWNew buy
36MSFTMicrosoft CORP—NEWNew buy
37AGGIshares Core U.s. Aggregate—NEWNew buy
38GUNRFlexshares Global Upstream N—NEWNew buy
39SCHCSchwab Intl Small-cap Equity—NEWNew buy
40IWNIshares Russell 2000 Value E—NEWNew buy
41SPDWSte Str Spdr Pt Dw EU ETF—NEWNew buy
42SPIPSs Spdr P Tips ETF—NEWNew buy
43VOVanguard Mid-cap ETF—NEWNew buy
44SCZIshares Msci Eafe Small-cap—NEWNew buy
45STIPIshares 0-5 Year Tips Bond E—NEWNew buy
46IJRIshares Core S&p Small-cap E—NEWNew buy
47EMBIshares Jp Morgan Usd Emergi—NEWNew buy
48PFFIshares Preferred & Income S—NEWNew buy
49VFQYVanguard U.s. Quality Factor—NEWNew buy
50SPYVSs Spdr P S&p 500 Value ETF—NEWNew buy

FAQ

What is Pure Financial Advisors, LLC and what type of investor is it?
Pure Financial Advisors, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $7.0B, spread across 572 disclosed positions.
What are Pure Financial Advisors, LLC's largest equity positions?
Based on the latest 13F filing, Pure Financial Advisors, LLC's top holdings by market value are: 1. Ss Spdr S&p 500 ETF Trust-us (SPY) — $733.9M (10.5%) 2. Vanguard Total Bond Market (BND) — $635.4M (9.1%) 3. Ishares Core Msci Eafe ETF (IEFA) — $423.5M (6.1%) 4. Dimensional US Target Value (DFAT) — $344.6M (5.0%) 5. Ishares 1-5y Inv Grade CORP (IGSB) — $320.2M (4.6%)
What changes did Pure Financial Advisors, LLC make in its most recent portfolio filing?
In the latest quarter, Pure Financial Advisors, LLC was primarily adding exposure — initiating 49 new positions and adding to 0 existing holdings. The largest of these moves: New buy: Ss Spdr S&p 500 ETF Trust-us (SPY); New buy: Vanguard Total Bond Market (BND); New buy: Ishares Core Msci Eafe ETF (IEFA); New buy: Dimensional US Target Value (DFAT); New buy: Ishares 1-5y Inv Grade CORP (IGSB)
What sectors does Pure Financial Advisors, LLC focus on?
Pure Financial Advisors, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 34.5% • Financials: 12.4% • Consumer Discretionary: 11.2% • Industrials: 10.5% • Health Care: 8.5% • Communication Services: 7.3%