CIK 2001520
PUREfi Wealth, LLC
Institutional 13F holdings & portfolio
Holdings
164
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 164
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SYK | STRYKER CORPORATION | 21K | $1M+ | SH |
| WMT | WALMART INC | 54K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 10K | $1M+ | SH |
| AAPL | APPLE INC | 16K | $1M+ | SH |
| IVV | ISHARES TR | 6K | $1M+ | SH |
| AVGO | BROADCOM INC | 11K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 4K | $1M+ | SH |
| AMZN | AMAZON COM INC | 13K | $1M+ | SH |
| CGSM | CAPITAL GRP FIXED INCM ETF T | 98K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 13K | $1M+ | SH |
| LLY | ELI LILLY & CO | 2K | $1M+ | SH |
| DYNF | BLACKROCK ETF TRUST | 34K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 9K | $1M+ | SH |
| GOOG | ALPHABET INC | 6K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 6K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO | 6K | $1M+ | SH |
| FBCG | FIDELITY COVINGTON TRUST | 32K | $1M+ | SH |
| IEMG | ISHARES INC | 25K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 14K | $1M+ | SH |
| GOOGL | ALPHABET INC | 5K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 10K | $1M+ | SH |
| ABBV | ABBVIE INC | 6K | $1M+ | SH |
| HD | HOME DEPOT INC | 4K | $1M+ | SH |
| ABFL | TRIMTABS ETF TR | 18K | $1M+ | SH |
| AGG | ISHARES TR | 13K | $1M+ | SH |
| MUB | ISHARES TR | 11K | $1M+ | SH |
| IWM | ISHARES TR | 5K | $1M+ | SH |
| FTEC | FIDELITY COVINGTON TRUST | 5K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 12K | $1M+ | SH |
| V | VISA INC | 3K | $500K+ | SH |
| MCD | MCDONALDS CORP | 3K | $500K+ | SH |
| XLK | SELECT SECTOR SPDR TR | 7K | $500K+ | SH |
| PG | PROCTER AND GAMBLE CO | 7K | $500K+ | SH |
| IWF | ISHARES TR | 2K | $500K+ | SH |
| ETN | EATON CORP PLC | 3K | $500K+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 4K | $500K+ | SH |
| JAVA | J P MORGAN EXCHANGE TRADED F | 13K | $500K+ | SH |
| ORCL | ORACLE CORP | 5K | $500K+ | SH |
| EFV | ISHARES TR | 12K | $500K+ | SH |
| TRV | TRAVELERS COMPANIES INC | 3K | $500K+ | SH |
| PWRD | TCW TRANSFORM ETF TRUST | 9K | $500K+ | SH |
| EQL | ALPS ETF TR | 18K | $500K+ | SH |
| IEFA | ISHARES TR | 9K | $500K+ | SH |
| IYW | ISHARES TR | 4K | $500K+ | SH |
| META | META PLATFORMS INC | 1K | $500K+ | SH |
| IVE | ISHARES TR | 4K | $500K+ | SH |
| ACN | ACCENTURE PLC IRELAND | 3K | $500K+ | SH |
| IAU | ISHARES GOLD TR | 9K | $500K+ | SH |
| VXF | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| BAI | BLACKROCK ETF TRUST | 21K | $500K+ | SH |