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 51–100 of 164
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| WMB | WILLIAMS COS INC | 12K | $500K+ | SH |
| IVW | ISHARES TR | 6K | $500K+ | SH |
| OEF | ISHARES TR | 2K | $500K+ | SH |
| MDLZ | MONDELEZ INTL INC | 12K | $500K+ | SH |
| VCR | VANGUARD WORLD FD | 2K | $500K+ | SH |
| MMC | MARSH & MCLENNAN COS INC | 3K | $500K+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 11K | $500K+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 2K | $500K+ | SH |
| VV | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| BINC | BLACKROCK ETF TRUST II | 11K | $500K+ | SH |
| ASML | ASML HOLDING N V | 548 | $500K+ | SH |
| INMU | BLACKROCK ETF TRUST II | 24K | $500K+ | SH |
| CSCO | CISCO SYS INC | 7K | $500K+ | SH |
| LMT | LOCKHEED MARTIN CORP | 1K | $500K+ | SH |
| LIN | LINDE PLC | 1K | $500K+ | SH |
| CVX | CHEVRON CORP NEW | 3K | $500K+ | SH |
| CRH | CRH PLC | 4K | $500K+ | SH |
| UNP | UNION PAC CORP | 2K | $500K+ | SH |
| CTAS | CINTAS CORP | 3K | $500K+ | SH |
| PNC | PNC FINL SVCS GROUP INC | 2K | $100K–$500K | SH |
| GD | GENERAL DYNAMICS CORP | 1K | $100K–$500K | SH |
| QUAL | ISHARES TR | 2K | $100K–$500K | SH |
| BLK | BLACKROCK INC | 448 | $100K–$500K | SH |
| VGT | VANGUARD WORLD FD | 626 | $100K–$500K | SH |
| IWD | ISHARES TR | 2K | $100K–$500K | SH |
| SCHG | SCHWAB STRATEGIC TR | 14K | $100K–$500K | SH |
| PEP | PEPSICO INC | 3K | $100K–$500K | SH |
| TSLA | TESLA INC | 991 | $100K–$500K | SH |
| FIDU | FIDELITY COVINGTON TRUST | 5K | $100K–$500K | SH |
| AMD | ADVANCED MICRO DEVICES INC | 2K | $100K–$500K | SH |
| IXUS | ISHARES TR | 5K | $100K–$500K | SH |
| SAP | SAP SE | 2K | $100K–$500K | SH |
| TEL | TE CONNECTIVITY PLC | 2K | $100K–$500K | SH |
| VICI | VICI PPTYS INC | 15K | $100K–$500K | SH |
| FHLC | FIDELITY COVINGTON TRUST | 6K | $100K–$500K | SH |
| SPYV | SPDR SER TR | 7K | $100K–$500K | SH |
| HIG | HARTFORD INSURANCE GROUP INC | 3K | $100K–$500K | SH |
| FETH | FIDELITY ETHEREUM FD | 14K | $100K–$500K | SH |
| IYF | ISHARES TR | 3K | $100K–$500K | SH |
| PPL | PPL CORP | 11K | $100K–$500K | SH |
| SRE | SEMPRA | 4K | $100K–$500K | SH |
| TLH | ISHARES TR | 4K | $100K–$500K | SH |
| XLF | SELECT SECTOR SPDR TR | 7K | $100K–$500K | SH |
| SMIG | ETF SER SOLUTIONS | 13K | $100K–$500K | SH |
| VRTX | VERTEX PHARMACEUTICALS INC | 817 | $100K–$500K | SH |
| CME | CME GROUP INC | 1K | $100K–$500K | SH |
| AVB | AVALONBAY CMNTYS INC | 2K | $100K–$500K | SH |
| ADI | ANALOG DEVICES INC | 1K | $100K–$500K | SH |
| ABT | ABBOTT LABS | 3K | $100K–$500K | SH |
| SHOP | SHOPIFY INC | 2K | $100K–$500K | SH |