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 101–150 of 164
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| WEC | WEC ENERGY GROUP INC | 3K | $100K–$500K | SH |
| JIRE | J P MORGAN EXCHANGE TRADED F | 4K | $100K–$500K | SH |
| GEV | GE VERNOVA INC | 515 | $100K–$500K | SH |
| HON | HONEYWELL INTL INC | 2K | $100K–$500K | SH |
| COST | COSTCO WHSL CORP NEW | 387 | $100K–$500K | SH |
| QUS | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| HEFA | ISHARES TR | 8K | $100K–$500K | SH |
| ITW | ILLINOIS TOOL WKS INC | 1K | $100K–$500K | SH |
| GWW | GRAINGER W W INC | 320 | $100K–$500K | SH |
| UBS | UBS GROUP AG | 7K | $100K–$500K | SH |
| PAYX | PAYCHEX INC | 3K | $100K–$500K | SH |
| IUSB | ISHARES TR | 7K | $100K–$500K | SH |
| VBK | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| TRGP | TARGA RES CORP | 2K | $100K–$500K | SH |
| RTX | RAYTHEON TECHNOLOGIES CORP | 2K | $100K–$500K | SH |
| THRO | BLACKROCK ETF TRUST | 8K | $100K–$500K | SH |
| FCOM | FIDELITY COVINGTON TRUST | 4K | $100K–$500K | SH |
| SCHB | SCHWAB STRATEGIC TR | 12K | $100K–$500K | SH |
| ISRG | INTUITIVE SURGICAL INC | 534 | $100K–$500K | SH |
| GLW | CORNING INC | 3K | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 1K | $100K–$500K | SH |
| QQQ | INVESCO QQQ TR | 480 | $100K–$500K | SH |
| IBKR | INTERACTIVE BROKERS GROUP IN | 5K | $100K–$500K | SH |
| SPOT | SPOTIFY TECHNOLOGY S A | 487 | $100K–$500K | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 4K | $100K–$500K | SH |
| BK | BANK NEW YORK MELLON CORP | 2K | $100K–$500K | SH |
| FBND | FIDELITY MERRIMACK STR TR | 6K | $100K–$500K | SH |
| XLU | SELECT SECTOR SPDR TR | 6K | $100K–$500K | SH |
| APO | APOLLO GLOBAL MGMT INC | 2K | $100K–$500K | SH |
| LPLA | LPL FINL HLDGS INC | 726 | $100K–$500K | SH |
| TLT | ISHARES TR | 3K | $100K–$500K | SH |
| FALN | ISHARES TR | 9K | $100K–$500K | SH |
| VOO | VANGUARD INDEX FDS | 407 | $100K–$500K | SH |
| INTU | INTUIT | 379 | $100K–$500K | SH |
| SPYG | SPDR SER TR | 2K | $100K–$500K | SH |
| SCHD | SCHWAB STRATEGIC TR | 9K | $100K–$500K | SH |
| IHG | INTERCONTINENTAL HOTELS GROU | 2K | $100K–$500K | SH |
| VONG | VANGUARD SCOTTSDALE FDS | 2K | $100K–$500K | SH |
| WRB | BERKLEY W R CORP | 3K | $100K–$500K | SH |
| SPXU | PROSHARES TR | 5K | $100K–$500K | SH |
| TYL | TYLER TECHNOLOGIES INC | 520 | $100K–$500K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 1K | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED | 407 | $100K–$500K | SH |
| WELL | WELLTOWER INC | 1K | $100K–$500K | SH |
| ITA | ISHARES TR | 1K | $100K–$500K | SH |
| NFLX | NETFLIX INC | 2K | $100K–$500K | SH |
| ZWS | ZURN ELKAY WATER SOLNS CORP | 5K | $100K–$500K | SH |
| CEG | CONSTELLATION ENERGY CORP | 622 | $100K–$500K | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 4K | $100K–$500K | SH |
| KMI | KINDER MORGAN INC DEL | 8K | $100K–$500K | SH |