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 151–164 of 164
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AXP | AMERICAN EXPRESS CO | 587 | $100K–$500K | SH |
| JMUB | J P MORGAN EXCHANGE TRADED F | 4K | $100K–$500K | SH |
| VSS | VANGUARD INTL EQUITY INDEX F | 2K | $100K–$500K | SH |
| PANW | PALO ALTO NETWORKS INC | 1K | $100K–$500K | SH |
| ALLE | ALLEGION PLC | 1K | $100K–$500K | SH |
| VLO | VALERO ENERGY CORP | 1K | $100K–$500K | SH |
| EZU | ISHARES INC | 3K | $100K–$500K | SH |
| UBER | UBER TECHNOLOGIES INC | 3K | $100K–$500K | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 3K | $100K–$500K | SH |
| TXN | TEXAS INSTRS INC | 1K | $100K–$500K | SH |
| ROL | ROLLINS INC | 3K | $100K–$500K | SH |
| VBR | VANGUARD INDEX FDS | 957 | $100K–$500K | SH |
| NKE | NIKE INC | 3K | $100K–$500K | SH |
| BBBY | BED BATH & BEYOND INC | 21K | $100K–$500K | SH |