PUREfi Wealth, LLC: 13F holdings
CIK 20015202026Q2
| Positions | 208 |
|---|
| Reported value | $182.1m |
|---|
| Filed | 2026-07-27 |
|---|
Change since last quarter
| Positions | 208 (+20 vs prior quarter) |
|---|
| Reported value | $182.1m (+19.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 11,593 | $8.7m | 4.8% |
| WMT WALMART INC | 60,696 | $6.9m | 3.8% |
| SYK STRYKER CORPORATION | 21,356 | $6.7m | 3.7% |
| AAPL APPLE INC | 20,757 | $6.0m | 3.3% |
| MSFT MICROSOFT CORP | 12,692 | $4.7m | 2.6% |
| AVGO BROADCOM INC | 12,433 | $4.7m | 2.6% |
| NVDA NVIDIA CORPORATION | 21,004 | $4.2m | 2.3% |
| SPY SPDR S&P 500 ETF TR | 5,306 | $4.0m | 2.2% |
| AMZN AMAZON COM INC | 15,990 | $3.8m | 2.1% |
| GOOG ALPHABET INC | 10,412 | $3.7m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2001520")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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