Purus Wealth Management, LLC

Q1 2026 13F-HR Holdings

Location
Newport Beach, CA
Holdings as of
3/31/2026
Date filed
4/15/2026
Form type
13F-HR
Num holdings
157
Total value ($000)
$313,669
Net value change ($000)
-6,955 (-2.2%)
New positions
13
Sold out positions
6
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
COST 1,927 13.8%
TER 1,153 53.1%
GLDM 1,012 11.7%
GEV 861 36.8%
MMIN 772 93.0%
AIRR 690 NEW
FNX 668 279.5%
GFLW 667 269.0%
XLE 593 28.0%
CAT 423 24.5%
Top Reduces (Value $000, Stocks/ETFs)
NVDA -3,866 -7.7%
ISRG -2,502 -18.7%
AVGO -1,733 -10.9%
MSFT -1,263 -18.6%
APO -1,156 -32.7%
V -1,050 -13.0%
AMZN -971 -8.5%
ADBE -771 -37.0%
PLTR -718 -17.6%
GOOGL -712 -7.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type