Pure Financial Advisors, LLC

Q1 2025 13F-HR Holdings

Location
San Diego, CA
Holdings as of
3/31/2025
Date filed
4/23/2025
Form type
13F-HR
Num holdings
381
Total value ($000)
$4,781,955
Net value change ($000)
+383,095 (8.7%)
New positions
40
Sold out positions
8
Turnover %
2.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/16/2025 Next filing: 7/18/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 2024
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)
BND 60,188 14.7%
SCHX 44,079 16824.0%
JIRE 43,684 NEW
MGV 36,389 NEW
IEFA 36,231 15.5%
VUG 27,185 1304.5%
IGSB 26,664 12.6%
DUHP 18,562 10.1%
AVDV 14,090 14.3%
GNR 12,128 13.6%
Top Reduces (Value $000, Stocks/ETFs)
DFAC -13,019 -8.3%
DCOR -11,044 -8.1%
AVLV -9,998 -9.3%
DFAS -8,460 -5.1%
AAPL -3,774 -8.8%
DFAT -3,725 -1.7%
TSLA -3,113 -31.4%
VTI -2,909 -8.5%
AVEM -2,650 -3.0%
NVDA -1,864 -13.5%
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