Pure Financial Advisors, LLC

Q2 2025 13F-HR Holdings

Location
San Diego, CA
Holdings as of
6/30/2025
Date filed
7/18/2025
Form type
13F-HR
Num holdings
471
Total value ($000)
$5,681,218
Net value change ($000)
+899,263 (18.8%)
New positions
94
Sold out positions
4
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/23/2025 Next filing: 10/20/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 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)
IEFA 77,303 28.6%
SPY 76,644 14.5%
IVV 75,032 225.9%
BND 28,693 6.1%
DFAT 28,451 12.9%
IJH 25,612 496.3%
VOO 24,424 39.9%
DUHP 23,234 11.4%
DFAS 18,809 11.8%
MSFT 18,322 85.8%
Top Reduces (Value $000, Stocks/ETFs)
VBR -2,151 -16.9%
STIP -1,423 -5.7%
SPIP -962 -3.3%
SHW -900 -30.8%
TIP -729 -4.7%
IGE -513 -9.8%
VTEB -496 -20.5%
CMF -390 -3.5%
FREL -351 -3.1%
SPSM -332 -2.7%
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