Pure Financial Advisors, LLC

Q3 2025 13F-HR Holdings

Location
San Diego, CA
Holdings as of
9/30/2025
Date filed
10/20/2025
Form type
13F-HR
Num holdings
495
Total value ($000)
$6,277,145
Net value change ($000)
+595,927 (10.5%)
New positions
41
Sold out positions
17
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/18/2025 Next filing: 2/4/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
SPY 85,529 14.2%
BND 43,921 8.8%
DFAT 40,376 16.3%
DUHP 35,290 15.6%
IEFA 33,231 9.6%
DFAS 24,025 13.5%
IGSB 20,790 8.2%
AVDV 19,920 15.5%
VWO 15,553 15.1%
GNR 15,439 14.6%
Top Reduces (Value $000, Stocks/ETFs)
MPAA -5,781 -100.0%
AMLP -966 -65.8%
STIP -759 -3.2%
AGNC -545 -100.0%
HON -537 -11.6%
UPS -517 -24.6%
COST -476 -5.4%
ILMN -434 -100.0%
PM -430 -11.0%
RS -406 -13.4%
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