Pure Financial Advisors, LLC

Q1 2026 13F-HR Holdings

Location
San Diego, CA
Holdings as of
3/31/2026
Date filed
4/10/2026
Form type
13F-HR
Num holdings
572
Total value ($000)
$6,967,426
Net value change ($000)
+747,343 (12.0%)
New positions
97
Sold out positions
20
Turnover %
8.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/4/2026 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)
AVDV 164,556 NEW
AVLV 116,726 NEW
AVEM 98,383 NEW
AAPL 76,612 NEW
BND 46,226 7.8%
DFAT 27,179 8.6%
AMZN 24,852 NEW
GNR 24,679 18.6%
IGSB 22,213 7.5%
BRK-B 14,950 NEW
Top Reduces (Value $000, Stocks/ETFs)
CASH -34,208 -34.2%
SPY -12,923 -1.7%
MSFT -6,474 -17.3%
DFAC -5,584 -3.3%
VUG -3,521 -9.5%
VV -2,809 -6.9%
TSLA -2,416 -16.5%
VTI -2,389 -4.9%
SCHX -2,160 -4.1%
ORCL -2,137 -24.7%
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