Pure Financial Advisors, LLC

Q2 2026 13F-HR Holdings

Location
San Diego, CA
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
636
Total value ($000)
$7,856,260
Net value change ($000)
+888,834 (12.8%)
New positions
88
Sold out positions
24
Turnover %
3.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
PYLD 193,347 NEW
SPY 135,983 18.5%
DUHP 56,874 19.8%
DFAT 54,714 15.9%
IEFA 45,502 10.7%
BND 41,581 6.5%
DFAS 41,184 18.1%
VNQ 24,224 12.3%
VOO 20,615 19.3%
DFAC 19,348 11.9%
Top Reduces (Value $000, Stocks/ETFs)
IGSB -146,569 -45.8%
GNR -16,378 -10.4%
XOM -9,316 -100.0%
HON -4,714 -100.0%
GUNR -3,225 -11.4%
IQV -1,765 -87.5%
PSA -1,566 -73.1%
LDOS -1,455 -40.1%
PM -1,379 -35.5%
VCSH -1,193 -11.1%
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