PUREfi Wealth, LLC

Q3 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
9/30/2026
Date filed
10/19/2026
Form type
13F-HR
Num holdings
228
Total value ($000)
$213,998
Net value change ($000)
+31,931 (17.5%)
New positions
42
Sold out positions
23
Turnover %
12.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
VTV 3,064 NEW
VEU 2,849 NEW
VBR 2,235 959.2%
BINC 2,027 65.9%
VB 1,897 807.2%
AAPL 1,834 30.5%
VSS 1,705 734.9%
AVGO 1,525 32.5%
MSFT 1,505 31.8%
AVEM 1,438 NEW
Top Reduces (Value $000, Stocks/ETFs)
SYK -1,426 -21.2%
PFF -771 -100.0%
WMT -646 -9.4%
MLM -507 -100.0%
LMUB -480 -100.0%
PG -416 -61.0%
VICI -405 -100.0%
LIN -394 -53.5%
LLY -323 -12.8%
AVB -308 -100.0%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type