Pure Financial Advisors, LLC

All 13F Filings

Location
San Diego, CA
Most recent 13F
Q2 2026
Holdings value ($000)
7,856,260
Description
—
Website
—
Founded
—
Chairman
—
CEO
—
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/14/2026 636 7,856,260 13F-HR Pure Financial Advisors, LLC
Q1 2026 4/10/2026 572 6,967,426 13F-HR Pure Financial Advisors, LLC
Q4 2025 3/4/2026 44 550,040 13F-HR/A - NEW HOLDINGS Pure Financial Advisors, LLC
Q4 2025 2/4/2026 495 6,220,083 13F-HR Pure Financial Advisors, LLC
Q3 2025 10/20/2025 495 6,277,145 13F-HR Pure Financial Advisors, LLC
Q2 2025 7/18/2025 471 5,681,218 13F-HR Pure Financial Advisors, LLC
Q1 2025 4/23/2025 381 4,781,955 13F-HR Pure Financial Advisors, LLC
Q4 2024 1/16/2025 349 4,398,860 13F-HR Pure Financial Advisors, LLC
Q3 2024 10/29/2024 326 4,165,538 13F-HR Pure Financial Advisors, LLC
Q2 2024 7/18/2024 313 3,604,337 13F-HR Pure Financial Advisors, LLC
Q1 2024 4/16/2024 313 3,196,174 13F-HR Pure Financial Advisors, LLC
Q4 2023 1/8/2024 304 2,898,802 13F-HR Pure Financial Advisors, LLC
Q3 2023 10/10/2023 262 2,446,220 13F-HR Pure Financial Advisors, LLC
Q2 2023 7/10/2023 256 2,357,779 13F-HR Pure Financial Advisors, LLC
Q1 2023 4/11/2023 253 2,158,100 13F-HR Pure Financial Advisors, LLC
Q4 2022 1/9/2023 242 1,936,223 13F-HR Pure Financial Advisors, LLC
Q3 2022 10/6/2022 229 1,719,384 13F-HR Pure Financial Advisors, LLC
Q2 2022 7/8/2022 231 1,614,668 13F-HR Pure Financial Advisors, LLC
Q1 2022 4/12/2022 222 2,185,668 13F-HR Pure Financial Advisors, LLC
Q4 2021 1/12/2022 211 2,018,071 13F-HR Pure Financial Advisors, LLC
Q3 2021 10/7/2021 196 1,296,735 13F-HR Pure Financial Advisors, Inc.
Q2 2021 7/9/2021 197 1,230,404 13F-HR Pure Financial Advisors, Inc.
Q1 2021 4/9/2021 183 1,006,499 13F-HR Pure Financial Advisors, Inc.
Q4 2020 1/12/2021 175 835,454 13F-HR Pure Financial Advisors, Inc.
Q3 2020 10/7/2020 150 684,858 13F-HR Pure Financial Advisors, Inc.
Q2 2020 7/8/2020 140 639,745 13F-HR Pure Financial Advisors, Inc.
Q1 2020 4/7/2020 128 594,873 13F-HR Pure Financial Advisors, Inc.
Q4 2019 1/9/2020 136 585,422 13F-HR Pure Financial Advisors, Inc.
Q2 2014 7/8/2014 57 271,382 13F-HR Pure Financial Advisors, Inc.
Q1 2014 4/8/2014 53 245,880 13F-HR Pure Financial Advisors, Inc.
Q4 2013 1/9/2014 49 228,512 13F-HR Pure Financial Advisors, Inc.
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 825.7 K 10.5% 135.9 K 0 135.9 K
ETFs 7.023 M 89.4% 752.7 K 0 752.7 K
Debt 7.24 K 0.1% 180 0 180
Swipe for more columns

Fund Snapshot

Q2 2026
Latest filed
8/14/2026
Total value ($000)
7,856,260
Holdings
636
QoQ value change ($000)
888,834 (12.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.