Purus Wealth Management, LLC

All 13F Filings

Location
Newport Beach, CA
Most recent 13F
Q2 2026
Holdings value ($000)
363,225
Description
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Website
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Founded
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Chairman
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CEO
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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 7/13/2026 171 363,225 13F-HR Purus Wealth Management, LLC
Q1 2026 4/15/2026 157 313,669 13F-HR Purus Wealth Management, LLC
Q4 2025 1/27/2026 150 320,624 13F-HR Purus Wealth Management, LLC
Q3 2025 10/24/2025 144 313,344 13F-HR Purus Wealth Management, LLC
Q2 2025 8/11/2025 140 288,082 13F-HR/A - RESTATEMENT Purus Wealth Management, LLC
Q2 2025 8/1/2025 118 229,842 13F-HR Purus Wealth Management, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 266.9 K 73.5% 32.5 K 0 32.5 K
ETFs 94.4 K 26.0% 16.53 K 0 16.53 K
Debt 1.604 K 0.4% 467 0 467
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Fund Snapshot

Q2 2026
Latest filed
7/13/2026
Total value ($000)
363,225
Holdings
171
QoQ value change ($000)
49,556 (15.8%)
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.