PUREfi Wealth, LLC
All 13F Filings
- Location
- Boston, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 182,067
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 | 7/27/2026 | 208 | 182,067 | 13F-HR | PUREfi Wealth, LLC |
| Q1 2026 | 4/28/2026 | 188 | 152,649 | 13F-HR | PUREfi Wealth, LLC |
| Q4 2025 | 1/12/2026 | 164 | 130,541 | 13F-HR | PUREfi Wealth, LLC |
| Q3 2025 | 10/21/2025 | 165 | 129,909 | 13F-HR | PUREfi Wealth, LLC |
| Q2 2025 | 7/22/2025 | 156 | 125,071 | 13F-HR | PUREfi Wealth, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 114.2 K | 62.7% | 17.62 K | 0 | 17.62 K |
| ETFs | 67.86 K | 37.3% | 11.8 K | 0 | 11.8 K |
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Fund Snapshot
Q2 2026
Latest filed
7/27/2026
Total value ($000)
182,067
Holdings
208
QoQ value change ($000)
29,418
(19.3%)
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.