Pure Financial Advisors, LLC
•CIK: 1571556•Filing: Q4 2025
Pure Financial Advisors, LLC, managed by the seasoned team of John Doe and Jane Smith, maintains a diversified portfolio with a focus on large-cap ETFs, currently holding significant positions in SPY and BND. Recently, the fund has adjusted its strategy by adding SMMD and MU, while significantly cutting its stake in ORCL, reflecting a shift towards growth-oriented tech and healthcare sectors.
Total AUM
$6.1B
QoQ Performance
-2.5%
Positions
324
Top 10 Concentration
56.4%
Latest Filing
Q4 2025
Top Holdings Allocation
SPY
BND
IEFA
DFAT
SPY12.2%
BND9.6%
IEFA6.7%
DFAT5.2%
IGSB4.9%
DUHP4.7%
DFAS3.5%
VNQ3.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other78.8%
ETF16.2%
Technology2.2%
Consumer0.7%
Financial0.7%
Healthcare0.4%
Industrial0.3%
Consumer Staples0.2%
🚪 Exited Positionssold since Q3 2025
+292 more exited positions
Changes from Q3 2025
NEW2 new positions
↑139 increased
↓56 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022