PUREfi Wealth, LLC
•CIK: 2001520•Filing: Q4 2025
PUREfi Wealth, LLC manages $131M across a diversified portfolio of 164 positions. The fund exhibits notable concentration in technology and consumer staples, with top holdings including SYK at $7.5M and WMT at $6.0M. Significant allocations are also maintained in mega-cap technology names such as MSFT ($5.0M), AAPL ($4.4M), and AVGO ($3.8M). This positioning suggests a tactical, large-cap growth orientation within the current market structure.
Total AUM
$130.5M
QoQ Performance
+0.5%
Positions
122
Top 10 Concentration
32.2%
Latest Filing
Q4 2025
Top Holdings Allocation
SYK
SYK5.7%
WMT4.6%
MSFT3.8%
AAPL3.4%
IVV3.2%
AVGO2.9%
SPY2.3%
AMZN2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other53.0%
Technology17.8%
Consumer9.6%
ETF5.7%
Healthcare5.1%
Financial2.9%
Energy1.4%
Industrial1.3%
🚪 Exited Positionssold since Q3 2025
+18 more exited positions
Changes from Q3 2025
NEW22 new positions
↑59 increased
↓60 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024