PUREfi Wealth, LLC - Portfolio overview

PUREfi Wealth, LLC has 218 reported holdings in this dataset, with the latest filing dated 2026-04-28.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. WMT - WALMART INC, 5.14%
2. SYK - STRYKER CORPORATION, 4.31%
3. IVV - ISHARES TR, 3.92%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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