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Purefi Wealth - Q1 2026 13F Filings

PU

Purefi Wealth, LLC

CIK: 0002001520
Address: Massachusetts Boston 10 Post Office Square, Suite 710
$152.65 M
Portfolio Value
188
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 10/19/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. IVV Ishares Core S&P 500 Etf
+$2.37 M
2. BINC Ishares Flexible Income Active Etf
+$1.84 M
3. WMT Walmart
+$1.62 M
4. MSFT Microsoft Corporation
+$1.15 M
5. AAPL Apple
+$887,769.19

Top Sells

Q1 2026
1. CGSM Capital Group Short Duration Municipal Income Etf
−$787,134.25
2. INMU Ishares Intermediate Muni Income Active Etf
−$578,499
3. IAU Ishares Gold Trust
−$520,319.44
4. SAP Sap Se
−$433,351
5. ABFL Abacus Fcf Leaders Etf
−$411,971.47

Asset Allocation

Stocks/ETFs
+17.24%
$152.65 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Purefi Wealth Q1 2026 Filing Summary

Purefi Wealth, LLC filed its 13F report for Q1 2026 on April 28, 2026. The portfolio totaled 152.65 M reflecting a +16.94% change from the prior quarter, spanning 188 assets. The top 10 holdings comprised 31.5% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 42 new positions and 17 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Purefi Wealth’s Q1 2026 Filing

Purefi Wealth submitted their Form 13F-HR for the Q1 2026 period on 04/28/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Purefi Wealth reported a managed portfolio value of 152.65 M, consisting of 188 individual positions.

This page displays the raw filing documents. To see which stocks Purefi Wealth bought or sold during Q1 2026, please visit Purefi Wealth's Portfolio Analysis page.