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Purefi Wealth - Q2 2026 13F Filings

PU

Purefi Wealth, LLC

CIK: 0002001520
Address: Massachusetts Boston 10 Post Office Square, Suite 710
$182.07 M
Portfolio Value
208
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 07/27/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Sells

Q2 2026

Asset Allocation

Stocks/ETFs
+19.27%
$182.07 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Purefi Wealth Q2 2026 Filing Summary

Purefi Wealth, LLC filed its 13F report for Q2 2026 on July 27, 2026. The portfolio totaled 182.07 M reflecting a +19.27% change from the prior quarter, spanning 208 assets. The top 10 holdings comprised 29.3% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 34 new positions and 14 complete exits.

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Issuer Name Class Value Shares Option Type

FAQs for Purefi Wealth’s Q2 2026 Filing

Purefi Wealth submitted their Form 13F-HR for the Q2 2026 period on 07/27/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Purefi Wealth reported a managed portfolio value of 182.07 M, consisting of 208 individual positions.

This page displays the raw filing documents. To see which stocks Purefi Wealth bought or sold during Q2 2026, please visit Purefi Wealth's Portfolio Analysis page.