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Portfolio (Quarterly) Guide ↗

PUREfi Wealth, LLC

· CIK 0002001520
13F Portfolio $182M AUM 208 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 208 New
Page 11 of 11  ·  208 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 XLF SELECT SECTOR SPDR TR 3,895.0 $209K 0.12% NEW $53.62 +8.4%
202 SHW SHERWIN WILLIAMS CO Basic Materials 600.0 $207K 0.11% NEW $344.32 +0.2%
203 FLEX FLEX LTD Technology 1,267.0 $205K 0.11% NEW $162.07 -31.8%
204 MTUM ISHARES TR 591.0 $203K 0.11% NEW $342.83 -12.6%
205 CAT CATERPILLAR INC Industrials 190.0 $202K 0.11% NEW $1064.90 -24.9%
206 TDG TRANSDIGM GROUP INC Industrials 151.0 $201K 0.11% NEW $1332.04 -11.0%
207 OWL BLUE OWL CAPITAL INC Financial Services 20,152.0 $176K 0.10% NEW $8.75 +37.4%
208 ETHE GRAYSCALE ETHEREUM STAKING E Financial Services 11,671.0 $149K 0.08% NEW $12.76 +53.8%
Page 11 of 11  ·  208 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.0%
Healthcare 15.1%
Financial Services 14.0%
Consumer Defensive 9.2%
Consumer Cyclical 7.7%
Industrials 6.9%
Communication Services 4.6%
Utilities 3.2%
Energy 2.6%
Basic Materials 1.6%