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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 7 of 11  ·  208 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VCTR VICTORY CAP HLDGS INC DEL Financial Services 5,000.0 $420K 0.23% NEW $84.06 +40.7%
122 SRE SEMPRA Utilities 4,491.0 $416K 0.23% NEW $92.71 -9.0%
123 PPL PPL CORP Utilities 11,439.0 $416K 0.23% NEW $36.35 -5.9%
124 IWR ISHARES TR 3,738.0 $412K 0.23% NEW $110.32 +1.8%
125 VICI VICI PPTYS INC Real Estate 15,248.0 $405K 0.22% NEW $26.55 -2.6%
126 IYG ISHARES TR 4,450.0 $403K 0.22% NEW $90.47 +8.1%
127 SPYV SPDR SER TR 6,585.0 $400K 0.22% NEW $60.79 +4.5%
128 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 2,278.0 $394K 0.22% NEW $173.12 -6.2%
129 BGIG ETF SER SOLUTIONS 10,855.0 $390K 0.21% NEW $35.89 +2.3%
130 FBND FIDELITY MERRIMACK STR TR 8,529.0 $388K 0.21% NEW $45.49 -1.6%
131 SCHV SCHWAB STRATEGIC TR 11,095.0 $386K 0.21% NEW $34.81 -0.6%
132 FAST FASTENAL CO Industrials 8,024.0 $385K 0.21% NEW $48.03 +3.6%
133 VBK VANGUARD INDEX FDS 1,040.0 $380K 0.21% NEW $365.73 -3.8%
134 TLH ISHARES TR 3,733.0 $375K 0.21% NEW $100.35 -3.0%
135 ITW ILLINOIS TOOL WKS INC Industrials 1,353.0 $366K 0.20% NEW $270.47 +3.6%
136 BRTR BLACKROCK ETF TRUST II 7,250.0 $365K 0.20% NEW $50.33 -1.6%
137 MAR MARRIOTT INTL INC NEW Consumer Cyclical 975.0 $361K 0.20% NEW $370.59 -5.3%
138 IYK ISHARES TR 4,856.0 $353K 0.19% NEW $72.66 +3.4%
139 TXN TEXAS INSTRS INC Technology 1,164.0 $347K 0.19% NEW $298.07 -13.2%
140 VLO VALERO ENERGY CORP Energy 1,324.0 $345K 0.19% NEW $260.44 +35.3%
Page 7 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%