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Portfolio (Quarterly) Guide ↗

PURE PORTFOLIOS HOLDINGS LLC

· CIK 0002041678
13F Portfolio $332M AUM 104 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 4 New 42 Added 38 Reduced 3 Exited
Page 2 of 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TFI SPDR SERIES TRUST 86,074.0 $3.9M 1.19% +2K +2.0% $45.71 -0.4%
22 IBIT ISHARES BITCOIN TRUST ETF Financial Services 78,832.0 $3.9M 1.18% +6K +8.6% $49.65 -26.8%
23 SCMB SCHWAB STRATEGIC TR 122,608.0 $3.2M 0.95% +2K +1.9% $25.76 -0.3%
24 GOOG ALPHABET INC Communication Services 9,932.0 $3.1M 0.94% +175.0 +1.8% $313.80 +15.4%
25 SHY ISHARES TR 34,725.0 $2.9M 0.87% +414.0 +1.2% $82.82 -1.1%
26 AMZN AMAZON COM INC Consumer Cyclical 12,051.0 $2.8M 0.84% -277.0 -2.2% $230.81 +2.9%
27 MSFT MICROSOFT CORP Technology 5,551.0 $2.7M 0.81% $483.59 -21.6%
28 NOBL PROSHARES TR 25,517.0 $2.7M 0.80% -198.0 -0.8% $104.07 -47.3%
29 VNQ VANGUARD INDEX FDS 27,318.0 $2.4M 0.73% +5K +21.3% $88.49 +8.0%
30 SYLD CAMBRIA ETF TR 32,395.0 $2.3M 0.68% +719.0 +2.3% $69.52 +12.8%
31 VEA VANGUARD TAX-MANAGED FDS 29,868.0 $1.9M 0.56% +2K +5.5% $62.47 +15.2%
32 SHYD VANECK ETF TRUST 78,023.0 $1.8M 0.54% +1K +1.9% $22.91 -0.4%
33 TIP ISHARES TR 16,225.0 $1.8M 0.54% +370.0 +2.3% $109.91 -0.8%
34 DFAT DIMENSIONAL ETF TRUST 28,983.0 $1.7M 0.52% +638.0 +2.2% $59.54 +14.1%
35 VWO VANGUARD INTL EQUITY INDEX F 31,516.0 $1.7M 0.51% -2K -5.8% $53.76 +11.3%
36 GOOGL ALPHABET INC Communication Services 4,642.0 $1.5M 0.44% -291.0 -5.9% $313.02 +16.2%
37 META META PLATFORMS INC Communication Services 2,027.0 $1.3M 0.40% -55.0 -2.6% $660.11 -14.0%
38 SHV ISHARES TR 11,530.0 $1.3M 0.38% +286.0 +2.5% $110.15 +0.0%
39 SGOV ISHARES TR 10,650.0 $1.1M 0.32% -80.0 -0.8% $100.38 +0.2%
40 VBR VANGUARD INDEX FDS 4,993.0 $1.1M 0.32% $211.79 +11.9%
Page 2 of 6  ·  104 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
Financial Services 58.3%
Technology 18.8%
Communication Services 7.9%
Consumer Cyclical 4.0%
Industrials 4.0%
Consumer Defensive 2.4%
Basic Materials 2.0%
Energy 1.3%
Healthcare 0.9%
Utilities 0.3%