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Purefi Wealth, LLC
PUREfi Wealth, LLC is an SEC-registered investment adviser headquartered in Boston, Massachusetts. Founded in Delaware but operating out of Boston, the firm provides investment advisory services primarily to residents of the United States. It is registered with the United States Securities and Exchange Commission and serves investors seeking wealth management and advisory solutions. The company focuses on transacting business in states where it is properly registered or exempted from registration requirements. The number of employees and founding year are not publicly specified.
Investment Strategy
PUREfi Wealth provides investment advisory services, focusing on tailored wealth management to U.S. residents. The firm disseminates general investment advisory information, emphasizing suitability and risk tolerance for investors. Personalized advice and transactions are conducted by registered representatives and are not offered directly via online solicitation. Specific details about portfolio construction or asset class focus are not disclosed on public sources.
Latest 13F Filing Activity
Purefi Wealth, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 163 equity positions with a total 13F market value of $130M. The fund increased holdings in SPDR S&P 500 Etf TR, Ishares TR, Broadcom Inc. among other positions. Purefi Wealth, LLC reduced exposure to Capital GRP Fixed Incm Etf T, Stryker Corporation, Merck & Co. Inc. among others.
Top Holdings
Equity Positions (163)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SYK | STRYKER CORPORATION | 6.07% | $7.9M | 21,314 | $360.06 | $369.67 | -$621.5K |
M MSFT | MICROSOFT CORP | 4.30% | $5.6M | 10,785 | $427.74 | $517.95 | +$403.5K |
I IVV | ISHARES TR | 3.30% | $4.3M | 6,401 | $608.68 | $669.30 | +$1.1M |
A AVGO | BROADCOM INC | 3.23% | $4.2M | 12,721 | $226.00 | $329.91 | +$989.5K |
A AAPL | APPLE INC | 2.96% | $3.8M | 15,091 | $246.91 | $254.63 | +$650.0K |
Industry Allocation
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