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Purefi Wealth, LLC

CIK:0002001520
Investment Adviser
$0 AUM
165 holdings
Boston, MA, US
Latest filing:Sep 30, 2025

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 Buys
S
SPYSPDR S&P 500 ETF TR
+$3.0M
I
IVVISHARES TR
+$1.1M
A
AVGOBROADCOM INC
+$989.5K
W
WMTWALMART INC
+$873.4K
N
NVDANVIDIA CORPORATION
+$730.3K
Top Sells
C
CGSMCAPITAL GRP FIXED INCM ETF T
-$8.7M
S
SYKSTRYKER CORPORATION
-$621.5K
M
MRKMERCK & CO INC
-$315.6K
T
TWTRADEWEB MKTS INC
-$300.7K
P
PFFISHARES TR
-$243.6K

Top Holdings

S
SYKSTRYKER CORPORATION
+6.1%$7.9M
M
MSFTMICROSOFT CORP
+4.3%$5.6M
I
IVVISHARES TR
+3.3%$4.3M
A
AVGOBROADCOM INC
+3.2%$4.2M
A
AAPLAPPLE INC
+3.0%$3.8M

Equity Positions (163)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
STRYKER CORPORATION6.07%$7.9M21,314$360.06$369.67-$621.5K
MICROSOFT CORP4.30%$5.6M10,785$427.74$517.95+$403.5K
ISHARES TR3.30%$4.3M6,401$608.68$669.30+$1.1M
BROADCOM INC3.23%$4.2M12,721$226.00$329.91+$989.5K
APPLE INC2.96%$3.8M15,091$246.91$254.63+$650.0K

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+8.5%
SEMICONDUCTORS & RELATED DEVICES
+7.0%
SURGICAL & MEDICAL INSTRUMENTS & APPARATUS
+6.3%
PHARMACEUTICAL PREPARATIONS
+4.9%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+3.9%