Institutional Fund
Purefi Wealth, LLC
Boston, MACIK 20015205 filings on record
Portfolio Value
$152.65M
Q1 2026
Holdings
188
Reported positions
New Buys
41
Opened this quarter
QoQ Change
+16.9%
from $130.54M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Walmart Inc5.5%
- Stryker Corporation4.6%
- Ishares Tr4.2%
- Apple Inc3.3%
- Microsoft Corp3.3%
- Broadcom Inc2.5%
- Other76.7%
Portfolio Holdings
188 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Walmart Inc | 67.3K | $8.37M | 5.5% | +13.0K | Added |
| 2 | Stryker Corporation | 21.3K | $7.01M | 4.6% | +7 | Added |
| 3 | Ishares Tr | 9.8K | $6.39M | 4.2% | +3.6K | Added |
| 4 | Apple Inc | 19.7K | $5.00M | 3.3% | +3.5K | Added |
| 5 | Microsoft Corp | 13.4K | $4.96M | 3.3% | +3.1K | Added |
| 6 | Broadcom Inc | 12.3K | $3.82M | 2.5% | +1.3K | Added |
| 7 | Spdr S&P 500 ETF Tr | 5.7K | $3.69M | 2.4% | +1.2K | Added |
| 8 | Amazon Com Inc | 16.1K | $3.34M | 2.2% | +3.2K | Added |
| 9 | Nvidia Corporation | 17.8K | $3.11M | 2.0% | +4.4K | Added |
| 10 | Blackrock ETF Trust II | 46.7K | $2.42M | 1.6% | +35.4K | Added |
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