PUREfi Wealth, LLC

BOSTON, MA · CIK 2001520 · 13F filing filed 2026-07-27

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyBoston, MA

$182.1m reported value +19.3% vs Q1 2026

208positions

29.3%in top 10

36 new 110 added 44 reduced 16 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR CORE S&P500 ETF IVV	IVV	11,593	$8.7m4.77%	4.77%	Added +1.8k	+1,817 18.6%
2	WALMART INC COM WMT	WMT	60,696	$6.9m3.78%	3.78%	Reduced -6.6k	-6,629 -9.8%
3	STRYKER CORPORATION COM SYK	SYK	21,356	$6.7m3.69%	3.69%	Added +10	+10 0.1%
4	APPLE INC COM AAPL	AAPL	20,757	$6.0m3.30%	3.30%	Added +1.0k	+1,041 5.3%
5	MICROSOFT CORP COM MSFT	MSFT	12,692	$4.7m2.60%	2.60%	Reduced -716	-716 -5.3%
6	BROADCOM INC COM AVGO	AVGO	12,433	$4.7m2.58%	2.58%	Added +99	+99 0.8%
7	NVIDIA CORPORATION COM NVDA	NVDA	21,004	$4.2m2.31%	2.31%	Added +3.2k	+3,168 17.8%
8	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	5,306	$4.0m2.18%	2.18%	Reduced -361	-361 -6.4%
9	AMAZON COM INC COM AMZN	AMZN	15,990	$3.8m2.09%	2.09%	Reduced -64	-64 -0.4%
10	ALPHABET INC CAP STK CL C GOOG	GOOG	10,412	$3.7m2.02%	2.02%	Added +3.4k	+3,407 48.6%
11	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	7,284	$3.5m1.91%	1.91%	Added +238	+238 3.4%
12	BLACKROCK ETF TRUST II ISHARES FLEXIBLE BINC	BINC	58,724	$3.1m1.69%	1.69%	Added +12.0k	+12,034 25.8%
13	BLACKROCK ETF TRUST ISHARES US EQUIT DYNF	DYNF	44,238	$3.0m1.65%	1.65%	Added +2.6k	+2,595 6.2%
14	ELI LILLY & CO COM LLY	LLY	2,108	$2.5m1.39%	1.39%	Added +17	+17 0.8%
15	FIDELITY COVINGTON TRUST BLUE CHIP GRWTH FBCG	FBCG	37,368	$2.3m1.27%	1.27%	Added +593	+593 1.6%
16	ALPHABET INC CAP STK CL A GOOGL	GOOGL	6,352	$2.3m1.25%	1.25%	Added +330	+330 5.5%
17	ISHARES TR CORE US AGGBD ET AGG	AGG	20,891	$2.1m1.14%	1.14%	Added +1.9k	+1,900 10.0%
18	JPMORGAN CHASE & CO COM JPM	JPM	6,131	$2.0m1.10%	1.10%	Added +322	+322 5.5%
19	JOHNSON & JOHNSON COM JNJ	JNJ	7,469	$1.9m1.04%	1.04%	Reduced -2.1k	-2,121 -22.1%
20	J P MORGAN EXCHANGE TRADED F ACTIVE VALUE ETF JAVA	JAVA	23,382	$1.9m1.02%	1.02%	Added +3.2k	+3,155 15.6%
21	ISHARES INC CORE MSCI EMKT IEMG	IEMG	22,347	$1.9m1.02%	1.02%	Reduced -370	-370 -1.6%
22	CAPITAL GRP FIXED INCM ETF T SHORT DURATION M CGSM	CGSM	68,308	$1.8m0.99%	0.99%	Added +148	+148 0.2%
23	ISHARES TR CORE MSCI EAFE IEFA	IEFA	18,397	$1.8m0.98%	0.98%	Added +3.4k	+3,417 22.8%
24	HOME DEPOT INC COM HD	HD	4,976	$1.8m0.96%	0.96%	Added +788	+788 18.8%
25	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	879	$1.7m0.96%	0.96%	Added +169	+169 23.8%
26	EXXONMOBIL HOLDINGS CORP COM SHS STOCK XOM	XOM	12,542	$1.7m0.94%	0.94%	New
27	ADVANCED MICRO DEVICES INC COM AMD	AMD	2,910	$1.7m0.93%	0.93%	Added +165	+165 6.0%
28	BLACKROCK ETF TRUST ISHA I IN TE ETF BAI	BAI	31,414	$1.7m0.91%	0.91%	Reduced -6.5k	-6,510 -17.2%
29	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	10,069	$1.6m0.87%	0.87%	Added +62	+62 0.6%
30	UNITEDHEALTH GROUP INC COM UNH	UNH	3,743	$1.6m0.85%	0.85%	Added +474	+474 14.5%
31	META PLATFORMS INC CL A META	META	2,749	$1.5m0.85%	0.85%	Added +987	+987 56.0%
32	ABBVIE INC COM ABBV	ABBV	5,232	$1.3m0.72%	0.72%	Added +161	+161 3.2%
33	ISHARES TR RUSSELL 2000 ETF IWM	IWM	4,378	$1.3m0.72%	0.72%	Added +145	+145 3.4%
34	FIDELITY COVINGTON TRUST MSCI INFO TECH I FTEC	FTEC	4,515	$1.3m0.71%	0.71%	Unchanged
35	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	6,720	$1.3m0.70%	0.70%	Unchanged
36	TCW ETF TRUST TRANSFORM SYSTEM PWRD	PWRD	9,840	$1.2m0.66%	0.66%	Reduced -1.3k	-1,317 -11.8%
37	EATON CORP PLC SHS ETN	ETN	2,822	$1.2m0.66%	0.66%	Reduced -72	-72 -2.5%
38	VISA INC COM CL A V	V	3,501	$1.2m0.66%	0.66%	Added +229	+229 7.0%
39	TRIMTABS ETF TR FCF US QLTY ETF ABFL	ABFL	13,834	$1.2m0.65%	0.65%	Added +1.3k	+1,287 10.3%
40	ISHARES TR NATIONAL MUN ETF MUB	MUB	10,852	$1.2m0.64%	0.64%	Reduced -1.5k	-1,479 -12.0%
41	ISHARES TR EAFE VALUE ETF EFV	EFV	14,986	$1.1m0.63%	0.63%	Reduced -1.6k	-1,575 -9.5%
42	CISCO SYS INC COM CSCO	CSCO	9,025	$1.1m0.58%	0.58%	Added +527	+527 6.2%
43	PNC FINL SVCS GROUP INC COM PNC	PNC	4,285	$1.1m0.58%	0.58%	Added +1.3k	+1,258 41.6%
44	ANALOG DEVICES INC COM ADI	ADI	2,565	$1.0m0.56%	0.56%	Added +103	+103 4.2%
45	NEXTERA ENERGY INC COM NEE	NEE	11,525	$1.0m0.56%	0.56%	Reduced -1.1k	-1,069 -8.5%
46	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	1,325	$975.4k0.54%	0.54%	Added +43	+43 3.4%
47	ALPS ETF TR EQUAL SEC ETF EQL	EQL	18,112	$913.7k0.50%	0.50%	Added +420	+420 2.4%
48	MARVELL TECHNOLOGY INC COM MRVL	MRVL	2,985	$889.2k0.49%	0.49%	Reduced -660	-660 -18.1%
49	ISHARES TR RUS 1000 GRW ETF IWF	IWF	7,084	$879.6k0.48%	0.48%	Unchanged
50	APOLLO GLOBAL MGMT INC COM APO	APO	7,341	$868.5k0.48%	0.48%	Added +4.3k	+4,263 138.5%
51	WILLIAMS COS INC COM WMB	WMB	11,653	$866.3k0.48%	0.48%	Added +72	+72 0.6%
52	GE VERNOVA INC COM GEV	GEV	694	$815.4k0.45%	0.45%	Added +135	+135 24.1%
53	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	3,635	$814.1k0.45%	0.45%	Added +61	+61 1.7%
54	AB ACTIVE ETFS INC EMERGING MKTS OP EMOP	EMOP	15,387	$803.7k0.44%	0.44%	Added +3.5k	+3,463 29.0%
55	TESLA INC COM TSLA	TSLA	1,906	$801.7k0.44%	0.44%	Added +533	+533 38.8%
56	ISHARES TR PFD AND INCM SEC PFF	PFF	25,283	$770.9k0.42%	0.42%	Added +4.0k	+4,000 18.8%
57	ISHARES TR S&P 500 GRWT ETF IVW	IVW	5,561	$764.8k0.42%	0.42%	Reduced -85	-85 -1.5%
58	VANGUARD INDEX FDS EXTEND MKT ETF VXF	VXF	3,059	$753.2k0.41%	0.41%	Reduced -300	-300 -8.9%
59	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	10,554	$752.0k0.41%	0.41%	Added +3.3k	+3,342 46.3%
60	LINDE PLC SHS LIN	LIN	1,421	$737.4k0.41%	0.41%	Reduced -33	-33 -2.3%
61	COSTCO WHSL CORP NEW COM COST	COST	780	$729.9k0.40%	0.40%	Added +25	+25 3.3%
62	ISHARES TR U.S. TECH ETF IYW	IYW	2,865	$722.6k0.40%	0.40%	Reduced -443	-443 -13.4%
63	ISHARES TR FALN ANGLS USD FALN	FALN	25,865	$704.6k0.39%	0.39%	Added +2.0k	+2,000 8.4%
64	ISHARES TR RUS 1000 ETF IWB	IWB	1,701	$696.6k0.38%	0.38%	New
65	PROCTER AND GAMBLE CO COM PG	PG	4,650	$681.9k0.37%	0.37%	Added +178	+178 4.0%
66	TRAVELERS COMPANIES INC COM TRV	TRV	2,036	$672.1k0.37%	0.37%	Reduced -865	-865 -29.8%
67	GENERAL DYNAMICS CORP COM GD	GD	1,846	$653.9k0.36%	0.36%	Added +48	+48 2.7%
68	VANGUARD WORLD FD CONSUM DIS ETF VCR	VCR	1,637	$649.3k0.36%	0.36%	Unchanged
69	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	1,807	$621.4k0.34%	0.34%	Unchanged
70	CHEVRON CORP NEW COM CVX	CVX	3,737	$619.4k0.34%	0.34%	Added +204	+204 5.8%
71	VANGUARD WORLD FD INF TECH ETF VGT	VGT	4,972	$594.2k0.33%	0.33%	Added +4	+4 0.1%
72	VERTEX PHARMACEUTICALS INC COM VRTX	VRTX	1,183	$587.6k0.32%	0.32%	Added +30	+30 2.6%
73	MCDONALDS CORP COM MCD	MCD	2,114	$571.4k0.31%	0.31%	Reduced -389	-389 -15.5%
74	LAM RESEARCH CORP COM NEW LRCX	LRCX	1,309	$567.2k0.31%	0.31%	New
75	KRANESHARES TRUST PUBLIC-PRIVATE A AGIX	AGIX	11,962	$560.9k0.31%	0.31%	New
76	ISHARES TR S&P 500 VAL ETF IVE	IVE	2,456	$557.7k0.31%	0.31%	Reduced -587	-587 -19.3%
77	TE CONNECTIVITY PLC ORD SHS TEL	TEL	2,740	$552.4k0.30%	0.30%	Added +607	+607 28.5%
78	BLACKROCK INC COM BLK	BLK	571	$549.2k0.30%	0.30%	Added +16	+16 2.9%
79	CUMMINS INC COM CMI	CMI	763	$544.2k0.30%	0.30%	New
80	GARMIN LTD SHS GRMN	GRMN	2,286	$543.0k0.30%	0.30%	Added +807	+807 54.6%
81	SELECT SECTOR SPDR TR SBI INT-UTILS XLU	XLU	11,900	$539.5k0.30%	0.30%	Added +2.5k	+2,500 26.6%
82	FIDELITY COVINGTON TRUST MSCI INDL INDX FIDU	FIDU	5,395	$537.4k0.30%	0.30%	Unchanged
83	UNION PAC CORP COM UNP	UNP	1,972	$536.4k0.29%	0.29%	Added +70	+70 3.7%
84	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	8,966	$535.2k0.29%	0.29%	Reduced -1.5k	-1,453 -13.9%
85	ISHARES TR CORE TOTAL USD IUSB	IUSB	11,573	$534.1k0.29%	0.29%	Added +463	+463 4.2%
86	GE AEROSPACE COM NEW GE	GE	1,421	$531.1k0.29%	0.29%	New
87	SERVICENOW INC COM NOW	NOW	5,300	$526.2k0.29%	0.29%	New
88	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	4,495	$513.2k0.28%	0.28%	Added +2.6k	+2,551 131.2%
89	ISHARES TR CORE S&P TTL STK ITOT	ITOT	3,118	$512.2k0.28%	0.28%	Added +167	+167 5.7%
90	MARTIN MARIETTA MATLS INC COM MLM	MLM	879	$507.2k0.28%	0.28%	Added +508	+508 136.9%
91	MONDELEZ INTL INC CL A MDLZ	MDLZ	8,703	$503.4k0.28%	0.28%	Added +488	+488 5.9%
92	UBER TECHNOLOGIES INC COM UBER	UBER	6,899	$497.8k0.27%	0.27%	Added +1.7k	+1,733 33.5%
93	WEC ENERGY GROUP INC COM WEC	WEC	4,252	$496.5k0.27%	0.27%	Added +1.0k	+1,029 31.9%
94	DARDEN RESTAURANTS INC COM DRI	DRI	2,399	$494.2k0.27%	0.27%	Added +65	+65 2.8%
95	GRAINGER W W INC COM GWW	GWW	362	$492.5k0.27%	0.27%	Added +4	+4 1.1%
96	TARGA RES CORP COM TRGP	TRGP	1,832	$491.2k0.27%	0.27%	Reduced -655	-655 -26.3%
97	CORNING INC COM GLW	GLW	1,921	$490.7k0.27%	0.27%	Reduced -692	-692 -26.5%
98	PFIZER INC COM PFE	PFE	20,358	$490.2k0.27%	0.27%	Added +7.6k	+7,644 60.1%
99	CRH PLC ORD CRH	CRH	4,496	$481.1k0.26%	0.26%	Reduced -55	-55 -1.2%
100	ISHARES TR LONG TERM MUNI LMUB	LMUB	9,363	$479.6k0.26%	0.26%	Added +498	+498 5.6%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
EXXON MOBIL CORP XOM	XOM	14,030	$2.4m14.0k shares
PEPSICO INC PEP	PEP	3,522	$546.9k3.5k shares
NOVARTIS AG NVS	NVS	2,715	$414.7k2.7k shares
HARTFORD INSURANCE GROUP INC HIG	HIG	2,991	$404.5k3.0k shares
HONEYWELL INTL INC		889	$401.8k889 shares
PALO ALTO NETWORKS INC PANW	PANW	2,377	$381.1k2.4k shares
LOCKHEED MARTIN CORP LMT	LMT	557	$336.6k557 shares
INTERACTIVE BROKERS GROUP IN IBKR	IBKR	4,188	$280.9k4.2k shares
PALANTIR TECHNOLOGIES INC PLTR	PLTR	1,901	$278.1k1.9k shares
INTUIT INTU	INTU	582	$251.8k582 shares
NIKE INC NKE	NKE	4,570	$241.4k4.6k shares
ISHARES TR HYG	HYG	2,665	$212.0k2.7k shares
ISHARES INC EZU	EZU	3,304	$207.0k3.3k shares
ECOLAB INC ECL	ECL	773	$205.6k773 shares
BERKLEY W R CORP WRB	WRB	3,082	$204.3k3.1k shares
BEYOND INC NXH	NXH	27,000	$125.3k27.0k shares