Pur Efi Wealth, LLC Portfolio Holdings

Pur Efi Wealth, LLC

  • $130 Billion
  • Q3 2025

Pur Efi Wealth, LLC has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $130 Billion distributed in 165 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Stryker Corp with a value of $7.88B, Microsoft Corp with a value of $5.59B, Ishares Core S&P 500 ETF with a value of $4.28B, Broadcom Inc. with a value of $4.2B, and Apple Inc. with a value of $3.84B.

Examining the 13F form we can see an increase of $4.84B in the current position value, from $125B to 130B.

Pur Efi Wealth, LLC is based out at Boston, MA

Below you can find more details about Pur Efi Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $130 Billion
ETFs: $43.1 Billion
Technology: $26.7 Billion
Healthcare: $15.8 Billion
Financial Services: $8.63 Billion
Consumer Cyclical: $6.82 Billion
Industrials: $6.3 Billion
Consumer Defensive: $6.16 Billion
Communication Services: $3.95 Billion
Other: $7.16 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$145B
$7.88 Billion 6.07% of portfolio
21,314
Q3 2025 Reduced 0.8%
$3.96T
$5.59 Billion 4.3% of portfolio
10,785
Q3 2025 Added 3.51%
$0
$4.28 Billion 3.3% of portfolio
6,401
Q3 2025 Added 23.03%
$147B
$4.2 Billion 3.23% of portfolio
12,721
Q3 2025 Added 9.33%
$4.32T
$3.84 Billion 2.96% of portfolio
15,091
Q3 2025 Reduced 3.03%
$284B
$3.39 Billion 2.61% of portfolio
32,897
Q3 2025 Added 27.8%
$2.31T
$3.19 Billion 2.45% of portfolio
14,512
Q3 2025 Reduced 3.14%
$0
$2.96 Billion 2.28% of portfolio
4,450
Q3 2025 Reduced 4.89%
Capital Grp Fixed Incm ETF T
-
$2.58 Billion 1.99% of portfolio
-
Q3 2025 Reduced 77.31%
$477B
$2.57 Billion 1.98% of portfolio
13,771
Q3 2025 Added 18.3%
$0
$2.07 Billion 1.59% of portfolio
34,888
Q3 2025 Added 7.97%
$759B
$1.88 Billion 1.45% of portfolio
6,689
Q3 2025 Reduced 16.47%
$785B
$1.86 Billion 1.43% of portfolio
2,441
Q3 2025 Added 11.46%
$892B
$1.8 Billion 1.39% of portfolio
5,708
Q3 2025 Added 4.31%
$0
$1.81 Billion 1.39% of portfolio
33,715
Q3 2025 Added 6.56%
$498B
$1.77 Billion 1.36% of portfolio
9,563
Q3 2025 Added 11.87%
$0
$1.52 Billion 1.17% of portfolio
22,993
Q3 2025 Added 24.33%
$0
$1.39 Billion 1.07% of portfolio
19,288
Q3 2025 Added 6.92%
$403B
$1.4 Billion 1.07% of portfolio
6,028
Q3 2025 Added 3.41%
$0
$1.39 Billion 1.07% of portfolio
9,883
Q3 2025 Added 0.59%
$1.55T
$1.36 Billion 1.04% of portfolio
4,858
Q3 2025 Added 32.41%
$394B
$1.26 Billion 0.97% of portfolio
3,113
Q3 2025 Added 4.39%
$569B
$1.22 Billion 0.94% of portfolio
3,576
Q3 2025 Reduced 9.33%
$483B
$1.21 Billion 0.94% of portfolio
10,774
Q3 2025 Added 5.31%
$116B
$1.12 Billion 0.86% of portfolio
3,808
Q3 2025 Reduced 1.73%
$0
$1.1 Billion 0.85% of portfolio
4,551
Q3 2025 Reduced 12.02%
$1.5T
$1.1 Billion 0.85% of portfolio
4,520
Q3 2025 Added 5.88%
$0
$1.11 Billion 0.85% of portfolio
10,406
Q3 2025 Reduced 9.12%
$169B
$1.02 Billion 0.79% of portfolio
13,575
Q3 2025 Added 5.8%
$360B
$1.02 Billion 0.79% of portfolio
6,659
Q3 2025 Added 9.54%
$151B
$1.03 Billion 0.79% of portfolio
2,757
Q3 2025 Reduced 1.11%
$0
$1 Billion 0.77% of portfolio
4,515
Q4 2024 New
$228B
$971 Million 0.75% of portfolio
3,194
Q3 2025 Added 10.06%
$0
$949 Million 0.73% of portfolio
2,027
Q2 2025 Reduced 7.06%
$0
$950 Million 0.73% of portfolio
9,474
Q3 2025 Added 5.9%
$0
$948 Million 0.73% of portfolio
9,699
Q3 2025 Added 3.2%
$0
$947 Million 0.73% of portfolio
3,360
Q2 2025 Reduced 1.18%
$0
$937 Million 0.72% of portfolio
4,816
Q3 2025 Reduced 9.05%
$70.3B
$907 Million 0.7% of portfolio
14,317
Q3 2025 Added 13.08%
$0
$915 Million 0.7% of portfolio
19,876
Q2 2025 Added 78.92%
$0
$897 Million 0.69% of portfolio
13,227
Q3 2025 Reduced 10.08%
$1.65T
$899 Million 0.69% of portfolio
1,225
Q3 2025 Added 4.52%
$0
$888 Million 0.68% of portfolio
12,871
Q3 2025 Added 10.05%
$93.1B
$837 Million 0.64% of portfolio
4,155
Q3 2025 Added 6.37%
$0
$821 Million 0.63% of portfolio
9,401
Q3 2025 Added 108.36%
$0
$762 Million 0.59% of portfolio
3,892
Q3 2025 Reduced 24.38%
$84.5B
$749 Million 0.58% of portfolio
11,985
Q3 2025 Added 8.31%
$196B
$744 Million 0.57% of portfolio
5,006
Q3 2025 Reduced 10.3%
$63.4B
$738 Million 0.57% of portfolio
2,644
Q3 2025 Added 15.81%

Summary

  • Portfolio
  • No. of Stocks 165
  • Current Value $130 Billion
  • Prior Value $125 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 18 stocks
  • Additional Purchases 69 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 stocks
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