Pur Efi Wealth, LLC Portfolio Holdings

Pur Efi Wealth, LLC

  • $125 Billion
  • Q2 2025

Pur Efi Wealth, LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $125 Billion distributed in 156 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Capital Grp Fixed Incm ETF T with a value of $11.3B, Stryker Corp with a value of $8.5B, Microsoft Corp with a value of $5.18B, Amazon Com Inc with a value of $3.29B, and Ishares Core S&P 500 ETF with a value of $3.23B.

Examining the 13F form we can see an increase of $25.1B in the current position value, from $100B to 125B.

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 $125 Billion
ETFs: $38.6 Billion
Technology: $23 Billion
Healthcare: $15.7 Billion
Financial Services: $8.49 Billion
Consumer Cyclical: $6.05 Billion
Industrials: $5.69 Billion
Consumer Defensive: $5.2 Billion
Communication Services: $3.37 Billion
Other: $6.09 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Capital Grp Fixed Incm ETF T
-
$11.3 Billion 9.0% of portfolio
-
Q2 2025 Reduced 6.2%
$151B
$8.5 Billion 6.8% of portfolio
21,486
Q2 2025 Added 0.02%
$3.83T
$5.18 Billion 4.14% of portfolio
10,419
Q2 2025 Added 9.84%
$2.35T
$3.29 Billion 2.63% of portfolio
14,983
Q2 2025 Added 8.0%
$0
$3.23 Billion 2.58% of portfolio
5,203
Q2 2025 Added 29.72%
$123B
$3.21 Billion 2.56% of portfolio
11,635
Q2 2025 Added 5.79%
$3.36T
$3.19 Billion 2.55% of portfolio
15,562
Q2 2025 Added 6.33%
$0
$2.89 Billion 2.31% of portfolio
4,679
Q2 2025 Added 3.72%
$265B
$2.52 Billion 2.01% of portfolio
25,741
Q2 2025 Reduced 3.53%
$447B
$1.84 Billion 1.47% of portfolio
11,641
Q2 2025 Added 26.41%
$0
$1.76 Billion 1.41% of portfolio
32,312
Q2 2025 Added 60.37%
$676B
$1.75 Billion 1.4% of portfolio
8,008
Q2 2025 Added 13.32%
$722B
$1.71 Billion 1.36% of portfolio
2,190
Q2 2025 Added 70.43%
$879B
$1.59 Billion 1.27% of portfolio
5,472
Q2 2025 Added 13.2%
$0
$1.53 Billion 1.22% of portfolio
31,639
Q2 2025 Added 75.24%
$574B
$1.4 Billion 1.12% of portfolio
3,944
Q2 2025 Added 4.95%
$437B
$1.31 Billion 1.04% of portfolio
8,548
Q2 2025 Added 21.52%
$1.2T
$1.29 Billion 1.03% of portfolio
7,252
Q2 2025 Added 16.89%
$0
$1.28 Billion 1.02% of portfolio
18,040
Q2 2025 Added 99.4%
$129B
$1.2 Billion 0.96% of portfolio
3,875
Q2 2025 Added 14.17%
$0
$1.2 Billion 0.96% of portfolio
11,450
Q2 2025 New
$0
$1.11 Billion 0.89% of portfolio
18,493
Q2 2025 Added 72.91%
$0
$1.12 Billion 0.89% of portfolio
5,173
Q2 2025 Reduced 6.17%
$466B
$1.1 Billion 0.88% of portfolio
10,231
Q2 2025 Added 15.51%
$381B
$1.09 Billion 0.87% of portfolio
2,982
Q2 2025 Added 11.14%
$335B
$1.08 Billion 0.87% of portfolio
5,829
Q2 2025 Added 17.73%
$155B
$995 Million 0.8% of portfolio
2,788
Q2 2025 Added 13.56%
$0
$968 Million 0.77% of portfolio
5,295
Q2 2025 Added 10.66%
$362B
$969 Million 0.77% of portfolio
6,079
Q2 2025 Added 18.99%
$0
$934 Million 0.75% of portfolio
14,710
Q2 2025 Added 56.84%
$139B
$891 Million 0.71% of portfolio
12,831
Q2 2025 Added 26.63%
$0
$887 Million 0.71% of portfolio
8,946
Q2 2025 Added 72.44%
$0
$890 Million 0.71% of portfolio
4,515
Q4 2024 New
$0
$892 Million 0.71% of portfolio
5,147
Q2 2025 Added 92.92%
$0
$871 Million 0.7% of portfolio
19,876
Q2 2025 Added 78.92%
$0
$861 Million 0.69% of portfolio
2,027
Q2 2025 Reduced 7.06%
$1.57T
$865 Million 0.69% of portfolio
1,172
Q2 2025 Added 8.92%
$99.5B
$854 Million 0.68% of portfolio
3,906
Q2 2025 Added 17.51%
$223B
$848 Million 0.68% of portfolio
2,902
Q2 2025 Added 19.37%
$0
$851 Million 0.68% of portfolio
3,360
Q2 2025 Reduced 1.18%
$0
$847 Million 0.68% of portfolio
9,398
Q2 2025 Added 67.52%
$1.26T
$831 Million 0.66% of portfolio
3,669
Q2 2025 Added 12.89%
$225B
$828 Million 0.66% of portfolio
6,090
Q2 2025 Reduced 7.77%
$72.2B
$795 Million 0.64% of portfolio
12,661
Q2 2025 Added 39.81%
$169B
$785 Million 0.63% of portfolio
2,029
Q2 2025 Added 27.37%
$0
$766 Million 0.61% of portfolio
11,696
Q2 2025 Added 75.27%
$1.18T
$752 Million 0.6% of portfolio
4,269
Q2 2025 Added 21.55%
$89.2B
$746 Million 0.6% of portfolio
11,065
Q2 2025 Added 11.02%
$173B
$712 Million 0.57% of portfolio
2,382
Q2 2025 Added 5.35%

Summary

  • Portfolio
  • No. of Stocks 156
  • Current Value $125 Billion
  • Prior Value $100 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 29 stocks
  • Additional Purchases 84 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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