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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$135B
$7.88 Billion 6.07% of portfolio
21,314
Q3 2025 Reduced 0.8%
$3.86T
$5.59 Billion 4.3% of portfolio
10,785
Q3 2025 Added 3.51%
$150B
$4.2 Billion 3.23% of portfolio
12,721
Q3 2025 Added 9.33%
$4.35T
$3.84 Billion 2.96% of portfolio
15,091
Q3 2025 Reduced 3.03%
$275B
$3.39 Billion 2.61% of portfolio
32,897
Q3 2025 Added 27.8%
$2.49T
$3.19 Billion 2.45% of portfolio
14,512
Q3 2025 Reduced 3.14%
$505B
$2.57 Billion 1.98% of portfolio
13,771
Q3 2025 Added 18.3%
$708B
$1.88 Billion 1.45% of portfolio
6,689
Q3 2025 Reduced 16.47%
$820B
$1.86 Billion 1.43% of portfolio
2,441
Q3 2025 Added 11.46%
$913B
$1.8 Billion 1.39% of portfolio
5,708
Q3 2025 Added 4.31%
$494B
$1.77 Billion 1.36% of portfolio
9,563
Q3 2025 Added 11.87%
$1.72T
$1.56 Billion 1.2% of portfolio
6,396
Q3 2025 Reduced 11.8%
$386B
$1.4 Billion 1.07% of portfolio
6,028
Q3 2025 Added 3.41%
$1.56T
$1.36 Billion 1.04% of portfolio
4,858
Q3 2025 Added 32.41%
$389B
$1.26 Billion 0.97% of portfolio
3,113
Q3 2025 Added 4.39%
$557B
$1.22 Billion 0.94% of portfolio
3,576
Q3 2025 Reduced 9.33%
$108B
$1.12 Billion 0.86% of portfolio
3,808
Q3 2025 Reduced 1.73%
$1.68T
$1.1 Billion 0.85% of portfolio
4,520
Q3 2025 Added 5.88%
$160B
$1.02 Billion 0.79% of portfolio
13,575
Q3 2025 Added 5.8%
$356B
$1.02 Billion 0.79% of portfolio
6,659
Q3 2025 Added 9.54%
$152B
$1.03 Billion 0.79% of portfolio
2,757
Q3 2025 Reduced 1.11%
$220B
$971 Million 0.75% of portfolio
3,194
Q3 2025 Added 10.06%
$70.5B
$907 Million 0.7% of portfolio
14,317
Q3 2025 Added 13.08%
$1.46T
$899 Million 0.69% of portfolio
1,225
Q3 2025 Added 4.52%
$88.4B
$837 Million 0.64% of portfolio
4,155
Q3 2025 Added 6.37%
$78.8B
$749 Million 0.58% of portfolio
11,985
Q3 2025 Added 8.31%
$207B
$744 Million 0.57% of portfolio
5,006
Q3 2025 Reduced 10.3%
$63B
$738 Million 0.57% of portfolio
2,644
Q3 2025 Added 15.81%
$70.5B
$673 Million 0.52% of portfolio
1,887
Q3 2025 Reduced 0.63%
$319B
$632 Million 0.49% of portfolio
1,830
Q3 2025 Added 10.71%
$158B
$620 Million 0.48% of portfolio
1,758
Q3 2025 Reduced 13.36%
$216B
$610 Million 0.47% of portfolio
4,553
Q3 2025 Reduced 25.24%
$158B
$576 Million 0.44% of portfolio
2,338
Q3 2025 Reduced 1.85%
$526B
$553 Million 0.43% of portfolio
972
Q3 2025 Reduced 1.02%
$129B
$553 Million 0.43% of portfolio
1,108
Q3 2025 Added 15.54%
$18.6B
$546 Million 0.42% of portfolio
2,659
Q3 2025 Added 0.72%
$300B
$522 Million 0.4% of portfolio
7,632
Q3 2025 Added 47.22%
$309B
$526 Million 0.4% of portfolio
3,384
Q3 2025 Added 18.16%
$135B
$524 Million 0.4% of portfolio
2,217
Q3 2025 Reduced 3.78%
$28.9B
$483 Million 0.37% of portfolio
14,798
Q3 2025 Added 104.79%
$73.8B
$452 Million 0.35% of portfolio
2,252
Q3 2025 Added 15.61%
$11.2B
$451 Million 0.35% of portfolio
2,168
Q3 2025 Reduced 0.91%
$201B
$444 Million 0.34% of portfolio
3,158
Q3 2025 Added 15.55%
$75.3B
$448 Million 0.34% of portfolio
5,456
Q3 2025 Reduced 2.45%
$1.44T
$434 Million 0.33% of portfolio
975
Q3 2025 Added 14.57%
$186B
$415 Million 0.32% of portfolio
451
Q3 2025 Added 49.34%
$26.9B
$414 Million 0.32% of portfolio
11,129
Q3 2025 Added 31.84%
$28.9B
$396 Million 0.31% of portfolio
4,406
Q3 2025 Added 16.13%
$127B
$398 Million 0.31% of portfolio
570
Q3 2025 Reduced 5.63%

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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