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
$0
$709 Million 0.55% of portfolio
13,095
Q2 2025 Reduced 18.64%
$0
$703 Million 0.54% of portfolio
3,359
Q2 2025 Reduced 5.11%
$72.4B
$673 Million 0.52% of portfolio
1,887
Q3 2025 Reduced 0.63%
$0
$661 Million 0.51% of portfolio
5,475
Q3 2025 Reduced 8.8%
$0
$648 Million 0.5% of portfolio
1,637
Q4 2024 New
$0
$637 Million 0.49% of portfolio
1,913
Q3 2025 Added 31.66%
$0
$636 Million 0.49% of portfolio
12,171
Q3 2025 New
$300B
$632 Million 0.49% of portfolio
1,830
Q3 2025 Added 10.71%
$65.3B
$635 Million 0.49% of portfolio
8,720
Q3 2025 Added 23.76%
$151B
$620 Million 0.48% of portfolio
1,758
Q3 2025 Reduced 13.36%
$228B
$610 Million 0.47% of portfolio
4,553
Q3 2025 Reduced 25.24%
$0
$589 Million 0.45% of portfolio
1,913
Q2 2025 Reduced 0.05%
$152B
$576 Million 0.44% of portfolio
2,338
Q3 2025 Reduced 1.85%
$512B
$553 Million 0.43% of portfolio
972
Q3 2025 Reduced 1.02%
$123B
$553 Million 0.43% of portfolio
1,108
Q3 2025 Added 15.54%
$19B
$546 Million 0.42% of portfolio
2,659
Q3 2025 Added 0.72%
Blackrock Inc
-
$536 Million 0.41% of portfolio
-
Q3 2025 Added 2.0%
$0
$526 Million 0.4% of portfolio
2,582
Q3 2025 Reduced 4.55%
$319B
$522 Million 0.4% of portfolio
7,632
Q3 2025 Added 47.22%
$303B
$526 Million 0.4% of portfolio
3,384
Q3 2025 Added 18.16%
$136B
$524 Million 0.4% of portfolio
2,217
Q3 2025 Reduced 3.78%
$29.2B
$483 Million 0.37% of portfolio
14,798
Q3 2025 Added 104.79%
$0
$471 Million 0.36% of portfolio
631
Q2 2025 Reduced 23.14%
$74.3B
$452 Million 0.35% of portfolio
2,252
Q3 2025 Added 15.61%
$9.97B
$451 Million 0.35% of portfolio
2,168
Q3 2025 Reduced 0.91%
$0
$460 Million 0.35% of portfolio
14,400
Q3 2025 Reduced 5.26%
$0
$441 Million 0.34% of portfolio
4,284
Q3 2025 Added 60.09%
$0
$442 Million 0.34% of portfolio
5,395
Q4 2024 New
$204B
$444 Million 0.34% of portfolio
3,158
Q3 2025 Added 15.55%
Blackrock ETF Trust Ii
-
$441 Million 0.34% of portfolio
-
Q3 2025 Added 2.7%
$69.4B
$448 Million 0.34% of portfolio
5,456
Q3 2025 Reduced 2.45%
$0
$425 Million 0.33% of portfolio
5,150
Q2 2025 Added 2.3%
$1.29T
$434 Million 0.33% of portfolio
975
Q3 2025 Added 14.57%
$169B
$415 Million 0.32% of portfolio
451
Q3 2025 Added 49.34%
$0
$416 Million 0.32% of portfolio
3,649
Q3 2025 Reduced 25.58%
$27.1B
$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%
$123B
$398 Million 0.31% of portfolio
570
Q3 2025 Reduced 5.63%
Te Connectivity PLC
-
$407 Million 0.31% of portfolio
-
Q3 2025 Added 17.1%
$181B
$389 Million 0.3% of portfolio
3,974
Q3 2025 New
$45.2B
$394 Million 0.3% of portfolio
694
Q3 2025 Reduced 0.43%
$0
$385 Million 0.3% of portfolio
13,000
Q3 2025 Added 14.04%
$0
$392 Million 0.3% of portfolio
653
Q3 2025 Added 0.77%
$55.6B
$379 Million 0.29% of portfolio
2,590
Q3 2025 Reduced 6.02%
$74.9B
$374 Million 0.29% of portfolio
1,436
Q3 2025 Added 13.43%
$279B
$383 Million 0.29% of portfolio
1,432
Q3 2025 Reduced 1.04%
$0
$374 Million 0.29% of portfolio
5,599
Q4 2024 New
$0
$381 Million 0.29% of portfolio
7,078
Q3 2025 Reduced 0.01%
$24.8B
$380 Million 0.29% of portfolio
1,965
Q3 2025 New

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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