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
$94.6B
$382 Million 0.29% of portfolio
1,120
Q3 2025 New
$411B
$362 Million 0.28% of portfolio
2,236
Q3 2025 Added 2.57%
$0
$365 Million 0.28% of portfolio
5,891
Q1 2025 Added 27.9%
$108B
$369 Million 0.28% of portfolio
943
Q3 2025 Added 0.75%
$135B
$365 Million 0.28% of portfolio
1,735
Q3 2025 Reduced 10.06%
$120B
$345 Million 0.27% of portfolio
1,405
Q3 2025 Reduced 18.46%
$42.2B
$353 Million 0.27% of portfolio
2,786
Q3 2025 Added 14.89%
$0
$351 Million 0.27% of portfolio
7,507
Q3 2025 Reduced 22.45%
$94.5B
$355 Million 0.27% of portfolio
1,313
Q3 2025 Added 17.55%
$407B
$340 Million 0.26% of portfolio
367
Q2 2025 Added 5.16%
$0
$326 Million 0.25% of portfolio
1,907
Q2 2025 Reduced 32.73%
$28.3B
$308 Million 0.24% of portfolio
3,647
Q3 2025 Reduced 0.33%
$6.22B
$313 Million 0.24% of portfolio
4,554
Q3 2025 Added 4.74%
$0
$314 Million 0.24% of portfolio
7,933
Q3 2025 Reduced 10.85%
$39.3B
$306 Million 0.24% of portfolio
2,293
Q3 2025 Added 16.34%
$0
$309 Million 0.24% of portfolio
1,039
Q1 2025 Reduced 5.29%
$0
$302 Million 0.23% of portfolio
11,757
Q3 2025 Reduced 4.86%
Blackrock ETF Trust
-
$304 Million 0.23% of portfolio
-
Q3 2025 Reduced 3.13%
$48.3B
$305 Million 0.23% of portfolio
320
Q4 2024 New
$0
$300 Million 0.23% of portfolio
4,233
Q4 2024 New
Fidelity Ethereum Fd
-
$291 Million 0.22% of portfolio
-
Q3 2025 New
$261B
$285 Million 0.22% of portfolio
1,706
Q3 2025 Reduced 3.45%
$19.9B
$274 Million 0.21% of portfolio
523
Q3 2025 Added 0.58%
$278B
$278 Million 0.21% of portfolio
985
Q3 2025 Reduced 13.67%
$0
$273 Million 0.21% of portfolio
4,562
Q2 2025 Reduced 31.88%
$35.5B
$272 Million 0.21% of portfolio
2,377
Q3 2025 Reduced 6.08%
$177B
$278 Million 0.21% of portfolio
1,513
Q3 2025 Reduced 32.61%
$83.8B
$270 Million 0.21% of portfolio
1,514
Q3 2025 Reduced 16.68%
$0
$279 Million 0.21% of portfolio
3,200
Q2 2025 Reduced 20.0%
$54.3B
$273 Million 0.21% of portfolio
1,002
Q3 2025 Reduced 27.5%
$144B
$263 Million 0.2% of portfolio
2,696
Q3 2025 New
$19B
$259 Million 0.2% of portfolio
3,382
Q3 2025 Added 3.87%
$87.2B
$265 Million 0.2% of portfolio
2,435
Q3 2025 Reduced 0.41%
$73.3B
$254 Million 0.2% of portfolio
928
Q3 2025 Added 1.87%
Ishares Bitcoin Trust ETF
-
$260 Million 0.2% of portfolio
-
Q3 2025 New
$0
$262 Million 0.2% of portfolio
9,434
Q3 2025 Reduced 33.29%
$0
$241 Million 0.19% of portfolio
4,355
Q3 2025 Reduced 0.77%
$119B
$248 Million 0.19% of portfolio
106
Q3 2025 Added 3.92%
$27B
$244 Million 0.19% of portfolio
732
Q3 2025 Added 4.72%
$0
$249 Million 0.19% of portfolio
407
Q1 2025 New
$0
$245 Million 0.19% of portfolio
2,346
Q2 2025 New
$0
$246 Million 0.19% of portfolio
9,000
Q3 2025 Reduced 6.25%
$185B
$252 Million 0.19% of portfolio
369
Q3 2025 Added 4.53%
$14.5B
$238 Million 0.18% of portfolio
1,340
Q3 2025 New
$46.8B
$228 Million 0.18% of portfolio
946
Q3 2025 Reduced 36.04%
$13.9B
$239 Million 0.18% of portfolio
4,641
Q3 2025 Added 3.83%
$0
$239 Million 0.18% of portfolio
1,986
Q2 2025 New
$0
$236 Million 0.18% of portfolio
1,659
Q3 2025 Reduced 2.47%
Proshares Tr
-
$235 Million 0.18% of portfolio
-
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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