Pure Financial Advisors, LLC Portfolio Holdings

Pure Financial Advisors, LLC

  • $5.49 Billion
  • Q2 2025

Pure Financial Advisors, LLC has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $5.49 Billion distributed in 472 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $604M, Vanguard Bd Index Fd Inc Total with a value of $497M, Ishares Tr with a value of $348M, Ishares Trust Ishares 1 5 Year with a value of $254M, and Dimensional ETF Tr U S Target with a value of $248M.

Examining the 13F form we can see an increase of $861M in the current position value, from $4.63B to 5.49B.

Below you can find more details about Pure Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $5.49 Billion
ETFs: $4.9 Billion
Technology: $170 Million
Financial Services: $64.5 Million
Consumer Cyclical: $59.6 Million
Industrials: $52 Million
Healthcare: $38.5 Million
Consumer Defensive: $29.9 Million
Communication Services: $28.6 Million
Other: $34.5 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$25.4B
$2.26 Million 0.04% of portfolio
306
Q2 2025 Reduced 1.61%
$220B
$2.28 Million 0.04% of portfolio
7,801
Q2 2025 Added 80.33%
$293B
$2.31 Million 0.04% of portfolio
16,923
Q2 2025 Added 53.87%
$253B
$1.73 Million 0.03% of portfolio
5,865
Q2 2025 Added 23.29%
$313B
$1.68 Million 0.03% of portfolio
20,993
Q2 2025 Added 3.89%
$280B
$1.75 Million 0.03% of portfolio
25,181
Q2 2025 Added 48.39%
$331B
$1.78 Million 0.03% of portfolio
9,564
Q2 2025 Added 27.03%
$221B
$1.9 Million 0.03% of portfolio
15,284
Q2 2025 Added 24.21%
$310M
$1.91 Million 0.03% of portfolio
84,824
Q3 2020 New
$107B
$1.87 Million 0.03% of portfolio
31,853
Q2 2025 Reduced 3.72%
$67.5B
$1.07 Million 0.02% of portfolio
2,749
Q2 2025 Added 39.33%
$28.2B
$908,000 0.02% of portfolio
2,248
Q2 2025 New
$74B
$938,000 0.02% of portfolio
10,327
Q2 2025 Added 30.03%
$194B
$1.02 Million 0.02% of portfolio
993
Q2 2025 Added 16.0%
$34.3B
$1.04 Million 0.02% of portfolio
10,890
Q2 2025 Reduced 2.22%
$111B
$1.05 Million 0.02% of portfolio
11,486
Q2 2025 Added 11.38%
$283B
$1.06 Million 0.02% of portfolio
4,135
Q2 2025 Added 14.23%
$180B
$1.06 Million 0.02% of portfolio
24,610
Q2 2025 Added 50.88%
$229B
$903,000 0.02% of portfolio
156
Q2 2025 Added 231.91%
$79.5B
$843,000 0.02% of portfolio
4,523
Q2 2025 Added 6.5%
$358B
$830,000 0.02% of portfolio
2,732
Q2 2025 Added 60.8%
$181B
$836,000 0.02% of portfolio
2,799
Q2 2025 Added 21.43%
$34B
$847,000 0.02% of portfolio
4,371
Q2 2025 Added 3.04%
$239B
$887,000 0.02% of portfolio
1,254
Q2 2025 Added 68.32%
$173B
$888,000 0.02% of portfolio
9,737
Q2 2025 Added 4.99%
$173B
$1.08 Million 0.02% of portfolio
2,800
Q2 2025 Added 14.99%
$146B
$1.1 Million 0.02% of portfolio
8,930
Q2 2025 Added 5.03%
$1.22T
$1.24 Million 0.02% of portfolio
5,492
Q2 2025 Added 61.67%
$121B
$1.29 Million 0.02% of portfolio
2,891
Q2 2025 Added 248.73%
$16.7B
$1.29 Million 0.02% of portfolio
22,460
Q2 2025 Added 10.29%
$164B
$1.35 Million 0.02% of portfolio
4,822
Q2 2025 Added 15.64%
$149B
$1.12 Million 0.02% of portfolio
2,819
Q2 2025 Added 29.43%
$227B
$1.13 Million 0.02% of portfolio
3,541
Q2 2025 Added 32.32%
$181B
$1.18 Million 0.02% of portfolio
2,163
Q2 2025 Added 6.87%
$195B
$1.21 Million 0.02% of portfolio
41,861
Q2 2025 Added 42.08%
$17.7B
$413,000 0.01% of portfolio
2,509
Q2 2025 Added 11.17%
$41.2B
$404,000 0.01% of portfolio
2,406
Q2 2025 Added 34.87%
$53B
$405,000 0.01% of portfolio
5,438
Q2 2025 Added 7.88%
$36.3B
$407,000 0.01% of portfolio
5,662
Q2 2025 Added 14.52%
$38.8B
$420,000 0.01% of portfolio
3,915
Q2 2025 Added 3.82%
$16.5B
$418,000 0.01% of portfolio
6,913
Q2 2025 Added 1.23%
$48.7B
$401,000 0.01% of portfolio
7,106
Q2 2025 Added 58.76%
$7.03B
$379,000 0.01% of portfolio
19,266
Q2 2025 New
$74.1B
$389,000 0.01% of portfolio
11,934
Q2 2025 New
$8.52B
$395,000 0.01% of portfolio
6,264
Q2 2025 Reduced 5.68%
$50.6B
$397,000 0.01% of portfolio
1,586
Q2 2025 Added 12.96%
$85.3B
$397,000 0.01% of portfolio
2,984
Q2 2025 Added 36.57%
$12.2B
$398,000 0.01% of portfolio
8,542
Q2 2025 Reduced 1.54%
$147B
$399,000 0.01% of portfolio
3,462
Q2 2025 Added 17.4%

Summary

  • Portfolio
  • No. of Stocks 472
  • Current Value $5.49 Billion
  • Prior Value $4.63 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 18, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 94 stocks
  • Additional Purchases 286 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 76 stocks
Track This Portfolio

Track Pure Financial Advisors, LLC Portfolio

Follow Pure Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pure Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pure Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email