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
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