Pur Efi Wealth, LLC Portfolio Holdings

Pur Efi Wealth, LLC

  • $125 Billion
  • Q2 2025

Pur Efi Wealth, LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $125 Billion distributed in 156 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Capital Grp Fixed Incm ETF T with a value of $11.3B, Stryker Corp with a value of $8.5B, Microsoft Corp with a value of $5.18B, Amazon Com Inc with a value of $3.29B, and Ishares Core S&P 500 ETF with a value of $3.23B.

Examining the 13F form we can see an increase of $25.1B in the current position value, from $100B to 125B.

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 $125 Billion
ETFs: $38.6 Billion
Technology: $23 Billion
Healthcare: $15.7 Billion
Financial Services: $8.49 Billion
Consumer Cyclical: $6.05 Billion
Industrials: $5.69 Billion
Consumer Defensive: $5.2 Billion
Communication Services: $3.37 Billion
Other: $6.09 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.23 Billion 2.58% of portfolio
5,203
Q2 2025 Added 29.72%
$0
$2.89 Billion 2.31% of portfolio
4,679
Q2 2025 Added 3.72%
$0
$1.76 Billion 1.41% of portfolio
32,312
Q2 2025 Added 60.37%
$0
$1.53 Billion 1.22% of portfolio
31,639
Q2 2025 Added 75.24%
$0
$1.31 Billion 1.05% of portfolio
9,825
Q2 2025 New
$0
$1.28 Billion 1.02% of portfolio
18,040
Q2 2025 Added 99.4%
$0
$1.2 Billion 0.96% of portfolio
11,450
Q2 2025 New
$0
$1.11 Billion 0.89% of portfolio
18,493
Q2 2025 Added 72.91%
$0
$1.12 Billion 0.89% of portfolio
5,173
Q2 2025 Reduced 6.17%
$0
$968 Million 0.77% of portfolio
5,295
Q2 2025 Added 10.66%
$0
$934 Million 0.75% of portfolio
14,710
Q2 2025 Added 56.84%
$0
$887 Million 0.71% of portfolio
8,946
Q2 2025 Added 72.44%
$0
$890 Million 0.71% of portfolio
4,515
Q4 2024 New
$0
$892 Million 0.71% of portfolio
5,147
Q2 2025 Added 92.92%
$0
$871 Million 0.7% of portfolio
19,876
Q2 2025 Added 78.92%
$0
$861 Million 0.69% of portfolio
2,027
Q2 2025 Reduced 7.06%
$0
$847 Million 0.68% of portfolio
9,398
Q2 2025 Added 67.52%
$0
$766 Million 0.61% of portfolio
11,696
Q2 2025 Added 75.27%
$0
$661 Million 0.53% of portfolio
6,003
Q2 2025 Added 25.32%
$0
$648 Million 0.52% of portfolio
13,095
Q2 2025 Reduced 18.64%
$0
$647 Million 0.52% of portfolio
3,359
Q2 2025 Reduced 5.11%
$0
$593 Million 0.47% of portfolio
1,637
Q4 2024 New
$0
$549 Million 0.44% of portfolio
4,903
Q2 2025 Added 17.21%
$0
$546 Million 0.44% of portfolio
1,913
Q2 2025 Reduced 0.05%
$0
$525 Million 0.42% of portfolio
2,705
Q1 2025 Added 46.53%
$0
$499 Million 0.4% of portfolio
2,556
Q2 2025 Added 85.08%
$0
$448 Million 0.36% of portfolio
9,680
Q2 2025 Added 20.77%
$0
$442 Million 0.35% of portfolio
1,453
Q2 2025 Reduced 32.2%
$0
$444 Million 0.35% of portfolio
15,200
Q2 2025 New
$53.9B
$439 Million 0.35% of portfolio
7,046
Q2 2025 Added 83.92%
$0
$419 Million 0.33% of portfolio
631
Q2 2025 Reduced 23.14%
$0
$418 Million 0.33% of portfolio
5,395
Q4 2024 New
$0
$398 Million 0.32% of portfolio
5,150
Q2 2025 Added 2.3%
$0
$384 Million 0.31% of portfolio
14,142
Q2 2025 New
$0
$371 Million 0.3% of portfolio
7,079
Q2 2025 Reduced 48.64%
$0
$377 Million 0.3% of portfolio
4,512
Q2 2025 Added 15.4%
$0
$357 Million 0.29% of portfolio
648
Q2 2025 Added 10.58%
$0
$358 Million 0.29% of portfolio
5,599
Q4 2024 New
$0
$350 Million 0.28% of portfolio
5,891
Q1 2025 Added 27.9%
$0
$338 Million 0.27% of portfolio
8,898
Q2 2025 New
$0
$329 Million 0.26% of portfolio
11,400
Q2 2025 New
$0
$311 Million 0.25% of portfolio
1,907
Q2 2025 Reduced 32.73%
$0
$294 Million 0.24% of portfolio
12,357
Q2 2025 New
$0
$288 Million 0.23% of portfolio
1,039
Q1 2025 Reduced 5.29%
$0
$272 Million 0.22% of portfolio
2,676
Q2 2025 New
$0
$274 Million 0.22% of portfolio
4,233
Q4 2024 New
$0
$261 Million 0.21% of portfolio
3,200
Q2 2025 Reduced 20.0%
$0
$260 Million 0.21% of portfolio
4,562
Q2 2025 Reduced 31.88%
$0
$254 Million 0.2% of portfolio
9,600
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 156
  • Current Value $125 Billion
  • Prior Value $100 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 29 stocks
  • Additional Purchases 84 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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