Pur Efi Wealth, LLC Portfolio Holdings

Pur Efi Wealth, LLC

  • $131 Billion
  • Q4 2025

Pur Efi Wealth, LLC has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $131 Billion distributed in 164 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Stryker Corp with a value of $7.5B, Walmart Inc. with a value of $6.05B, Microsoft Corp with a value of $4.99B, Apple Inc. with a value of $4.41B, and Ishares Core S&P 500 ETF with a value of $4.21B.

Examining the 13F form we can see an increase of $633M in the current position value, from $130B to 131B.

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 $131 Billion
ETFs: $43.7 Billion
Technology: $23.9 Billion
Healthcare: $14.8 Billion
Consumer Defensive: $8.46 Billion
Financial Services: $7.63 Billion
Consumer Cyclical: $6.53 Billion
Industrials: $5.92 Billion
Communication Services: $4.67 Billion
Other: $7.5 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$4.21 Billion 3.23% of portfolio
6,152
Q4 2025 Reduced 3.89%
$0
$3.02 Billion 2.32% of portfolio
4,434
Q4 2025 Reduced 0.36%
$0
$2.06 Billion 1.58% of portfolio
33,863
Q4 2025 Reduced 2.94%
$0
$1.73 Billion 1.33% of portfolio
31,632
Q4 2025 Reduced 6.18%
$0
$1.7 Billion 1.3% of portfolio
25,221
Q4 2025 Added 9.69%
$0
$1.43 Billion 1.09% of portfolio
9,948
Q4 2025 Added 0.66%
$0
$1.31 Billion 1.0% of portfolio
18,338
Q4 2025 Reduced 4.93%
$0
$1.27 Billion 0.97% of portfolio
12,706
Q4 2025 Added 34.11%
$0
$1.19 Billion 0.91% of portfolio
11,123
Q4 2025 Added 6.89%
$0
$1.12 Billion 0.86% of portfolio
4,551
Q3 2025 Reduced 12.02%
$0
$1.01 Billion 0.78% of portfolio
4,515
Q4 2024 New
$0
$967 Million 0.74% of portfolio
6,720
Q4 2025 Added 100.0%
$0
$942 Million 0.72% of portfolio
1,990
Q4 2025 Reduced 1.83%
$0
$913 Million 0.7% of portfolio
12,732
Q4 2025 Reduced 1.08%
$0
$840 Million 0.64% of portfolio
11,770
Q4 2025 Reduced 11.02%
$0
$821 Million 0.63% of portfolio
17,692
Q4 2025 Reduced 10.99%
$0
$809 Million 0.62% of portfolio
9,045
Q4 2025 Reduced 3.79%
$0
$796 Million 0.61% of portfolio
3,985
Q4 2025 Added 2.39%
$0
$753 Million 0.58% of portfolio
3,552
Q4 2025 Added 36.98%
$65.3B
$719 Million 0.55% of portfolio
8,861
Q4 2025 Added 1.62%
$0
$702 Million 0.54% of portfolio
3,359
Q2 2025 Reduced 5.11%
$0
$681 Million 0.52% of portfolio
5,524
Q4 2025 Added 0.89%
$0
$659 Million 0.5% of portfolio
1,922
Q4 2025 Added 0.47%
$0
$645 Million 0.49% of portfolio
1,637
Q4 2024 New
$0
$615 Million 0.47% of portfolio
11,433
Q4 2025 Reduced 12.69%
$0
$602 Million 0.46% of portfolio
1,913
Q2 2025 Reduced 0.05%
$0
$578 Million 0.44% of portfolio
24,064
Q4 2025 New
$0
$481 Million 0.37% of portfolio
2,420
Q4 2025 Reduced 49.75%
$0
$470 Million 0.36% of portfolio
14,400
Q3 2025 Reduced 5.26%
$0
$471 Million 0.36% of portfolio
2,237
Q4 2025 Reduced 13.36%
$0
$472 Million 0.36% of portfolio
626
Q4 2025 Reduced 0.79%
$0
$445 Million 0.34% of portfolio
5,395
Q4 2024 New
$0
$436 Million 0.33% of portfolio
5,150
Q2 2025 Added 2.3%
$0
$414 Million 0.32% of portfolio
7,291
Q4 2025 Added 67.42%
$0
$416 Million 0.32% of portfolio
5,599
Q4 2024 New
$0
$405 Million 0.31% of portfolio
3,139
Q4 2025 New
$0
$395 Million 0.3% of portfolio
3,884
Q4 2025 Reduced 9.34%
$0
$374 Million 0.29% of portfolio
13,000
Q3 2025 Added 14.04%
$0
$385 Million 0.29% of portfolio
7,022
Q4 2025 Reduced 0.79%
$0
$337 Million 0.26% of portfolio
4,498
Q4 2025 New
$0
$328 Million 0.25% of portfolio
7,933
Q3 2025 Reduced 10.85%
$0
$332 Million 0.25% of portfolio
1,907
Q2 2025 Reduced 32.73%
$0
$314 Million 0.24% of portfolio
1,040
Q4 2025 Added 0.1%
$0
$308 Million 0.24% of portfolio
11,757
Q3 2025 Reduced 4.86%
$0
$315 Million 0.24% of portfolio
6,774
Q4 2025 Reduced 9.76%
$0
$310 Million 0.24% of portfolio
4,233
Q4 2024 New
$0
$295 Million 0.23% of portfolio
480
Q4 2025 Reduced 26.49%
$0
$275 Million 0.21% of portfolio
5,980
Q4 2025 New
$0
$273 Million 0.21% of portfolio
6,400
Q4 2025 Added 100.0%

Summary

  • Portfolio
  • No. of Stocks 164
  • Current Value $131 Billion
  • Prior Value $130 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 12, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 22 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 60 stocks
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