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