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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$136B
$7.5 Billion 5.75% of portfolio
21,339
Q4 2025 Added 0.12%
$279B
$6.05 Billion 4.63% of portfolio
54,303
Q4 2025 Added 65.07%
$3.78T
$4.99 Billion 3.82% of portfolio
10,314
Q4 2025 Reduced 4.37%
$4.3T
$4.41 Billion 3.38% of portfolio
16,218
Q4 2025 Added 7.47%
$139B
$3.81 Billion 2.92% of portfolio
11,017
Q4 2025 Reduced 13.4%
$2.39T
$2.96 Billion 2.27% of portfolio
12,819
Q4 2025 Reduced 11.67%
$465B
$2.51 Billion 1.93% of portfolio
13,477
Q4 2025 Reduced 2.13%
$971B
$2.36 Billion 1.81% of portfolio
2,198
Q4 2025 Reduced 9.95%
$522B
$1.95 Billion 1.49% of portfolio
9,425
Q4 2025 Reduced 1.44%
$1.74T
$1.95 Billion 1.49% of portfolio
6,215
Q4 2025 Reduced 2.83%
$1.46T
$1.9 Billion 1.46% of portfolio
6,264
Q4 2025 Added 28.94%
$881B
$1.82 Billion 1.39% of portfolio
5,649
Q4 2025 Reduced 1.03%
$490B
$1.64 Billion 1.26% of portfolio
13,657
Q4 2025 Added 26.76%
$1.65T
$1.43 Billion 1.1% of portfolio
4,579
Q4 2025 Added 1.31%
$414B
$1.39 Billion 1.06% of portfolio
6,064
Q4 2025 Added 0.6%
$367B
$1.37 Billion 1.05% of portfolio
3,991
Q4 2025 Added 28.2%
$533B
$996 Million 0.76% of portfolio
2,841
Q4 2025 Reduced 20.55%
$224B
$989 Million 0.76% of portfolio
3,236
Q4 2025 Added 1.31%
$346B
$958 Million 0.73% of portfolio
6,682
Q4 2025 Added 0.35%
$140B
$925 Million 0.71% of portfolio
2,904
Q4 2025 Added 5.33%
$104B
$915 Million 0.7% of portfolio
3,557
Q4 2025 Reduced 6.59%
$593B
$887 Million 0.68% of portfolio
4,551
Q4 2025 Reduced 31.96%
$67.3B
$837 Million 0.64% of portfolio
2,884
Q4 2025 Added 9.08%
$1.37T
$779 Million 0.6% of portfolio
1,180
Q4 2025 Reduced 3.67%
$152B
$737 Million 0.56% of portfolio
2,746
Q4 2025 Added 17.45%
$74.3B
$694 Million 0.53% of portfolio
11,552
Q4 2025 Reduced 19.31%
$76.2B
$653 Million 0.5% of portfolio
12,136
Q4 2025 Added 1.26%
$89.7B
$627 Million 0.48% of portfolio
3,379
Q4 2025 Reduced 18.68%
$300B
$612 Million 0.47% of portfolio
1,853
Q4 2025 Added 1.26%
$405B
$586 Million 0.45% of portfolio
548
Q4 2025 New
$319B
$573 Million 0.44% of portfolio
7,438
Q4 2025 Reduced 2.54%
$123B
$540 Million 0.41% of portfolio
1,116
Q4 2025 Added 0.72%
$303B
$524 Million 0.4% of portfolio
3,439
Q4 2025 Added 1.63%
$23.9B
$519 Million 0.4% of portfolio
-
Q4 2025 New
$136B
$505 Million 0.39% of portfolio
2,184
Q4 2025 Reduced 1.49%
$19B
$503 Million 0.39% of portfolio
2,674
Q4 2025 Added 0.56%
$74.3B
$481 Million 0.37% of portfolio
2,305
Q4 2025 Added 2.35%
$94.5B
$481 Million 0.37% of portfolio
1,429
Q4 2025 Added 27.59%
$204B
$464 Million 0.36% of portfolio
3,231
Q4 2025 Added 2.31%
$388B
$441 Million 0.34% of portfolio
2,059
Q4 2025 Reduced 7.92%
$1.29T
$446 Million 0.34% of portfolio
991
Q4 2025 Added 1.64%
$279B
$433 Million 0.33% of portfolio
1,784
Q4 2025 Added 24.58%
$29.2B
$424 Million 0.32% of portfolio
15,075
Q4 2025 Added 1.87%
$42.6B
$409 Million 0.31% of portfolio
2,971
Q4 2025 Added 29.57%
$28.9B
$397 Million 0.3% of portfolio
4,496
Q4 2025 Added 2.04%
$27.1B
$398 Million 0.3% of portfolio
11,367
Q4 2025 Added 2.14%
$111B
$370 Million 0.28% of portfolio
817
Q4 2025 Reduced 13.36%
$118B
$363 Million 0.28% of portfolio
1,337
Q4 2025 Reduced 4.84%
$100B
$367 Million 0.28% of portfolio
1,345
Q4 2025 Added 2.44%

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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