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

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%
$0
$4.21 Billion 3.23% of portfolio
6,152
Q4 2025 Reduced 3.89%
$139B
$3.81 Billion 2.92% of portfolio
11,017
Q4 2025 Reduced 13.4%
$0
$3.02 Billion 2.32% of portfolio
4,434
Q4 2025 Reduced 0.36%
$2.39T
$2.96 Billion 2.27% of portfolio
12,819
Q4 2025 Reduced 11.67%
Capital Grp Fixed Incm ETF T
-
$2.58 Billion 1.98% of portfolio
-
Q4 2025 Added 0.21%
$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%
$0
$2.06 Billion 1.58% of portfolio
33,863
Q4 2025 Reduced 2.94%
$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%
$0
$1.7 Billion 1.3% of portfolio
25,221
Q4 2025 Added 9.69%
$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%
$0
$1.43 Billion 1.09% of portfolio
9,948
Q4 2025 Added 0.66%
$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%
$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
$168B
$1 Billion 0.77% of portfolio
12,487
Q4 2025 Reduced 8.01%
$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%
$0
$967 Million 0.74% of portfolio
6,720
Q4 2025 Added 100.0%
$346B
$958 Million 0.73% of portfolio
6,682
Q4 2025 Added 0.35%
$0
$942 Million 0.72% of portfolio
1,990
Q4 2025 Reduced 1.83%
$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%
$0
$913 Million 0.7% of portfolio
12,732
Q4 2025 Reduced 1.08%
$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%
$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
$821 Million 0.63% of portfolio
8,536
Q4 2025 Reduced 11.99%
$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%
$1.37T
$779 Million 0.6% of portfolio
1,180
Q4 2025 Reduced 3.67%
$0
$753 Million 0.58% of portfolio
3,552
Q4 2025 Added 36.98%
$152B
$737 Million 0.56% of portfolio
2,746
Q4 2025 Added 17.45%
$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%
Blackrock ETF Trust
-
$696 Million 0.53% of portfolio
-
Q4 2025 Added 233.81%

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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