13F Filings History of PUREfi Wealth, LLC

Latest 13F report
Q3 2025 - 21 Oct 2025
Value $
$130M
Signature - Title
Charles Corkery - Chief Compliance Officer
Location
Boston, MA
Summary
This page shows a list of all the recent 13F filings made by PUREfi Wealth, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. PUREfi Wealth, LLC reported 165 stock holdings with total value $130M as of Q3 2025. Top holdings included SYK, MSFT, IVV, AVGO, and AAPL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 165 $130M +$12.4M -$14.5M -$2.13M SYK, MSFT, IVV, AVGO, AAPL 13F-HR 21 Oct 2025, 10:58
Q2 2025 156 $125M +$23.7M -$5.65M +$18M CGSM, SYK, MSFT, AMZN, IVV 13F-HR 22 Jul 2025, 14:13
Q1 2025 137 $100M +$18.1M -$17.4M +$698K CGSM, SYK, MSFT, AAPL, AMZN 13F-HR 21 Apr 2025, 10:18
Q4 2024 152 $102M $0 $0 CGSM, SYK, MSFT, AAPL, AMZN 13F-HR 30 Jan 2025, 12:32