13F Filings History of PUREfi Wealth, LLC

Latest 13F report
Q4 2025 - 12 Jan 2026
Value $
$130,541,115
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 164 stock holdings with total value $130,541,115 as of Q4 2025. Top holdings included SYK, WMT, MSFT, AAPL, and IVV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 164 $130,541,115 +$13,911,136 -$13,898,943 +$12,193 SYK, WMT, MSFT, AAPL, IVV 13F-HR 12 Jan 2026, 14:05
Q3 2025 165 $129,908,510 +$12,414,524 -$14,548,028 -$2,133,504 SYK, MSFT, IVV, AVGO, AAPL 13F-HR 21 Oct 2025, 10:58
Q2 2025 156 $125,070,530 +$23,697,388 -$5,653,412 +$18,043,976 CGSM, SYK, MSFT, AMZN, IVV 13F-HR 22 Jul 2025, 14:13
Q1 2025 137 $99,956,295 +$18,075,989 -$17,377,578 +$698,411 CGSM, SYK, MSFT, AAPL, AMZN 13F-HR 21 Apr 2025, 10:18
Q4 2024 152 $102,202,500 $0 $0 $0 CGSM, SYK, MSFT, AAPL, AMZN 13F-HR 30 Jan 2025, 12:32