Pure Financial Advisors, LLC

Pure Financial Advisors, LLC reported 636 holdings worth US$7.86B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 17, 2026

Pure Financial Advisors, LLC reported 636 holdings worth US$7.86B as of Jun 30, 2026. Largest: Apple Inc, Pathward Financial, Inc. and Nvidia Corporation. Filed Aug 17, 2026 (Form 13F).

Holdings
636
Value as reported
US$7.86B

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc312KUS$90.3M1.1%
Pathward Financial, Inc.0US$73.1M0.93%
Nvidia Corporation213KUS$42.7M0.54%
Alphabet Inc (google) Class C97,951US$35M0.45%
Microsoft Corp.86,442US$32.2M0.41%
Amazon.com, Inc.120KUS$28.6M0.36%
Caterpillar, Inc.17,678US$18.8M0.24%
Berkshire Hathaway Inc.32,512US$16.3M0.21%
Tesla, Inc.38,300US$16.1M0.21%
Jp Morgan Chase & Co.48,966US$16M0.20%
Micron Technology, Inc.8,505US$9.82M0.12%
Broadcom Inc.24,948US$9.42M0.12%
Costco Wholesale Corporation10,000US$9.35M0.12%
Visa Inc.26,643US$9.14M0.12%
Eli Lilly And Company7,010US$8.41M0.11%
Rtx Corporation44,222US$8.39M0.11%
Walmart Inc.71,174US$8.06M0.10%
Merck & Company, Inc.59,640US$7.66M0.10%
Johnson & Johnson29,199US$7.42M0.09%
Lam Research Corporation15,874US$6.88M0.09%
Oracle Corporation45,603US$6.68M0.09%
Meta Platforms, Inc.11,565US$6.51M0.08%
Sandisk Corporation2,738US$6.23M0.08%
Unitedhealth Group Incorporated14,581US$6.06M0.08%
Abbvie Inc.23,887US$6.01M0.08%
Boeing Company (the)27,208US$5.89M0.07%
Advanced Micro Devices Inc10,091US$5.86M0.07%
Home Depot, Inc. (the)16,447US$5.8M0.07%
Lowe's Companies, Inc.25,305US$5.58M0.07%
Mastercard Incorporated10,858US$5.58M0.07%
Qualcomm Incorporated27,280US$5.04M0.06%
Duke Energy Corporation (holding Company)37,983US$4.81M0.06%
Dba Sempra49,127US$4.55M0.06%
Western Digital Corporation6,794US$4.34M0.06%
Pepsico, Inc.27,503US$3.72M0.05%
Intel Corporation26,464US$3.7M0.05%
Cisco Systems, Inc.30,992US$3.64M0.05%
General Dynamics Corporation10,177US$3.6M0.05%
Taiwan Semiconductor Manufacturing Co., Ltd.7,100US$3.39M0.04%
Applied Materials, Inc.4,587US$3.32M0.04%
Chevron Corporation19,798US$3.28M0.04%
Reliance, Inc.8,433US$3.15M0.04%
Asml Holding Nv1,510US$3M0.04%
Netflix, Inc.41,586US$2.97M0.04%
Amgen Inc.7,972US$2.89M0.04%
Procter & Gamble Company (the)19,118US$2.8M0.04%
Sherwin-williams Company (the)7,866US$2.71M0.03%
Wells Fargo & Company32,109US$2.65M0.03%
Northrop Grumman Corporation4,938US$2.52M0.03%
Kla Corporation8,304US$2.51M0.03%
Philip Morris International Inc13,842US$2.5M0.03%
Corning Incorporated9,766US$2.49M0.03%
Abbott Laboratories27,237US$2.47M0.03%
Mvb Financial Corp.84,824US$2.46M0.03%
Lockheed Martin Corporation4,818US$2.45M0.03%
Mcdonald's Corporation8,854US$2.39M0.03%
Bank Of America Corporation40,195US$2.29M0.03%
Nvr, Inc.331US$2.26M0.03%
Palantir Technologies Inc.18,815US$2.2M0.03%
Tjx Companies, Inc. (the)14,358US$2.18M0.03%
Leidos Holdings, Inc.21,077US$2.17M0.03%
Ge Aerospace5,764US$2.15M0.03%
Realty Income Corporation34,758US$2.15M0.03%
Rockwell Automation, Inc.4,294US$2.13M0.03%
United Parcel Service, Inc.19,267US$2.07M0.03%
International Business Machines Corporation6,905US$1.94M0.02%
Palo Alto Networks, Inc.5,265US$1.8M0.02%
Intuitive Surgical, Inc.4,428US$1.76M0.02%
Altria Group, Inc.23,753US$1.71M0.02%
Walt Disney Company (the)17,380US$1.67M0.02%
Aflac Incorporated14,205US$1.67M0.02%
Science Applications International Corporation15,083US$1.67M0.02%
Vertex Pharmaceuticals Incorporated3,310US$1.64M0.02%
Goldman Sachs Group, Inc. (the)1,607US$1.63M0.02%
Starbucks Corporation15,378US$1.57M0.02%
Arista Networks, Inc.9,171US$1.56M0.02%
Ge Vernova Inc.1,303US$1.53M0.02%
Everpure, Inc.18,652US$1.47M0.02%
Citigroup, Inc.10,242US$1.43M0.02%
Coca-cola Company (the)17,450US$1.42M0.02%
Charles Schwab Corporation (the)15,319US$1.41M0.02%
American Express Company4,175US$1.41M0.02%
Marvell Technology, Inc.4,714US$1.4M0.02%
Shopify Inc.12,248US$1.4M0.02%
Crowdstrike Holdings, Inc.1,831US$1.4M0.02%
Pnc Financial Services Group, Inc. (the)5,522US$1.36M0.02%
Morgan Stanley6,502US$1.36M0.02%
Bristol-myers Squibb Company22,483US$1.3M0.02%
Marathon Petroleum Corporation4,898US$1.25M0.02%
Colgate-palmolive Company13,495US$1.24M0.02%
Verizon Communications Inc.28,507US$1.21M0.02%
M&t Bank Corporation4,708US$1.12M0.01%
Sap Se7,247US$1.12M0.01%
Anheuser-busch Inbev Sa/nv13,275US$1.09M0.01%
Nextera Energy, Inc.12,207US$1.07M0.01%
Stryker Corporation3,344US$1.05M0.01%
The Travelers Companies, Inc.3,158US$1.04M0.01%
At&t Inc.50,057US$1.04M0.01%
Union Pacific Corporation3,787US$1.03M0.01%
Parker-hannifin Corporation1,041US$1.02M0.01%

Every holding of Pure Financial Advisors, LLC

Source

View original at SEC

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