PUREfi Wealth, LLC
RIA/Wealth
PUREfi Wealth, LLC is a RIA/Wealth based in Boston, MA led by Paul Michael Simons, reporting $262.5M in AUM as of Q3 2025 with 35% ETF concentration.
CEOPaul Michael Simons
- Portfolio Value
- $129.7M
- Positions
- 164
- Top Holding
- SYK at 6.08%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in PUREfi Wealth, LLC's portfolio (31.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Medical - Devices Healthcare | $7.9M | 6.08% | -$63.6K Sold | 0.01% 21.3K shares | |
Software - Infrastructure Technology | $5.6M | 4.31% | +$189.6K Bought | 0.00% 10.8K shares | |
ETF ETF | $4.3M | 3.30% | +$801.8K Bought | — 6.4K shares | |
Semiconductors Technology | $4.2M | 3.24% | +$358.3K Bought | 0.00% 12.7K shares | |
Consumer Electronics Technology | $3.8M | 2.96% | -$119.9K Sold | 0.00% 15.1K shares | |
Discount Stores Consumer Defensive | $3.4M | 2.61% | +$737.5K Bought | 0.00% 32.9K shares | |
Specialty Retail Consumer Cyclical | $3.2M | 2.46% | -$103.4K Sold | 0.00% 14.5K shares | |
ETF ETF | $3.0M | 2.29% | -$152.5K Sold | — 4.5K shares | |
ETF ETF | $2.6M | 1.99% | -$8.8M Sold | — 97.9K shares | |
Semiconductors Technology | $2.6M | 1.98% | +$397.4K Bought | 0.00% 13.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in PUREfi Wealth, LLC's latest filing
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Net Flows % of MV
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for PUREfi Wealth, LLC
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