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Portfolio (Quarterly) Guide ↗

Pure Financial Advisors, LLC

· CIK 0001571556
13F Portfolio $7.0B AUM 572 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 530 New 34 Added 6 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 ASTRAZENECA PLC 5,905 $543K 0.10% SOLD
2 AIG AMERICAN INTL GROUP INC Financial Services 3,001 $257K 0.05% SOLD
Sector Allocation
Financial Services 61.7%
Technology 15.0%
Consumer Cyclical 4.9%
Industrials 4.6%
Healthcare 3.6%
Communication Services 3.3%
Consumer Defensive 2.6%
Energy 1.7%
Utilities 1.3%
Basic Materials 1.0%