Pure Financial Advisors, LLC just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 03-31-2025 report period. You can see the full portfolio on Quiver Quantitative, and track moves made by other funds.
Per our estimates, the largest stock moves were:
- An addition of 700,378 shares of $BND (~$51,442,764). This was an increase of ~12% over their previous position.
- An addition of 1,996,882 shares of $SCHX (~$44,091,155). This was an increase of ~17679% over their previous position.
- An addition of 685,566 shares of $JIRE (~$43,684,266). This was an increase of ~inf% over their previous position.
- An addition of 282,438 shares of $MGV (~$36,389,312). This was an increase of ~inf% over their previous position.
- An addition of 58,671 shares of $SPY (~$32,819,971). This was an increase of ~7% over their previous position.
- An addition of 73,854 shares of $VUG (~$27,386,540). This was an increase of ~1455% over their previous position.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's fund page for Pure Financial Advisors, LLC for more details.
