Pure Financial Advisors, LLC

CIK 0001571556 · Q1 2026

13F Equity AUM

$7.0B

+2.9% QoQ

Positions

571

+32 QoQ

AUM Rank

#816

Top 7%

Skill Alpha (FF)

-1.8%/yr^ns

No Clear Edge

Rank #4,903 · Top 60%

vs S&P -9.0%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 35.3%Top 10: 50.2%Top 20: 68.5%

SPY10.5%

BND9.1%

IEFA6.1%

DFAT5.0%

IGSB4.6%

DUHP4.1%

DFAS3.3%

VNQ2.8%

AVDV2.4%

VGSH2.3%

Others (561)49.8%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services92.6%

Technology2.9%

Other4.5%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

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Position Changes This Quarter

New54Increased340Decreased142Exited22

New Positions

EQIX0.0%

+413

AZN0.0%

+2K

APO0.0%

+7K

LULU0.0%

+2K

HLT0.0%

+3K

VRT0.0%

+1K

RSP0.0%

+2K

EBA0.0%

+6K

DFEM0.0%

+12K

IBKR0.0%

+5K

Increased

BND9.1%

+674K(+8%)

IGSB4.6%

+457K(+8%)

DUHP4.1%

+276K(+4%)

VGSH2.3%

+227K(+9%)

DFAT5.0%

+187K(+4%)

BNDX0.9%

+104K(+9%)

SCHP0.6%

+100K(+7%)

VNQ2.8%

+98K(+5%)

DFAS3.3%

+94K(+3%)

IEFA6.1%

+82K(+2%)

Decreased

AVEM1.4%

-105,311(-8%)

AVDV2.4%

-64,174(-4%)

DFAC2.3%

-63,861(-2%)

DFAI1.6%

-52,156(-2%)

AVLV1.7%

-43,066(-3%)

GNR2.3%

-28,723(-1%)

GUNR0.4%

-22,715(-4%)

PWZ0.1%

-20,895(-7%)

SCHF0.1%

-14,592(-10%)

SPIP0.4%

-12,107(-1%)

Exited

-4,721

-840

-4,645

-5,905

-7,690

-265

-2,168

-10,154

-2,605

-6,390

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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