Long-term investor

Purefi Wealth, LLC @purefiwealthllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002001520).

Record

  • Tracked since 2025-06-30 (454 days), 219 trades recorded
  • Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +989.8% · all +989.8%
  • Max drawdown n/a · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 464287200 · 4.8% · long · since 2025-06-30
  • WMT · 3.8% · long · since 2025-06-30
  • SYK · 3.7% · long · since 2025-06-30
  • AAPL · 3.3% · long · since 2025-06-30
  • MSFT · 2.6% · long · since 2025-06-30
  • AVGO · 2.6% · long · since 2025-06-30
  • NVDA · 2.3% · long · since 2025-06-30
  • 78462F103 · 2.2% · long · since 2025-06-30
  • AMZN · 2.1% · long · since 2025-06-30
  • 02079K107 · 2.0% · long · since 2025-06-30
  • TSM · 1.9% · long · since 2025-06-30
  • 092528603 · 1.7% · long · since 2025-06-30

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