PUREfi Wealth, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing lists the firm’s principal business address as 10 Post Office Square, Suite 710, Boston, MA 02109, and identifies Charles Corkery as the Chief Compliance Officer responsible for the report.
The portfolio consists of 228 individual equity securities. The filing indicates that the firm holds a significant number of shares in Apple Inc., with 7,839,849 shares listed. Other major holdings include Microsoft Corporation with 6,238,693 shares and NVIDIA Corporation with 4,946,890 shares. The filing also lists substantial positions in Amazon.com Inc. (4,569,750 shares), Broadcom Inc. (6,222,488 shares), and Taiwan Semiconductor Manufacturing Company (3,554,176 shares).
The filing details a diverse mix of individual stocks and exchange-traded funds (ETFs). Notable individual stock positions include Alphabet Inc. Class A and Class C (totaling 17,639,397 shares), Eli Lilly & Co. (2,205,394 shares), and UnitedHealth Group Inc. (1,310,428 shares). In addition to individual equities, the portfolio includes a wide array of ETFs, such as the iShares Core S&P 500 ETF (9,335,503 shares), the iShares Core S&P 500 ETF Trust (4,410,393 shares), and various sector-specific and international ETFs managed by BlackRock and iShares.
