Arkolith/Funds/Pure Financial Advisors, LLC

Pure Financial Advisors, LLC

CIK 1571556Wealth platform
Holdings as of Mar 31, 2026·disclosed Apr 10, 2026·~10-day 13F lag·13F-HR
Active Filer

Pure Financial Advisors, LLC holds a focused book of 571 stocks worth $7.0B as of Q1 2026 (disclosed Apr 10, 2026, a ~45-day 13F lag). This quarter they opened Pathward Financial Inc and trimmed Avantis Intl S/C Value ETF. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 11% of the equity book.

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Use Arkolith to show Pure Financial Advisors, LLC's latest
holdings, largest changes, and filing provenance.
Opened
56
new positions
Added to
340
existing
Trimmed
142
reduced
Sold out
20
exited

Concentration

Top-heavy: focused book

Top 5 holdings
35%
Top 10 holdings
50%
Top 20 holdings
68%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

10% mapped to company sectors

ETF / fund or unclassified
90%
Information Technology
3%
Financials
2%
Consumer Discretionary
1%
Industrials
1%
Health Care
1%
Energy
0%
Utilities
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

571 positions
#SecurityValueShares% PortLast moveHistory
1State STR SPDR S&P 500 ETF T
TR UNIT
$733.9M1.13M
10.5%
▲+3.0%
Added · +33K sh
2Vanguard BD Index FDS
TOTAL BND MRKT
$635.4M8.63M
9.1%
▲+8.5%
Added · +674K sh
3Ishares TR
CORE MSCI EAFE
$423.5M4.68M
6.1%
▲+1.8%
Added · +82K sh
4Dimensional ETF Trust
US TARGETED VLU
$344.6M5.52M
4.9%
▲+3.5%
Added · +187K sh
5Ishares TR
ISHS 1-5YR INVS
$320.2M6.09M
4.6%
▲+8.1%
Added · +457K sh
6Dimensional ETF Trust
US HIGH PROFITAB
$287.7M7.83M
4.1%
▲+3.6%
Added · +276K sh
7Dimensional ETF Trust
US SMALL CAP ETF
$227.5M3.20M
3.3%
▲+3.0%
Added · +94K sh
8Vanguard Index FDS
REAL ESTATE ETF
$196.2M2.21M
2.8%
▲+4.7%
Added · +98K sh
9American Centy ETF TR
INTL SMCP VLU
$164.6M1.65M
2.4%
▼−3.7%
Reduced · −64K sh
10Vanguard Scottsdale FDS
SHORT TERM TREAS
$162.7M2.78M
2.3%
▲+8.9%
Added · +227K sh
11Dimensional ETF Trust
US CORE EQUITY 2
$162.7M4.19M
2.3%
▼−1.5%
Reduced · −64K sh
12Dimensional ETF Trust
US CORE EQUITY 1
$160.9M2.23M
2.3%
▲+2.4%
Added · +52K sh
13SPDR Index SHS FDS
STATE STREET SPD
$157.7M2.11M
2.3%
▼−1.3%
Reduced · −29K sh
14Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$129.3M2.39M
1.9%
▲+3.1%
Added · +72K sh
15Ishares TR
CORE S&P500 ETF
$128.3M196.5K
1.8%
▲+8.0%
Added · +15K sh
16American Centy ETF TR
US LARGE CAP VLU
$116.7M1.45M
1.7%
▼−2.9%
Reduced · −43K sh
17Dimensional ETF Trust
INTL CORE EQT MK
$114.8M2.95M
1.6%
▼−1.7%
Reduced · −52K sh
18Vanguard Index FDS
S&P 500 ETF SHS
$106.8M178.8K
1.5%
▲+10%
Added · +17K sh
19Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$99.6M1.55M
1.4%
▲+0.7%
Added · +10K sh
20American Centy ETF TR
AVANTIS EMGMKT
$98.4M1.22M
1.4%
▼−7.9%
Reduced · −105K sh
21Apple Inc
COM
$76.6M301.9K
1.1%
▲+3.3%
Added · +10K sh
22Vanguard Charlotte FDS
TOTAL INT BD ETF
$60.0M1.25M
0.9%
▲+9.1%
Added · +104K sh
23Schwab Strategic TR
US LRG CAP ETF
$51.0M1.99M
0.7%
▲+0.7%
Added · +14K sh
24J P Morgan Exchange Traded F
INTRNL RES EQT
$49.5M654.0K
0.7%
▼−1.1%
Reduced · −7K sh
25Ishares TR
CORE S&P TTL STK
$47.1M330.8K
0.7%
▲+1.3%
Added · +4K sh
26Vanguard Index FDS
TOTAL STK MKT
$46.7M145.6K
0.7%
▼−0.6%
Reduced · −845 sh
27Dimensional ETF Trust
CORE FIXED INCOM
$44.2M1.05M
0.6%
▲+5.0%
Added · +50K sh
28Ishares TR
IBOXX HI YD ETF
$42.5M533.9K
0.6%
▲+5.8%
Added · +29K sh
29Vanguard World FD
MEGA CAP VAL ETF
$42.2M290.9K
0.6%
▼−2.0%
Reduced · −6K sh
30Schwab Strategic TR
US TIPS ETF
$40.5M1.52M
0.6%
▲+7.1%
Added · +100K sh
31Ishares Inc
CORE MSCI EMKT
$38.8M555.8K
0.6%
▲+6.4%
Added · +33K sh
32Vanguard Index FDS
LARGE CAP ETF
$37.9M126.8K
0.5%
▼−1.9%
Reduced · −2K sh
33Ishares TR
MSCI USA QLT FCT
$37.4M195.1K
0.5%
▲+18%
Added · +30K sh
34Ishares TR
CORE S&P MCP ETF
$36.5M540.2K
0.5%
▲+4.0%
Added · +21K sh
35Ishares Inc
EMNG MKTS EQT
$35.3M583.4K
0.5%
▲+1.8%
Added · +10K sh
36Nvidia Corporation
COM
$34.0M194.9K
0.5%
▲+6.2%
Added · +11K sh
37Vanguard Index FDS
GROWTH ETF
$33.5M76.6K
0.5%
▲+1.1%
Added · +807 sh
38Vanguard Index FDS
SMALL CP ETF
$33.2M126.7K
0.5%
▲+0.2%
Added · +263 sh
39Microsoft Corp
COM
$30.9M83.4K
0.4%
▲+8.0%
Added · +6K sh
40Ishares TR
CORE US AGGBD ET
$28.3M285.2K
0.4%
▲+4.5%
Added · +12K sh
41Flexshares TR
MORNSTAR UPSTR
$28.2M512.1K
0.4%
▼−4.2%
Reduced · −23K sh
42Schwab Strategic TR
INTL SCEQT ETF
$28.2M604.2K
0.4%
▼−0.7%
Reduced · −4K sh
43Ishares TR
RUS 2000 VAL ETF
$28.0M147.5K
0.4%
▲+4.1%
Added · +6K sh
44SPDR Index SHS FDS
STATE STREET SPD
$27.4M600.7K
0.4%
▲+4.0%
Added · +23K sh
45SPDR Series Trust
STATE STREET SPD
$27.3M1.05M
0.4%
▼−1.1%
Reduced · −12K sh
46Vanguard Index FDS
MID CAP ETF
$26.1M90.7K
0.4%
▲~0%
Added · +42 sh
47Amazon Com Inc
COM
$24.9M119.3K
0.4%
▲+16%
Added · +16K sh
48Ishares TR
EAFE SML CP ETF
$23.0M293.5K
0.3%
▲+1.5%
Added · +4K sh
49Ishares TR
0-5 YR TIPS ETF
$21.8M211.0K
0.3%
▼−1.1%
Reduced · −2K sh
50Ishares TR
CORE S&P SCP ETF
$21.3M171.4K
0.3%
▲+1.6%
Added · +3K sh
Showing 50 of 571 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026Apr 10, 2026572$7.0B13F-HR
Q4 2025Dec 31, 2025Mar 4, 2026539$6.8B13F-HR/A
Q3 2025Sep 30, 2025Oct 20, 2025496$6.3B13F-HR
Q2 2025Jun 30, 2025Jul 18, 2025472$5.7B13F-HR
Q1 2025Mar 31, 2025Apr 23, 2025381$4.8B13F-HR
Q4 2024Dec 31, 2024Jan 16, 2025349$4.4B13F-HR
Q3 2024Sep 30, 2024Oct 29, 2024326$4.2B13F-HR
Q2 2024Jun 30, 2024Jul 18, 2024313$3.6B13F-HR
Q1 2024Mar 31, 2024Apr 16, 2024313$3.2B13F-HR
Q4 2023Dec 31, 2023Jan 8, 2024304$2.9B13F-HR
Q3 2023Sep 30, 2023Oct 10, 2023262$2.4B13F-HR
Q2 2023Jun 30, 2023Jul 10, 2023256$2.4B13F-HR
Q1 2023Mar 31, 2023Apr 11, 2023253$2.2B13F-HR
Q4 2022Dec 31, 2022Jan 9, 2023242$1.9B13F-HR
Q3 2022Sep 30, 2022Oct 6, 2022229$1.7B13F-HR
Q2 2022Jun 30, 2022Jul 8, 2022231$1.6B13F-HR
Q1 2022Mar 31, 2022Apr 12, 2022222$2.2B13F-HR
Q4 2021Dec 31, 2021Jan 12, 2022212$2.0B13F-HR
Q3 2021Sep 30, 2021Oct 7, 2021197$1.3B13F-HR
Q2 2021Jun 30, 2021Jul 9, 2021197$1.2B13F-HR
Q1 2021Mar 31, 2021Apr 9, 2021184$1.0B13F-HR
Q4 2020Dec 31, 2020Jan 12, 2021176$835.5M13F-HR
Q3 2020Sep 30, 2020Oct 7, 2020150$684.9M13F-HR
Amended / restated
  • Q4 2025 · filed Feb 4, 202613F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.