Loading…
CIK 0001571556 • 7 13F filings • Apr 23, 2025 – Aug 17, 2026
Import this data to Google Sheets with:
=jivedata("pure-financial-advisors-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $2.9M | 0.5%Prev: 0.0% | 23,045 SH | Decreased-286 SH |
| ADVANCED MICRO DEVICES INC | COM | $1.7M | 0.3%Prev: 0.0% | 8,016 SH | Increased+993 SH |
| AFLAC INC | COM | $1.2M | 0.2%Prev: 0.0% | 10,790 SH | Increased+275 SH |
| AGNICO EAGLE MINES LTD | COM | $358K | 0.1%Prev: 0.0% | 2,110 SH | Increased+522 SH |
| AGREE RLTY CORP | COM | $244K | 0.0% | 3,383 SH | New |
| ALLIANT ENERGY CORP | COM | $362K | 0.1%Prev: 0.0% | 5,576 SH | Decreased-1,418 SH |
| ALLSTATE CORP | COM | $385K | 0.1%Prev: 0.0% | 1,850 SH | Increased+520 SH |
| AMAZON COM INC | COM | $23.8M | 4.3%Prev: 0.4% | 103,312 SH | Increased-1,910 SH |
| AMEREN CORP | COM | $284K | 0.1% | 2,840 SH | New |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $102.1M | 18.6%Prev: 1.6% | 1,326,250 SH | Increased-31,303 SH |
| AMERICAN CENTY ETF TR | DIVERSIFIED MU | $207K | 0.0%Prev: 0.0% | 4,100 SH | Increased |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $160.9M | 29.2%Prev: 2.4% | 1,712,037 SH | Increased+42,854 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $113.0M | 20.5%Prev: 1.7% | 1,491,096 SH | Increased-6,331 SH |
| AMERICAN ELEC PWR CO INC | COM | $280K | 0.1% | 2,425 SH | New |
| AMERICAN EXPRESS CO | COM | $1.4M | 0.3%Prev: 0.0% | 3,722 SH | Increased+220 SH |
| AMERICAN INTL GROUP INC | COM NEW | $257K | 0.0% | 3,001 SH | New |
| AMGEN INC | COM | $1.8M | 0.3%Prev: 0.0% | 5,509 SH | Increased+998 SH |
| AMPHENOL CORP NEW | CL A | $252K | 0.0% | 1,862 SH | New |
| ANALOG DEVICES INC | COM | $285K | 0.1%Prev: 0.0% | 1,051 SH | Increased+74 SH |
| APPLE INC | COM | $79.5M | 14.4%Prev: 1.2% | 292,326 SH | Increased+8,772 SH |
| APPLIED MATLS INC | COM | $893K | 0.2%Prev: 0.0% | 3,476 SH | Increased-201 SH |
| ARISTA NETWORKS INC | COM SHS | $742K | 0.1%Prev: 0.0% | 5,665 SH | Increased+1,332 SH |
| ASTRAZENECA PLC | SPONSORED ADR | $543K | 0.1%Prev: 0.0% | 5,905 SH | Increased+1,707 SH |
| AUTODESK INC | COM | $213K | 0.0%Prev: 0.0% | 718 SH | Increased+83 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $331K | 0.1%Prev: 0.0% | 1,287 SH | Decreased-121 SH |
| AUTOZONE INC | COM | $430K | 0.1%Prev: 0.0% | 127 SH | Decreased+3 SH |
| AVERY DENNISON CORP | COM | $778K | 0.1%Prev: 0.0% | 4,280 SH | Increased-27 SH |
| BANK AMERICA CORP | COM | $2.1M | 0.4%Prev: 0.0% | 38,003 SH | Decreased-6,402 SH |
| BANK MONTREAL QUE | COM | $250K | 0.0% | 1,924 SH | New |
| BANK NEW YORK MELLON CORP | COM | $293K | 0.1%Prev: 0.0% | 2,520 SH | Increased+228 SH |
| BANK NOVA SCOTIA HALIFAX | COM | $200K | 0.0% | 2,720 SH | New |
| BARCLAYS PLC | ADR | $293K | 0.1% | 11,521 SH | New |
| BECTON DICKINSON & CO | COM | $267K | 0.0%Prev: 0.0% | 1,378 SH | Decreased-117 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $15.5M | 2.8%Prev: 0.3% | 30,837 SH | Decreased-1,014 SH |
| BHP GROUP LTD | SPONSORED ADS | $305K | 0.1% | 5,046 SH | New |
| BOEING CO | COM | $6.0M | 1.1%Prev: 0.1% | 27,612 SH | Increased+54 SH |
| BP PLC | SPONSORED ADR | $559K | 0.1%Prev: 0.0% | 16,099 SH | Increased+1,421 SH |
| EDWARDS LIFESCIENCES CORP | COM | $217K | 0.0% | 2,547 SH | New |
| ELEVANCE HEALTH INC FORMERLY | COM | $1.0M | 0.2%Prev: 0.0% | 2,975 SH | Increased+277 SH |
| FORTINET INC | COM | $440K | 0.1%Prev: 0.0% | 5,545 SH | Increased+420 SH |
| INVESCO EXCH TRADED FD TR II | CALIF AMT MUN | $7.1M | 1.3%Prev: 0.1% | 292,533 SH | Increased+1,744 SH |
| INVESCO QQQ TR | UNIT SER 1 | $11.9M | 2.2%Prev: 0.2% | 19,344 SH | Increased+1,763 SH |
| RTX CORPORATION | COM | $7.7M | 1.4%Prev: 0.1% | 42,002 SH | Increased-400 SH |
| TRAVELERS COMPANIES INC | COM | $790K | 0.1%Prev: 0.0% | 2,723 SH | Increased+392 SH |
| 13F-HR |
| 0001571556-26-000005 |
| $7.86B |
| View |
| Jul 18, 2025 | Q2 2025 | 13F-HR | 0001571556-25-000005 | $5.68B | View |
| Apr 10, 2026 | Q1 2026 | 13F-HR | 0001571556-26-000004 | $6.97B | View |
| Apr 23, 2025 | Q1 2025 | 13F-HR | 0001571556-25-000003 | $4.78B | View |