Pure Financial Advisors
Pure Financial Advisors reported 636 stocks worth $7.9B in its 13F filing for Q2 2026, filed Aug 17, 2026. Its largest holdings are SPY (11.1%), BND (8.6%) and IEFA (6.0%). Compared with Q1 2026, the fund opened new positions in PYLD, added to SPY, BND and IEFA, trimmed IGSB, GNR and AVLV and sold out of XOM, IONQ and RSP.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPY Spdr S&P 500 ETF TR | $870M | 11.1% | 1.2M | +36K (+3%) | 8 of 8 | |
| 2 |  BND Vanguard BD Index Fds | $677M | 8.6% | 9.2M | +593K (+7%) | 8 of 8 | |
| 3 |  IEFA Ishares TR | $469M | 6.0% | 4.9M | +178K (+4%) | 8 of 8 | |
| 4 | DIMENSIONAL U S TARGETED | $399M | 5.1% | 5.7M | +195K (+4%) | 8 of 8 | |
| 5 | DIMENSIONAL ETF TRUST | $345M | 4.4% | 8.3M | +431K (+6%) | 8 of 8 | |
| 6 | DIMENSIONAL U S SMALL CAP ETF | $269M | 3.4% | 3.3M | +65K (+2%) | 8 of 8 | |
| 7 |  VNQ Vanguard Index Fds | $220M | 2.8% | 2.3M | +74K (+3%) | 8 of 8 | |
| 8 |  PYLD Pimco ETF TR | $193M | 2.5% | 7.3M | New position | 1 of 8 | |
| 9 | DIMENSIONAL ETF TRUST | $182M | 2.3% | 4.1M | −83K (−2%) | 8 of 8 | |
| 10 | DIMENSIONAL ETF TRUST | $180M | 2.3% | 2.2M | −38K (−2%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $9.3M | 55K |
HONEYWELL INTL INC | $4.7M | 21K |
 IONQ Ionq Inc | $436K | 15K |
 RSP Invesco Exchange Traded FD T | $428K | 2,232 |
 LULU Lululemon Athletica Inc | $374K | 2,442 |
🔒 Free account: see all 24.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 17, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Pure Financial Advisors 13F FAQ
What does Pure Financial Advisors own?
Pure Financial Advisors reported 636 stocks worth $7.9B in its 13F filing for Q2 2026, filed Aug 17, 2026. Its largest holdings are SPY (11.1%), BND (8.6%) and IEFA (6.0%). The table above lists every position in the filing (the top 10 without an account).
What did Pure Financial Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 88 new positions, 349 added to, 166 trimmed and 24 sold out. New positions include PYLD. It sold all of XOM, IONQ and RSP.
When will Pure Financial Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Pure Financial Advisors's portfolio worth?
The Q2 2026 filing reports $7.9B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.