Pure Financial Advisors Q2 2026 Portfolio Activity: New Positions and ETF Sales Observed

As of Pure Financial Advisors' latest filing dated for reporting periods up to June 30, 2026, significant changes in their portfolio holdings have been identified. The firm appears to be actively managing its investments during this quarter.

Prominent Purchases Observed This Quarter

Several notable purchases were detected by the end of Q2 2026:

• PYLD (PIMCO ETF TR), a fund tracking emerging market debt, was added to the portfolio with an unprecedented +100% increase in shares. This suggests Pure Financial Advisors initiated this position during the quarter.
• Shares of BND (Vanguard Balanced Index Fund) increased by 6.88%, indicating continued confidence in broad-based balanced exposure.
• DUHP, DFAS, and other Dimensional Fund Trust holdings saw incremental share increases, though less dramatic than PYLD.
• Several Vanguard ETFs tracking specific sectors or strategies (VUG, VO, and others not fully detailed in the changed_holdings list but flagged as significant buys) also experienced substantial share growth.

Notable Sales and Reductions

In contrast to the purchases, Pure Financial Advisors divested or reduced positions significantly during this period:

• The firm sold shares of MXL (MaxLinear Inc) which tracks Technology. The sale resulted in a -92.93% change, suggesting a major exit from this stock.
• AVEM, DFAC (Dimensional Fund Trust), and VGSH (Pure Financial Advisors' filing indicates VGSH allocation changed, though the exact change isn't provided in this section) showed reductions.
• IGSB (iShares Core Growth Index Fund) experienced a substantial -45.62% reduction in shares, highlighting an exit from growth-oriented core holdings.

The overall portfolio turnover rate for this quarter appears high based on the number of changed_holdings and position changes observed. This active management strategy resulted in significant shifts across various asset classes and sectors.