Purefi Wealth Q2 2026 Portfolio Changes: Focus on Technology Buys and Consumer Defensive Sales
This analysis details observable purchases and sales by Purefi Wealth, Llc during its second quarter filing ending June 30, 2026.
By Insiderset.Jul 29, 2026, 2:08 PM
Based on the latest filing data from Purefi Wealth, Llc, significant changes occurred within its investment portfolio during the second quarter of 2026.
The investor demonstrated a clear focus on increasing Technology sector exposure. Notable purchases included:
- AAPL (Apple Inc.): Acquired an additional AAPL position, adding 1041 shares and increasing its portfolio allocation from 3.3% to a slightly higher percentage.
- NVDA (NVIDIA Corporation): Showed strong confidence in the stock by acquiring more shares than any other holding this quarter, specifically purchasing 3168 new shares which increased its allocation significantly during Q2.
- AVGO (Broadcom Inc.): Increased its position substantially with a purchase of 99 additional shares, boosting the portfolio weight slightly from an already significant stake in AVGO.
- IWF (iShares Core Small-Cap ETF): Acquired this entire market-cap focused ETF during Q2.
- APO (Apollo Global Management Inc.): Entered a new position in the financial services firm, acquiring shares representing approximately 0.48% of its portfolio value.
- VGT (Vanguard Total Stock Market ETF): Acquired this entire market-cap focused ETF during Q2.
Conversely, Purefi Wealth reduced exposure in the Consumer Defensive sector:
- WMT (WalMart Inc.): Sold a portion of its holdings, reducing shares by 6629 and seeing an allocation decrease.
- BTCI (British American Tobacco PLC): Sold all remaining positions in this stock during Q2.
The investor also disposed of other holdings entirely:
- OWL (Blue Owl Capital Inc.)
- SCHZ (Schwab Strategic Trust ETF)
In terms of overall portfolio activity, Purefi Wealth increased its Technology allocation significantly during Q2. The total portfolio value stood at $174,034,470 as of June 30.