SEC 13F Intelligence

Managers / Q3 2023 · view latest →

Pure Financial Advisors, LLC

CIK 0001571556 · 3131 CAMINO DEL RIO N, STE 1550, SAN DIEGO, CA, 92108 · 6198144100

Reported Value
$2.4B
Q3 2023
Positions
262
Filings on Record
31
2019–present window
Filed
Oct 10, 2023
original filing

Summary

Pure Financial Advisors, Llc reported $2.4B in U.S.-listed holdings across 262 positions for Q3 2023.

Its largest position, Spdr S P 500 Etf Tr, represents 9.9% of the portfolio.

Compared with Q2 2023, the fund opened 16 new positions and exited 10.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $493MQ4 ’18Q1 ’19: $530MQ2 ’19: $558MQ3 ’19: $553MQ4 ’19: $585MQ4 ’19Q1 ’20: $595MQ2 ’20: $640MQ3 ’20: $685MQ4 ’20: $835MQ4 ’20Q1 ’21: $1.0BQ2 ’21: $1.2BQ3 ’21: $1.3BQ4 ’21: $2.0BQ4 ’21Q1 ’22: $2.2BQ2 ’22: $1.6BQ3 ’22: $1.7BQ4 ’22: $1.9BQ4 ’22Q1 ’23: $2.2BQ2 ’23: $2.4BQ3 ’23: $2.4BQ4 ’23: $2.9BQ4 ’23Q1 ’24: $3.2BQ2 ’24: $3.6BQ3 ’24: $4.2BQ4 ’24: $4.4BQ4 ’24Q1 ’25: $4.8BQ2 ’25: $5.7BQ3 ’25: $6.3BQ4 ’25: $6.2BQ4 ’25Q1 ’26: $7.0Bfilingsflow.com

Portfolio Composition

By security type
ETP: 94.2%Common Stock: 5.5%Other: 0.2%REIT: 0.0%Closed-End Fund: 0.0%Other: 0.0%
  • ETP · 94.2% · $2.3B
  • Common Stock · 5.5% · $135M
  • Other · 0.2% · $6M
  • REIT · 0.0% · $608,478
  • Closed-End Fund · 0.0% · $486,044
  • Other · 0.0% · $123,207

Quarter-over-Quarter Changes full breakdown →

Holdings — Q3 2023

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$7.0B572Apr 10, 202613F-HRchanges · EDGAR ↗
Q4 2025$6.2B495Feb 4, 202613F-HRchanges · EDGAR ↗
Q3 2025$6.3B496Oct 20, 202513F-HRchanges · EDGAR ↗
Q2 2025$5.7B472Jul 18, 202513F-HRchanges · EDGAR ↗
Q1 2025$4.8B381Apr 23, 202513F-HRchanges · EDGAR ↗
Q4 2024$4.4B349Jan 16, 202513F-HRchanges · EDGAR ↗
Q3 2024$4.2B326Oct 29, 202413F-HRchanges · EDGAR ↗
Q2 2024$3.6B313Jul 18, 202413F-HRchanges · EDGAR ↗
Q1 2024$3.2B313Apr 16, 202413F-HRchanges · EDGAR ↗
Q4 2023$2.9B304Jan 8, 202413F-HRchanges · EDGAR ↗
Q3 2023$2.4B262Oct 10, 202313F-HRchanges · EDGAR ↗
Q2 2023$2.4B256Jul 10, 202313F-HRchanges · EDGAR ↗
Q1 2023$2.2B253Apr 11, 202313F-HRchanges · EDGAR ↗
Q4 2022$1.9B242Jan 9, 202313F-HRchanges · EDGAR ↗
Q3 2022$1.7B229Oct 6, 202213F-HRchanges · EDGAR ↗
Q2 2022$1.6B231Jul 8, 202213F-HRchanges · EDGAR ↗
Q1 2022$2.2B222Apr 12, 202213F-HRchanges · EDGAR ↗
Q4 2021$2.0B212Jan 12, 202213F-HRchanges · EDGAR ↗
Q3 2021$1.3B197Oct 7, 202113F-HRchanges · EDGAR ↗
Q2 2021$1.2B197Jul 9, 202113F-HRchanges · EDGAR ↗
Q1 2021$1.0B184Apr 9, 202113F-HRchanges · EDGAR ↗
Q4 2020$835M176Jan 12, 202113F-HRchanges · EDGAR ↗
Q3 2020$685M150Oct 7, 202013F-HRchanges · EDGAR ↗
Q2 2020$640M140Jul 8, 202013F-HRchanges · EDGAR ↗
Q1 2020$595M128Apr 7, 202013F-HRchanges · EDGAR ↗
Q4 2019$585M136Jan 9, 202013F-HRchanges · EDGAR ↗
Q3 2019$553M130Oct 9, 201913F-HRchanges · EDGAR ↗
Q2 2019$558M135Jul 11, 201913F-HRchanges · EDGAR ↗
Q1 2019$530M135Apr 5, 201913F-HRchanges · EDGAR ↗
Q4 2018$493M146Jan 11, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.