Pure Financial Advisors, LLC

All 13F Filings

Location
San Diego, CA
Most recent 13F
Q4 2025
Holdings value ($000)
6,220,083
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 3/4/2026 44 550,040 13F-HR/A - NEW HOLDINGS Pure Financial Advisors, LLC
Q4 2025 2/4/2026 495 6,220,083 13F-HR Pure Financial Advisors, LLC
Q3 2025 10/20/2025 495 6,277,145 13F-HR Pure Financial Advisors, LLC
Q2 2025 7/18/2025 471 5,681,218 13F-HR Pure Financial Advisors, LLC
Q1 2025 4/23/2025 381 4,781,955 13F-HR Pure Financial Advisors, LLC
Q4 2024 1/16/2025 349 4,398,860 13F-HR Pure Financial Advisors, LLC
Q3 2024 10/29/2024 326 4,165,538 13F-HR Pure Financial Advisors, LLC
Q2 2024 7/18/2024 313 3,604,337 13F-HR Pure Financial Advisors, LLC
Q1 2024 4/16/2024 313 3,196,174 13F-HR Pure Financial Advisors, LLC
Q4 2023 1/8/2024 304 2,898,802 13F-HR Pure Financial Advisors, LLC
Q3 2023 10/10/2023 262 2,446,220 13F-HR Pure Financial Advisors, LLC
Q2 2023 7/10/2023 256 2,357,779 13F-HR Pure Financial Advisors, LLC
Q1 2023 4/11/2023 253 2,158,100 13F-HR Pure Financial Advisors, LLC
Q4 2022 1/9/2023 242 1,936,223 13F-HR Pure Financial Advisors, LLC
Q3 2022 10/6/2022 229 1,719,384 13F-HR Pure Financial Advisors, LLC
Q2 2022 7/8/2022 231 1,614,668 13F-HR Pure Financial Advisors, LLC
Q1 2022 4/12/2022 222 2,185,668 13F-HR Pure Financial Advisors, LLC
Q4 2021 1/12/2022 211 2,018,071 13F-HR Pure Financial Advisors, LLC
Q3 2021 10/7/2021 196 1,296,735 13F-HR Pure Financial Advisors, Inc.
Q2 2021 7/9/2021 197 1,230,404 13F-HR Pure Financial Advisors, Inc.
Q1 2021 4/9/2021 183 1,006,499 13F-HR Pure Financial Advisors, Inc.
Q4 2020 1/12/2021 175 835,454 13F-HR Pure Financial Advisors, Inc.
Q3 2020 10/7/2020 150 684,858 13F-HR Pure Financial Advisors, Inc.
Q2 2020 7/8/2020 140 639,745 13F-HR Pure Financial Advisors, Inc.
Q1 2020 4/7/2020 128 594,873 13F-HR Pure Financial Advisors, Inc.
Q4 2019 1/9/2020 136 585,422 13F-HR Pure Financial Advisors, Inc.
Q2 2014 7/8/2014 57 271,382 13F-HR Pure Financial Advisors, Inc.
Q1 2014 4/8/2014 53 245,880 13F-HR Pure Financial Advisors, Inc.
Q4 2013 1/9/2014 49 228,512 13F-HR Pure Financial Advisors, Inc.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 4.709 M 75.7% 0 86.34 K -86.34 K
ETFs 1.481 M 23.8% 27.8 K 0 27.8 K
Debt 7.028 K 0.1% 43 0 43
Other 22.35 K 0.4% 1.449 K 0 1.449 K
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Fund Snapshot

Q4 2025
Latest filed
2/4/2026
Total value ($000)
6,220,083
Holdings
495
QoQ value change ($000)
-57,062 (-0.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.