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Super Investors Pure Financial Advisors, LLC
PF

Pure Financial Advisors, LLC

Quarterly 13F snapshot: US-listed longs only, no performance figures — 13F data cannot support them.

Portfolio value
$7.86B
Positions
636
Quarter ended
June 30, 2026
Filed
August 17, 2026

Reported portfolio value by quarter (53 quarters reported)

$7.86B $24.9M
Q2 13 Q1 16 Q4 18 Q3 21 Q2 24 Q2 26

$187M in Q2 2013 → $7.86B now. Hover for any quarter.

Holdings

As reported for the quarter ended June 30, 2026. Activity is the change in share count since the prior quarter's filing.

Holding % of portfolio Activity Shares Value
SS State Str SPDR S&P 500 ETF T 11.1% Added 3.2% 1,164,805 $870M
VB Vanguard Bd Index Fds 8.6% Added 6.9% 9,221,231 $677M
IT Ishares Tr 6.0% Added 3.8% 4,856,323 $469M
DE Dimensional ETF Trust 5.1% Added 3.5% 5,711,959 $399M
DE Dimensional ETF Trust 4.4% Added 5.5% 8,256,614 $345M
DE Dimensional ETF Trust 3.4% Added 2.0% 3,262,743 $269M
VI Vanguard Index Fds 2.8% Added 3.3% 2,286,335 $220M
PE Pimco ETF Tr 2.5% New 7,290,629 $193M
DE Dimensional ETF Trust 2.3% Trimmed 2.0% 4,103,209 $182M
DE Dimensional ETF Trust 2.3% Trimmed 1.7% 2,195,146 $180M
VS Vanguard Scottsdale Fds 2.2% Added 8.0% 3,002,732 $175M
IT Ishares Tr 2.2% Trimmed 46% 3,313,324 $174M
AC American Centy ETF Tr 2.2% Trimmed 0.1% 1,646,823 $170M
IT Ishares Tr 1.9% Trimmed 0.1% 196,358 $147M
VI Vanguard Intl Equity Index F 1.8% Added 1.2% 2,420,043 $144M
SI SPDR Index Shs Fds 1.8% Trimmed 0.6% 2,099,686 $141M
VI Vanguard Index Fds 1.6% Added 3.8% 185,563 $127M
AC American Centy ETF Tr 1.6% Trimmed 4.5% 1,382,944 $126M
DE Dimensional ETF Trust 1.5% Trimmed 0.7% 2,926,491 $121M
VT Vanguard Tax-managed Fds 1.4% Trimmed 0.5% 1,546,237 $110M
AC American Centy ETF Tr 1.4% Trimmed 7.8% 1,125,157 $109M
Apple Inc 1.1% Added 3.4% 312,073 $90.3M
Pathward Financial Inc 0.9% Unchanged 0 $73.1M
VC Vanguard Charlotte Fds 0.8% Added 7.2% 1,338,153 $64.8M
SS Schwab Strategic Tr 0.7% Trimmed 2.0% 1,949,461 $57.4M
VI Vanguard Index Fds 0.7% Added 0.9% 146,944 $54.4M
IT Ishares Tr 0.7% Trimmed 0.7% 328,641 $54M
JP J P Morgan Exchange Traded F 0.7% Trimmed 1.4% 644,750 $53.2M
I Ishares Inc 0.6% Added 8.5% 602,817 $49.9M
VW Vanguard World Fd 0.6% Trimmed 1.7% 285,839 $46.7M
DE Dimensional ETF Trust 0.6% Added 3.9% 1,088,752 $46M
IT Ishares Tr 0.6% Added 5.0% 560,580 $44.8M
VI Vanguard Index Fds 0.6% Trimmed 0.2% 126,528 $43.5M
I Ishares Inc 0.5% Added 0.2% 584,650 $42.8M
Nvidia Corporation 0.5% Added 9.4% 213,216 $42.7M
IT Ishares Tr 0.5% Added 2.0% 551,186 $42.5M
SS Schwab Strategic Tr 0.5% Added 4.6% 1,591,154 $42.2M
IT Ishares Tr 0.5% Trimmed 1.9% 191,322 $42M
VI Vanguard Index Fds 0.5% Added 492% 453,868 $39.1M
VI Vanguard Index Fds 0.5% Trimmed 0.4% 126,112 $38.2M
IT Ishares Tr 0.4% Added 22% 349,298 $34.6M
IT Ishares Tr 0.4% Trimmed 0.3% 147,065 $32.5M
Microsoft Corp 0.4% Added 3.7% 86,442 $32.2M
SI SPDR Index Shs Fds 0.4% Trimmed 2.3% 587,080 $29.6M
SS Schwab Strategic Tr 0.4% Added 1.6% 613,957 $29.5M
Amazon Com Inc 0.4% Added 0.7% 120,184 $28.6M
VI Vanguard Index Fds 0.4% Added 291% 354,943 $28.6M
SS SPDR Series Trust 0.3% Trimmed 0.7% 1,041,207 $26.7M
IT Ishares Tr 0.3% Trimmed 0.5% 170,533 $25.3M
FT Flexshares Tr 0.3% Trimmed 0.8% 507,801 $25M
IT Ishares Tr 0.3% Added 0.8% 295,814 $24.3M
VW Vanguard Wellington Fd 0.3% Added 1.0% 138,331 $23.6M
Alphabet Inc 0.3% Added 4.7% 64,875 $23.2M
IT Ishares Tr 0.3% Added 4.4% 235,861 $22.7M
IT Ishares Tr 0.3% Added 6.3% 722,542 $22M
IT Ishares Tr 0.3% Added 0.5% 212,089 $21.7M
SS SPDR Series Trust 0.3% Trimmed 1.3% 325,685 $19.8M
DE Dimensional ETF Trust 0.2% Added 2.6% 419,670 $19.6M
VI Vanguard Index Fds 0.2% Trimmed 2.3% 88,114 $19.2M
Caterpillar Inc 0.2% Trimmed 2.2% 17,678 $18.8M

Showing top 60 of 636 positions.

Timeline of changes

What changed each quarter, from the filings' own share counts. Largest moves first; most recent 8 quarters.

Q2 2026

quarter ended June 30, 2026 · filed August 17, 2026

Company Action Shares changed Value of change % of portfolio
PE Pimco ETF Tr New +7,290,629 +$193M 2.5%
IT Ishares Tr Trimmed −2,779,151 −$146M 2.2%
VB Vanguard Bd Index Fds Added +593,446 +$43.6M 8.6%
VI Vanguard Index Fds Added +377,224 +$32.5M 0.5%
SS State Str SPDR S&P 500 ETF T Added +36,382 +$27.2M 11.1%
VI Vanguard Index Fds Added +264,203 +$21.3M 0.4%
DE Dimensional ETF Trust Added +430,878 +$18M 4.4%
IT Ishares Tr Added +178,068 +$17.2M 6.0%
DE Dimensional ETF Trust Added +194,707 +$13.6M 5.1%
VS Vanguard Scottsdale Fds Added +222,924 +$13M 2.2%

Showing the 10 largest of 635 changes.

Q1 2026

quarter ended March 31, 2026 · filed April 10, 2026

Company Action Shares changed Value of change % of portfolio
VB Vanguard Bd Index Fds Added +674,178 +$49.6M 9.1%
IT Ishares Tr Added +456,944 +$24M 4.6%
SS State Str SPDR S&P 500 ETF T Added +33,307 +$21.7M 10.5%
VS Vanguard Scottsdale Fds Added +226,705 +$13.3M 2.3%
DE Dimensional ETF Trust Added +186,835 +$11.7M 4.9%
DE Dimensional ETF Trust Added +275,616 +$10.1M 4.1%
VI Vanguard Index Fds Added +16,792 +$10M 1.5%
IT Ishares Tr Added +14,520 +$9.48M 1.8%
VI Vanguard Index Fds Added +98,425 +$8.73M 2.8%
AC American Centy ETF Tr Trimmed −105,311 −$8.49M 1.4%

Showing the 10 largest of 559 changes.

Q4 2025

quarter ended December 31, 2025 · filed March 04, 2026

Company Action Shares changed Value of change % of portfolio
Pathward Financial Inc New +0 +$100M 1.5%
VB Vanguard Bd Index Fds Added +676,764 +$50.1M 8.7%
SS SPDR S&P 500 ETF Tr Added +60,413 +$41.2M 11.0%
IT Ishares Tr Added +461,917 +$24.4M 4.4%
DE Dimensional ETF Trust Added +622,880 +$23.7M 4.2%
DE Dimensional ETF Trust Added +371,114 +$22.1M 4.7%
IT Ishares Tr Added +235,394 +$21.1M 6.1%
VS Vanguard Scottsdale Fds Added +216,791 +$12.7M 2.2%
VI Vanguard Index Fds Added +128,843 +$11.4M 2.8%
DE Dimensional ETF Trust Added +158,090 +$11M 3.2%

Showing the 10 largest of 546 changes.

Q3 2025

quarter ended September 30, 2025 · filed October 20, 2025

Company Action Shares changed Value of change % of portfolio
VB Vanguard Bd Index Fds Added +523,377 +$38.9M 8.6%
SS SPDR S&P 500 ETF Tr Added +57,493 +$38.3M 11.0%
DE Dimensional ETF Trust Added +561,873 +$21.2M 4.2%
DE Dimensional ETF Trust Added +357,646 +$20.8M 4.6%
IT Ishares Tr Added +367,571 +$19.5M 4.4%
IT Ishares Tr Added +197,995 +$17.3M 6.1%
VS Vanguard Scottsdale Fds Added +188,599 +$11.1M 2.2%
DE Dimensional ETF Trust Added +157,434 +$10.8M 3.2%
VI Vanguard Index Fds Added +108,867 +$9.95M 2.9%
Nvidia Corporation Added +31,473 +$5.87M 0.5%

Showing the 10 largest of 479 changes.

Q2 2025

quarter ended June 30, 2025 · filed July 18, 2025

Company Action Shares changed Value of change % of portfolio
IT Ishares Tr Added +115,228 +$71.5M 1.9%
IT Ishares Tr Added +590,963 +$49.3M 6.1%
VB Vanguard Bd Index Fds Added +374,090 +$27.5M 8.8%
IT Ishares Tr Added +407,737 +$25.3M 0.5%
SS SPDR S&P 500 ETF Tr Added +34,889 +$21.6M 10.6%
Apple Inc Added +101,892 +$20.9M 1.0%
VI Vanguard Index Fds Added +31,649 +$18M 1.5%
DE Dimensional ETF Trust Added +331,821 +$17.9M 4.4%
I Ishares Inc Added +276,844 +$16.6M 0.5%
IT Ishares Tr Added +135,426 +$14.8M 0.3%

Showing the 10 largest of 460 changes.

Q1 2025

quarter ended March 31, 2025 · filed April 23, 2025

Company Action Shares changed Value of change % of portfolio
VB Vanguard Bd Index Fds Added +700,378 +$51.4M 9.8%
SS Schwab Strategic Tr Added +1,996,882 +$44.1M 0.9%
JP J P Morgan Exchange Traded F New +685,566 +$43.7M 0.9%
VW Vanguard World Fd New +282,438 +$36.4M 0.8%
SS SPDR S&P 500 ETF Tr Added +58,671 +$32.8M 11.0%
VI Vanguard Index Fds Added +73,854 +$27.4M 0.6%
IT Ishares Tr Added +456,632 +$23.9M 5.0%
DE Dimensional ETF Trust Added +667,261 +$22.1M 4.2%
IT Ishares Tr Added +242,575 +$18.4M 5.7%
DE Dimensional ETF Trust Added +252,973 +$13M 4.6%

Showing the 10 largest of 366 changes.

Q4 2024

quarter ended December 31, 2024 · filed January 16, 2025

Company Action Shares changed Value of change % of portfolio
VB Vanguard Bd Index Fds Added +765,946 +$55.1M 9.3%
SS SPDR S&P 500 ETF Tr Added +91,407 +$53.6M 11.8%
IT Ishares Tr Added +565,447 +$29.2M 4.8%
DE Dimensional ETF Trust Added +833,291 +$28.2M 4.2%
DE Dimensional ETF Trust Added +458,509 +$25.5M 5.1%
IT Ishares Tr Added +289,656 +$20.4M 5.3%
SS Schwab Strategic Tr Added +701,695 +$18.1M 0.8%
VS Vanguard Scottsdale Fds Added +239,299 +$13.9M 2.4%
DE Dimensional ETF Trust Added +202,963 +$13.2M 3.8%
AC American Centy ETF Tr Added +148,599 +$9.67M 2.2%

Showing the 10 largest of 347 changes.

Q3 2024

quarter ended September 30, 2024 · filed October 29, 2024

Company Action Shares changed Value of change % of portfolio
VB Vanguard Bd Index Fds Added +704,795 +$52.9M 8.9%
DE Dimensional ETF Trust Added +797,607 +$44.4M 4.8%
DE Dimensional ETF Trust Added +1,200,771 +$40.9M 3.8%
DE Dimensional ETF Trust Added +550,116 +$35.7M 3.7%
SS SPDR S&P 500 ETF Tr Added +55,996 +$32.1M 10.9%
IT Ishares Tr Added +497,769 +$26.2M 4.5%
DE Dimensional ETF Trust Added +407,585 +$25.8M 3.0%
IT Ishares Tr Added +199,961 +$15.6M 5.7%
DE Dimensional ETF Trust Added +475,919 +$15.1M 2.1%
VS Vanguard Scottsdale Fds Added +233,912 +$13.8M 2.3%

Showing the 10 largest of 321 changes.

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