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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002001520

PUREfi Wealth, LLC

BOSTON, MA · File #028-24678

Latest AUM
$130.5M
Positions
164
Top-10 Concentration
47.0%
Filings
5

Sector Allocation

Technology
16.3%$21.3M
Healthcare
11.1%$14.5M
Financials
6.3%$8.3M
Industrials
3.2%$4.2M
Energy
2.1%$2.7M
Materials
0.8%$1.0M
Utilities
0.4%$558,155
Real Estate
0.2%$229,228

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1STRYKER CORPORATIONSYK21,339$7.5M8.38%
2WALMART INCWMT54,303$6.0M6.76%
3MICROSOFT CORPMSFT10,314$5.0M5.57%
4APPLE INCAAPL16,218$4.4M4.93%
5ISHARES TR4642872006,152$4.2M4.71%
6BROADCOM INCAVGO11,017$3.8M4.26%
7SPDR S&P 500 ETF TRSPY4,434$3.0M3.38%
8AMAZON COM INCAMZN12,819$3.0M3.31%
9CAPITAL GRP FIXED INCM ETF T14020Y60798,112$2.6M2.89%
10NVIDIA CORPORATIONNVDA13,477$2.5M2.81%
11ELI LILLY & COLLY2,198$2.4M2.64%
12BLACKROCK ETF TRUSTBLK33,863$2.1M2.30%
13JOHNSON & JOHNSONJNJ9,425$2.0M2.18%
14ALPHABET INCGOOG6,215$2.0M2.18%
15TAIWAN SEMICONDUCTOR MFG LTD8740391006,264$1.9M2.13%
16JPMORGAN CHASE & COVYLD5,649$1.8M2.03%
17FIDELITY COVINGTON TRUST31609235231,632$1.7M1.94%
18ISHARES INC46434G10325,221$1.7M1.89%
19EXXON MOBIL CORPXOM13,657$1.6M1.84%
20ALPHABET INCGOOG4,579$1.4M1.60%