Purus Wealth Management, LLC

CIK

1844250

Location

Newport Beach, CA

Portfolio Value

Small $232,807,015

Diversification

Diversified

Filing Date

Global Rank

#3,557 / 8,232 ▲ 159

Top Industry

Semiconductors 31.3%

3Y Alpha vs SPY

+4.3%

Period ended 2 months ago

Filed Apr 15, 2026 · 2mo

22 quarters · since Dec 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+95.8%

SPY

+76.3%

Annualised alpha

+4.3%

Max drawdown

−22.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

94 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

20.0%

−0.9 pts

Top 5

43.7%

−0.9 pts

Top 10

63.0%

−0.7 pts

HHI

659

Diversified−35

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	44.6%	$103,929,639	23
Industrials	11.5%	$26,693,149	14
Unclassified	7.5%	$17,406,538	5
Financial Services	7.4%	$17,179,952	11
Healthcare	7.3%	$17,105,780	11
Consumer Defensive	7.2%	$16,666,296	4
Consumer Cyclical	6.6%	$15,312,066	8
Communication Services	6.3%	$14,689,518	7
Energy	1.1%	$2,595,164	6
Basic Materials	0.2%	$537,367	2
Real Estate	0.2%	$483,039	2
Utilities	0.1%	$208,507	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	+4,802	55,286	$14,031,033
GLDM	World Gold Trust	+2,924	104,119	$9,650,790
HYT	Blackrock Corporate High Yield Fund, Inc.	+1,969	28,260	$240,775
SLV	iShares Silver Trust	+1,771	6,710	$457,219
NFLX	Netflix Inc	+1,499	15,549	$1,495,036
MSFT	Microsoft Corp	+897	14,963	$5,538,853
JNJ	Johnson & Johnson	+693	3,450	$843,318
AMZN	Amazon Com Inc	+672	49,962	$10,405,585
UTG	Reaves Utility Income Fund	+545	7,785	$305,794
GE	General Electric Co	+515	3,767	$1,068,961
ET	Energy Transfer LP	+501	16,001	$308,819
EPD	Enterprise Products Partners L.P.	+500	9,153	$346,349
CRM	Salesforce, Inc.	+410	2,846	$531,262
SCHW	Schwab Charles Corp	+357	3,918	$368,213
OHI	Omega Healthcare Investors Inc	+330	5,000	$219,100
PG	PROCTER & GAMBLE Co	+313	2,365	$341,600
AMD	Advanced Micro Devices Inc	+296	25,979	$5,284,907
V	Visa Inc.	+223	23,295	$7,040,680
IBM	International Business Machines Corp	+217	1,681	$407,457
UBER	Uber Technologies, Inc	+161	4,367	$314,118
DELL	Dell Technologies Inc.	+141	1,863	$305,774
GOOGL	Alphabet Inc.	+128	29,549	$8,497,110
VST	Vistra Corp.	+109	1,387	$208,507
SYK	Stryker Corp	+108	965	$317,089
GEV	GE Vernova Inc.	+87	3,666	$3,200,051
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−3,390	267,242	$46,607,004
APO	Apollo Global Management, Inc.	−3,080	21,305	$2,373,803
VZ	Verizon Communications Inc	−1,737	10,715	$537,893
ADBE	Adobe Inc.	−554	5,391	$1,310,444
ABT	Abbott Laboratories	−440	5,892	$604,931
T	At&T Inc.	−382	18,229	$528,458
ACHR	Archer Aviation Inc.	−275	13,271	$68,611
HD	Home Depot, Inc.	−263	2,110	$693,957
COST	Costco Wholesale Corp /New	−240	15,909	$15,852,204
CVX	Chevron Corp	−147	4,795	$992,085
AVGO	Broadcom Inc.	−143	45,995	$14,235,912
WM	Waste Management Inc	−135	40,673	$9,346,248
LNG	Cheniere Energy, Inc.	−116	1,713	$486,080
JPM	Jpmorgan Chase & Co	−106	14,963	$4,401,516
AXP	American Express Co	−81	2,685	$812,158
NUE	Nucor Corp	−78	1,388	$234,710
QCOM	Qualcomm Inc/De	−75	2,540	$327,101
BRK-B	Berkshire Hathaway Inc	−68	915	$438,468
AXON	Axon Enterprise, Inc.	−62	2,049	$870,189
EW	Edwards Lifesciences Corp	−60	3,252	$260,420
DE	Deere & Co	−52	3,221	$1,814,389
HON	Honeywell International Inc	−50	2,118	$478,731
ANET	Arista Networks, Inc.	−50	34,182	$4,196,865
APP	AppLovin Corp	−49	1,829	$727,942
QQQ	Invesco Qqq Trust, Series 1	−48	8,178	$4,720,178
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
CF	CF Industries Holdings, Inc.	2,331	$302,657
SNDK	Sandisk Corp	425	$270,019
SPG	Simon Property Group Inc.	1,415	$263,939
XOM	Exxon Mobil Corp	1,437	$243,801
TGT	Target Corp	1,943	$235,491
MRK	Merck & Co., Inc.	1,921	$231,077
APH	Amphenol Corp /De/	1,736	$219,343
EQT	EQT Corp	3,426	$218,030
PFE	Pfizer Inc	7,192	$201,951
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
UNH	Unitedhealth Group Inc	852	$281,253
IBIT	iShares Bitcoin Trust ETF	5,195	$257,931
DIS	Walt Disney Co	1,932	$219,803
CEG	Constellation Energy Corp	614	$216,907
TOST	Toast, Inc.	5,802	$206,029
SAIC	Science Applications International Corp	2,015	$202,829
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

94 positions · $232,807,015 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 94 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	267,242	-3,390	$46,607,004	−7.7%	20.02%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	15,909	-240	$15,852,204	+13.8%	6.81%
AVGO	Broadcom Inc. Technology	Reduced	45,995	-143	$14,235,912	−10.8%	6.11%
AAPL	Apple Inc. Technology	Added	55,286	+4,802	$14,031,033	+2.2%	6.03%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	23,669	-14	$10,911,172	−18.7%	4.69%
AMZN	Amazon Com Inc Consumer Cyclical	Added	49,962	+672	$10,405,585	−8.5%	4.47%
GLDM	World Gold Trust	Added	104,119	+2,924	$9,650,790	+11.7%	4.15%
WM	Waste Management Inc Industrials	Reduced	40,673	-135	$9,346,248	+4.2%	4.01%
GOOGL	Alphabet Inc. Communication Services	Added	29,549	+128	$8,497,110	−7.7%	3.65%
V	Visa Inc. Financial Services	Added	23,295	+223	$7,040,680	−13.0%	3.02%
MSFT	Microsoft Corp Technology	Added	14,963	+897	$5,538,853	−18.6%	2.38%
AMD	Advanced Micro Devices Inc Technology	Added	25,979	+296	$5,284,907	−3.9%	2.27%
QQQ	Invesco Qqq Trust, Series 1	Reduced	8,178	-48	$4,720,178	−6.6%	2.03%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	14,963	-106	$4,401,516	−9.4%	1.89%
ANET	Arista Networks, Inc. Technology	Reduced	34,182	-50	$4,196,865	−6.4%	1.80%
PLTR	Palantir Technologies Inc. Technology	Added	23,003	+33	$3,364,878	−17.6%	1.45%
TER	Teradyne, Inc Technology	Reduced	11,211	-4	$3,323,613	+53.1%	1.43%
GEV	GE Vernova Inc. Industrials	Added	3,666	+87	$3,200,051	+36.8%	1.37%
AMGN	Amgen Inc Healthcare	Added	8,549	+31	$3,007,965	+7.9%	1.29%
RTX	RTX Corp Industrials	Added	14,734	+12	$2,842,188	+5.3%	1.22%
META	Meta Platforms, Inc. Communication Services	Reduced	4,621	-27	$2,643,812	−13.8%	1.14%
APO	Apollo Global Management, Inc. Financial Services	Reduced	21,305	-3,080	$2,373,803	−32.8%	1.02%
TSLA	Tesla, Inc. Consumer Cyclical	Added	6,371	+2	$2,368,419	−17.3%	1.02%
CAT	Caterpillar Inc Industrials	Added	3,038	+20	$2,152,301	+24.5%	0.92%
DE	Deere & Co Industrials	Reduced	3,221	-52	$1,814,389	+19.1%	0.78%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	3,716	+40	$1,721,214	−2.6%	0.74%
NFLX	Netflix Inc Communication Services	Added	15,549	+1,499	$1,495,036	+13.5%	0.64%
LMT	Lockheed Martin Corp Industrials	Reduced	2,388	-27	$1,443,283	+23.6%	0.62%
ADBE	Adobe Inc. Technology	Reduced	5,391	-554	$1,310,444	−37.0%	0.56%
AMAT	Applied Materials Inc /De Technology	Reduced	3,706	-9	$1,266,673	+32.7%	0.54%
NOC	Northrop Grumman Corp /De/ Industrials	Added	1,823	+1	$1,243,723	+19.7%	0.53%
GE	General Electric Co Industrials	Added	3,767	+515	$1,068,961	+6.7%	0.46%
PWR	Quanta Services, Inc. Industrials	Added	1,884	+40	$1,034,353	+32.9%	0.44%
CVX	Chevron Corp Energy	Reduced	4,795	-147	$992,085	+31.7%	0.43%
GD	General Dynamics Corp Industrials	Added	2,569	+9	$881,732	+2.3%	0.38%
AXON	Axon Enterprise, Inc. Industrials	Reduced	2,049	-62	$870,189	−27.4%	0.37%
GLD	Spdr Gold Trust	Added	1,992	+47	$857,137	+11.2%	0.37%
JNJ	Johnson & Johnson Healthcare	Added	3,450	+693	$843,318	+47.8%	0.36%
AXP	American Express Co Financial Services	Reduced	2,685	-81	$812,158	−20.6%	0.35%
BX	Blackstone Inc. Financial Services	Added	6,525	+6	$750,309	−25.3%	0.32%
APP	AppLovin Corp Communication Services	Reduced	1,829	-49	$727,942	−42.5%	0.31%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	2,110	-263	$693,957	−15.0%	0.30%
ABT	Abbott Laboratories Healthcare	Reduced	5,892	-440	$604,931	−23.7%	0.26%
LRCX	Lam Research Corp Technology	Added	2,771	+50	$592,051	+27.1%	0.25%
VZ	Verizon Communications Inc Communication Services	Reduced	10,715	-1,737	$537,893	+6.1%	0.23%
CRM	Salesforce, Inc. Technology	Added	2,846	+410	$531,262	−17.7%	0.23%
T	At&T Inc. Communication Services	Reduced	18,229	-382	$528,458	+14.3%	0.23%
RCL	Royal Caribbean Cruises Ltd Consumer Cyclical	Added	1,884	+8	$518,439	−0.9%	0.22%
LDOS	Leidos Holdings, Inc. Technology	Added	3,299	+30	$513,060	−13.0%	0.22%
GM	General Motors Co Consumer Cyclical	Added	6,533	+1	$486,708	−8.4%	0.21%