Purus Wealth Management, LLC

CIK

1844250

Location

Newport Beach, CA

Portfolio Value

Small $267,417,713

Diversification

Diversified

Filing Date

Global Rank

#3,940 / 8,633 ▲ 123

Top Industry

Semiconductors 35.5%

3Y Alpha vs SPY

+78.9%

Period ended 52 days ago

Filed Jul 13, 2026 · 39d

23 quarters · since Dec 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+663.7%

SPY

+73.6%

Annualised alpha

+76.7%

Max drawdown

−23.5%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

102 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

19.8%

−0.2 pts

Top 5

43.4%

−0.2 pts

Top 10

61.3%

−1.8 pts

HHI

642

Diversified−17

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	50.3%	$134,588,493	29
Industrials	10.8%	$28,929,656	15
Financial Services	7.0%	$18,720,822	11
Unclassified	6.4%	$17,186,640	5
Consumer Cyclical	6.3%	$16,821,358	8
Communication Services	6.0%	$16,172,274	7
Consumer Defensive	6.0%	$16,124,518	5
Healthcare	5.7%	$15,121,414	11
Energy	0.8%	$2,156,084	5
Real Estate	0.3%	$803,076	3
Basic Materials	0.2%	$554,323	2
Utilities	0.1%	$239,055	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
HYT	Blackrock Corporate High Yield Fund, Inc.	+4,023	32,283	$276,342
ET	Energy Transfer LP	+2,499	18,500	$353,720
EPD	Enterprise Products Partners L.P.	+1,900	11,053	$406,308
OHI	Omega Healthcare Investors Inc	+1,301	6,301	$300,431
UTG	Reaves Utility Income Fund	+1,259	9,044	$368,271
SLV	iShares Silver Trust	+1,216	7,926	$423,803
T	At&T Inc.	+1,149	19,378	$401,124
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+440	1,187	$566,875
TGT	Target Corp	+321	2,264	$295,701
MSFT	Microsoft Corp	+310	15,273	$5,697,134
SOLV	Solventum Corp	+290	3,765	$290,469
QCOM	Qualcomm Inc/De	+234	2,774	$512,607
PLTR	Palantir Technologies Inc.	+228	23,231	$2,710,360
DELL	Dell Technologies Inc.	+204	2,067	$891,827
IBM	International Business Machines Corp	+199	1,880	$528,674
GM	General Motors Co	+170	6,703	$516,667
CRM	Salesforce, Inc.	+157	3,003	$470,449
MRK	Merck & Co., Inc.	+149	2,070	$265,995
NFLX	Netflix Inc	+146	15,695	$1,120,623
VST	Vistra Corp.	+120	1,507	$239,055
META	Meta Platforms, Inc.	+107	4,728	$2,663,235
APP	AppLovin Corp	+105	1,934	$996,454
SPG	Simon Property Group Inc.	+100	1,515	$338,829
APH	Amphenol Corp /De/	+65	1,801	$317,552
ARM	Arm Holdings PLC /Uk	+56	1,966	$697,084
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−3,090	264,152	$52,854,173
GLDM	World Gold Trust	−2,893	101,226	$8,039,368
GOOGL	Alphabet Inc.	−2,617	28,809	$10,295,472
ACHR	Archer Aviation Inc.	−1,840	11,431	$54,068
ISRG	Intuitive Surgical Inc	−1,769	21,900	$8,709,192
VZ	Verizon Communications Inc	−1,488	9,227	$390,671
APO	Apollo Global Management, Inc.	−1,318	19,987	$2,364,661
HD	Home Depot, Inc.	−769	1,341	$472,943
BX	Blackstone Inc.	−714	5,811	$683,780
AMZN	Amazon Com Inc	−609	49,353	$11,762,794
RTX	RTX Corp	−578	14,156	$2,685,817
AMD	Advanced Micro Devices Inc	−436	25,543	$14,838,184
BAC	Bank Of America Corp /De/	−436	4,531	$258,176
ANET	Arista Networks, Inc.	−413	33,769	$5,736,677
EW	Edwards Lifesciences Corp	−367	2,885	$260,977
WM	Waste Management Inc	−283	40,390	$9,002,123
SYK	Stryker Corp	−275	690	$217,239
ADBE	Adobe Inc.	−244	5,147	$1,055,237
ABT	Abbott Laboratories	−198	5,694	$516,673
AMAT	Applied Materials Inc /De	−191	3,515	$2,541,345
MU	Micron Technology Inc	−187	803	$926,894
AXON	Axon Enterprise, Inc.	−169	1,880	$1,053,946
V	Visa Inc.	−164	23,131	$7,936,014
TER	Teradyne, Inc	−101	11,110	$5,375,462
BRK-B	Berkshire Hathaway Inc	−90	825	$412,821
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
MRVL	Marvell Technology, Inc.	1,892	$563,607
INTC	Intel Corp	3,065	$427,965
KMB	Kimberly Clark Corp	3,061	$336,005
CSCO	Cisco Systems, Inc.	2,550	$299,523
NTRA	Natera, Inc.	1,078	$292,623
UNH	Unitedhealth Group Inc	701	$291,356
PANW	Palo Alto Networks Inc	740	$252,354
WDC	Western Digital Corp	372	$237,603
SAIC	Science Applications International Corp	2,015	$222,476
GNRC	Generac Holdings Inc.	725	$212,287
VRT	Vertiv Holdings Co	610	$204,240
STWD	Starwood Property Trust, Inc.	10,001	$163,816
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
HON	Honeywell International Inc	2,118	$478,731
REGN	Regeneron Pharmaceuticals, Inc.	310	$239,518
EQT	EQT Corp	3,426	$218,030
PFE	Pfizer Inc	7,192	$201,951
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

102 tracked positions · $267,417,713 total · as of Jun 30, 2026

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

Showing 1–50 of 102 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	264,152	-3,090	$52,854,173	+13.4%	19.76%
AVGO	Broadcom Inc. Technology	Reduced	45,977	-18	$17,367,811	+22.0%	6.49%
AAPL	Apple Inc. Technology	Added	55,334	+48	$16,011,446	+14.1%	5.99%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	15,961	+52	$14,931,036	−5.8%	5.58%
AMD	Advanced Micro Devices Inc Technology	Reduced	25,543	-436	$14,838,184	+180.8%	5.55%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	49,353	-609	$11,762,794	+13.0%	4.40%
GOOGL	Alphabet Inc. Communication Services	Reduced	28,809	-2,617	$10,295,472	+13.9%	3.85%
WM	Waste Management Inc Industrials	Reduced	40,390	-283	$9,002,123	−3.7%	3.37%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	21,900	-1,769	$8,709,192	−20.2%	3.26%
GLDM	World Gold Trust	Reduced	101,226	-2,893	$8,039,368	−16.7%	3.01%
V	Visa Inc. Financial Services	Reduced	23,131	-164	$7,936,014	+12.7%	2.97%
QQQ	Invesco Qqq Trust, Series 1	Added	8,184	+6	$6,026,697	+27.7%	2.25%
ANET	Arista Networks, Inc. Technology	Reduced	33,769	-413	$5,736,677	+36.7%	2.15%
MSFT	Microsoft Corp Technology	Added	15,273	+310	$5,697,134	+2.9%	2.13%
TER	Teradyne, Inc Technology	Reduced	11,110	-101	$5,375,462	+61.7%	2.01%
JPM	Jpmorgan Chase & Co Financial Services	Added	14,986	+23	$4,905,367	+11.4%	1.83%
GEV	GE Vernova Inc. Industrials	Added	3,697	+31	$4,343,457	+35.7%	1.62%
CAT	Caterpillar Inc Industrials	Reduced	3,027	-11	$3,223,452	+49.8%	1.21%
AMGN	Amgen Inc Healthcare	Reduced	8,514	-35	$3,083,089	+2.5%	1.15%
PLTR	Palantir Technologies Inc. Technology	Added	23,231	+228	$2,710,360	−19.5%	1.01%
RTX	RTX Corp Industrials	Reduced	14,156	-578	$2,685,817	−5.5%	1.00%
META	Meta Platforms, Inc. Communication Services	Added	4,728	+107	$2,663,235	+0.7%	1.00%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	6,311	-60	$2,654,406	+12.1%	0.99%
AMAT	Applied Materials Inc /De Technology	Reduced	3,515	-191	$2,541,345	+100.6%	0.95%
APO	Apollo Global Management, Inc. Financial Services	Reduced	19,987	-1,318	$2,364,661	−0.4%	0.88%
DE	Deere & Co Industrials	Reduced	3,203	-18	$2,031,758	+12.0%	0.76%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	3,764	+48	$1,966,275	+14.2%	0.74%
GE	General Electric Co Industrials	Added	3,780	+13	$1,412,699	+32.2%	0.53%
PWR	Quanta Services, Inc. Industrials	Added	1,911	+27	$1,375,996	+33.0%	0.51%
LMT	Lockheed Martin Corp Industrials	Reduced	2,382	-6	$1,213,533	−15.9%	0.45%
LRCX	Lam Research Corp Technology	Added	2,778	+7	$1,203,790	+103.3%	0.45%
NFLX	Netflix Inc Communication Services	Added	15,695	+146	$1,120,623	−25.0%	0.42%
ADBE	Adobe Inc. Technology	Reduced	5,147	-244	$1,055,237	−19.5%	0.39%
AXON	Axon Enterprise, Inc. Industrials	Reduced	1,880	-169	$1,053,946	+21.1%	0.39%
APP	AppLovin Corp Communication Services	Added	1,934	+105	$996,454	+36.9%	0.37%
SNDK	Sandisk Corp Technology	Reduced	422	-3	$959,514	+255.4%	0.36%
MU	Micron Technology Inc Technology	Reduced	803	-187	$926,894	+177.1%	0.35%
NOC	Northrop Grumman Corp /De/ Industrials	Reduced	1,816	-7	$924,906	−25.6%	0.35%
AXP	American Express Co Financial Services	Added	2,702	+17	$913,951	+12.5%	0.34%
GD	General Dynamics Corp Industrials	Added	2,570	+1	$910,396	+3.3%	0.34%
DELL	Dell Technologies Inc. Technology	Added	2,067	+204	$891,827	+191.7%	0.33%
JNJ	Johnson & Johnson Healthcare	Added	3,465	+15	$880,006	+4.4%	0.33%
CVX	Chevron Corp Energy	Added	4,832	+37	$800,952	−19.3%	0.30%
GLD	Spdr Gold Trust	Reduced	1,983	-9	$730,497	−14.8%	0.27%
ARM	Arm Holdings PLC /Uk Technology	Added	1,966	+56	$697,084	+141.3%	0.26%
BX	Blackstone Inc. Financial Services	Reduced	5,811	-714	$683,780	−8.9%	0.26%
ASML	Asml Holding NV Technology	Added	334	+21	$664,472	+60.7%	0.25%
RCL	Royal Caribbean Cruises Ltd Consumer Cyclical	Added	1,894	+10	$601,401	+16.0%	0.22%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	1,187	+440	$566,875	+124.6%	0.21%
MRVL	Marvell Technology, Inc. Technology	NEW	1,892	NEW	$563,607	NEW	0.21%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.