Purus Wealth Management, LLC

Registered adviser

CIK

1844250

Location

Newport Beach, CA

Portfolio Value

Small $331,338,912

Diversification

Diversified

Filing Date

Global Rank

#4,542 / 8,811 ▼ 179 · as of Jun 2026

Top Industry

Semiconductors 36.4%

Period ended 21 days ago

Filed Oct 15, 2026 · 6d

24 quarters · since Dec 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 174490

Roster of Oct 1, 2026

Regulatory AUM

$658,133,545

Main clients

Individuals and high net worth (68% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$658,133,545	Individuals and high net worth (68%)
Apr 2025 to Mar 2026	$548,150,879	Individuals and high net worth (70%)
Mar 2024 to Mar 2025	$437,516,475	Individuals and high net worth (68%)
May 2023 to Feb 2024	$383,463,345	Individuals and high net worth (71%)
Mar 2023 to Apr 2023	$383,463,345	Individuals and high net worth (71%)
Apr 2022 to Feb 2023	$436,234,592	Individuals and high net worth (73%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 47.7%, 25.0 effective positions, active share 60.1% against the S&P 500 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

7.1% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 18.8 quarters (12+)

Closest benchmark: the S&P 500 as of 2026-06-30, active share 60.1%; sector active share 25.9% against the combined 13F book's sector weights.

Over time 23 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

170 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

18.0%

+3.5 pts

Top 5

37.4%

+5.5 pts

Top 10

53.5%

+5.8 pts

HHI

531

Diversified+130

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	44.2%	$146,488,668	30
Unclassified	21.4%	$70,877,064	70
Industrials	8.0%	$26,601,641	13
Financial Services	5.7%	$18,999,644	15
Communication Services	5.0%	$16,624,100	9
Healthcare	4.9%	$16,276,522	11
Consumer Cyclical	4.9%	$16,273,922	7
Consumer Defensive	4.8%	$15,755,763	5
Energy	0.6%	$2,092,084	5
Real Estate	0.2%	$764,281	3
Basic Materials	0.2%	$585,223	2

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
GFLW	VictoryShares Free Cash Flow Growth ETF	+15,059	73,718	$2,462,918
FLRT	Pacer Aristotle Pacific Floating Rate High Income ETF	+7,699	13,001	$603,766
JBND	JPMorgan Active Bond ETF	+6,552	31,952	$1,633,386
QQQJ	Invesco Ltd.	+5,406	145,868	$0
RTX	RTX Corp	+5,386	19,542	$3,627,972
MMIN	NYLIM ETF Trust	+4,690	77,485	$0
FNX	First Trust Mid Cap Core AlphaDEX Fund	+3,286	15,535	$2,095,516
AIRR	First Trust Exchange-Traded Fund VI	+3,225	13,911	$1,436,171
JGRO	JPMorgan Active Growth ETF	+2,861	44,351	$4,283,419
QDPL	Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF	+2,369	8,518	$390,107
APH	Amphenol Corp	+2,147	3,948	$332,816
HYT	Blackrock Corporate High Yield Fund, Inc.	+1,671	33,954	$266,199
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	+1,660	54,276	$3,324,947
GM	General Motors Co	+1,535	8,238	$634,326
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	+1,385	32,588	$1,285,270
ET	Energy Transfer LP	+1,031	19,531	$0
AVUS	Avantis U.S. Equity ETF	+939	4,892	$626,616
QQQM	Invesco Ltd.	+837	18,920	$0
FXH	First Trust Health Care AlphaDEX Fund	+729	4,076	$532,896
COWG	Pacer US Large Cap Cash Cows Growth Leaders ETF	+726	8,674	$345,919
EPD	Enterprise Products Partners L.P.	+659	11,712	$417,064
INTC	Intel Corp	+653	3,718	$447,015
GRID	First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund	+642	3,986	$705,960
IBM	International Business Machines Corp	+562	2,442	$537,069
FXR	First Trust Industrials/Producer Durables AlphaDEX Fund	+540	21,931	$1,786,499
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
T	At&T Inc.	−4,224	15,154	$369,757
QDEC	FT Vest Nasdaq-100 Buffer ETF - December	−3,833	40,982	$1,512,235
JSML	Janus Henderson Small Cap Growth Alpha ETF	−3,658	43,098	$3,703,324
BUFR	FT Vest Laddered Buffer ETF	−3,454	36,508	$1,367,954
JIRE	JPMorgan International Research Enhanced Equity ETF	−3,450	31,454	$2,584,260
JEPI	JPMorgan Equity Premium Income ETF	−3,402	30,285	$1,702,622
FVD	First Trust Value Line Dividend Index Fund	−3,073	19,671	$922,766
NVDA	Nvidia Corp	−2,377	261,775	$59,784,174
FTSM	First Trust Enhanced Short Maturity ETF	−1,975	33,139	$1,972,101
SDVY	First Trust SMID Cap Rising Dividend Achievers ETF	−1,328	47,648	$1,933,555
UBER	Uber Technologies, Inc	−1,000	3,417	$234,098
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	−996	8,847	$1,490,011
AMZN	Amazon Com Inc	−978	48,375	$12,052,631
FTCS	First Trust Capital Strength ETF	−835	55,810	$5,237,768
QQEW	First Trust Nasdaq-100 Select Equal Weight ETF	−820	4,479	$728,867
FNY	First Trust Mid Cap Growth AlphaDEX Fund	−607	5,720	$565,345
NFLX	Netflix Inc	−603	15,092	$1,050,101
FTSL	First Trust Senior Loan Fund	−601	4,878	$217,412
RDVY	First Trust Rising Dividend Achievers ETF	−594	47,212	$3,696,227
AAPL	Apple Inc.	−505	54,829	$18,259,153
FTGS	First Trust Growth Strength ETF	−435	10,857	$411,697
GOOGL	Alphabet Inc.	−435	28,374	$9,762,925
AMD	Advanced Micro Devices Inc	−366	25,177	$15,402,281
NASA	Tema Etfs LLC	−359	33,715	$0
APO	Apollo Global Management, Inc.	−294	19,693	$2,285,569
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
PATN	Pacer Nasdaq International Patent Leaders ETF	43,338	$1,545,866
SPCX	Space Exploration Technologies Corp	3,052	$460,424
XXRP	Teucrium 2x Long Daily XRP ETF	9,062	$315,629
XRPZ	Franklin XRP Trust	18,328	$296,547
IBIT	iShares Bitcoin Trust ETF	5,275	$249,718
REGN	Regeneron Pharmaceuticals, Inc.	310	$235,063
CRWD	CrowdStrike Holdings, Inc.	836	$221,331
DIS	Walt Disney Co	2,055	$215,569
MA	Mastercard Inc	383	$211,213
ORCL	Oracle Corp	1,484	$203,753
—		6,647	$0
EMM	Global X Emerging Markets ex-China ETF	19,273	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

13 positions

Ticker	Company	Shares	Value
GLDM	World Gold Trust	101,226	$8,039,368
NFTY	First Trust India NIFTY 50 Equal Weight ETF	30,497	$1,640,738
MCD	Mcdonalds Corp	900	$243,279
VST	Vistra Corp.	1,507	$239,055
WDC	Western Digital Corp	372	$237,603
SYK	Stryker Corp	690	$217,239
FMB	First Trust Managed Municipal ETF	4,179	$214,662
GNRC	Generac Holdings Inc.	725	$212,287
RZV	Victory Portfolios II	1,394	$207,789
VRT	Vertiv Holdings Co	610	$204,240
HON	Honeywell International Inc	905	$202,629
HONA	Honeywell Aerospace Inc.	905	$200,077
ACHR	Archer Aviation Inc.	11,431	$54,068
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

170 tracked positions · $331,338,912 total · filing declares 170 positions · $366,265,144 · as of Sep 30, 2026

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

Showing 1–50 of 170 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	261,775	-2,377	$59,784,174	+13.1%	18.04%
AAPL	Apple Inc. Technology	Reduced	54,829	-505	$18,259,153	+14.0%	5.51%
AVGO	Broadcom Inc. Technology	Reduced	45,972	-5	$16,144,906	−7.0%	4.87%
AMD	Advanced Micro Devices Inc Technology	Reduced	25,177	-366	$15,402,281	+3.8%	4.65%
COST	Costco Wholesale Corp Consumer Defensive	Reduced	15,920	-41	$14,492,612	−2.9%	4.37%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	48,375	-978	$12,052,631	+2.5%	3.64%
GOOGL	Alphabet Inc. Communication Services	Reduced	28,374	-435	$9,762,925	−5.2%	2.95%
ISRG	Intuitive Surgical Inc Healthcare	Added	22,067	+167	$8,973,104	+3.0%	2.71%
V	Visa Inc. Financial Services	Reduced	23,003	-128	$8,265,667	+4.2%	2.49%
WM	Waste Management Inc Industrials	Reduced	40,153	-237	$8,187,999	−9.0%	2.47%
MSFT	Microsoft Corp Technology	Added	15,466	+193	$7,932,511	+39.2%	2.39%
ANET	Arista Networks, Inc. Technology	Added	33,850	+81	$6,891,521	+20.1%	2.08%
QQQ	Invesco Qqq Trust, Series 1	Reduced	8,164	-20	$6,039,482	+0.2%	1.82%
FTCS	First Trust Capital Strength ETF	Reduced	55,810	-835	$5,237,768	−1.5%	1.58%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	14,851	-135	$4,913,156	+0.2%	1.48%
TER	Teradyne, Inc Technology	Added	11,145	+35	$4,468,141	−16.9%	1.35%
PLTR	Palantir Technologies Inc. Technology	Added	23,318	+87	$4,361,631	+60.9%	1.32%
JGRO	JPMorgan Active Growth ETF	Added	44,351	+2,861	$4,283,419	+4.7%	1.29%
JSML	Janus Henderson Small Cap Growth Alpha ETF	Reduced	43,098	-3,658	$3,703,324	−14.9%	1.12%
RDVY	First Trust Rising Dividend Achievers ETF	Reduced	47,212	-594	$3,696,227	−4.6%	1.12%
RTX	RTX Corp Industrials	Added	19,542	+5,386	$3,627,972	+35.1%	1.09%
AMGN	Amgen Inc Healthcare	Added	8,518	+4	$3,590,422	+16.5%	1.08%
GEV	GE Vernova Inc. Industrials	Added	3,698	+1	$3,514,912	−19.1%	1.06%
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	Added	54,276	+1,660	$3,324,947	+2.8%	1.00%
META	Meta Platforms, Inc. Communication Services	Reduced	4,517	-211	$3,275,638	+23.0%	0.99%
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	Reduced	43,568	-93	$2,679,432	+15.6%	0.81%
JIRE	JPMorgan International Research Enhanced Equity ETF	Reduced	31,454	-3,450	$2,584,260	−10.2%	0.78%
GFLW	VictoryShares Free Cash Flow Growth ETF	Added	73,718	+15,059	$2,462,918	+22.5%	0.74%
CAT	Caterpillar Inc Industrials	Reduced	2,967	-60	$2,405,613	−25.4%	0.73%
APO	Apollo Global Management, Inc. Financial Services	Reduced	19,693	-294	$2,285,569	−3.3%	0.69%
TSLA	Tesla, Inc. Consumer Cyclical	Added	6,317	+6	$2,241,334	−15.6%	0.68%
FNX	First Trust Mid Cap Core AlphaDEX Fund	Added	15,535	+3,286	$2,095,516	+16.9%	0.63%
DE	Deere & Co Industrials	Reduced	3,110	-93	$2,088,520	+2.8%	0.63%
SMH	VanEck Semiconductor ETF	Reduced	3,314	-98	$2,018,226	−9.8%	0.61%
FTSM	First Trust Enhanced Short Maturity ETF	Reduced	33,139	-1,975	$1,972,101	−6.0%	0.60%
SDVY	First Trust SMID Cap Rising Dividend Achievers ETF	Reduced	47,648	-1,328	$1,933,555	−8.5%	0.58%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	3,774	+10	$1,919,267	−2.4%	0.58%
AMAT	Applied Materials Inc Technology	Reduced	3,498	-17	$1,788,807	−29.6%	0.54%
FXR	First Trust Industrials/Producer Durables AlphaDEX Fund	Added	21,931	+540	$1,786,499	−8.3%	0.54%
JEPI	JPMorgan Equity Premium Income ETF	Reduced	30,285	-3,402	$1,702,622	−10.5%	0.51%
JBND	JPMorgan Active Bond ETF	Added	31,952	+6,552	$1,633,386	+20.2%	0.49%
PATN	Pacer Nasdaq International Patent Leaders ETF	NEW	43,338	NEW	$1,545,866	NEW	0.47%
QDEC	FT Vest Nasdaq-100 Buffer ETF - December	Reduced	40,982	-3,833	$1,512,235	−5.2%	0.46%
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	Reduced	8,847	-996	$1,490,011	−4.6%	0.45%
AIRR	First Trust Exchange-Traded Fund VI	Added	13,911	+3,225	$1,436,171	+0.9%	0.43%
XLY	State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF	Added	12,803	+181	$1,393,478	−5.9%	0.42%
BUFR	FT Vest Laddered Buffer ETF	Reduced	36,508	-3,454	$1,367,954	−6.3%	0.41%
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	Added	32,588	+1,385	$1,285,270	−9.2%	0.39%
PWR	Quanta Services, Inc. Industrials	Reduced	1,890	-21	$1,214,343	−11.7%	0.37%
LMT	Lockheed Martin Corp Industrials	Reduced	2,364	-18	$1,203,867	−0.8%	0.36%

Showing the top 50 of 170 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.