Purus Wealth Management, LLC

CIK

1844250

Location

Newport Beach, CA

Portfolio Value

Micro $16,666,296

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

4 positions · $16,666,296 total · Consumer Defensive only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	15,909	-240	$15,852,204	+13.8%	95.12%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	2,365	+313	$341,600	+16.2%	2.05%
WMT	Walmart Inc. Consumer Defensive	Added	1,907	+4	$237,001	+11.8%	1.42%
TGT	Target Corp Consumer Defensive	NEW	1,943	NEW	$235,491	NEW	1.41%