PURUS WEALTH MANAGEMENT LLC
Q3 2025 Form 13-F
NEWPORT BEACH, CALIFORNIA
CIK 0001844250
· CRD 174490
· SEC-registered investment adviser
$313.3M Reported Value Total
PURUS WEALTH MANAGEMENT, LLC reports 1,436 total accounts under management (AUM). There are 1,429 discretionary accounts valued at $383,640,825, and 7 non-discretionary accounts valued at $164,510,054.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-03-18
Reported value
$313.3M
Quarter over quarter
+8.6%
Holdings
144
Top-10 concentration
47.5%
Key People
Form ADV owners & control persons
Mark Christopher Larsen
MANAGING MEMBER
Bonnie Lee Larsen
CHIEF COMPLIANCE OFFICER
John Don Morreale
MANAGING MEMBER
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Q3 2025 13F record
Q3 2025 13F filing summary
| Period of report | September 30, 2025 |
|---|---|
| Filed | October 24, 2025 |
| Form | 13F-HR |
| Reported value | $313.3M |
| Positions | 144 |
| Change in reported value | +8.8% |
| New positions | 7 |
| Exited positions | 3 |
| Position turnover | 6.8% |
| Top-10 concentration | 47.5% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 15, 2026
|
170 | $366.3M |
|
Q2 2026 13F
Filed Jul 13, 2026
|
171 | $363.2M |
|
Q1 2026 13F
Filed Apr 15, 2026
|
157 | $313.7M |
|
Q4 2025 13F
Filed Jan 27, 2026
|
150 | $320.6M |
|
Q3 2025 13F
Filed Oct 24, 2025
|
144 | $313.3M |
|
Q2 2025 13F
Filed Aug 1, 2025
|
140 | $288.1M |
|
Q1 2025 13F
Filed May 14, 2025
|
119 | $235.1M |
|
Q4 2024 13F
Filed Jan 16, 2025
|
123 | $252.7M |
|
Q3 2024 13F
Filed Nov 12, 2024
|
117 | $236.1M |
|
Q2 2024 13F
Filed Aug 12, 2024
|
116 | $226.5M |
|
Q1 2024 13F
Filed Apr 12, 2024
|
113 | $202.6M |
|
Q4 2023 13F
Filed Jan 9, 2024
|
122 | $172.6M |
|
Q3 2023 13F
Filed Oct 17, 2023
|
114 | $148.1M |
|
Q2 2023 13F
Filed Jul 21, 2023
|
118 | $154.2M |
|
Q1 2023 13F
Filed May 10, 2023
|
112 | $126.6M |
|
Q4 2022 13F
Filed Jan 19, 2023
|
107 | $110.1M |
|
Q3 2022 13F
Filed Nov 14, 2022
|
104 | $108.5M |
|
Q2 2022 13F
Filed Jul 20, 2022
|
101 | $112.1M |
|
Q1 2022 13F
Filed Apr 22, 2022
|
113 | $144.7M |
|
Q4 2021 13F
Filed Jan 19, 2022
|
115 | $159.5M |
4 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q3 2025
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | NVDA NVIDIA CORPORATION | $51.2M | 16.35% |
| 2 | AVGO BROADCOM INC | $15.3M | 4.88% |
| 3 | COST COSTCO WHSL CORP NEW | $14.9M | 4.77% |
| 4 | AAPL APPLE INC | $12.9M | 4.12% |
| 5 | ISRG INTUITIVE SURGICAL INC | $11.3M | 3.61% |
| 6 | AMZN AMAZON COM INC | $10.8M | 3.45% |
| 7 | WM WASTE MGMT INC DEL | $9.4M | 2.99% |
| 8 | V VISA INC | $8.0M | 2.56% |
| 9 | GLDM WORLD GOLD TR | $7.6M | 2.43% |
| 10 | MSFT MICROSOFT CORP | $7.2M | 2.31% |
| 11 | GOOGL ALPHABET INC | $7.2M | 2.3% |
| 12 | FTCS FIRST TR EXCHANGE-TRADED FD | $5.5M | 1.76% |
| 13 | ANET ARISTA NETWORKS INC | $5.0M | 1.6% |
| 14 | QQQ INVESCO QQQ TR | $4.9M | 1.57% |
| 15 | JPM JPMORGAN CHASE & CO. | $4.9M | 1.56% |
| 16 | JSML JANUS DETROIT STR TR | $4.6M | 1.48% |
| 17 | PLTR PALANTIR TECHNOLOGIES INC | $4.3M | 1.37% |
| 18 | QQQJ INVESCO EXCH TRADED FD TR II | $4.2M | 1.35% |
| 19 | AMD ADVANCED MICRO DEVICES INC | $4.1M | 1.32% |
| 20 | QQQM INVESCO EXCH TRADED FD TR II | $3.5M | 1.13% |
Values as reported on the Q3 2025 Form 13F. Every position is in the holdings table below.