Purkiss Capital Advisors LLC quarter change: USA Funds, Sold out
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Purkiss Capital Advisors LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 2053150): 2026-03-31 (filed 2026-05-04) and 2026-06-30 (filed 2026-07-30). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| MARIPAU WEALTH MANAGEMENT LLC | United States | $0.227B | 166 |
| BROGAN FINANCIAL, INC. | United States | $0.227B | 56 |
| eCIO, Inc. | United States | $0.228B | 42 |
| ARBOR TRUST WEALTH ADVISORS, LLC | United States | $0.228B | 90 |
| Financial Futures Ltd Liability Co. | United States | $0.228B | 72 |
| GRATIA CAPITAL, LLC | United States | $0.227B | 64 |
| Cascade Wealth Advisors, Inc | United States | $0.228B | 60 |
| KEYVANTAGE WEALTH, LLC | United States | $0.227B | 92 |
| BlueChip Wealth Advisors LLC | United States | $0.228B | 147 |
| FORTE ASSET MANAGEMENT LLC | United States | $0.228B | 76 |