Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionPure Financial Advisors, Inc.
Latest Disclosed Ownership301,871 shares
Latest Disclosed Value $ 76,611,905
Pure Financial Advisors, Inc. reports 3.27% increase in ownership of AAPL / Apple Inc.

On April 10, 2026 - Pure Financial Advisors, Inc. filed a 13F-HR form disclosing ownership of 301,871 shares of Apple Inc. (CH:AAPL) valued at $76,611,905 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on March 4, 2026 disclosing 292,326 shares of Apple Inc.. This represents a change in shares of 3.27% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-10 2026-03-31 13F APPLE COM 037833100 301,871 9,545 3.27 76,612 -3.60 1.0996
2026-03-04 2025-12-31 13F/A-1 APPLE COM 037833100 292,326 8,772 3.09 79,472 10.07 14.4483
2025-10-20 2025-09-30 13F APPLE COM 037833100 283,554 4,509 1.62 72,201 26.11 1.1502
2025-07-18 2025-06-30 13F APPLE COM 037833100 279,045 101,892 57.52 57,252 45.49 1.0077
2025-04-23 2025-03-31 13F APPLE COM 037833100 177,153 4,943 2.87 39,351 -8.75 0.8229
2025-01-16 2024-12-31 13F APPLE COM 037833100 172,210 3,150 1.86 43,125 9.48 0.9804
2024-10-29 2024-09-30 13F APPLE COM 037833100 169,060 -1,213 -0.71 39,391 9.84 0.9456
2024-07-18 2024-06-30 13F APPLE COM 037833100 170,273 -5,475 -3.12 35,863 19.00 0.9950
2024-04-16 2024-03-31 13F APPLE COM 037833100 175,748 22,854 14.95 30,137 2.38 0.9429
2024-01-08 2023-12-31 13F APPLE COM 037833100 152,894 7,283 5.00 29,437 18.07 1.0155
2023-10-10 2023-09-30 13F APPLE COM 037833100 145,611 13,880 10.54 24,930 -2.43 1.0191
2023-07-10 2023-06-30 13F APPLE COM 037833100 131,731 4,020 3.15 25,552 21.33 1.0837
2023-04-11 2023-03-31 13F APPLE COM 037833100 127,711 1,169 0.92 21,060 28.09 0.9758
2023-01-09 2022-12-31 13F APPLE COM 037833100 126,542 38,727 44.10 16,442 35.47 0.8492
2022-10-06 2022-09-30 13F APPLE COM 037833100 87,815 2,745 3.23 12,136 4.34 0.7058
2022-07-08 2022-06-30 13F APPLE COM 037833100 85,070 9,952 13.25 11,631 -11.32 0.7203
2022-04-12 2022-03-31 13F APPLE COM 037833100 75,118 5,941 8.59 13,116 6.77 0.6001
2022-01-12 2021-12-31 13F APPLE COM 037833100 69,177 4,034 6.19 12,284 33.26 0.6087
2021-10-07 2021-09-30 13F APPLE COM 037833100 65,143 4,672 7.73 9,218 11.30 0.7109
2021-07-09 2021-06-30 13F APPLE COM 037833100 60,471 -1,671 -2.69 8,282 9.10 0.6731
2021-04-09 2021-03-31 13F APPLE COM 037833100 62,142 -2,994 -4.60 7,591 -12.17 0.7542
2021-01-12 2020-12-31 13F APPLE COM 037833100 65,136 6,099 10.33 8,643 26.42 1.0345
2020-10-07 2020-09-30 13F APPLE COM 037833100 59,037 43,703 285.01 6,837 22.22 0.9983
2020-07-08 2020-06-30 13F APPLE COM 037833100 15,334 -1,800 -10.51 5,594 28.39 0.8744
2020-04-07 2020-03-31 13F APPLE COM 037833100 17,134 -808 -4.50 4,357 -17.31 0.7324
2020-01-09 2019-12-31 13F APPLE COM 037833100 17,942 787 4.59 5,269 37.14 0.9000
2019-10-09 2019-09-30 13F APPLE COM 037833100 17,155 -2,942 -14.64 3,842 -3.42 0.6943
2019-07-11 2019-06-30 13F APPLE COM 037833100 20,097 -2,732 -11.97 3,978 -8.26 0.7133
2019-04-05 2019-03-31 13F APPLE COM 037833100 22,829 -1,236 -5.14 4,336 14.23 0.8175
2019-01-11 2018-12-31 13F APPLE COM 037833100 24,065 3,087 14.72 3,796 -19.85 0.7697
2018-10-04 2018-09-30 13F APPLE COM 037833100 20,978 -419 -1.96 4,736 19.57 1.0354
2018-07-10 2018-06-30 13F APPLE COM 037833100 21,397 1,018 5.00 3,961 15.85 0.8937
2018-04-05 2018-03-31 13F APPLE COM 037833100 20,379 -42 -0.21 3,419 -1.07 0.8313
2018-01-10 2017-12-31 13F APPLE COM 037833100 20,421 3,130 18.10 3,456 29.68 0.8572
2017-10-11 2017-09-30 13F APPLE COM 037833100 17,291 -3 -0.02 2,665 6.99 0.6854
2017-07-11 2017-06-30 13F APPLE COM 037833100 17,294 348 2.05 2,491 2.34 0.6720
2017-04-06 2017-03-31 13F APPLE COM 037833100 16,946 -525 -3.00 2,434 20.26 0.7043
2017-01-10 2016-12-31 13F APPLE COM 037833100 17,471 7,212 70.30 2,024 74.48 0.6065
2016-10-07 2016-09-30 13F APPLE COM 037833100 10,259 -895 -8.02 1,160 8.82 0.3727
2016-07-13 2016-06-30 13F APPLE COM 037833100 11,154 -4,509 -28.79 1,066 -38.13 0.3659
2016-04-07 2016-03-31 13F APPLE COM 037833100 15,663 3,258 26.26 1,723 31.93 0.6167
2016-01-12 2015-12-31 13F APPLE COM 037833100 12,405 2,984 31.67 1,306 25.70 0.5660
2015-10-08 2015-09-30 13F APPLE COM 037833100 9,421 -876 -8.51 1,039 -19.58 0.4864
2015-07-10 2015-06-30 13F APPLE COM 037833100 10,297 315 3.16 1,292 4.03 0.6395
2015-04-06 2015-03-31 13F APPLE COM 037833100 9,982 1,533 18.14 1,242 33.12 0.4142
2015-01-14 2014-12-31 13F APPLE COM 037833100 8,449 3,797 81.62 933 98.93 0.3219
2014-10-08 2014-09-30 13F APPLE COM 037833100 4,652 -772 -14.23 469 -6.94 0.1740
2014-07-08 2014-06-30 13F APPLE COM 037833100 5,424 4,814 789.18 504 54.13 0.1857
2014-04-08 2014-03-31 13F APPLE COM 037833100 610 -42 -6.44 327 -10.66 0.1330
2014-01-09 2013-12-31 13F APPLE COM 037833100 652 75 13.00 366 33.09 0.1602
2013-10-08 2013-09-30 13F APPLE COM 037833100 577 -65 -10.12 275 7.84 0.1325
2013-07-18 2013-06-30 13F APPLE COM 037833100 642 642 255 0.1362
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.