What does PURSUE WEALTH PARTNERS LLC hold?

PURSUE WEALTH PARTNERS LLC's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include NVDA, CRWD. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1911091.

What is PURSUE WEALTH PARTNERS LLC's AUM?

PURSUE WEALTH PARTNERS LLC reported approximately $178.6M in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $243.4M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source PURSUE WEALTH PARTNERS LLC's holdings?

All PURSUE WEALTH PARTNERS LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1911091. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is PURSUE WEALTH PARTNERS LLC's 13F data updated on 13F Pro?

PURSUE WEALTH PARTNERS LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

PURSUE WEALTH PARTNERS LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1911091

Institutional-grade research for retail investors

Sector Allocation

Other45.0%$80.4M
Technology33.2%$59.3M
Consumer Discretionary8.1%$14.5M
Financials4.8%$8.5M
Consumer Staples2.8%$5.1M
Industrials2.3%$4.1M
Healthcare2.1%$3.8M
Real Estate0.8%$1.5M
Energy0.4%$712,552
Utilities0.2%$391,679

AUM History

13fpro.ai/research/fund/pursue-wealth-partners-llc-1911091

Conviction and streaks

Diversifying · top 10 = 40.8%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$NVDAConviction hold6.1% weight · held 10 quarters

$Conviction hold4.8% weight · held 10 quarters

$CRWDConviction hold4.5% weight · held 10 quarters

$AMZNConviction hold4.2% weight · held 10 quarters

$GOOGConviction hold4.1% weight · held 10 quarters

$Accumulating+345% shares · 4 quarters running

$SNOWAccumulating+230% shares · 3 quarters running

$Accumulating+59% shares · 2 quarters running

$SPYAccumulating+3% shares · 2 quarters running

$NOWAccumulating+9161% shares · 2 quarters running

$AAPTrimming-68% shares · 3 quarters running

$NVDATrimming-28% shares · 2 quarters running

$Trimming-7% shares · 2 quarters running

$CRWDTrimming-42% shares · 2 quarters running

$AMZNTrimming-39% shares · 2 quarters running

Largest positions — Q2 2026

NVDA
$10.9M
VANECK
$8.5M
CRWD
$8.0M
AMZN
$7.5M
GOOG
$7.4M
FIRST
$7.4M
VANGUARD
$6.5M
MSFT
$6.3M
ISHARES
$5.3M
SPY
$5.2M
MDB
$5.0M
QQQ
$4.6M
AAPL
$4.5M
PANW
$4.4M
WMT
$4.0M
NEOS
$4.0M
VANGUARD
$3.6M
GLOBAL
$3.0M
NOW
$2.9M
BABA
$2.8M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/pursue-wealth-partners-llc-1911091

PURSUE WEALTH PARTNERS LLC 13F holdings — Q2 2026

$178.6M portfolio (+6.7% QoQ) · 91 holdings · Q2 2026 13F · top 10 are 41% of the stock portfolio

1
NVIDIA CORP
$NVDA
$10.9M
6.1% of stocks
-20%This quarter-3.5%Since filed6+ qtrsHeld
AIQuality86.0#3Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row
2
VANECK ETF TRUST - MRNGSTR WDE MOAT
$8.5M
4.8% of stocks
-7%This quarter—Since filed—Held
AIQuality—Est. buy—
3
CrowdStrike Holdings, Inc.
$CRWD
$8.0M
4.5% of stocks
-20%This quarter+22.1%Since filed6+ qtrsHeld
AIQuality67.6#352Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row
4
AMAZON COM INC
$AMZN
$7.5M
4.2% of stocks
-11%This quarter-9.3%Since filed6+ qtrsHeld
AIQuality67.5#361Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row
5
Alphabet Inc.
$GOOG
$7.4M
4.1% of stocks
+0.8%This quarter-11.1%Since filed6+ qtrsHeld
AIQuality77.7#60Est. buyEstimated buy price is Pro: unlock with a free trial
6
FIRST TR EXCHANGE TRADED FD - NASD TECH DIV
$7.4M
4.1% of stocks
-5%This quarter—Since filed—Held
AIQuality—Est. buy—
7
VANGUARD SPECIALIZED FUNDS - DIV APP ETF
$6.5M
3.6% of stocks
+24%This quarter—Since filed—Held
AIQuality—Est. buy—
8
MICROSOFT CORP
$MSFT
$6.3M
3.5% of stocks
-29%This quarter+6.5%Since filed6+ qtrsHeld
AIQuality79.8#30Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row
9
ISHARES TR - RUSSELL 2000 ETF
$5.3M
3.0% of stocks
+39%This quarter—Since filed—Held
AIQuality—Est. buy—
10
SPDR S&P 500 ETF TRUST
$SPY
$5.2M
2.9% of stocks
+2%This quarter-1.0%Since filed6+ qtrsHeld
AIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trial

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	NVIDIA CORP$NVDA	$10.9M	6.1%	-20%	-3.5%	6+ qtrsTrimmed 2 qtrs in a row	86.0#3	Estimated buy price is Pro: unlock with a free trial
2	VANECK ETF TRUST - MRNGSTR WDE MOAT	$8.5M	4.8%	-7%	—	—	—	—
3	CrowdStrike Holdings, Inc.$CRWD	$8.0M	4.5%	-20%	+22.1%	6+ qtrsTrimmed 2 qtrs in a row	67.6#352	Estimated buy price is Pro: unlock with a free trial
4	AMAZON COM INC$AMZN	$7.5M	4.2%	-11%	-9.3%	6+ qtrsTrimmed 2 qtrs in a row	67.5#361	Estimated buy price is Pro: unlock with a free trial
5	Alphabet Inc.$GOOG	$7.4M	4.1%	+0.8%	-11.1%	6+ qtrs	77.7#60	Estimated buy price is Pro: unlock with a free trial
6	FIRST TR EXCHANGE TRADED FD - NASD TECH DIV	$7.4M	4.1%	-5%	—	—	—	—
7	VANGUARD SPECIALIZED FUNDS - DIV APP ETF	$6.5M	3.6%	+24%	—	—	—	—
8	MICROSOFT CORP$MSFT	$6.3M	3.5%	-29%	+6.5%	6+ qtrsTrimmed 2 qtrs in a row	79.8#30	Estimated buy price is Pro: unlock with a free trial
9	ISHARES TR - RUSSELL 2000 ETF	$5.3M	3.0%	+39%	—	—	—	—
10	SPDR S&P 500 ETF TRUST$SPY	$5.2M	2.9%	+2%	-1.0%	6+ qtrs	AI quality score is Pro: unlock with a free trial	Estimated buy price is Pro: unlock with a free trial

All holdings — PURSUE WEALTH PARTNERS LLC (Q2 2026)

Sort

91 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	$MDB	MongoDB, Inc.	Technology	$5.0M	2.8%	15K	-24%	6+ qtrs	AI quality score is Pro: unlock with a free trial	13F
12	$QQQ	INVESCO QQQ TRUST, SERIES 1etf/fund	—	$4.6M	2.6%	6,245	+7%	6+ qtrs	AI quality score is Pro: unlock with a free trial	13F
13	$AAPL	Apple Inc.	Technology	$4.5M	2.5%	16K	-20%	6+ qtrsTrimmed 2 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
14	$PANW	Palo Alto Networks Inc	Technology	$4.4M	2.5%	13K	-11%	6+ qtrs	AI quality score is Pro: unlock with a free trial	13F
15	$WMT	Walmart Inc.	Consumer Staples	$4.0M	2.2%	35K	-27%	6+ qtrs	AI quality score is Pro: unlock with a free trial	13F
16	—	NEOS ETF TRUST - NASDAQ 100 HIGHetf/fund	—	$4.0M	2.2%	70K	New	—	—	13F
17	—	VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund	—	$3.6M	2.0%	5,215	+5%	—	—	13F
18	—	GLOBAL X FDS - ARTIFICIAL ETFetf/fund	—	$3.0M	1.7%	46K	New	—	—	13F
19	$NOW	ServiceNow, Inc.	Technology	$2.9M	1.6%	29K	New	1 qtr	AI quality score is Pro: unlock with a free trial	13F
20	$BABA	Alibaba Group Holding Ltdadr	Consumer Discretionary	$2.8M	1.6%	29K	-10%	6+ qtrsTrimmed 2 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
21	$JPM	JPMORGAN CHASE & CO	Financials	$2.8M	1.6%	8,462	—	6+ qtrs	AI quality score is Pro: unlock with a free trial	13F
22	—	ISHARES INC - CORE MSCI EMKTetf/fund	—	$2.6M	1.5%	32K	+0.0%	—	—	13F
23	—	VANGUARD WORLD FD - CONSUM STP ETFetf/fund	—	$2.6M	1.4%	11K	+673%	—	—	13F
24	—	ISHARES TR - US INFRASTRUCetf/fund	—	$2.6M	1.4%	41K	New	—	—	13F
25	$TSLA	Tesla, Inc.	Consumer Discretionary	$2.4M	1.4%	5,809	-7%	6+ qtrsTrimmed 2 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
26	—	VANECK ETF TRUST - DURABLE HGH DIV	—	$2.4M	1.3%	64K	—
27	$META	Meta Platforms, Inc.	Technology	$2.4M	1.3%	4,182	-29%
28	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$2.3M	1.3%	4,573	-58%
29	—	FIRST TR EXCHANGE-TRADED FD - SHS	—	$2.2M	1.3%	46K	+10%
30	$AXON	AXON ENTERPRISE, INC.	Industrials	$2.2M	1.2%	3,910	+27%
31	—	FIRST TR EXCHANGE-TRADED FD - SHS	—	$2.1M	1.2%	6,278	+15%
32	$GOOGL	Alphabet Inc.	Technology	$2.1M	1.2%	5,835	—
33	—	ISHARES TR - RUS 1000 GRW ETF	—	$1.9M	1.1%	15K	+300%
34	—	VANGUARD INDEX FDS - TOTAL STK MKT	—	$1.9M	1.0%	5,024	—
35	$CAT	CATERPILLAR INC	Industrials	$1.7M	0.9%	1,600	—
36	—	SELECT SECTOR SPDR TR - ST STR TECHN ETF	—	$1.6M	0.9%	8,322	—
37	—	FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF	—	$1.6M	0.9%	36K	—
38	$LLY	ELI LILLY & Co	Healthcare	$1.6M	0.9%	1,304	-39%
39	$SNOW	Snowflake Inc.	Technology	$1.5M	0.8%	5,913	+5%
40	$AAP	ADVANCE AUTO PARTS INC	Consumer Discretionary	$1.5M	0.8%	24K	New
41	$GS	GOLDMAN SACHS GROUP INC	Financials	$1.3M	0.8%	1,325	—
42	—	VANECK ETF TRUST - MORN SMID MO ETF	—	$1.2M	0.7%	32K	-30%
43	—	VANECK ETF TRUST - REAL ASSETS ETF	—	$1.2M	0.7%	30K	+85%
44	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$1.1M	0.6%	1,137	-3%
45	$ASML	ASML HOLDING NV	Technology	$995K	0.6%	500	—
46	$AXP	AMERICAN EXPRESS CO	Financials	$947K	0.5%	2,800	—
47	—	ISHARES TR - 20 YR TR BD ETF	—	$756K	0.4%	8,745	-55%
48	$AMD	ADVANCED MICRO DEVICES INC	Technology	$734K	0.4%	1,264	-63%
49	—	SPDR SERIES TRUST - ST STR CONV ETF	—	$706K	0.4%	6,550	-43%
50	$UNH	UNITEDHEALTH GROUP INC	Healthcare	$623K	0.3%	1,500	New
51	—	ISHARES TR - CONV BD ETF	—	$622K	0.3%	5,107	-61%
52	$EXEL	EXELIXIS, INC.	Healthcare	$578K	0.3%	11K	—
53	$OUT	OUTFRONT Media Inc.	Real Estate	$565K	0.3%	17K	—
54	—	SELECT SECTOR SPDR TR - ST STR CARE ETF	—	$555K	0.3%	3,500	—
55	—	ISHARES TR - CORE S&P TTL STK	—	$500K	0.3%	3,045	—
56	$ORCL	ORACLE CORP	Technology	$498K	0.3%	3,400	+110%
57	—	VANGUARD WORLD FD - INF TECH ETF	—	$498K	0.3%	4,169	+700%
58	$IBIT	iShares Bitcoin Trust ETF	Financials	$497K	0.3%	15K	-14%
59	—	ISHARES TR - CORE HIGH DV ETF	—	$479K	0.3%	17K	+400%
60	—	FIRST TR EXCHANGE-TRADED FD - CAP STRENGTH ETF	—	$478K	0.3%	5,085	-33%
61	$OXY	OCCIDENTAL PETROLEUM CORP /DE/	Energy	$469K	0.3%	9,655	-47%
62	—	SCHWAB STRATEGIC TR - US LCAP GR ETF	—	$464K	0.3%	14K	—
63	$MU	MICRON TECHNOLOGY INC	Technology	$458K	0.3%	397	New
64	$WFC	WELLS FARGO & COMPANY/MN	Financials	$457K	0.3%	5,530	—
65	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	Technology	$452K	0.3%	946	-35%
66	—	SCHWAB STRATEGIC TR - US DIVIDEND EQ	—	$431K	0.2%	14K	New
67	—	GLOBAL X FDS - RBTCS ARTFL INTE	—	$426K	0.2%	11K	New
68	—	SELECT SECTOR SPDR TR - ST STR ENERG ETF	—	$417K	0.2%	7,846	-48%
69	$CRWV	CoreWeave, Inc.	Technology	$404K	0.2%	4,061	—
70	$CEG	Constellation Energy Corp	Utilities	$392K	0.2%	1,577	—
71	$ASND	Ascendis Pharma A/S	Healthcare	$387K	0.2%	1,451	—
72	—	SELECT SECTOR SPDR TR - ST STR FINL ETF	—	$375K	0.2%	7,001	-61%
73	$EPR	EPR PROPERTIES	Real Estate	$361K	0.2%	6,218	—
74	$LOW	LOWES COMPANIES INC	Consumer Discretionary	$338K	0.2%	1,531	—
75	—	FIRST TR EXCHANGE TRADED FD - NASDQ ARTFCIAL	—	$338K	0.2%	6,000	—
76	$ABBV	AbbVie Inc.	Healthcare	$322K	0.2%	1,281	-2%
77	—	FIRST TR EXCHANGE-TRADED FD - COM	—	$319K	0.2%	10K	—
78	$EPRT	ESSENTIAL PROPERTIES REALTY TRUST, INC.	Real Estate	$315K	0.2%	11K	—
79	—	FIRST TR EXCHANGE TRADED FD - NASDAQ BK ETF	—	$304K	0.2%	7,361	—
80	$NET	Cloudflare, Inc.	Technology	$294K	0.2%	1,200	New
81	$VRTX	VERTEX PHARMACEUTICALS INC / MA	Healthcare	$294K	0.2%	591	—
82	$MDY	SPDR S&P MIDCAP 400 ETF TRUST	—	$257K	0.1%	365	—
83	$RTX	RTX Corp	Industrials	$253K	0.1%	1,331	—
84	$AROC	Archrock, Inc.	Energy	$244K	0.1%	5,984	—
85	—	ISHARES TR - ISHARES SEMICDTR	—	$240K	0.1%	375	New
86	$VICI	VICI PROPERTIES INC.	Real Estate	$239K	0.1%	8,993	—
87	$COIN	Coinbase Global, Inc.	Financials	$239K	0.1%	1,633	—
88	$KMB	KIMBERLY CLARK CORP	Materials	$238K	0.1%	2,172	-38%
89	—	FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF	—	$225K	0.1%	2,500	New
90	$MRVL	Marvell Technology, Inc.	Technology	$203K	0.1%	683	New
91	$CTMX	CytomX Therapeutics, Inc.	Healthcare	$54K	0.0%	14K	—

What changed in Q2 2026

Against the previous quarter's 13F: 13 new, 17 added to, 29 trimmed, 23 sold out. Share-count changes; largest moves by dollar size first.

New positions (13)

NEOS ETF TRUST - NASDAQ 100 HIGH$4.0M
first bought this quarter
GLOBAL X FDS - ARTIFICIAL ETF$3.0M
first bought this quarter
$NOWServiceNow, Inc.$2.9M
first bought this quarter
ISHARES TR - US INFRASTRUC$2.6M
first bought this quarter
$AAPADVANCE AUTO PARTS INC$1.5M
first bought this quarter
$UNHUNITEDHEALTH GROUP INC$623K
first bought this quarter

+7 more in the Excel export

Added to (17)

VANGUARD WORLD FD - CONSUM STP ETF+673%
now $2.6M
ISHARES TR - RUSSELL 2000 ETF+39%
now $5.3M
ISHARES TR - RUS 1000 GRW ETF+300%
now $1.9M
VANGUARD SPECIALIZED FUNDS - DIV APP ETF+24%
now $6.5M
VANECK ETF TRUST - REAL ASSETS ETF+85%
now $1.2M
$AXONAXON ENTERPRISE, INC.+27%
now $2.2M · held 2 qtrs, 2 adds in a row

+11 more in the Excel export

Trimmed (29)

$BRK.BBERKSHIRE HATHAWAY INC-58%
now $2.3M · held 6+ qtrs
$NVDANVIDIA CORP-20%
now $10.9M · held 6+ qtrs, 2 trims in a row
$MSFTMICROSOFT CORP-29%
now $6.3M · held 6+ qtrs, 2 trims in a row
$CRWDCrowdStrike Holdings, Inc.-20%
now $8.0M · held 6+ qtrs, 2 trims in a row
$MDBMongoDB, Inc.-24%
now $5.0M · held 6+ qtrs
$WMTWalmart Inc.-27%
now $4.0M · held 6+ qtrs

+23 more in the Excel export

Sold out (23)

$DDOGDatadog, Inc.was $2.1M
held 2 qtrs
$CVXCHEVRON CORPwas $2.0M
held 4 qtrs
ALPS ETF TRwas $1.6M
$FIGFigma, Inc.was $1.2M
held 1 qtr
$FANGDiamondback Energy, Inc.was $1.2M
held 1 qtr
$GILDGILEAD SCIENCES, INC.was $592K

+17 more in the Excel export

Firm AUM (Form ADV): $243.4M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F PURSUE WEALTH PARTNERS LLC has filed, 18 earlier quarters. Pick one to see what it held then.

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Is it too late to follow PURSUE WEALTH PARTNERS?

Q2 2026 13F filed with the SEC on Aug 7, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of PURSUE WEALTH PARTNERS's top 20 holdings: 73/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)

Top 10 since filing

+1.2%

Value-weighted move of the 10 largest stock positions

Turnover

15%

Last quarter; 49% over the last 4

Top 10 weight

41%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

90%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

PURSUE WEALTH PARTNERS LLC disclosed 91 positions worth $178.6M in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 6.1% of the equity portfolio. During the quarter the fund opened 13 new positions and exited 23 and a full exit from $DDOG. The portfolio is most concentrated in Other (45.0% of disclosed assets). All figures are sourced directly from PURSUE WEALTH PARTNERS LLC’s Form 13F-HR filing with the SEC under CIK 1911091.

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AI-Powered Hedge Fund Analysis: PURSUE WEALTH PARTNERS LLC

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Every holding in PURSUE WEALTH PARTNERS LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.