Q2 2026 13F · SEC CIK 1911091

Pursue Wealth Partners LLC

Wealth managerFiled 2026-08-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $178.6M
Reported positions: 91
Top holdings a year, 3 yrs: +23.6%
Assets under management: $243.4M

Pursue Wealth Partners LLC is a wealth manager that reported 91 positions worth $178.6M in its Q2 2026 13F, filed 2026-08-07. Its largest holdings were Nvidia Corporation Com (NVDA, 6.1%), Vaneck ETF Trust (MOAT, 4.8%), Crowdstrike Hldgs Inc Class A (CRWD, 4.5%). A portfolio copying its top holdings returned 23.6% a year over the last 3 years, against 20.4% for the S&P 500.

Pursue Wealth Partners LLC holdings largest 50 of 91 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Pursue Wealth Partners LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation Com	6.1%	7.2%	54,610	-20.5%	$10.9M
MOATVaneck ETF Trust	4.8%	5.1%	81,967	-6.8%	$8.5M
CRWDCrowdstrike Hldgs Inc Class A	4.5%	3.1%	10,419	-20.4%	$8.0M
AMZNAmazon Com Inc Com	4.2%	4.4%	31,313	-11.1%	$7.5M
GOOGAlphabet Inc	4.1%	3.6%	20,929	+0.8%	$7.4M
TDIVFirst Tr Exchange Traded Fd	4.1%	3.8%	64,104	-4.5%	$7.4M
VIGVanguard Dividend Appreciation ETF	3.6%	2.8%	27,428	+23.9%	$6.5M
MSFTMicrosoft Corp	3.5%	5.3%	16,837	-29.2%	$6.3M
IWMIshares	3.0%	1.9%	17,778	+38.5%	$5.3M
SPYSpdr S&p 500 ETF Tr	2.9%	2.6%	6,942	+2.4%	$5.2M
MDBMongodb Inc	2.8%	2.9%	14,814	-24.3%	$5.0M
QQQInvesco Qqq Tr	2.6%	2.0%	6,245	+7.4%	$4.6M
AAPLApple Inc	2.5%	3.0%	15,633	-20.2%	$4.5M
PANWPalo Alto Networks Inc	2.5%	1.4%	12,960	-10.9%	$4.4M
WMTWalmart Inc	2.2%	3.6%	35,285	-26.9%	$4.0M
QQQINeos ETF Trust	2.2%	—	69,931	—	$4.0M
VOOVanguard S&p 500 ETF	2.0%	1.8%	5,215	+5.2%	$3.6M
AIQGlobal X Fds	1.7%	—	46,475	—	$3.0M
NOWServicenow Inc Com	1.6%	—	28,803	—	$2.9M
BABAAlibaba Group Hldg Ltd	1.6%	2.4%	29,217	-10.1%	$2.8M
JPMJpmorgan Chase & Co	1.6%	1.5%	8,462	+0.0%	$2.8M
IEMGIshares	1.5%	1.3%	31,903	+0.0%	$2.6M
VDCVanguard World Fd	1.5%	—	11,498	—	$2.6M
IFRAIshares Tr	1.5%	—	41,115	—	$2.6M
TSLATesla Inc Com	1.4%	1.4%	5,809	-6.9%	$2.4M
DURAVaneck ETF Trust	1.3%	1.4%	64,494	+0.0%	$2.4M
METAMeta Platforms Inc Class A	1.3%	2.0%	4,182	-28.5%	$2.4M
BRK-BBerkshire Hathaway Inc Del	1.3%	3.1%	4,573	-57.9%	$2.3M
FVDFirst Tr Exchange-Traded Fd	1.2%	1.2%	46,217	+9.9%	$2.2M
AXONAxon Enterprise Inc	1.2%	0.8%	3,910	+27.4%	$2.2M
QTECFirst Trust Nasdaq-100 Technology Index	1.2%	0.7%	6,278	+15.0%	$2.1M
GOOGLAlphabet Inc	1.2%	1.0%	5,835	+0.0%	$2.1M
IWFIshares Russell 1000 Growth ETF	1.1%	1.0%	15,224	+300.0%	$1.9M
VTIVanguard Index Fds	1.0%	1.0%	5,024	+0.0%	$1.9M
CATCaterpillar Inc Com	1.0%	0.7%	1,600	+0.0%	$1.7M
XLKState Street Technology Select Sector Sp	0.9%	0.7%	8,322	+0.0%	$1.6M
SDVYFirst Tr Exchange-Traded Fd	0.9%	0.9%	36,449	+0.0%	$1.6M
LLYLilly Eli & Co	0.9%	1.2%	1,304	-38.7%	$1.6M
SNOWSnowflake Inc	0.8%	0.5%	5,913	+4.8%	$1.5M
AAPAdvance Auto Parts Inc	0.8%	—	23,501	—	$1.5M
GSGoldman Sachs Group Inc	0.8%	0.7%	1,325	+0.0%	$1.3M
SMOTVaneck ETF Trust	0.7%	1.0%	31,661	-30.0%	$1.2M
RAAXVaneck ETF Trust	0.7%	—	29,615	—	$1.2M
COSTCostco Whsl Corp New	0.6%	0.7%	1,137	-2.8%	$1.1M
ASMLAsml Hldg NV	0.6%	—	500	—	$995K
AXPAmerican Express Co Com	0.5%	0.5%	2,800	+0.0%	$947K
TLTIshares 20 Year Treasury Bond ETF	0.4%	1.0%	8,745	-55.0%	$756K
AMDAdvanced Micro Devices Inc	0.4%	—	1,264	—	$734K
CWBSpdr Series Trust	0.4%	0.6%	6,550	-42.5%	$706K
UNHUnitedhealth Group Inc Com	0.3%	—	1,500	—	$623K

What Pursue Wealth Partners LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +22.6% /yr; S&P 500 +20.1%
3 years: +23.6% /yr; S&P 500 +20.4%
5 years: +18.5% /yr; S&P 500 +16.8%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$178.6M	91
Q1 2026	$167.4M	101
Q4 2025	$205.8M	104
Q3 2025	$182.0M	110
Q2 2025	$176.0M	110
Q1 2025	$164.3M	120
Q4 2024	$174.7M	113
Q3 2024	$183.0M	112
Q2 2024	$183.4M	111
Q1 2024	$169.9M	103
Q4 2023	$154.7M	92
Q3 2023	$141.2M	90

Questions about Pursue Wealth Partners LLC's portfolio

What stocks does Pursue Wealth Partners LLC own?

Pursue Wealth Partners LLC's latest 13F, for Q2 2026 and filed Aug 7, 2026, lists 91 positions worth $178.6M. The largest are Nvidia Corporation Com (NVDA) at 6.1%, Vaneck ETF Trust (MOAT) at 4.8%, Crowdstrike Hldgs Inc Class A (CRWD) at 4.5%, Amazon Com Inc Com (AMZN) at 4.2% and Alphabet Inc (GOOG) at 4.1%.

What did Pursue Wealth Partners LLC buy last quarter?

In Q2 2026, Pursue Wealth Partners LLC added Ishares Russell 1000 Growth ETF (IWF) (+300.0% shares), Ishares (IWM) (+38.5% shares) and Axon Enterprise Inc (AXON) (+27.4% shares), compared with its Q1 2026 filing.

What did Pursue Wealth Partners LLC sell last quarter?

In Q2 2026, Pursue Wealth Partners LLC cut from its top 50 Datadog Inc (DDOG), cut from its top 50 Chevron Corp New (CVX), cut from its top 50 Alps ETF Tr (AMLP), cut from its top 50 Ishares Tr (ICVT), cut from its top 50 Figma Inc (FIG), Berkshire Hathaway Inc Del (BRK-B) (-57.9% shares), Ishares 20 Year Treasury Bond ETF (TLT) (-55.0% shares) and Spdr Series Trust (CWB) (-42.5% shares), compared with its Q1 2026 filing.

How has Pursue Wealth Partners LLC's portfolio performed?

A portfolio copying Pursue Wealth Partners LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +23.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +22.6% against +20.1%. Over 5 years: +18.5% a year against +16.8%.

When is Pursue Wealth Partners LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Pursue Wealth Partners LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Pursue Wealth Partners LLC manage?

Pursue Wealth Partners LLC reported $243.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $178.6M.