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 (NVDA, 6.1%), Vaneck Morningstar Wide Moat ETF (MOAT, 4.8%), Crowdstrike Hldgs Inc (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	6.1%	7.2%	54,610	-20.5%	$10.9M
MOATVaneck Morningstar Wide Moat ETF	4.8%	5.1%	81,967	-6.8%	$8.5M
CRWDCrowdstrike Hldgs Inc	4.5%	3.1%	10,419	-20.4%	$8.0M
AMZNAmazon Com Inc	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 Specialized Funds	3.6%	2.8%	27,428	+23.9%	$6.5M
MSFTMicrosoft Corp	3.5%	5.3%	16,837	-29.2%	$6.3M
IWMIshares Tr	3.0%	1.9%	17,778	+38.5%	$5.3M
SPYState Str Spdr S&p 500 ETF T	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 Index Fds	2.0%	1.8%	5,215	+5.2%	$3.6M
AIQGlobal X Fds	1.7%	—	46,475	—	$3.0M
NOWServicenow Inc	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 Inc	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	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	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 Tr Exchange-Traded Fd	1.2%	0.7%	6,278	+15.0%	$2.1M
GOOGLAlphabet Inc	1.2%	1.0%	5,835	+0.0%	$2.1M
IWFIshares Tr	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	1.0%	0.7%	1,600	+0.0%	$1.7M
XLKSelect Sector Spdr Tr	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
LLYEli Lilly & 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 Wholesale Corporation	0.6%	0.7%	1,137	-2.8%	$1.1M
ASMLAsml Hldg NV	0.6%	—	500	—	$995K
AXPAmerican Express Co	0.5%	0.5%	2,800	+0.0%	$947K
TLTIshares Tr	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	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.

Added to

IWF Ishares Tr+300.0% shares
IWM Ishares Tr+38.5% shares
AXON Axon Enterprise Inc+27.4% shares
VIG Vanguard Specialized Funds+23.9% shares
QTEC First Tr Exchange-Traded Fd+15.0% shares
FVD First Tr Exchange-Traded Fd+9.9% shares
QQQ Invesco Qqq Tr+7.4% shares
VOO Vanguard Index Fds+5.2% shares

Reduced

BRK-B Berkshire Hathaway Inc Del-57.9% shares
TLT Ishares Tr-55.0% shares
CWB Spdr Series Trust-42.5% shares
LLY Eli Lilly & Co-38.7% shares
SMOT Vaneck ETF Trust-30.0% shares
MSFT Microsoft Corp-29.2% shares
META Meta Platforms Inc-28.5% shares
WMT Walmart Inc-26.9% shares

Left the top 50

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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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 (NVDA) at 6.1%, Vaneck Morningstar Wide Moat ETF (MOAT) at 4.8%, Crowdstrike Hldgs Inc (CRWD) at 4.5%, Amazon Com Inc (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 Tr (IWF) (+300.0% shares), Ishares Tr (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 Corporation (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 Tr (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.