Pursue Wealth Partners Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$167.4M
Q ending 2026-03-31
Prior quarter
$205.8M
Q ending 2025-12-31
Change
-18.7% QoQ · +1.9% YoY
Positions
101
reported holdings

Largest positions

Top 100 of 101 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Nvidia CorporationNVDAShares$12.0M69K
Microsoft CorpMSFTShares$8.8M24K
Vaneck Etf TrustMOATShares$8.5M88K
Amazon Com IncAMZNShares$7.3M35K
First Tr Exchange Traded FdTDIVShares$6.3M67K
Walmart IncWMTShares$6.0M48K
Alphabet IncGOOGShares$6.0M21K
Berkshire Hathaway Inc DelBRK/BShares$5.2M11K
Crowdstrike Hldgs IncCRWDShares$5.1M13K
Apple IncAAPLShares$5.0M20K
Mongodb IncMDBShares$4.8M20K
Vanguard Specialized FundsVIGShares$4.8M22K
State Str Spdr S&P 500 Etf TSPYShares$4.4M7K
Alibaba Group Hldg LtdBABAShares$4.1M32K
Invesco Qqq TrQQQShares$3.4M6K
Meta Platforms IncMETAShares$3.3M6K
Ishares TrIWMShares$3.2M13K
Vanguard Index FdsVOOShares$3.0M5K
Jpmorgan Chase & CoJPMShares$2.5M8K
Vaneck Etf TrustDURAShares$2.4M64K
Palo Alto Networks IncPANWShares$2.3M15K
Tesla IncTSLAShares$2.3M6K
Ishares IncIEMGShares$2.2M32K
Datadog IncDDOGShares$2.1M18K
Chevron CorporationCVXShares$2.0M10K
First Tr Exchange-Traded FdFVDShares$2.0M42K
Eli Lilly & CoLLYShares$2.0M2K
Ishares TrTLTShares$1.7M19K
Alphabet IncGOOGLShares$1.7M6K
Ishares TrIWFShares$1.6M4K
Vanguard Index FdsVTIShares$1.6M5K
Alps Etf TrAMLPShares$1.6M30K
Vaneck Etf TrustSMOTShares$1.6M45K
First Tr Exchange Traded FdSDVYShares$1.4M36K
Ishares TrICVTShares$1.3M13K
Axon Enterprise IncAXONShares$1.3M3K
Figma IncFIGShares$1.2M59K
Diamondback Energy IncFANGShares$1.2M6K
Occidental Pete CorpOXYShares$1.2M18K
First Tr Exchange-Traded FdQTECShares$1.2M5K
Costco Wholesale CorporationCOSTShares$1.2M1K
Caterpillar IncCATShares$1.1M2K
Goldman Sachs Group IncGSShares$1.1M1K
Select Sector Spdr TrXLKShares$1.1M8K
Spdr Series TrustCWBShares$1.0M11K
Select Sector Spdr TrXLEShares$930K15K
Select Sector Spdr TrXLFShares$892K18K
Snowflake IncSNOWShares$851K6K
American Express CoAXPShares$847K3K
First Tr Exchange-Traded FdFTCSShares$707K8K
Advanced Micro Devices IncAMDShares$699K3K
Ishares Bitcoin Trust EtfIBITShares$668K17K
Asml Hldg NvShares$660K500
Vaneck Etf TrustRAAXShares$651K16K
Gilead Sciences IncGILDShares$592K4K
Select Sector Spdr TrXLVShares$513K4K
Novartis AgNVSShares$512K3K
Taiwan Semiconductor ManufacTSMShares$492K1K
Ishares TrHDVShares$474K3K
Cisco Sys IncCSCOShares$464K6K
Outfront Media IncOUTShares$457K17K
Exelixis IncEXELShares$456K11K
Constellation Energy CorpCEGShares$440K2K
Wells Fargo & CoWFCShares$440K6K
Ishares TrITOTShares$434K3K
Vanguard Index FdsVTVShares$426K2K
Schwab Strategic TrSCHGShares$400K14K
Palantir Technologies IncPLTRShares$375K3K
Vanguard World FdVGTShares$364K521
Lowes Cos IncLOWShares$362K2K
Salesforce IncCRMShares$347K2K
Kimberly-Clark CorpKMBShares$338K4K
Vanguard World FdVDCShares$334K1K
Ascendis Pharma A/SShares$332K1K
Essential Pptys Rlty Tr IncEPRTShares$321K11K
Ssga Active TrHYBLShares$316K11K
Coreweave IncCRWVShares$315K4K
Epr PptysEPRShares$311K6K
First Tr Exchng Traded Fd ViBUFRShares$303K9K
Alcon AgShares$286K4K
First Tr Exchange-Traded FdFRIShares$286K10K
Coinbase Global IncCOINShares$285K2K
Abbvie IncABBVShares$283K1K
First Tr Exchange Traded FdROBTShares$277K6K
Vaneck Etf TrustMOTIShares$273K8K
First Tr Exchange Traded FdFTXOShares$266K7K
Vertex Pharmaceuticals IncVRTXShares$264K591
Rtx CorporationRTXShares$257K1K
Lemonade IncLMNDShares$253K4K
Sun Cmntys IncSUIShares$251K2K
Vici Pptys IncVICIShares$246K9K
Oracle CorpORCLShares$239K2K
Ishares TrAGGShares$236K2K
State Str Spdr S&P Midcap 40MDYShares$225K365
Broadcom IncAVGOShares$209K674
Archrock IncAROCShares$208K6K
Ishares TrIEFAShares$205K2K
First Tr Exch Trd Alphdx FdFJPShares$203K3K
Ishares TrUSMVShares$201K2K
United States Antimony CorpUAMYShares$196K22K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.