PURSUE WEALTH PARTNERS LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 26, 2026, for the 2025 Q4 period, PURSUE WEALTH PARTNERS LLC held in its portfolio 102 assets valued at $205,775,000 (i.e. $205.78M).
The most valuable assets in the portfolio included: MICROSOFT CORP ($14.98M), NVIDIA CORPORATION ($14.20M), and AMAZON COM INC ($11.90M).
The chart below shows the top 10 valuable assets, and the table below shows the top 102 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
PURSUE WEALTH PARTNERS LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| MICROSOFT CORP | 30971 | 14978000 | COM |
| NVIDIA CORPORATION | 76124 | 14197000 | COM |
| AMAZON COM INC | 51535 | 11895000 | COM |
| VANECK ETF TRUST | 88384 | 9153000 | MRNGSTR WDE MOAT |
| APPLE INC | 31467 | 8555000 | COM |
| CROWDSTRIKE HLDGS INC | 17806 | 8347000 | CL A |
| MONGODB INC | 18275 | 7670000 | CL A |
| ALPHABET INC | 22870 | 7177000 | CAP STK CL C |
| ADOBE INC | 20403 | 7141000 | COM |
| FIRST TR EXCHANGE TRADED FD | 64022 | 6200000 | NASD TECH DIV |
| WALMART INC | 48280 | 5379000 | COM |
| ALIBABA GROUP HLDG LTD | 36221 | 5309000 | SPONSORED ADS |
| SPDR S&P 500 ETF TR | 6717 | 4580000 | TR UNIT |
| VANGUARD INDEX FDS | 6874 | 4311000 | S&P 500 ETF SHS |
| INVESCO QQQ TR | 6908 | 4244000 | UNIT SER 1 |
| VANGUARD SPECIALIZED FUNDS | 17309 | 3804000 | DIV APP ETF |
| ISHARES TR | 15256 | 3756000 | RUSSELL 2000 ETF |
| META PLATFORMS INC | 5403 | 3567000 | CL A |
| FIRST TR EXCHANGE-TRADED FD | 47277 | 3142000 | SHS |
| TESLA INC | 6634 | 2983000 | COM |
| BERKSHIRE HATHAWAY INC DEL | 5780 | 2905000 | CL B NEW |
| LEMONADE INC | 39527 | 2814000 | COM |
| JPMORGAN CHASE & CO. | 8558 | 2758000 | COM |
| BROADCOM INC | 7469 | 2585000 | COM |
| AUTODESK INC | 8394 | 2485000 | COM |
| ALPHABET INC | 7915 | 2477000 | CAP STK CL A |
| DATADOG INC | 18107 | 2462000 | CL A COM |
| SPDR SERIES TRUST | 23079 | 2441000 | STATE STREET SPD |
| ELI LILLY & CO | 2136 | 2296000 | COM |
| ISHARES TR | 25568 | 2228000 | 20 YR TR BD ETF |
| VANECK ETF TRUST | 64494 | 2180000 | DURABLE HGH DIV |
| ISHARES BITCOIN TRUST ETF | 42957 | 2133000 | SHS BEN INT |
| VANGUARD INDEX FDS | 5023 | 1684000 | TOTAL STK MKT |
| ISHARES TR | 3478 | 1646000 | RUS 1000 GRW ETF |
| VANECK ETF TRUST | 44601 | 1615000 | MORNINGSTAR SMID |
| ELASTIC N V | 19169 | 1446000 | ORD SHS |
| ISHARES TR | 13107 | 1291000 | CONV BD ETF |
| UNITEDHEALTH GROUP INC | 3873 | 1278000 | COM |
| SELECT SECTOR SPDR TR | 8322 | 1198000 | STATE STREET TEC |
| GOLDMAN SACHS GROUP INC | 1325 | 1165000 | COM |
| FIRST TR EXCHANGE-TRADED FD | 30319 | 1162000 | SMID RISNG ETF |
| SALESFORCE INC | 4153 | 1100000 | COM |
| AMERICAN EXPRESS CO | 2800 | 1036000 | COM |
| SERVICENOW INC | 6712 | 1028000 | COM |
| SELECT SECTOR SPDR TR | 18073 | 990000 | STATE STREET FIN |
| CATERPILLAR INC | 1600 | 917000 | COM |
| KKR & CO INC | 7039 | 897000 | COM |
| SNOWFLAKE INC | 4003 | 878000 | COM SHS |
| ORACLE CORP | 4423 | 862000 | COM |
| ADVANCED MICRO DEVICES INC | 3646 | 781000 | COM |
| BLOCK INC | 11325 | 737000 | CL A |
| ISHARES TR | 13857 | 683000 | INDIA 50 ETF |
| BANK AMERICA CORP | 12205 | 671000 | COM |
| FIRST TR EXCHANGE TRADED FD | 12676 | 657000 | NASDQ ARTFCIAL |
| TAIWAN SEMICONDUCTOR MFG LTD | 1911 | 581000 | SPONSORED ADS |
| CONSTELLATION ENERGY CORP | 1577 | 557000 | COM |
| SELECT SECTOR SPDR TR | 3500 | 542000 | STATE STREET HEA |
| ASML HOLDING N V | 500 | 535000 | N Y REGISTRY SHS |
| GILEAD SCIENCES INC | 4248 | 521000 | COM |
| WELLS FARGO CO NEW | 5530 | 515000 | COM |
| COSTCO WHSL CORP NEW | 587 | 506000 | COM |
| EXELIXIS INC | 10622 | 466000 | COM |
| NOVARTIS AG | 3352 | 462000 | SPONSORED ADR |
| CISCO SYS INC | 5984 | 461000 | COM |
| ISHARES TR | 3045 | 453000 | CORE S&P TTL STK |
| SCHWAB STRATEGIC TR | 13720 | 448000 | US LCAP GR ETF |
| ISHARES TR | 3495 | 425000 | CORE HIGH DV ETF |
| OUTFRONT MEDIA INC | 17252 | 416000 | COM NEW |
| VANGUARD WORLD FD | 521 | 393000 | INF TECH ETF |
| LOWES COS INC | 1531 | 369000 | COM |
| CHEVRON CORP NEW | 2373 | 362000 | COM |
| MARVELL TECHNOLOGY INC | 4087 | 347000 | COM |
| SOFI TECHNOLOGIES INC | 13020 | 341000 | COM |
| VANGUARD WORLD FD | 1487 | 314000 | CONSUM STP ETF |
| ESSENTIAL PPTYS RLTY TR INC | 10560 | 313000 | COM |
| EPR PPTYS | 6218 | 310000 | COM SH BEN INT |
| ASCENDIS PHARMA A/S | 1451 | 309000 | SPONSORED ADR |
| FIRST TR EXCHNG TRADED FD VI | 8970 | 307000 | FT VEST LADDERED |
| ALCON AG | 3789 | 299000 | ORD SHS |
| ABBVIE INC | 1303 | 298000 | COM |
| VANECK ETF TRUST | 8000 | 293000 | MRNGSTR INT MOAT |
| COREWEAVE INC | 4061 | 291000 | COM CL A |
| PALANTIR TECHNOLOGIES INC | 1563 | 278000 | CL A |
| FIRST TR EXCHANGE TRADED FD | 7361 | 278000 | NASDAQ BK ETF |
| VANGUARD INDEX FDS | 1446 | 276000 | VALUE ETF |
| FIRST TR EXCHANGE-TRADED FD | 10061 | 275000 | COM |
| VERTEX PHARMACEUTICALS INC | 591 | 268000 | COM |
| VICI PPTYS INC | 8993 | 253000 | COM |
| KIMBERLY-CLARK CORP | 2500 | 252000 | COM |
| SELECT SECTOR SPDR TR | 5554 | 248000 | STATE STREET ENE |
| SUN CMNTYS INC | 1992 | 247000 | COM |
| RTX CORPORATION | 1331 | 244000 | COM |
| ISHARES TR | 2381 | 238000 | CORE US AGGBD ET |
| FIRST TR EXCHANGE-TRADED ALP | 1488 | 238000 | COM SHS |
| SPDR S&P MIDCAP 400 ETF TR | 365 | 220000 | UTSER1 S&PDCRP |
| VEEVA SYS INC | 950 | 212000 | CL A COM |
| ISHARES TR | 2165 | 204000 | MSCI USA MIN VOL |
| ISHARES TR | 2266 | 203000 | CORE MSCI EAFE |
| VOLATILITY SHS TR | 3666 | 201000 | 2X ETHER ETF NEW |
| PALO ALTO NETWORKS INC | 1086 | 200000 | COM |
| TIDAL TRUST II | 18229 | 70000 | DEF DLY TGT 2X L |
| CYTOMX THERAPEUTICS INC | 14492 | 62000 | COM |
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