PURSUE WEALTH PARTNERS LLC

CIK 0001911091 • 6 13F filings • Apr 22, 2025 – Aug 7, 2026

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Filer information

Filed by: PURSUE WEALTH PARTNERS LLC, Chief Compliance Officer
Address: 2509 ROLLING HILLS CT, ALAMO, CA, 94507
Phone: (925) 276-0427
AUM: $205.8M

AUM over time

$178.6M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $205.8M1 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$298K	0.1%Prev: 0.2%	1,303 SH	Decreased-5 SH
ADOBE INC	COM	$7.1M	3.5%	20,403 SH	New
ADVANCED MICRO DEVICES INC	COM	$781K	0.4%	3,646 SH	New
ALCON AG	ORD SHS	$299K	0.1%Prev: 0.2%	3,789 SH	Increased
ALIBABA GROUP HLDG LTD	SPONSORED ADS	$5.3M	2.6%Prev: 3.6%	36,221 SH	Decreased
ALPHABET INC	CAP STK CL A	$2.5M	1.2%Prev: 0.8%	7,915 SH	Increased+1,940 SH
ALPHABET INC	CAP STK CL C	$7.2M	3.5%Prev: 2.8%	22,870 SH	Increased+2,100 SH
AMAZON COM INC	COM	$11.9M	5.8%Prev: 3.3%	51,535 SH	Increased+23,974 SH
AMERICAN EXPRESS CO	COM	$1.0M	0.5%Prev: 0.5%	2,800 SH	Increased
APPLE INC	COM	$8.6M	4.2%Prev: 2.8%	31,467 SH	Increased+11,623 SH
ASCENDIS PHARMA A/S	SPONSORED ADR	$309K	0.2%Prev: 0.2%	1,451 SH	Increased
ASML HOLDING N V	N Y REGISTRY SHS	$535K	0.3%Prev: 0.3%	500 SH	Increased
AUTODESK INC	COM	$2.5M	1.2%Prev: 1.4%	8,394 SH	Decreased+311 SH
BANK AMERICA CORP	COM	$671K	0.3%Prev: 0.5%	12,205 SH	Decreased-6,826 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.9M	1.4%Prev: 1.3%	5,780 SH	Increased+996 SH
BLOCK INC	CL A	$737K	0.4%Prev: 1.2%	11,325 SH	Decreased-18,000 SH
BROADCOM INC	COM	$2.6M	1.3%Prev: 1.4%	7,469 SH	Increased
CATERPILLAR INC	COM	$917K	0.4%Prev: 0.4%	1,600 SH	Increased
CHEVRON CORP NEW	COM	$362K	0.2%Prev: 0.5%	2,373 SH	Decreased-3,267 SH
CISCO SYS INC	COM	$461K	0.2%Prev: 0.2%	5,984 SH	Increased
CONSTELLATION ENERGY CORP	COM	$557K	0.3%Prev: 0.3%	1,577 SH	Increased
COREWEAVE INC	COM CL A	$291K	0.1%Prev: 0.3%	4,061 SH	Decreased+182 SH
COSTCO WHSL CORP NEW	COM	$506K	0.2%Prev: 0.3%	587 SH	Decreased
CROWDSTRIKE HLDGS INC	CL A	$8.3M	4.1%Prev: 4.7%	17,806 SH	Decreased+412 SH
CYTOMX THERAPEUTICS INC	COM	$62K	0.0%Prev: 0.0%	14,492 SH	Increased
DATADOG INC	CL A COM	$2.5M	1.2%	18,107 SH	New
ELASTIC N V	ORD SHS	$1.4M	0.7%Prev: 0.4%	19,169 SH	Increased+10,880 SH
ELI LILLY & CO	COM	$2.3M	1.1%	2,136 SH	New
EPR PPTYS	COM SH BEN INT	$310K	0.2%Prev: 0.2%	6,218 SH	Decreased
ESSENTIAL PPTYS RLTY TR INC	COM	$313K	0.2%Prev: 0.2%	10,560 SH	Decreased
EXELIXIS INC	COM	$466K	0.2%Prev: 0.2%	10,622 SH	Increased
FIRST TR EXCHANGE TRADED FD	NASD TECH DIV	$6.2M	3.0%Prev: 4.4%	64,022 SH	Decreased-17,489 SH
FIRST TR EXCHANGE TRADED FD	NASDAQ BK ETF	$278K	0.1%Prev: 0.1%	7,361 SH	Increased
FIRST TR EXCHANGE TRADED FD	NASDQ ARTFCIAL	$657K	0.3%Prev: 0.2%	12,676 SH	Increased+6,676 SH
FIRST TR EXCHANGE-TRADED ALP	COM SHS	$238K	0.1%Prev: 0.1%	1,488 SH	Decreased
FIRST TR EXCHANGE-TRADED FD	COM	$275K	0.1%Prev: 0.2%	10,061 SH	Decreased
FIRST TR EXCHANGE-TRADED FD	SHS	$3.1M	1.5%Prev: 1.7%	47,277 SH	Decreased
FIRST TR EXCHANGE-TRADED FD	SMID RISNG ETF	$1.2M	0.6%Prev: 0.6%	30,319 SH	Increased
FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$307K	0.1%Prev: 0.2%	8,970 SH	Increased
GILEAD SCIENCES INC	COM	$521K	0.3%Prev: 0.3%	4,248 SH	Increased
GOLDMAN SACHS GROUP INC	COM	$1.2M	0.6%Prev: 0.6%	1,325 SH	Increased
INVESCO QQQ TR	UNIT SER 1	$4.2M	2.1%Prev: 1.5%	6,908 SH	Increased+2,315 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$2.1M	1.0%Prev: 0.9%	42,957 SH	Increased+16,407 SH
ISHARES TR	20 YR TR BD ETF	$2.2M	1.1%Prev: 1.1%	25,568 SH	Increased+3,642 SH
ISHARES TR	CONV BD ETF	$1.3M	0.6%Prev: 0.7%	13,107 SH	Decreased
ISHARES TR	CORE HIGH DV ETF	$425K	0.2%Prev: 0.2%	3,495 SH	Decreased
ISHARES TR	CORE MSCI EAFE	$203K	0.1%	2,266 SH	New
ISHARES TR	CORE S&P TTL STK	$453K	0.2%Prev: 0.2%	3,045 SH	Increased
ISHARES TR	CORE US AGGBD ET	$238K	0.1%Prev: 0.1%	2,381 SH	Increased+161 SH
ISHARES TR	INDIA 50 ETF	$683K	0.3%Prev: 0.4%	13,857 SH	Decreased
ISHARES TR	MSCI USA MIN VOL	$204K	0.1%	2,165 SH	New
ISHARES TR	RUS 1000 GRW ETF	$1.6M	0.8%Prev: 0.9%	3,478 SH	Increased+1 SH
ISHARES TR	RUSSELL 2000 ETF	$3.8M	1.8%Prev: 2.0%	15,256 SH	Increased+356 SH
JPMORGAN CHASE & CO.	COM	$2.8M	1.3%Prev: 1.5%	8,558 SH	Increased
KIMBERLY-CLARK CORP	COM	$252K	0.1%Prev: 0.2%	2,500 SH	Decreased
KKR & CO INC	COM	$897K	0.4%Prev: 0.8%	7,039 SH	Decreased-4,266 SH
LEMONADE INC	COM	$2.8M	1.4%	39,527 SH	New
LOWES COS INC	COM	$369K	0.2%Prev: 0.2%	1,531 SH	Decreased
MARVELL TECHNOLOGY INC	COM	$347K	0.2%	4,087 SH	New
META PLATFORMS INC	CL A	$3.6M	1.7%Prev: 1.8%	5,403 SH	Increased+987 SH
MICROSOFT CORP	COM	$15.0M	7.3%Prev: 5.7%	30,971 SH	Increased+11,114 SH
MONGODB INC	CL A	$7.7M	3.7%Prev: 3.2%	18,275 SH	Increased-415 SH
NOVARTIS AG	SPONSORED ADR	$462K	0.2%Prev: 0.2%	3,352 SH	Increased
NVIDIA CORPORATION	COM	$14.2M	6.9%Prev: 6.8%	76,124 SH	Increased+9,706 SH
ORACLE CORP	COM	$862K	0.4%Prev: 0.3%	4,423 SH	Increased+2,801 SH
OUTFRONT MEDIA INC	COM NEW	$416K	0.2%Prev: 0.2%	17,252 SH	Increased
PALANTIR TECHNOLOGIES INC	CL A	$278K	0.1%Prev: 0.2%	1,563 SH	Decreased
PALO ALTO NETWORKS INC	COM	$200K	0.1%Prev: 1.2%	1,086 SH	Decreased-9,678 SH
RTX CORPORATION	COM	$244K	0.1%Prev: 0.1%	1,331 SH	Increased
SALESFORCE INC	COM	$1.1M	0.5%Prev: 0.8%	4,153 SH	Decreased-2,139 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$448K	0.2%Prev: 0.2%	13,720 SH	Increased
SELECT SECTOR SPDR TR	STATE STREET ENE	$248K	0.1%	5,554 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$990K	0.5%	18,073 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$542K	0.3%	3,500 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$1.2M	0.6%	8,322 SH	New
SERVICENOW INC	COM	$1.0M	0.5%Prev: 0.2%	6,712 SH	Increased+6,401 SH
SNOWFLAKE INC	COM SHS	$878K	0.4%Prev: 0.2%	4,003 SH	Increased+2,212 SH
SOFI TECHNOLOGIES INC	COM	$341K	0.2%	13,020 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$4.6M	2.2%Prev: 2.8%	6,717 SH	Decreased-809 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$220K	0.1%Prev: 0.1%	365 SH	Increased
SPDR SERIES TRUST	STATE STREET SPD	$2.4M	1.2%	23,079 SH	New
SUN CMNTYS INC	COM	$247K	0.1%Prev: 0.1%	1,992 SH	Decreased
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$581K	0.3%Prev: 0.2%	1,911 SH	Increased+455 SH
TESLA INC	COM	$3.0M	1.4%Prev: 1.6%	6,634 SH	Increased+1 SH
TIDAL TRUST II	DEF DLY TGT 2X L	$70K	0.0%	18,229 SH	New
UNITEDHEALTH GROUP INC	COM	$1.3M	0.6%Prev: 0.7%	3,873 SH	Decreased+1 SH
VANECK ETF TRUST	DURABLE HGH DIV	$2.2M	1.1%Prev: 1.2%	64,494 SH	Decreased
VANECK ETF TRUST	MORNINGSTAR SMID	$1.6M	0.8%Prev: 0.5%	44,601 SH	Increased+21,579 SH
VANECK ETF TRUST	MRNGSTR INT MOAT	$293K	0.1%Prev: 0.2%	8,000 SH	Decreased
VANECK ETF TRUST	MRNGSTR WDE MOAT	$9.2M	4.4%Prev: 4.8%	88,384 SH	Increased+416 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$4.3M	2.1%Prev: 1.3%	6,874 SH	Increased+2,920 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.7M	0.8%Prev: 0.9%	5,023 SH	Increased+2 SH
VANGUARD INDEX FDS	VALUE ETF	$276K	0.1%Prev: 0.1%	1,446 SH	Increased
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$3.8M	1.8%Prev: 2.3%	17,309 SH	Decreased-1,703 SH
VANGUARD WORLD FD	CONSUM STP ETF	$314K	0.2%Prev: 0.2%	1,487 SH	Decreased
VANGUARD WORLD FD	INF TECH ETF	$393K	0.2%Prev: 0.2%	521 SH	Increased
VEEVA SYS INC	CL A COM	$212K	0.1%Prev: 0.2%	950 SH	Decreased
VERTEX PHARMACEUTICALS INC	COM	$268K	0.1%Prev: 0.1%	591 SH	Increased
VICI PPTYS INC	COM	$253K	0.1%Prev: 0.2%	8,993 SH	Decreased
VOLATILITY SHS TR	2X ETHER ETF NEW	$201K	0.1%	3,666 SH	New
WALMART INC	COM	$5.4M	2.6%Prev: 2.1%	48,280 SH	Increased+11,343 SH
WELLS FARGO CO NEW	COM	$515K	0.3%Prev: 0.3%	5,530 SH	Increased

Sold (vs prior filing)

ADVANCE AUTO PARTS INC — $4.0M
BAKER HUGHES COMPANY — $1.8M
BITMINE IMMERSION TECNOLOGIE — $460K
CADENCE DESIGN SYSTEM INC — $251K
COINBASE GLOBAL INC — $2.1M
ENERGY TRANSFER L P — $447K
FIRST TR EXCHANGE-TRADED FD — $783K
KOLIBRI GLOBAL ENERGY INC — $93K
LULULEMON ATHLETICA INC — $1.5M
PATTERSON-UTI ENERGY INC — $242K
SELECT SECTOR SPDR TR — $248K
SELECT SECTOR SPDR TR — $1.7M
SELECT SECTOR SPDR TR — $487K
SELECT SECTOR SPDR TR — $1.2M
SPDR SERIES TRUST — $1.0M
SPDR SERIES TRUST — $708K
SPDR SERIES TRUST — $1.1M
SPDR SERIES TRUST — $1.4M
STRATEGY INC — $773K
UPSTART HLDGS INC — $393K
… and 3 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 26, 2026	Q4 2025	13F-HR	0001951757-26-000292	$205.8M	View
Nov 7, 2025	Q3 2025	13F-HR	0001951757-25-001324	$182.0M	View
Aug 7, 2026	Q2 2026