§ 13F · FUND PROFILE
PURSUE WEALTH PARTNERS LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $182M (13F)Positions · 110Turnover · — · Q1Filed · Apr 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$11M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 69K | $12M | 7.2% | −10% |
| 2 | MSFT | MICROSOFT CORP | 24K | $9M | 5.3% | −23% |
| 3 | MOAT | VANECK ETF TRUST | 88K | $9M | 5.1% | ±0% |
| 4 | AMZN | AMAZON COM INC | 35K | $7M | 4.4% | −32% |
| 5 | TDIV | FIRST TR EXCHANGE TRADED FD | 67K | $6M | 3.8% | +5% |
| 6 | WMT | WALMART INC | 48K | $6M | 3.6% | ±0% |
| 7 | GOOG | ALPHABET INC | 21K | $6M | 3.6% | −9% |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 11K | $5M | 3.1% | +88% |
| 9 | CRWD | CROWDSTRIKE HLDGS INC | 13K | $5M | 3.1% | −26% |
| 10 | AAPL | APPLE INC | 20K | $5M | 3.0% | −38% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PURSUE SIGNAL
AC read
PURSUE WEALTH PARTNERS LLC is a Other fund managing $182 million in assets. The fund runs a portfolio of 110 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed