§ 13F · FUND PROFILE
PURSUIT WEALTH STRATEGIES, LLC.
AUM · $77M (13F)Positions · 114Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 19K | $13M | — | ±0% |
| 2 | AGG | ISHARES TR | 44K | $4M | — | +5% |
| 3 | IEFA | ISHARES TR | 31K | $3M | — | +1% |
| 4 | DUK | DUKE ENERGY CORP NEW | 21K | $3M | — | ±0% |
| 5 | AAPL | APPLE INC | 9K | $3M | — | +7% |
| 6 | IJH | ISHARES TR | 26K | $2M | — | ±0% |
| 7 | NVDA | NVIDIA CORPORATION | 9K | $2M | — | −4% |
| 8 | VO | VANGUARD INDEX FDS | 21K | $2M | — | +305% |
| 9 | MSFT | MICROSOFT CORP | 4K | $2M | — | +10% |
| 10 | XLK | SELECT SECTOR SPDR TR | 8K | $2M | — | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PURSUIT SIGNAL
AC read
PURSUIT WEALTH STRATEGIES, LLC is a institutional fund managing $77 million in assets. The fund runs a portfolio of 114 positions.
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