Top 50 Pursue Wealth Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 6.12% | 54.6K | $10.9M | -20.50%(-14.08K) | $59.92(+277.29%) | 2026-06-30 | |
| MOAT | VANECK ETF TRUST | 4.77% | 82.0K | $8.5M | -6.84%(-6.02K) | $76.28(+48.99%) | 2026-06-30 | |
| CRWD | CROWDSTRIKE HLDGS INC | 4.45% | 10.4K | $8.0M | -20.44%(-2.68K) | $191.04(+13.10%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 4.18% | 31.3K | $7.5M | -11.09%(-3.91K) | $186.04(+41.12%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 4.14% | 20.9K | $7.4M | +0.77%(+159) | $166.50(+105.79%) | 2026-06-30 | |
| TDIV | FIRST TR EXCHANGE TRADED FD | 4.12% | 64.1K | $7.4M | -4.52%(-3.03K) | $61.19(+91.28%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 3.63% | 27.4K | $6.5M | +23.87%(+5.29K) | $200.88(+21.99%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.52% | 16.8K | $6.3M | -29.15%(-6.93K) | $396.26(+22.67%) | 2026-06-30 | |
| IWM | ISHARES TR | 2.99% | 17.8K | $5.3M | +38.51%(+4.94K) | $224.64(+35.22%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.9% | 6.9K | $5.2M | +2.36%(+160) | $506.63(+53.04%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.50% | +50.10% | โ | โ | +16.75% |
| Top 20 Holdings Unweighted | +15.28% | +53.22% | โ | โ | +14.70% |
Pursue Wealth Partners LLC reports $178.57M in US-listed equity holdings across 91 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (6.1%), MOAT (4.8%) and CRWD (4.5%). The top 20 holdings account for 62.54% of reported assets. Its disclosed equity book has returned +50.10% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Pursue Wealth Partners LLCโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1911091). View Pursue Wealth Partners LLCโs 13F filings on SEC