StockDriftsStockDriftsTop 50 Pursuit Wealth Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FIW | FIRST TR EXCHANGE-TRADED FD | 4.3% | 46.1K | $5.0M | new | $110.49(-2.82%) | 2025-12-31 | |
| TAXF | AMERICAN CENTY ETF TR | 3.53% | 81.5K | $4.1M | new | $50.31(+0.07%) | 2025-12-31 | |
| AVEM | AMERICAN CENTY ETF TR | 3.24% | 49.0K | $3.8M | new | $76.06(+15.48%) | 2025-12-31 | |
| LBO | EA SERIES TRUST | 2.99% | 120.7K | $3.5M | new | $29.06(-11.60%) | 2025-12-31 | |
| ACLC | AMERICAN CENTY ETF TR | 2.96% | 44.0K | $3.4M | new | $77.79(+2.59%) | 2025-12-31 | |
| MSFT | MICROSOFT CORP | 2.68% | 6.5K | $3.1M | new | $500.79(-17.88%) | 2025-12-31 | |
| FICS | FIRST TR EXCHANGE TRADED FD | 2.61% | 75.8K | $3.0M | new | $39.13(+5.35%) | 2025-12-31 | |
| AAPL | APPLE INC | 2.5% | 10.7K | $2.9M | new | $263.24(+1.21%) | 2025-12-31 | |
| GOOGL | ALPHABET INC | 2.45% | 9.1K | $2.9M | new | $278.05(+21.24%) | 2025-12-31 | |
| FYC | FIRST TR EXCHANGE-TRADED ALP | 1.98% | 24.0K | $2.3M | new | $93.42(+14.16%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Pursuit Wealth Management Llc reports $116.37M in US-listed equity holdings across 118 positions in its most recent 13F filing. Its largest disclosed positions are FIW (4.3%), TAXF (3.5%) and AVEM (3.2%). The top 20 holdings account for 44.75% of reported assets. Figures reflect the Q4 2025 filing.
Sign up free to track Pursuit Wealth Management Llc, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Pursuit Wealth Management Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2106233). View Pursuit Wealth Management Llc’s 13F filings on SEC