StockDriftsStockDriftsTop 50 Pursuit Wealth Strategies LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 17.18% | 19.2K | $13.2M | +0.02%(+3) | $619.73(+15.36%) | 2026-06-30 | |
| AGG | ISHARES TR | 5.71% | 44.4K | $4.4M | +5.00%(+2.11K) | $99.99(-2.30%) | 2026-06-30 | |
| IEFA | ISHARES TR | 3.95% | 31.5K | $3.0M | +0.86%(+267) | $88.42(+14.47%) | 2026-06-30 | |
| DUK | DUKE ENERGY CORP NEW | 3.48% | 21.1K | $2.7M | +0.16%(+33) | $120.49(+3.32%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.43% | 9.1K | $2.6M | +7.00%(+597) | $263.55(+15.83%) | 2026-06-30 | |
| IJH | ISHARES TR | 2.56% | 25.6K | $2.0M | -0.40%(-103) | $65.63(+19.49%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.4% | 9.2K | $1.8M | -4.27%(-411) | $186.54(+20.78%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 2.18% | 20.8K | $1.7M | +1.16%(+239) | $73.02(+15.36%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.08% | 4.3K | $1.6M | +9.98%(+390) | $485.97(+2.25%) | 2026-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 2.04% | 8.2K | $1.6M | -2.15%(-181) | $142.36(+34.01%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +3.32% |
| Top 20 Holdings Unweighted | — | — | — | — | +2.13% |
Pursuit Wealth Strategies LLC reports $76.90M in US-listed equity holdings across 114 positions in its most recent 13F filing. Its largest disclosed positions are VOO (17.2%), AGG (5.7%) and IEFA (4.0%). The top 20 holdings account for 62.33% of reported assets. Its disclosed equity book has returned +3.32% cumulatively over 2 quarters. 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 Pursuit Wealth Strategies LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2116904). View Pursuit Wealth Strategies LLC’s 13F filings on SEC