PURSUIT WEALTH STRATEGIES, LLC

Q3 2026 13F-HR Holdings

Location
Raleigh, NC
Holdings as of
9/30/2026
Date filed
11/10/2026
Form type
13F-HR
Num holdings
118
Total value ($000)
$79,329
Net value change ($000)
+2,425 (3.2%)
New positions
11
Sold out positions
7
Turnover %
6.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
XOM 1,580 NEW
DDWM 911 61.8%
MSFT 795 49.6%
AAPL 503 19.0%
VOO 335 2.5%
PLTR 303 NEW
COP 289 NEW
NVDA 238 12.9%
ABBV 214 NEW
AMD 210 NEW
Top Reduces (Value $000, Stocks/ETFs)
XOM -1,310 -100.0%
IHDG -611 -78.1%
PGX -455 -61.0%
IBM -275 -21.7%
DUK -261 -9.8%
SO -228 -100.0%
XLU -153 -11.8%
BUI -149 -9.6%
FSLR -141 -25.7%
CMI -131 -28.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type