PURSUE WEALTH PARTNERS LLC

Q3 2025 13F-HR Holdings

Location
Clayton, CA
Holdings as of
9/30/2025
Date filed
11/7/2025
Form type
13F-HR
Num holdings
110
Total value ($000)
$182,034
Net value change ($000)
+6,066 (3.4%)
New positions
10
Sold out positions
10
Turnover %
10.4%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 8/13/2025 Next filing: 1/26/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
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)
BABA 4,643 253.6%
MDB 3,219 124.7%
COIN 2,080 NEW
ADSK 2,046 392.0%
BKR 1,773 NEW
LULU 1,463 NEW
PANW 992 82.7%
AAPL 973 23.8%
ESTC 700 NEW
TDIV 686 9.3%
Top Reduces (Value $000, Stocks/ETFs)
IGV -3,689 -100.0%
ARM -2,753 -100.0%
RBRK -2,033 -100.0%
NOW -1,883 -86.8%
CRWD -1,543 -15.3%
UNH -1,340 -50.1%
GOOGL -856 -14.5%
CIBR -843 -100.0%
AMZN -756 -11.1%
GSBD -717 -100.0%
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