PURSUE WEALTH PARTNERS LLC

Q4 2025 13F-HR Holdings

Location
Alamo, CA
Holdings as of
12/31/2025
Date filed
1/26/2026
Form type
13F-HR
Num holdings
104
Total value ($000)
$205,775
Net value change ($000)
+23,741 (13.0%)
New positions
11
Sold out positions
17
Turnover %
15.8%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 11/7/2025 Next filing: 4/8/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
ADBE 7,141 NEW
AMZN 5,843 96.5%
MSFT 4,693 45.6%
AAPL 3,502 69.3%
LMND 2,814 NEW
DDOG 2,462 NEW
LLY 2,296 NEW
GOOGL 2,118 41.9%
VOO 1,889 78.0%
MDB 1,869 32.2%
Top Reduces (Value $000, Stocks/ETFs)
AAP -4,032 -100.0%
COIN -2,080 -100.0%
PANW -1,992 -90.9%
TDIV -1,836 -22.8%
BKR -1,773 -100.0%
LULU -1,463 -100.0%
SDY -1,421 -100.0%
XYZ -1,382 -65.2%
BABA -1,165 -18.0%
KNG -783 -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