PURSUE WEALTH PARTNERS LLC

Q1 2026 13F-HR Holdings

Location
Alamo, CA
Holdings as of
3/31/2026
Date filed
4/8/2026
Form type
13F-HR
Num holdings
101
Total value ($000)
$167,359
Net value change ($000)
-38,416 (-18.7%)
New positions
13
Sold out positions
16
Turnover %
18.3%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 1/26/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
BRK-B 2,303 79.3%
IEMG 2,225 NEW
PANW 2,132 1066.0%
CVX 1,629 450.0%
AMLP 1,601 NEW
AXON 1,303 NEW
FIG 1,247 NEW
FANG 1,237 NEW
OXY 1,192 NEW
VIG 958 25.2%
Top Reduces (Value $000, Stocks/ETFs)
ADBE -7,141 -100.0%
MSFT -6,181 -41.3%
AMZN -4,560 -38.3%
AAPL -3,581 -41.9%
CRWD -3,235 -38.8%
MDB -2,881 -37.6%
LMND -2,561 -91.0%
ADSK -2,485 -100.0%
AVGO -2,376 -91.9%
NVDA -2,218 -15.6%
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