PURSUE WEALTH PARTNERS LLC

Q2 2026 13F-HR Holdings

Location
Alamo, CA
Holdings as of
6/30/2026
Date filed
8/7/2026
Form type
13F-HR
Num holdings
91
Total value ($000)
$178,575
Net value change ($000)
+11,216 (6.7%)
New positions
14
Sold out positions
24
Turnover %
17.6%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 4/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 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)
QQQI 3,971 NEW
AIQ 3,049 NEW
NOW 2,860 NEW
CRWD 2,839 55.5%
IFRA 2,592 NEW
VDC 2,259 676.3%
IWM 2,158 67.8%
PANW 2,088 89.5%
VIG 1,728 36.3%
AAP 1,462 NEW
Top Reduces (Value $000, Stocks/ETFs)
BRK-B -2,920 -56.1%
MSFT -2,517 -28.6%
DDOG -2,075 -100.0%
WMT -2,004 -33.4%
CVX -1,991 -100.0%
AMLP -1,601 -100.0%
BABA -1,272 -31.2%
FIG -1,247 -100.0%
FANG -1,237 -100.0%
NVDA -1,052 -8.8%
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