PURSUE WEALTH PARTNERS LLC

Q3 2026 13F-HR Holdings

Location
Alamo, CA
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
88
Total value ($000)
$187,573
Net value change ($000)
+8,998 (5.0%)
New positions
10
Sold out positions
13
Turnover %
9.6%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 8/7/2026 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)
PLTR 3,128 NEW
ORCL 2,861 574.5%
QQQ 2,642 57.4%
MSFT 2,380 37.9%
CRWD 2,347 29.5%
MU 2,310 504.4%
VOO 1,590 44.4%
NVDA 1,526 14.0%
AMZN 1,328 17.8%
ADSK 1,161 NEW
Top Reduces (Value $000, Stocks/ETFs)
VDC -2,593 -100.0%
IFRA -2,592 -100.0%
BRK-B -2,288 -100.0%
AXON -1,792 -81.8%
RAAX -1,175 -100.0%
MDB -984 -19.8%
AIQ -759 -24.9%
AAP -547 -37.4%
FTCS -478 -100.0%
BOTZ -426 -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