PURSUE WEALTH PARTNERS LLC
All 13F Filings
- Location
- Alamo, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 178,575
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/7/2026 | 91 | 178,575 | 13F-HR | PURSUE WEALTH PARTNERS LLC |
| Q1 2026 | 4/8/2026 | 101 | 167,359 | 13F-HR | PURSUE WEALTH PARTNERS LLC |
| Q4 2025 | 1/26/2026 | 104 | 205,775 | 13F-HR | PURSUE WEALTH PARTNERS LLC |
| Q3 2025 | 11/7/2025 | 110 | 182,034 | 13F-HR | PURSUE WEALTH PARTNERS LLC |
| Q2 2025 | 8/13/2025 | 110 | 175,968 | 13F-HR | PURSUE WEALTH PARTNERS LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 102.4 K | 57.3% | 0 | 5.369 K | -5.369 K |
| ETFs | 76.21 K | 42.7% | 16.58 K | 0 | 16.58 K |
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Fund Snapshot
Q2 2026
Latest filed
8/7/2026
Total value ($000)
178,575
Holdings
91
QoQ value change ($000)
11,216
(6.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.