PURSUE WEALTH PARTNERS LLC
All 13F Filings
- Location
- Alamo, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 167,359
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| 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 | 107.7 K | 64.4% | 0 | 76.82 K | -76.82 K |
| ETFs | 59.62 K | 35.6% | 38.41 K | 0 | 38.41 K |
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Fund Snapshot
Q1 2026
Latest filed
4/8/2026
Total value ($000)
167,359
Holdings
101
QoQ value change ($000)
-38,416
(-18.7%)
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.