PURSUIT WEALTH STRATEGIES, LLC
All 13F Filings
- Location
- Raleigh, NC
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 76,904
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/13/2026 | 114 | 76,904 | 13F-HR | PURSUIT WEALTH STRATEGIES, LLC |
| Q1 2026 | 5/15/2026 | 109 | 71,963 | 13F-HR | PURSUIT WEALTH STRATEGIES, LLC |
| Q4 2025 | 4/24/2026 | 100 | 71,279 | 13F-HR | PURSUIT WEALTH STRATEGIES, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 37.5 K | 48.8% | 1.038 K | 0 | 1.038 K |
| ETFs | 39.4 K | 51.2% | 3.961 K | 0 | 3.961 K |
| Debt | 0 | 0.0% | 0 | 57 | -57 |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
76,904
Holdings
114
QoQ value change ($000)
4,941
(6.9%)
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.