PURSUE WEALTH PARTNERS LLC — 13F holdings

PURSUE WEALTH PARTNERS LLC reported 91 holdings worth $179M in its 13F filing for Q2 2026, filed August 7, 2026. That's up 6.7% from $167M in Q1 2026, when it reported 101 holdings. Its 10 largest positions make up 40.8% of the portfolio.

PURSUE WEALTH PARTNERS LLC's largest positions in Q2 2026

1. NVDA NVIDIA CORPORATION — $10.9M (6.1%) · cut 20%
2. MOAT VANECK ETF TRUST — $8.52M (4.8%) · cut 7%
3. CRWD CROWDSTRIKE HLDGS INC — $7.95M (4.5%) · cut 20%
4. AMZN AMAZON COM INC — $7.46M (4.2%) · cut 11%
5. GOOG ALPHABET INC — $7.39M (4.1%) · unchanged
6. TDIV FIRST TR EXCHANGE TRADED FD — $7.36M (4.1%) · cut 5%
7. VIG VANGUARD SPECIALIZED FUNDS — $6.49M (3.6%) · added 24%
8. MSFT MICROSOFT CORP — $6.28M (3.5%) · cut 29%
9. IWM ISHARES TR — $5.34M (3.0%) · added 39%
10. SPY SPDR S&P 500 ETF TR — $5.18M (2.9%) · added 2%
11. MDB Mongodb Inc — $4.98M (2.8%) · cut 24%
12. QQQ Invesco Qqq Tr — $4.60M (2.6%) · added 7%
13. AAPL APPLE INC — $4.52M (2.5%) · cut 20%
14. PANW PALO ALTO NETWORKS INC — $4.42M (2.5%) · cut 11%
15. WMT Walmart Inc — $4.00M (2.2%) · cut 27%
16. QQQI NEOS ETF TRUST — $3.97M (2.2%) · new position
17. VOO VANGUARD INDEX FDS — $3.58M (2.0%) · added 5%
18. AIQ GLOBAL X FDS — $3.05M (1.7%) · new position
19. NOW SERVICENOW INC — $2.86M (1.6%) · new position
20. BABA ALIBABA GROUP HLDG LTD — $2.80M (1.6%) · cut 10%

What PURSUE WEALTH PARTNERS LLC bought in Q2 2026

14 new positions and 12 positions added to.

1. QQQI NEOS ETF TRUST — new position, about $3.97M
2. AIQ GLOBAL X FDS — new position, about $3.05M
3. NOW SERVICENOW INC — new position, about $2.86M
4. IFRA ISHARES TR — new position, about $2.59M
5. VDC VANGUARD WORLD FD — added, about $2.26M
6. IWM ISHARES TR — added, about $1.49M
7. AAP ADVANCE AUTO PARTS INC — new position, about $1.46M
8. VIG VANGUARD SPECIALIZED FUNDS — added, about $1.25M
9. UNH UNITEDHEALTH GROUP INC — new position, about $623K
10. RAAX VANECK ETF TRUST — added, about $540K

What PURSUE WEALTH PARTNERS LLC sold in Q2 2026

24 positions sold out and 29 reduced.

1. DDOG DATADOG INC — sold out, about $4.58M
2. BRK.B BERKSHIRE HATHAWAY INC DEL — cut 58%, about $3.15M
3. NVDA NVIDIA CORPORATION — cut 20%, about $2.82M
4. MSFT MICROSOFT CORP — cut 29%, about $2.58M
5. CRWD CROWDSTRIKE HLDGS INC — cut 20%, about $2.04M
6. MDB Mongodb Inc — cut 24%, about $1.60M
7. CVX CHEVRON CORP NEW — sold out, about $1.60M
8. AMLP ALPS ETF TR — sold out, about $1.58M
9. WMT Walmart Inc — cut 27%, about $1.47M
10. AMD ADVANCED MICRO DEVICES INC — cut 63%, about $1.26M

PURSUE WEALTH PARTNERS LLC portfolio value by quarter

• Q2 2026: $179M in 91 holdings
• Q1 2026: $167M in 101 holdings
• Q4 2025: $206M in 104 holdings
• Q3 2025: $182M in 110 holdings
• Q2 2025: $176M in 110 holdings
• Q1 2025: $164M in 120 holdings
• Q4 2024: $175M in 113 holdings

What does PURSUE WEALTH PARTNERS LLC own?

Its largest positions in Q2 2026 were NVDA, MOAT, CRWD, AMZN, GOOG, out of 91 holdings worth $179M.

What did PURSUE WEALTH PARTNERS LLC buy last quarter?

In Q2 2026 it opened 14 new positions and added to 12; the largest buys were QQQI, AIQ, NOW.

What did PURSUE WEALTH PARTNERS LLC sell last quarter?

In Q2 2026 it sold out of 24 positions and reduced 29, including DDOG, CVX, AMLP.