Pursue Wealth Partners LLC Top Holdings and 13F Report (2026) About Pursue Wealth Partners LLCInvestment ActivityPursue Wealth Partners LLC has $167.36 million in total holdings as of March 31, 2026.Pursue Wealth Partners LLC owns shares of 101 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 12.95% of the portfolio was purchased this quarter.About 25.65% of the portfolio was sold this quarter.This quarter, Pursue Wealth Partners LLC has purchased 104 new stocks and bought additional shares in 21 stocks.Pursue Wealth Partners LLC sold shares of 25 stocks and completely divested from 16 stocks this quarter.Largest Holdings NVIDIA $11,979,000Microsoft $8,797,000VanEck Morningstar Wide Moat ETF $8,508,000Amazon.com $7,335,000First Trust NASDAQ Technology Dividend Index Fund $6,288,000 Largest New Holdings this Quarter 46434G103 - iShares Core MSCI Emerging Markets ETF $2,225,000 Holding00162Q452 - Alerian MLP ETF $1,601,000 Holding05464C101 - Axon Enterprise $1,303,000 Holding316841105 - FIGMA INC $1,247,000 Holding25278X109 - Diamondback Energy $1,237,000 Holding Largest Purchases this Quarter Berkshire Hathaway 5,089 shares (about $2.44M)iShares Core MSCI Emerging Markets ETF 31,897 shares (about $2.23M)Palo Alto Networks 13,463 shares (about $2.16M)Alerian MLP ETF 30,410 shares (about $1.60M)Chevron 7,250 shares (about $1.50M) Largest Sales this Quarter Amazon.com 16,316 shares (about $3.40M)Apple 11,868 shares (about $3.01M)Microsoft 7,206 shares (about $2.67M)Lemonade 35,485 shares (about $2.22M)Broadcom 6,795 shares (about $2.11M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPursue Wealth Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$11,979,000$1,296,818 ▼-9.8%68,6887.2%Computer and TechnologyMSFTMicrosoft$8,797,000$2,667,418 ▼-23.3%23,7655.3%Computer and TechnologyMOATVanEck Morningstar Wide Moat ETF$8,508,000$38,388 ▼-0.4%87,9875.1%ETFAMZNAmazon.com$7,335,000$3,398,105 ▼-31.7%35,2194.4%Retail/WholesaleTDIVFirst Trust NASDAQ Technology Dividend Index Fund$6,288,000$291,749 ▲4.9%67,1373.8%ManufacturingWALMART INC$6,000,000$124 ▲0.0%48,2813.6%COMGOOGAlphabet$5,958,000$602,398 ▼-9.2%20,7703.6%Computer and TechnologyBRK.BBerkshire Hathaway$5,208,000$2,438,450 ▲88.0%10,8693.1%FinanceCRWDCrowdStrike$5,112,000$1,839,071 ▼-26.5%13,0953.1%Computer and TechnologyAAPLApple$4,974,000$3,011,961 ▼-37.7%19,5993.0%Computer and TechnologyMDBMongoDB$4,789,000$315,530 ▲7.1%19,5642.9%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$4,762,000$1,039,584 ▲27.9%22,1432.8%ETFSPYSPDR S&P 500 ETF Trust$4,411,000$42,276 ▲1.0%6,7822.6%FinanceBABAAlibaba Group$4,076,000$468,069 ▼-10.3%32,4902.4%Retail/WholesaleQQQInvesco QQQ$3,357,000$629,618 ▼-15.8%5,8172.0%FinanceMETAMeta Platforms$3,347,000$255,745 ▲8.3%5,8502.0%Computer and TechnologyIWMiShares Russell 2000 ETF$3,183,000$600,393 ▼-15.9%12,8351.9%FinanceVOOVanguard S&P 500 ETF$2,962,000$1,145,482 ▼-27.9%4,9571.8%ETFJPMJPMorgan Chase & Co.$2,489,000$28,237 ▼-1.1%8,4621.5%FinanceDURAVanEck Durable High Dividend ETF$2,414,0000.0%64,4941.4%ETFPANWPalo Alto Networks$2,332,000$2,157,929 ▲1,239.7%14,5491.4%Computer and TechnologyTSLATesla$2,320,000$146,487 ▼-5.9%6,2401.4%Auto/Tires/TrucksIEMGiShares Core MSCI Emerging Markets ETF$2,225,000$2,225,000 ▲New Holding31,8971.3%ETFDDOGDatadog$2,075,000$62,932 ▼-2.9%17,5741.2%Computer and TechnologyCVXChevron$1,991,000$1,500,026 ▲305.5%9,6231.2%EnergyFVDFirst Trust Value Line Dividend Index Fund$1,978,0000.0%42,0491.2%ETFLLYEli Lilly and Company$1,957,000$7,357 ▼-0.4%2,1281.2%MedicalTLTiShares 20+ Year Treasury Bond ETF$1,686,000$530,901 ▼-23.9%19,4451.0%ETFGOOGLAlphabet$1,678,000$598,156 ▼-26.3%5,8351.0%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$1,623,000$139,870 ▲9.4%3,8061.0%ETFVTIVanguard Total Stock Market ETF$1,612,000$321 ▲0.0%5,0241.0%ETFAMLPAlerian MLP ETF$1,601,000$1,601,000 ▲New Holding30,4101.0%ETFSMOTVanEck Morningstar SMID Moat ETF$1,593,000$23,229 ▲1.5%45,2611.0%ETFSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$1,437,000$241,675 ▲20.2%36,4490.9%ETFICVTiShares Convertible Bond ETF$1,334,0000.0%13,1070.8%ETFAXONAxon Enterprise$1,303,000$1,303,000 ▲New Holding3,0680.8%AerospaceFIGMA INC$1,247,000$1,247,000 ▲New Holding58,9730.7%CLASS A COM STKFANGDiamondback Energy$1,237,000$1,237,000 ▲New Holding6,2550.7%EnergyOXYOccidental Petroleum$1,192,000$1,192,000 ▲New Holding18,3450.7%EnergyQTECFirst Trust NASDAQ-100 Technology Sector Index Fund$1,179,000$50,097 ▲4.4%5,4600.7%ManufacturingCOSTCostco Wholesale$1,166,000$581,007 ▲99.3%1,1700.7%Retail/WholesaleCATCaterpillar$1,134,0000.0%1,6000.7%IndustrialsGSThe Goldman Sachs Group$1,121,0000.0%1,3250.7%FinanceXLKTechnology Select Sector SPDR Fund$1,106,0000.0%8,3220.7%ETFCWBSPDR Bloomberg Convertible Securities ETF$1,043,0000.0%11,4000.6%ETFXLEEnergy Select Sector SPDR Fund$930,000$589,601 ▲173.2%15,1740.6%ETFXLFFinancial Select Sector SPDR Fund$892,000$99 ▲0.0%18,0750.5%ETFSNOWSnowflake$851,000$247,001 ▲40.9%5,6400.5%Computer and TechnologyAXPAmerican Express$847,0000.0%2,8000.5%FinanceFTCSFirst Trust Capital Strength ETF$707,000$707,000 ▲New Holding7,6270.4%ETFAMDAdvanced Micro Devices$699,000$42,721 ▼-5.8%3,4360.4%Computer and TechnologyISHARES BITCOIN TRUST ETF$668,000$981,818 ▼-59.5%17,3930.4%SHS BEN INTASMLASML$660,0000.0%5000.4%Computer and TechnologyRAAXVanEck Real Assets ETF$651,000$651,000 ▲New Holding15,9950.4%ETFGILDGilead Sciences$592,0000.0%4,2480.4%MedicalXLVHealth Care Select Sector SPDR Fund$513,0000.0%3,5000.3%ETFNVSNovartis$512,0000.0%3,3520.3%MedicalTSMTaiwan Semiconductor Manufacturing$492,000$153,750 ▼-23.8%1,4560.3%Computer and TechnologyHDViShares Core High Dividend ETF$474,0000.0%3,4950.3%ETFCSCOCisco Systems$464,0000.0%5,9840.3%Computer and TechnologyOUTFRONT MEDIA INC$457,0000.0%17,2520.3%COM NEWEXELExelixis$456,0000.0%10,6220.3%MedicalCEGConstellation Energy$440,0000.0%1,5770.3%EnergyWFCWells Fargo & Company$440,0000.0%5,5300.3%FinanceITOTiShares Core S&P Total U.S. Stock Market ETF$434,0000.0%3,0450.3%ETFVTVVanguard Value ETF$426,000$142,262 ▲50.1%2,1710.3%ETFSCHGSchwab U.S. Large-Cap Growth ETF$400,0000.0%13,7200.2%ETFPALANTIR TECHNOLOGIES INC$375,000$146,313 ▲64.0%2,5630.2%CL AVGTVanguard Information Technology ETF$364,0000.0%5210.2%ETFLOWLowe's Companies$362,0000.0%1,5310.2%Retail/WholesaleCRMSalesforce$347,000$427,364 ▼-55.2%1,8610.2%Computer and TechnologyKIMBERLY-CLARK CORP$338,000$96,985 ▲40.2%3,5060.2%COMVDCVanguard Consumer Staples ETF$334,0000.0%1,4870.2%ETFASNDAscendis Pharma A/S$332,0000.0%1,4510.2%MedicalEPRTEssential Properties Realty Trust$321,0000.0%10,5600.2%FinanceHYBLState Street Blackstone High Income ETF$316,000$316,000 ▲New Holding11,3490.2%ETFCOREWEAVE INC$315,0000.0%4,0610.2%COM CL AEPREPR Properties$311,0000.0%6,2180.2%FinanceBUFRFT Vest Laddered Buffer ETF$303,0000.0%8,9700.2%ETFFRIFirst Trust S&P REIT Index Fund$286,0000.0%10,0610.2%ETFALCAlcon$286,0000.0%3,7890.2%MedicalCOINCoinbase Global$285,000$285,000 ▲New Holding1,6330.2%FinanceABBVAbbVie$283,0000.0%1,3030.2%MedicalROBTFirst Trust Nasdaq Artificial Intelligence and Robotics ETF$277,000$308,209 ▼-52.7%6,0000.2%ManufacturingMOTIVanEck Morningstar International Moat ETF$273,0000.0%8,0000.2%ETFFTXOFirst Trust Nasdaq Bank ETF$266,0000.0%7,3610.2%ManufacturingVRTXVertex Pharmaceuticals$264,0000.0%5910.2%MedicalRTXRTX$257,0000.0%1,3310.2%AerospaceLMNDLemonade$253,000$2,221,105 ▼-89.8%4,0420.2%FinanceSUISun Communities$251,0000.0%1,9920.1%FinanceVICIVICI Properties$246,0000.0%8,9930.1%FinanceORCLOracle$239,000$412,724 ▼-63.3%1,6220.1%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$236,0000.0%2,3810.1%FinanceMDYSPDR S&P MidCap 400 ETF Trust$225,0000.0%3650.1%ETFAVGOBroadcom$209,000$2,107,055 ▼-91.0%6740.1%Computer and TechnologyAROCArchrock$208,000$208,000 ▲New Holding5,9840.1%EnergyIEFAiShares Core MSCI EAFE ETF$205,0000.0%2,2660.1%ETFFJPFirst Trust Japan AlphaDEX Fund$203,000$203,000 ▲New Holding2,8030.1%ManufacturingUSMViShares MSCI USA Min Vol Factor ETF$201,0000.0%2,1650.1%ETFUAMYUnited States Antimony$196,000$196,000 ▲New Holding22,4010.1%Basic MaterialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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