Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

PURSUE WEALTH PARTNERS LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

PURSUE WEALTH PARTNERS LLC (CIK 1911091) reported $167.4M across 101 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($12.0M, 7.16%), MSFT ($8.8M, 5.26%), MOAT ($8.5M, 5.08%), AMZN ($7.3M, 4.38%), TDIV ($6.3M, 3.76%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1NVDANVIDIA CORPORATION$12.0M7.16%68,688Trimmed
2MSFTMICROSOFT CORP$8.8M5.26%23,765Trimmed
3MOATVANECK ETF TRUST$8.5M5.08%87,987Trimmed
4AMZNAMAZON COM INC$7.3M4.38%35,219Trimmed
5TDIVFIRST TR EXCHANGE TRADED FD$6.3M3.76%67,137Added
6WMTWALMART INC$6.0M3.59%48,281Added
7GOOGALPHABET INC$6.0M3.56%20,770Trimmed
8BRK/BBERKSHIRE HATHAWAY INC DEL$5.2M3.11%10,869Added
9CRWDCROWDSTRIKE HLDGS INC$5.1M3.05%13,095Trimmed
10AAPLAPPLE INC$5.0M2.97%19,599Trimmed
11MDBMONGODB INC$4.8M2.86%19,564Added
12VIGVANGUARD SPECIALIZED FUNDS$4.8M2.85%22,143Added
13SPYSTATE STR SPDR S&P 500 ETF T$4.4M2.64%6,782Added
14BABAALIBABA GROUP HLDG LTD$4.1M2.44%32,490Trimmed
15QQQINVESCO QQQ TR$3.4M2.01%5,817Trimmed
16METAMETA PLATFORMS INC$3.3M2.00%5,850Added
17IWMISHARES TR$3.2M1.90%12,835Trimmed
18VOOVANGUARD INDEX FDS$3.0M1.77%4,957Trimmed
19JPMJPMORGAN CHASE & CO$2.5M1.49%8,462Trimmed
20DURAVANECK ETF TRUST$2.4M1.44%64,494Hold
21TSLATESLA INC$2.3M1.39%6,240Trimmed
22PANWPALO ALTO NETWORKS INC$2.3M1.39%14,549Added
23IEMGISHARES INC$2.2M1.33%31,897New
24DDOGDATADOG INC$2.1M1.24%17,574Trimmed
25CVXCHEVRON CORPORATION$2.0M1.19%9,623Added

Source: SEC Form 13F filings · as of 2026-03-31