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 (2026-06-30)

PURSUE WEALTH PARTNERS LLC (CIK 1911091) reported $178.6M across 91 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NVDA ($10.9M, 6.12%), MOAT ($8.5M, 4.77%), CRWD ($8.0M, 4.45%), AMZN ($7.5M, 4.18%), GOOG ($7.4M, 4.14%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1NVDANVIDIA CORPORATION$10.9M6.12%54,610Trimmed
2MOATVANECK ETF TRUST$8.5M4.77%81,967Trimmed
3CRWDCROWDSTRIKE HLDGS INC$8.0M4.45%10,419Trimmed
4AMZNAMAZON COM INC$7.5M4.18%31,313Trimmed
5GOOGALPHABET INC$7.4M4.14%20,929Added
6TDIVFIRST TR EXCHANGE TRADED FD$7.4M4.12%64,104Trimmed
7VIGVANGUARD SPECIALIZED FUNDS$6.5M3.63%27,428Added
8MSFTMICROSOFT CORP$6.3M3.52%16,837Trimmed
9IWMISHARES TR$5.3M2.99%17,778Added
10SPYSTATE STR SPDR S&P 500 ETF T$5.2M2.90%6,942Added
11MDBMONGODB INC$5.0M2.79%14,814Trimmed
12QQQINVESCO QQQ TR$4.6M2.58%6,245Added
13AAPLAPPLE INC$4.5M2.53%15,633Trimmed
14PANWPALO ALTO NETWORKS INC$4.4M2.47%12,960Trimmed
15WMTWALMART INC$4.0M2.24%35,285Trimmed
16QQQINEOS ETF TRUST$4.0M2.22%69,931New
17VOOVANGUARD INDEX FDS$3.6M2.01%5,215Added
18AIQGLOBAL X FDS$3.0M1.71%46,475New
19NOWSERVICENOW INC$2.9M1.60%28,803New
20BABAALIBABA GROUP HLDG LTD$2.8M1.57%29,217Trimmed
21JPMJPMORGAN CHASE & CO$2.8M1.55%8,462Hold
22IEMGISHARES INC$2.6M1.48%31,903Added
23IFRAISHARES TR$2.6M1.45%41,115New
24VDCVANGUARD WORLD FD$2.6M1.45%11,498Added
25TSLATESLA INC$2.4M1.37%5,809Trimmed

Source: SEC Form 13F filings · as of 2026-06-30