PURSUE WEALTH PARTNERS LLC 13F Holdings
CIK 0001911091 · CLAYTON, CA
As of Sep 30, 2025, PURSUE WEALTH PARTNERS LLC reported 110 positions worth
CIK 0001911091 · CLAYTON, CA
As of Sep 30, 2025, PURSUE WEALTH PARTNERS LLC reported 110 positions worth
82.0M in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| NVIDIA CORP | NVDA | Technology | 66,418 | 2.4M | 6.81% |
| MICROSOFT CORP | MSFT | Technology | 19,857 | 0.3M | 5.65% |
| VANECK MORNINGSTAR WIDE MOAT ETF | MOAT | — | 87,968 | $8.7M | 4.79% |
| CROWDSTRIKE HOLDINGS INC | CRWD | Technology | 17,394 | $8.5M | 4.69% |
| FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND | TDIV | — | 81,511 | $8.0M | 4.41% |
| ALIBABA GROUP HOLDING LTD | BABA | Consumer Cyclical | 36,221 | $6.5M | 3.56% |
| AMAZON.COM INC | AMZN | Equity | 27,561 | $6.1M | 3.32% |
| MONGODB INC | MDB | Technology | 18,690 | $5.8M | 3.19% |
| ALPHABET INC | GOOG | Equity | 20,770 | $5.1M | 2.78% |
| APPLE INC | AAPL | Technology | 19,844 | $5.1M | 2.78% |
| SPDR S&P 500 ETF TRUST | SPY | — | 7,526 | $5.0M | 2.75% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 19,012 | $4.1M | 2.25% |
| ADVANCE AUTO PARTS INC | AAP | Consumer Cyclical | 65,664 | $4.0M | 2.21% |
| WALMART INC | WMT | Consumer Defensive | 36,937 | $3.8M | 2.09% |
| ISHARES RUSSELL 2000 ETF | IWM | — | 14,900 | $3.6M | 1.98% |
| META PLATFORMS INC | META | Communication Services | 4,416 | $3.2M | 1.78% |
| TESLA INC | TSLA | Consumer Cyclical | 6,633 | $2.9M | 1.62% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 4,593 | $2.8M | 1.51% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 8,558 | $2.7M | 1.48% |
| AUTODESK INC | ADSK | Technology | 8,083 | $2.6M | 1.41% |
| BROADCOM INC | AVGO | Technology | 7,469 | $2.5M | 1.35% |
| VANGUARD 500 INDEX FUND | VOO | — | 3,954 | $2.4M | 1.33% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 4,784 | $2.4M | 1.32% |
| PALO ALTO NETWORKS INC | PANW | Technology | 10,764 | $2.2M | 1.20% |
| VANECK ETF TRUST | — | — | 64,494 | $2.2M | 1.20% |