Filed: 11/7/2025ACC: 0001951757-25-001324
📋 What this filing means
PURSUE WEALTH PARTNERS LLC filed this quarterly 13F‑HR report disclosing 110 equity positions with a total reported market value of $182.03M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
110
Positions
$182.03M
Total AUM (reported)
1.41M
Total Shares
Allocation by class
COM$72.23M39.7%
CL A$21.75M11.9%
MRNGSTR WDE MOAT$8.72M4.8%
NASD TECH DIV$8.04M4.4%
SPONSORED ADS$6.88M3.8%
CAP STK CL C$5.06M2.8%
TR UNIT$5.01M2.8%
Portfolio Concentration
Top 3$31.40M17.2%
4–10$45.00M24.7%
11–25$46.45M25.5%
Rest$59.19M32.5%
Top 3 weight
17.2%
Top 10 weight
42.0%
Voting Authority Distribution
Total shares with voting rights: 1.41M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
3.05K
shares
% of voting shares0.2%
None
No voting authority
1.40M
shares
% of voting shares99.8%
Investment Discretion (by position count)
Sole108
Shared0
Other2
Dominant voting typeNone · 99.8% of voting shares
Institutional Holdings110
Rows:
NVIDIA CORPORATION
SOLEShares66.42K
TypeSH
Market value$12.39M
6.81%
Sole
0.00
Shared
0.00
None
66.42K
MICROSOFT CORP
SOLEShares19.86K
TypeSH
Market value$10.28M
5.65%
Sole
0.00
Shared
0.00
None
19.86K
VANECK ETF TRUST
SOLEShares87.97K
TypeSH
Market value$8.72M
4.79%
Sole
0.00
Shared
0.00
None
87.97K
CROWDSTRIKE HLDGS INC
SOLEShares17.39K
TypeSH
Market value$8.53M
4.69%
Sole
0.00
Shared
0.00
None
17.39K
FIRST TR EXCHANGE TRADED FD
SOLEShares81.51K
TypeSH
Market value$8.04M
4.41%
Sole
0.00
Shared
0.00
None
81.51K
ALIBABA GROUP HLDG LTD
SOLEShares36.22K
TypeSH
Market value$6.47M
3.56%
Sole
0.00
Shared
0.00
None
36.22K
AMAZON COM INC
SOLEShares27.56K
TypeSH
Market value$6.05M
3.32%
Sole
0.00
Shared
0.00
None
27.56K
MONGODB INC
SOLEShares18.69K
TypeSH
Market value$5.80M
3.19%
Sole
0.00
Shared
0.00
None
18.69K
ALPHABET INC
SOLEShares20.77K
TypeSH
Market value$5.06M
2.78%
Sole
0.00
Shared
0.00
None
20.77K
APPLE INC
SOLEShares19.84K
TypeSH
Market value$5.05M
2.78%
Sole
0.00
Shared
0.00
None
19.84K
SPDR S&P 500 ETF TR
SOLEShares7.53K
TypeSH
Market value$5.01M
2.75%
Sole
0.00
Shared
0.00
None
7.53K
VANGUARD SPECIALIZED FUNDS
SOLEShares19.01K
TypeSH
Market value$4.10M
2.25%
Sole
0.00
Shared
0.00
None
19.01K
ADVANCE AUTO PARTS INC
SOLEShares65.66K
TypeSH
Market value$4.03M
2.21%
Sole
0.00
Shared
0.00
None
65.66K
WALMART INC
SOLEShares36.94K
TypeSH
Market value$3.81M
2.09%
Sole
0.00
Shared
0.00
None
36.94K
ISHARES TR
SOLEShares14.90K
TypeSH
Market value$3.61M
1.98%
Sole
0.00
Shared
0.00
None
14.90K
META PLATFORMS INC
SOLEShares4.42K
TypeSH
Market value$3.24M
1.78%
Sole
0.00
Shared
0.00
None
4.42K
TESLA INC
SOLEShares6.63K
TypeSH
Market value$2.95M
1.62%
Sole
0.00
Shared
0.00
None
6.63K
INVESCO QQQ TR
SOLEShares4.59K
TypeSH
Market value$2.76M
1.51%
Sole
0.00
Shared
0.00
None
4.59K
JPMORGAN CHASE & CO.
SOLEShares8.56K
TypeSH
Market value$2.70M
1.48%
Sole
0.00
Shared
0.00
None
8.56K
AUTODESK INC
SOLEShares8.08K
TypeSH
Market value$2.57M
1.41%
Sole
0.00
Shared
0.00
None
8.08K
BROADCOM INC
SOLEShares7.47K
TypeSH
Market value$2.46M
1.35%
Sole
0.00
Shared
0.00
None
7.47K
VANGUARD INDEX FDS
DFNDShares3.95K
TypeSH
Market value$2.42M
1.33%
Sole
0.00
Shared
832.00
None
3.12K
BERKSHIRE HATHAWAY INC DEL
SOLEShares4.78K
TypeSH
Market value$2.41M
1.32%
Sole
0.00
Shared
0.00
None
4.78K
PALO ALTO NETWORKS INC
SOLEShares10.76K
TypeSH
Market value$2.19M
1.20%
Sole
0.00
Shared
0.00
None
10.76K
VANECK ETF TRUST
SOLEShares64.49K
TypeSH
Market value$2.19M
1.20%
Sole
0.00
Shared
0.00
None
64.49K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 66.42K | SH | $12.39M 6.81% | 0.00 | 0.00 | 66.42K |
MICROSOFT CORPSOLE | COM | 19.86K | SH | $10.28M 5.65% | 0.00 | 0.00 | 19.86K |
VANECK ETF TRUSTSOLE | MRNGSTR WDE MOAT | 87.97K | SH | $8.72M 4.79% | 0.00 | 0.00 | 87.97K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 17.39K | SH | $8.53M 4.69% | 0.00 | 0.00 | 17.39K |
FIRST TR EXCHANGE TRADED FDSOLE | NASD TECH DIV | 81.51K | SH | $8.04M 4.41% | 0.00 | 0.00 | 81.51K |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 36.22K | SH | $6.47M 3.56% | 0.00 | 0.00 | 36.22K |
AMAZON COM INCSOLE | COM | 27.56K | SH | $6.05M 3.32% | 0.00 | 0.00 | 27.56K |
MONGODB INCSOLE | CL A | 18.69K | SH | $5.80M 3.19% | 0.00 | 0.00 | 18.69K |
ALPHABET INCSOLE | CAP STK CL C | 20.77K | SH | $5.06M 2.78% | 0.00 | 0.00 | 20.77K |
APPLE INCSOLE | COM | 19.84K | SH | $5.05M 2.78% | 0.00 | 0.00 | 19.84K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 7.53K | SH | $5.01M 2.75% | 0.00 | 0.00 | 7.53K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 19.01K | SH | $4.10M 2.25% | 0.00 | 0.00 | 19.01K |
ADVANCE AUTO PARTS INCSOLE | COM | 65.66K | SH | $4.03M 2.21% | 0.00 | 0.00 | 65.66K |
WALMART INCSOLE | COM | 36.94K | SH | $3.81M 2.09% | 0.00 | 0.00 | 36.94K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 14.90K | SH | $3.61M 1.98% | 0.00 | 0.00 | 14.90K |
META PLATFORMS INCSOLE | CL A | 4.42K | SH | $3.24M 1.78% | 0.00 | 0.00 | 4.42K |
TESLA INCSOLE | COM | 6.63K | SH | $2.95M 1.62% | 0.00 | 0.00 | 6.63K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 4.59K | SH | $2.76M 1.51% | 0.00 | 0.00 | 4.59K |
JPMORGAN CHASE & CO.SOLE | COM | 8.56K | SH | $2.70M 1.48% | 0.00 | 0.00 | 8.56K |
AUTODESK INCSOLE | COM | 8.08K | SH | $2.57M 1.41% | 0.00 | 0.00 | 8.08K |
BROADCOM INCSOLE | COM | 7.47K | SH | $2.46M 1.35% | 0.00 | 0.00 | 7.47K |
VANGUARD INDEX FDSDFND | S&P 500 ETF SHS | 3.95K | SH | $2.42M 1.33% | 0.00 | 832.00 | 3.12K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 4.78K | SH | $2.41M 1.32% | 0.00 | 0.00 | 4.78K |
PALO ALTO NETWORKS INCSOLE | COM | 10.76K | SH | $2.19M 1.20% | 0.00 | 0.00 | 10.76K |
VANECK ETF TRUSTSOLE | DURABLE HGH DIV | 64.49K | SH | $2.19M 1.20% | 0.00 | 0.00 | 64.49K |
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