Filed: 1/26/2026ACC: 0001951757-26-000292
📋 What this filing means
PURSUE WEALTH PARTNERS LLC filed this quarterly 13F‑HR report disclosing 104 equity positions with a total reported market value of $205.78M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
104
Positions
$205.78M
Total AUM (reported)
1.34M
Total Shares
Allocation by class
COM$94.66M46.0%
CL A$20.60M10.0%
MRNGSTR WDE MOAT$9.15M4.4%
CAP STK CL C$7.18M3.5%
NASD TECH DIV$6.20M3.0%
SPONSORED ADS$5.89M2.9%
TR UNIT$4.58M2.2%
Portfolio Concentration
Top 3$41.07M20.0%
4–10$54.24M26.4%
11–25$53.96M26.2%
Rest$56.51M27.5%
Top 3 weight
20.0%
Top 10 weight
46.3%
Voting Authority Distribution
Total shares with voting rights: 1.34M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
7.78K
shares
% of voting shares0.6%
None
No voting authority
1.33M
shares
% of voting shares99.4%
Investment Discretion (by position count)
Sole100
Shared0
Other4
Dominant voting typeNone · 99.4% of voting shares
Institutional Holdings104
Rows:
MICROSOFT CORP
SOLEShares30.97K
TypeSH
Market value$14.98M
7.28%
Sole
0.00
Shared
0.00
None
30.97K
NVIDIA CORPORATION
SOLEShares76.12K
TypeSH
Market value$14.20M
6.90%
Sole
0.00
Shared
0.00
None
76.12K
AMAZON COM INC
SOLEShares51.53K
TypeSH
Market value$11.89M
5.78%
Sole
0.00
Shared
0.00
None
51.53K
VANECK ETF TRUST
SOLEShares88.38K
TypeSH
Market value$9.15M
4.45%
Sole
0.00
Shared
0.00
None
88.38K
APPLE INC
SOLEShares31.47K
TypeSH
Market value$8.55M
4.16%
Sole
0.00
Shared
0.00
None
31.47K
CROWDSTRIKE HLDGS INC
SOLEShares17.81K
TypeSH
Market value$8.35M
4.06%
Sole
0.00
Shared
0.00
None
17.81K
MONGODB INC
SOLEShares18.27K
TypeSH
Market value$7.67M
3.73%
Sole
0.00
Shared
0.00
None
18.27K
ALPHABET INC
SOLEShares22.87K
TypeSH
Market value$7.18M
3.49%
Sole
0.00
Shared
0.00
None
22.87K
ADOBE INC
SOLEShares20.40K
TypeSH
Market value$7.14M
3.47%
Sole
0.00
Shared
0.00
None
20.40K
FIRST TR EXCHANGE TRADED FD
SOLEShares64.02K
TypeSH
Market value$6.20M
3.01%
Sole
0.00
Shared
0.00
None
64.02K
WALMART INC
SOLEShares48.28K
TypeSH
Market value$5.38M
2.61%
Sole
0.00
Shared
0.00
None
48.28K
ALIBABA GROUP HLDG LTD
SOLEShares36.22K
TypeSH
Market value$5.31M
2.58%
Sole
0.00
Shared
0.00
None
36.22K
SPDR S&P 500 ETF TR
SOLEShares6.72K
TypeSH
Market value$4.58M
2.23%
Sole
0.00
Shared
0.00
None
6.72K
VANGUARD INDEX FDS
DFNDShares6.87K
TypeSH
Market value$4.31M
2.10%
Sole
0.00
Shared
970.00
None
5.90K
INVESCO QQQ TR
SOLEShares6.91K
TypeSH
Market value$4.24M
2.06%
Sole
0.00
Shared
0.00
None
6.91K
VANGUARD SPECIALIZED FUNDS
SOLEShares17.31K
TypeSH
Market value$3.80M
1.85%
Sole
0.00
Shared
0.00
None
17.31K
ISHARES TR
SOLEShares15.26K
TypeSH
Market value$3.76M
1.83%
Sole
0.00
Shared
0.00
None
15.26K
META PLATFORMS INC
SOLEShares5.40K
TypeSH
Market value$3.57M
1.73%
Sole
0.00
Shared
0.00
None
5.40K
TESLA INC
SOLEShares6.63K
TypeSH
Market value$2.98M
1.45%
Sole
0.00
Shared
0.00
None
6.63K
BERKSHIRE HATHAWAY INC DEL
SOLEShares5.78K
TypeSH
Market value$2.90M
1.41%
Sole
0.00
Shared
0.00
None
5.78K
LEMONADE INC
SOLEShares39.53K
TypeSH
Market value$2.81M
1.37%
Sole
0.00
Shared
0.00
None
39.53K
JPMORGAN CHASE & CO.
SOLEShares8.56K
TypeSH
Market value$2.76M
1.34%
Sole
0.00
Shared
0.00
None
8.56K
BROADCOM INC
SOLEShares7.47K
TypeSH
Market value$2.58M
1.26%
Sole
0.00
Shared
0.00
None
7.47K
AUTODESK INC
SOLEShares8.39K
TypeSH
Market value$2.48M
1.21%
Sole
0.00
Shared
0.00
None
8.39K
ALPHABET INC
SOLEShares7.92K
TypeSH
Market value$2.48M
1.20%
Sole
0.00
Shared
0.00
None
7.92K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 30.97K | SH | $14.98M 7.28% | 0.00 | 0.00 | 30.97K |
NVIDIA CORPORATIONSOLE | COM | 76.12K | SH | $14.20M 6.90% | 0.00 | 0.00 | 76.12K |
AMAZON COM INCSOLE | COM | 51.53K | SH | $11.89M 5.78% | 0.00 | 0.00 | 51.53K |
VANECK ETF TRUSTSOLE | MRNGSTR WDE MOAT | 88.38K | SH | $9.15M 4.45% | 0.00 | 0.00 | 88.38K |
APPLE INCSOLE | COM | 31.47K | SH | $8.55M 4.16% | 0.00 | 0.00 | 31.47K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 17.81K | SH | $8.35M 4.06% | 0.00 | 0.00 | 17.81K |
MONGODB INCSOLE | CL A | 18.27K | SH | $7.67M 3.73% | 0.00 | 0.00 | 18.27K |
ALPHABET INCSOLE | CAP STK CL C | 22.87K | SH | $7.18M 3.49% | 0.00 | 0.00 | 22.87K |
ADOBE INCSOLE | COM | 20.40K | SH | $7.14M 3.47% | 0.00 | 0.00 | 20.40K |
FIRST TR EXCHANGE TRADED FDSOLE | NASD TECH DIV | 64.02K | SH | $6.20M 3.01% | 0.00 | 0.00 | 64.02K |
WALMART INCSOLE | COM | 48.28K | SH | $5.38M 2.61% | 0.00 | 0.00 | 48.28K |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 36.22K | SH | $5.31M 2.58% | 0.00 | 0.00 | 36.22K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 6.72K | SH | $4.58M 2.23% | 0.00 | 0.00 | 6.72K |
VANGUARD INDEX FDSDFND | S&P 500 ETF SHS | 6.87K | SH | $4.31M 2.10% | 0.00 | 970.00 | 5.90K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 6.91K | SH | $4.24M 2.06% | 0.00 | 0.00 | 6.91K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 17.31K | SH | $3.80M 1.85% | 0.00 | 0.00 | 17.31K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 15.26K | SH | $3.76M 1.83% | 0.00 | 0.00 | 15.26K |
META PLATFORMS INCSOLE | CL A | 5.40K | SH | $3.57M 1.73% | 0.00 | 0.00 | 5.40K |
TESLA INCSOLE | COM | 6.63K | SH | $2.98M 1.45% | 0.00 | 0.00 | 6.63K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 5.78K | SH | $2.90M 1.41% | 0.00 | 0.00 | 5.78K |
LEMONADE INCSOLE | COM | 39.53K | SH | $2.81M 1.37% | 0.00 | 0.00 | 39.53K |
JPMORGAN CHASE & CO.SOLE | COM | 8.56K | SH | $2.76M 1.34% | 0.00 | 0.00 | 8.56K |
BROADCOM INCSOLE | COM | 7.47K | SH | $2.58M 1.26% | 0.00 | 0.00 | 7.47K |
AUTODESK INCSOLE | COM | 8.39K | SH | $2.48M 1.21% | 0.00 | 0.00 | 8.39K |
ALPHABET INCSOLE | CAP STK CL A | 7.92K | SH | $2.48M 1.20% | 0.00 | 0.00 | 7.92K |
Page 1 of 5
…