Pursue Wealth Partners LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 8, 2026), Pursue Wealth Partners LLC reported 101 stock positions worth $167.4 million. Its top holding was Nvidia (NVDA) at 7.2% of the portfolio, followed by Microsoft (MSFT, 5.3%) and Vaneck Morningstar Wide Moat (MOAT, 5.1%). Compared with Q4 2025, it opened 13 new positions, sold out of 16, added to 21 and reduced 25. The biggest buy was Berkshire Hathaway Class B (BRK.B, shares +88%) and the biggest sale an exit from Adobe (ADBE).

Most Recent 13F
Q2 2026
Location
ALAMO, CA
CIK
0001911091
Portfolio Value
$167.4M (Q1 2026)
SEC Filing
0001951757-26-000531 ↗ filed Apr 8, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $169.9M Q1 2024 Q2 2024: $183.4M Q2 2024 Q3 2024: $183.0M Q3 2024 Q4 2024: $174.7M Q4 2024 Q1 2025: $164.3M Q1 2025 Q2 2025: $176.0M Q2 2025 Q3 2025: $182.0M Q3 2025 Q4 2025: $205.8M Q4 2025 Q1 2026: $167.4M $167.4M Q1 2026 Q2 2026: $178.6M Q2 2026

Holdings 101 stocks · $167.4M
NVDA Nvidia Corp. 7.16% 68,688 $12.0M Reduce -9.8%
MSFT Microsoft Corp. 5.26% 23,765 $8.8M Reduce -23.3%
MOAT Vaneck Morningstar Wide Moat 5.08% 87,987 $8.5M Reduce -0.5%
AMZN Amazon.com Inc. 4.38% 35,219 $7.3M Reduce -31.7%
TDIV FT Nasdaq Tech DVD Index FD 3.76% 67,137 $6.3M Add +4.9%
WMT Walmart Inc. 3.59% 48,281 $6.0M Add +0.0%
GOOG Alphabet Inc. Class C 3.56% 20,770 $6.0M Reduce -9.2%
BRK.B Berkshire Hathaway Inc. Class B 3.11% 10,869 $5.2M Add +88.0%
CRWD CrowdStrike Holdings Inc. Class A 3.05% 13,095 $5.1M Reduce -26.5%
AAPL Apple Inc. 2.97% 19,599 $5.0M Reduce -37.7%
MDB Mongodb Inc. 2.86% 19,564 $4.8M Add +7.0%
VIG Vanguard Dividend Apprec ETF 2.85% 22,143 $4.8M Add +27.9%
SPY SS SPDR S&P 500 ETF Trust-US 2.64% 6,782 $4.4M Add +1.0%
BABA Alibaba Group Holding-SP ADR 2.44% 32,490 $4.1M Reduce -10.3%
QQQ Invesco QQQ Trust Series 1 2.01% 5,817 $3.4M Reduce -15.8%
META Meta Platforms Inc. Class A 2.00% 5,850 $3.3M Add +8.3%
IWM iShares Russell 2000 ETF 1.90% 12,835 $3.2M Reduce -15.9%
VOO Vanguard S&P 500 ETF 1.77% 4,957 $3.0M Reduce -27.9%
JPM JPMorgan Chase & Co. 1.49% 8,462 $2.5M Reduce -1.1%
DURA Vaneck Durable High Dividend 1.44% 64,494 $2.4M No change
PANW Palo Alto Networks Inc. 1.39% 14,549 $2.3M Add +1239.7%
TSLA Tesla Inc. 1.39% 6,240 $2.3M Reduce -5.9%
IEMG iShares Core MSCI Emerging 1.33% 31,897 $2.2M New
DDOG Datadog Inc. Class A 1.24% 17,574 $2.1M Reduce -2.9%
CVX Chevron Corp. 1.19% 9,623 $2.0M Add +305.5%
FVD First Trust Value Line DVD 1.18% 42,049 $2.0M No change
LLY Eli Lilly & Co. 1.17% 2,128 $2.0M Reduce -0.4%
TLT iShares 20+ Year Treasury BD 1.01% 19,445 $1.7M Reduce -23.9%
GOOGL Alphabet Inc. Class A 1.00% 5,835 $1.7M Reduce -26.3%
IWF iShares Russell 1000 Growth 0.97% 3,806 $1.6M Add +9.4%
VTI VG Morningstar TS MKT ETF-US 0.96% 5,024 $1.6M Add +0.0%
AMLP Alerian MLP ETF 0.96% 30,410 $1.6M New
SMOT Vaneck Morningstar Smid Moat 0.95% 45,261 $1.6M Add +1.5%
SDVY First Trust Smid Cap Rising 0.86% 36,449 $1.4M Add +20.2%
ICVT iShares Convertible Bond ETF 0.80% 13,107 $1.3M No change
AXON Axon Enterprise Inc. 0.78% 3,068 $1.3M New
FIG Figma Inc. Class A 0.75% 58,973 $1.2M New
FANG Diamondback Energy Inc. 0.74% 6,255 $1.2M New
OXY Occidental Petroleum Corp. 0.71% 18,345 $1.2M New
QTEC First Trust Nasdq 100 Tech I 0.70% 5,460 $1.2M Add +4.4%
COST Costco Wholesale Corp. 0.70% 1,170 $1.2M Add +99.3%
CAT Caterpillar Inc. 0.68% 1,600 $1.1M No change
GS Goldman Sachs Group Inc. 0.67% 1,325 $1.1M No change
XLK SS Technology Select Sector 0.66% 8,322 $1.1M No change
CWB SS SPDR BB Conv Sec ETF 0.62% 11,400 $1.0M No change
XLE SS Energy Select Sector 0.56% 15,174 $930K Add +173.2%
XLF SS Financial Select Sector 0.53% 18,075 $892K Add +0.0%
SNOW Snowflake Inc. 0.51% 5,640 $851K Add +40.9%
AXP American Express Co. 0.51% 2,800 $847K No change
FTCS First Trust Capital Strength 0.42% 7,627 $707K New
AMD Advanced Micro Devices 0.42% 3,436 $699K Reduce -5.8%
IBIT iShares Bitcoin Trust ETF 0.40% 17,393 $668K Reduce -59.5%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.39% 500 $660K No change
RAAX Vaneck Real Assets ETF 0.39% 15,995 $651K New
GILD Gilead Sciences Inc. 0.35% 4,248 $592K No change
XLV SS Health Care Select Sector 0.31% 3,500 $513K No change
NVS Novartis AG-Sponsored ADR 0.31% 3,352 $512K No change
TSM Taiwan Semiconductor-SP ADR 0.29% 1,456 $492K Reduce -23.8%
HDV iShares Core High Dividend E 0.28% 3,495 $474K No change
CSCO Cisco Systems Inc. 0.28% 5,984 $464K No change
OUT Outfront Media Inc. 0.27% 17,252 $457K No change
EXEL Exelixis Inc. 0.27% 10,622 $456K No change
CEG Constellation Energy 0.26% 1,577 $440K No change
WFC Wells Fargo & Co. 0.26% 5,530 $440K No change
ITOT iShares Core S&P Total U.S. 0.26% 3,045 $434K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.25% 2,171 $426K Add +50.1%
SCHG Schwab US Large-Cap Growth 0.24% 13,720 $400K No change
PLTR Palantir Technologies Inc. Class A 0.22% 2,563 $375K Add +64.0%
VGT Vanguard Info Tech ETF 0.22% 521 $364K No change
LOW Lowe's Cos Inc. 0.22% 1,531 $362K No change
CRM Salesforce Inc. 0.21% 1,861 $347K Reduce -55.2%
KMB Kimberly-Clark Corp. 0.20% 3,506 $338K Add +40.2%
VDC Vanguard Consumer Staple ETF 0.20% 1,487 $334K No change
ASND Ascendis Pharma A/S 0.20% 1,451 $332K No change
EPRT Essential Properties Realty 0.19% 10,560 $321K No change
HYBL SS Blackstone High Inc. ETF 0.19% 11,349 $316K New
CRWV Coreweave Inc. Class A 0.19% 4,061 $315K No change
EPR Epr Properties filed as EPR PPTYS 0.19% 6,218 $311K No change
BUFR FT Vest Lad Buffervetf-Usd I 0.18% 8,970 $303K No change
FRI First Trust S&P REIT Index F 0.17% 10,061 $286K No change
ALC Alcon Inc. filed as ALCON AG 0.17% 3,789 $286K No change
COIN Coinbase Global Inc. Class A 0.17% 1,633 $285K New
ABBV Abbvie Inc. 0.17% 1,303 $283K No change
ROBT First Trust Nasdaq Artificia 0.17% 6,000 $277K Reduce -52.7%
MOTI Vaneck Mstar Int Moat ETF 0.16% 8,000 $273K No change
FTXO First Trust Nasdaq Bank ETF 0.16% 7,361 $266K No change
VRTX Vertex Pharmaceuticals Inc. 0.16% 591 $264K No change
RTX RTX Corp. 0.15% 1,331 $257K No change
LMND Lemonade Inc. 0.15% 4,042 $253K Reduce -89.8%
SUI Sun Communities Inc. filed as SUN CMNTYS INC 0.15% 1,992 $251K No change
VICI Vici Properties Inc. filed as VICI PPTYS INC 0.15% 8,993 $246K No change
ORCL Oracle Corp. 0.14% 1,622 $239K Reduce -63.3%
AGG iShares Core U.S. Aggregate 0.14% 2,381 $236K No change
MDY State Street SPDR S&P Midcap 0.13% 365 $225K No change
AVGO Broadcom Inc. 0.12% 674 $209K Reduce -91.0%
AROC Archrock Inc. 0.12% 5,984 $208K New
IEFA iShares Core MSCI Eafe ETF 0.12% 2,266 $205K No change
FJP First Trust Japan 0.12% 2,803 $203K New
USMV iShares MSCI USA Min Vol Fac 0.12% 2,165 $201K No change
UAMY United States Antimony Corp. 0.12% 22,401 $196K New
CTMX Cytomx Therapeutics Inc. 0.04% 14,492 $68K No change

Portfolio Sells Q4 2025 → Q1 2026
ADBE Adobe Inc. Sold out 0.00% −3.47
MSFT Microsoft Corp. Reduce -23.3% 5.26% −2.02
AMZN Amazon.com Inc. Reduce -31.7% 4.38% −1.40
LMND Lemonade Inc. Reduce -89.8% 0.15% −1.22
ADSK Autodesk Inc. Sold out 0.00% −1.21
AAPL Apple Inc. Reduce -37.7% 2.97% −1.19
AVGO Broadcom Inc. Reduce -91.0% 0.12% −1.13
CRWD CrowdStrike Holdings Inc. Class A Reduce -26.5% 3.05% −1.00
ESTC Elastic NV Sold out 0.00% −0.70
XBI SS SPDR S&P Biotech ETF Sold out 0.00% −0.69
IBIT iShares Bitcoin Trust ETF Reduce -59.5% 0.40% −0.64
UNH Unitedhealth Group Inc. Sold out 0.00% −0.62
NOW ServiceNow Inc. Sold out 0.00% −0.50
KKR KKR & Co. Inc. Sold out 0.00% −0.44
XYZ Block Inc. Sold out 0.00% −0.36
INDY iShares India 50 ETF Sold out 0.00% −0.33
CRM Salesforce Inc. Reduce -55.2% 0.21% −0.33
BAC Bank of America Corp. Sold out 0.00% −0.33
VOO Vanguard S&P 500 ETF Reduce -27.9% 1.77% −0.33
ORCL Oracle Corp. Reduce -63.3% 0.14% −0.28
GOOGL Alphabet Inc. Class A Reduce -26.3% 1.00% −0.20
MRVL Marvell Technology Inc. Sold out 0.00% −0.17
SOFI Sofi Technologies Inc. Sold out 0.00% −0.17
ROBT First Trust Nasdaq Artificia Reduce -52.7% 0.17% −0.15
BABA Alibaba Group Holding-SP ADR Reduce -10.3% 2.44% −0.14
FTC First Trust Large Cap Growth Sold out 0.00% −0.12
VEEV Veeva Systems Inc. Class A Sold out 0.00% −0.10
ETHU 2X Ether ETF Sold out 0.00% −0.10
TLT iShares 20+ Year Treasury BD Reduce -23.9% 1.01% −0.08
TSLA Tesla Inc. Reduce -5.9% 1.39% −0.06
QQQ Invesco QQQ Trust Series 1 Reduce -15.8% 2.01% −0.06
TIDAL TRUST II Sold out 0.00% −0.03
TSM Taiwan Semiconductor-SP ADR Reduce -23.8% 0.29% +0.01
AMD Advanced Micro Devices Reduce -5.8% 0.42% +0.04
DDOG Datadog Inc. Class A Reduce -2.9% 1.24% +0.04
LLY Eli Lilly & Co. Reduce -0.4% 1.17% +0.05
GOOG Alphabet Inc. Class C Reduce -9.2% 3.56% +0.07
IWM iShares Russell 2000 ETF Reduce -15.9% 1.90% +0.08
JPM JPMorgan Chase & Co. Reduce -1.1% 1.49% +0.15
NVDA Nvidia Corp. Reduce -9.8% 7.16% +0.26
MOAT Vaneck Morningstar Wide Moat Reduce -0.5% 5.08% +0.64

Portfolio Buys Q4 2025 → Q1 2026
BRK.B Berkshire Hathaway Inc. Class B Add +88.0% 3.11% +1.70
IEMG iShares Core MSCI Emerging New 1.33% +1.33
PANW Palo Alto Networks Inc. Add +1239.7% 1.39% +1.30
CVX Chevron Corp. Add +305.5% 1.19% +1.01
VIG Vanguard Dividend Apprec ETF Add +27.9% 2.85% +1.00
WMT Walmart Inc. Add +0.0% 3.59% +0.97
AMLP Alerian MLP ETF New 0.96% +0.96
AXON Axon Enterprise Inc. New 0.78% +0.78
FIG Figma Inc. Class A New 0.75% +0.75
TDIV FT Nasdaq Tech DVD Index FD Add +4.9% 3.76% +0.74
FANG Diamondback Energy Inc. New 0.74% +0.74
OXY Occidental Petroleum Corp. New 0.71% +0.71
COST Costco Wholesale Corp. Add +99.3% 0.70% +0.45
XLE SS Energy Select Sector Add +173.2% 0.56% +0.44
FTCS First Trust Capital Strength New 0.42% +0.42
SPY SS SPDR S&P 500 ETF Trust-US Add +1.0% 2.64% +0.41
RAAX Vaneck Real Assets ETF New 0.39% +0.39
SDVY First Trust Smid Cap Rising Add +20.2% 0.86% +0.29
META Meta Platforms Inc. Class A Add +8.3% 2.00% +0.27
HYBL SS Blackstone High Inc. ETF New 0.19% +0.19
COIN Coinbase Global Inc. Class A New 0.17% +0.17
IWF iShares Russell 1000 Growth Add +9.4% 0.97% +0.17
SMOT Vaneck Morningstar Smid Moat Add +1.5% 0.95% +0.17
VTI VG Morningstar TS MKT ETF-US Add +0.0% 0.96% +0.14
AROC Archrock Inc. New 0.12% +0.12
FJP First Trust Japan New 0.12% +0.12
VTV Vanguard Mrngstr Val ETF-Aui Add +50.1% 0.25% +0.12
QTEC First Trust Nasdq 100 Tech I Add +4.4% 0.70% +0.12
UAMY United States Antimony Corp. New 0.12% +0.12
PLTR Palantir Technologies Inc. Class A Add +64.0% 0.22% +0.09
SNOW Snowflake Inc. Add +40.9% 0.51% +0.08
KMB Kimberly-Clark Corp. Add +40.2% 0.20% +0.08
XLF SS Financial Select Sector Add +0.0% 0.53% +0.05
MDB Mongodb Inc. Add +7.0% 2.86% −0.87

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 91$178.6MNVDA, MOAT, CRWD, AMZN, GOOG
Q1 2026 101$167.4MNVDA, MSFT, MOAT, AMZN, TDIV
Q4 2025 104$205.8MMSFT, NVDA, AMZN, MOAT, AAPL
Q3 2025 110$182.0MNVDA, MSFT, MOAT, CRWD, TDIV
Q2 2025 110$176.0MNVDA, MSFT, CRWD, MOAT, TDIV
Q1 2025 120$164.3MMSFT, NVDA, MOAT, CRWD, TDIV
Q4 2024 113$174.7MMSFT, NVDA, MOAT, CRWD, AMZN
Q3 2024 112$183.0MMSFT, MOAT, NVDA, AAPL, AMZN
Q2 2024 111$183.4MMSFT, NVDA, CRWD, MOAT, GSBD
Q1 2024 103$169.9MMSFT, NVDA, SNOW, MDB, MOAT