Pursuit Wealth Strategies, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed April 24, 2026), Pursuit Wealth Strategies, LLC reported 100 stock positions worth $71.3 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 16.9% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 5.6%) and iShares Core MSCI Eafe ETF (IEFA, 4.0%).
- Most Recent 13F
- Q2 2026
- Location
- RALEIGH, NC
- CIK
- 0002116904
- Portfolio Value
- $71.3M (Q4 2025)
- SEC Filing
- 0001398344-26-007135 ↗ filed Apr 24, 2026
Holdings Value
Holdings 100 stocks · $71.3M
| VOO Vanguard S&P 500 ETF | 16.85% | 19,157 | $12.0M | — |
| AGG iShares Core U.S. Aggregate | 5.56% | 39,652 | $4.0M | — |
| IEFA iShares Core MSCI Eafe ETF | 3.97% | 31,643 | $2.8M | — |
| DUK Duke Energy Corp. | 3.48% | 21,142 | $2.5M | — |
| AAPL Apple Inc. | 3.20% | 8,393 | $2.3M | — |
| NVDA Nvidia Corp. | 2.62% | 10,028 | $1.9M | — |
| MSFT Microsoft Corp. | 2.55% | 3,756 | $1.8M | — |
| LDOS Leidos Holdings Inc. | 2.51% | 9,923 | $1.8M | — |
| IJH iShares Core S&P Midcap ETF | 2.43% | 26,226 | $1.7M | — |
| PGX Invesco Preferred ETF | 2.35% | 149,315 | $1.7M | — |
| IHDG Wisdomtree International Hed | 2.18% | 31,960 | $1.6M | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.12% | 5,195 | $1.5M | — |
| ORCL Oracle Corp. | 1.94% | 7,099 | $1.4M | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.87% | 4,500 | $1.3M | — |
| BUI Blckrck Util Infra & PWR Opp filed as BLACKROCK UTILS INFRASTRUCTU | 1.82% | 50,460 | $1.3M | — |
| IEMG iShares Core MSCI Emerging | 1.67% | 17,657 | $1.2M | — |
| XLK SS Technology Select Sector | 1.66% | 8,236 | $1.2M | — |
| AMZN Amazon.com Inc. | 1.59% | 4,925 | $1.1M | — |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 1.59% | 26,609 | $1.1M | — |
| IJR iShares Core S&P Small-Cap E | 1.55% | 9,221 | $1.1M | — |
| XOM Exxon Mobil Corp. | 1.54% | 9,145 | $1.1M | — |
| DIVO Amplify CWP Enhan Divid ETF | 1.54% | 24,643 | $1.1M | — |
| MTUM iShares MSCI USA Momentum Fa | 1.44% | 4,103 | $1.0M | — |
| JPM JPMorgan Chase & Co. | 1.44% | 3,177 | $1.0M | — |
| JNJ Johnson & Johnson | 1.20% | 4,129 | $854K | — |
| WM Waste Management Inc. | 1.18% | 3,825 | $840K | — |
| IEF iShares 7-10 Year Treasury B | 1.14% | 8,427 | $810K | — |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | 1.13% | 69,422 | $807K | — |
| ETN Eaton Corp. PLC | 1.05% | 2,343 | $746K | — |
| PG The Procter & Gamble Co. | 1.03% | 5,111 | $733K | — |
| SAIC Science Applications Inte | 1.02% | 7,200 | $725K | — |
| IVV iShares Core S&P 500 ETF | 1.00% | 1,039 | $712K | — |
| BBN BlackRock Taxable Muni BND | 0.94% | 41,044 | $670K | — |
| FSLR First Solar Inc. | 0.85% | 2,321 | $606K | — |
| RY Royal Bank of Canada | 0.80% | 3,328 | $567K | — |
| GOOGL Alphabet Inc. Class A | 0.73% | 1,658 | $519K | — |
| FPE FT-Preferred Secur & Inc. ETF | 0.71% | 27,703 | $505K | — |
| WMT Walmart Inc. | 0.69% | 4,435 | $494K | — |
| GOOG Alphabet Inc. Class C | 0.68% | 1,541 | $484K | — |
| TSLA Tesla Inc. | 0.65% | 1,038 | $467K | — |
| VNQ Vanguard Real Estate ETF | 0.65% | 5,242 | $464K | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.64% | 934 | $456K | — |
| ITW Illinois Tool Works | 0.62% | 1,804 | $444K | — |
| MRK Merck & Co. Inc. | 0.61% | 4,116 | $433K | — |
| META Meta Platforms Inc. Class A | 0.59% | 638 | $421K | — |
| RJF Raymond James Financial Inc. | 0.59% | 2,620 | $421K | — |
| VMO Invesco Municipal Opport | 0.58% | 43,176 | $413K | — |
| LLY Eli Lilly & Co. | 0.53% | 351 | $377K | — |
| CMI Cummins Inc. | 0.49% | 678 | $346K | — |
| AVGO Broadcom Inc. | 0.46% | 940 | $325K | — |
| USHY iShares Broad Usd High Yield | 0.44% | 8,460 | $316K | — |
| CSX CSX Corp. | 0.44% | 8,635 | $313K | — |
| D Dominion Energy Inc. | 0.44% | 5,302 | $311K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.39% | 557 | $280K | — |
| DDD 3D Systems Corp. filed as 3-D SYS CORP DEL | 0.39% | 155,763 | $276K | — |
| PSX Phillips 66 | 0.37% | 2,064 | $266K | — |
| VZ Verizon Communications Inc. | 0.37% | 6,399 | $261K | — |
| CSCO Cisco Systems Inc. | 0.36% | 3,360 | $259K | — |
| JCI Johnson Controls Internation | 0.36% | 2,137 | $256K | — |
| NVR NVR Inc. | 0.36% | 35 | $255K | — |
| HON Honeywell International Inc. | 0.35% | 1,279 | $250K | — |
| VRTX Vertex Pharmaceuticals Inc. | 0.34% | 534 | $242K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.34% | 4,351 | $239K | — |
| CVX Chevron Corp. | 0.33% | 1,566 | $239K | — |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.32% | 4,567 | $230K | — |
| USMV iShares MSCI USA Min Vol Fac | 0.32% | 2,399 | $226K | — |
| TFC Truist Financial Corp. | 0.32% | 4,575 | $225K | — |
| MA Mastercard Inc. Class A | 0.31% | 392 | $224K | — |
| CAT Caterpillar Inc. | 0.30% | 375 | $215K | — |
| PTNQ Pacer Trendpilot 100 ETF | 0.30% | 2,681 | $211K | — |
| SO The Southern Co. | 0.29% | 2,408 | $210K | — |
| TSM Taiwan Semiconductor-SP ADR | 0.29% | 675 | $205K | — |
| AEP American Electric Power | 0.29% | 1,773 | $204K | — |
| CGGR Cap Group Growth Equity | 0.29% | 4,579 | $204K | — |
| PTLC Pacer Trendpilot US Large Ca | 0.24% | 3,130 | $174K | — |
| NUV Nuveen Municipal Value | 0.19% | 14,675 | $133K | — |
| IYK iShares US Consumer Staples | 0.14% | 1,490 | $100K | — |
| XLV SS Health Care Select Sector | 0.14% | 633 | $98K | — |
| IYW iShares Ustechnology ETF | 0.10% | 348 | $70K | — |
| SPLV Invesco S&P 500 Low Volatili | 0.09% | 880 | $63K | — |
| IWM iShares Russell 2000 ETF | 0.08% | 240 | $59K | — |
| FLOT iShares Floating Rate Bond E | 0.08% | 1,106 | $56K | — |
| XLF SS Financial Select Sector | 0.08% | 1,026 | $56K | — |
| XLRE SS Real Estate Select Sector | 0.07% | 1,235 | $50K | — |
| IWD iShares Russell 1000 Value E | 0.05% | 184 | $39K | — |
| XLY SS Consumer Disc Select Sect | 0.05% | 315 | $38K | — |
| XLI SS Industrial Select Sector | 0.05% | 208 | $32K | — |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.04% | 243 | $32K | — |
| XLP SS Consumer Staples Sel Sect | 0.04% | 401 | $31K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.04% | 93 | $31K | — |
| XLB SS Materials Select Sector | 0.04% | 627 | $28K | — |
| IGV iShares Expanded Tech-Softwa | 0.04% | 250 | $26K | — |
| DGRW Wisdomtree U.S. Quality Divi | 0.03% | 200 | $18K | — |
| XLC SS Comm Select Sector SPDR | 0.02% | 110 | $13K | — |
| VB Vanguard Most SM-Cap ETF-Usd | 0.02% | 46 | $12K | — |
| PSCH Invesco S&P Smallcap Health | 0.01% | 198 | $9K | — |
| QUAL iShares MSCI USA Quality Fac | 0.01% | 40 | $8K | — |
| PSCD Invesco S&P Smallcap Consume | 0.01% | 71 | $7K | — |
| PSCT Invesco S&P Smallcap Informa | 0.01% | 117 | $7K | — |
| PSCI Invesco S&P Smallcap Industr | 0.01% | 43 | $6K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.