DOSSIER · 13F-HR · Q2 2026

PURSUIT WEALTH STRATEGIES, LLC

$77M in tracked AUM across 114 positions as of Q2 2026.

PW
CIK 0002116904 · last filed Jun 30, 2026
Total AUM
$77M
as of Q2 2026
Holdings
114
positions
Whale Score
49
49
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

PURSUIT WEALTH STRATEGIES, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$13M19K17.2%
02
AGG
ISHARES TR
$4M44K5.7%
03
IEFA
ISHARES TR
$3M31K4.0%
04
DUK
DUKE ENERGY CORP NEW
$3M21K3.5%
05
AAPL
APPLE INC
$3M9K3.4%
06
IJH
ISHARES TR
$2M26K2.6%
07
NVDA
NVIDIA CORPORATION
$2M9K2.4%
08
VO
VANGUARD INDEX FDS
$2M21K2.2%
09
MSFT
MICROSOFT CORP
$2M4K2.1%
10
XLK
SELECT SECTOR SPDR TR
$2M8K2.0%

Filing history

2026Q2Jun 30
$77M 6.9%
114 positionsView →
2026Q1Mar 31
$72M 1.0%
109 positionsView →
2025Q4Dec 31
$71M
100 positionsView →