DOSSIER · 13F-HR · Q1 2026

PURSUIT WEALTH STRATEGIES, LLC

$72M in tracked AUM across 109 positions as of Q1 2026.

PW
CIK 0002116904 · last filed Mar 31, 2026
Total AUM
$72M
as of Q1 2026
Holdings
109
positions
Whale Score
46
46
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

PURSUIT WEALTH STRATEGIES, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$11M19K16.0%
02
AGG
ISHARES TR
$4M42K5.8%
03
IEFA
ISHARES TR
$3M31K3.9%
04
DUK
DUKE ENERGY CORP NEW
$3M21K3.8%
05
AAPL
APPLE INC
$2M9K3.0%
06
IHDG
WISDOMTREE TR
$2M42K2.8%
07
IJH
ISHARES TR
$2M26K2.4%
08
NVDA
NVIDIA CORPORATION
$2M10K2.3%
09
PGX
INVESCO EXCH TRADED FD TR II
$2M144K2.2%
10
XOM
EXXON MOBIL CORP
$2M9K2.2%

Filing history

2026Q1Mar 31
$72M 1.0%
109 positionsView →
2025Q4Dec 31
$71M
100 positionsView →