Pursue Wealth Partners LLC holds a diversified book of 91 reported positions worth $178.6M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened NEOS Nasdaq-100 High Inc ETF and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 6% of the reported non-option book. Cloning the disclosed picks since 2025 would be +2% (+2.5%/yr). That is a simulation of the disclosed long book, not audited returns.
Pursue Wealth Partners LLC is a wealth platform: this book aggregates client accounts across many advisers.
Growth of $10,000 cloning Pursue Wealth Partners LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~38 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
55% mapped to company sectors
+3 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Pursue Wealth Partners LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| United American Securities Inc. (d/b/a UAS Asset Management) | 10 / 80 | $453.6M |
| Hoffman, Alan N Investment Management | 9 / 80 | $161.9M |
| Prospect Hill Management, LLC | 8 / 80 | $236.1M |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| H&H International Investment, LLC | 10 / 80 | $16.8B |
| Draper Asset Management, LLC | 9 / 80 | $173.2M |
| Trans-Canada Capital Inc. | 8 / 80 | $1.6B |
| 9823 Capital, L.P. | 10 / 80 | $126.7M |
Ranked by the share of each fund's own book sitting in the names it shares with Pursue Wealth Partners LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $10.9M | 54.6K | 6.1% | ▼−20% Reduced · −14K sh | |
| 2 | Vaneck ETF Trust MRNGSTR WDE MOAT | $8.5M | 82.0K | 4.8% | ▼−6.8% Reduced · −6K sh | |
| 3 | Crowdstrike Hldgs Inc CL A | $8.0M | 10.4K | 4.5% | ▼−20% Reduced · −3K sh | |
| 4 | Amazon Com Inc COM | $7.5M | 31.3K | 4.2% | ▼−11% Reduced · −4K sh | |
| 5 | Alphabet Inc CAP STK CL C | $7.4M | 20.9K | 4.1% | ▲+0.8% Added · +159 sh | |
| 6 | First TR Exchange Traded FD NASD TECH DIV | $7.4M | 64.1K | 4.1% | ▼−4.5% Reduced · −3K sh | |
| 7 | Vanguard Specialized Funds DIV APP ETF | $6.5M | 27.4K | 3.6% | ▲+24% Added · +5K sh | |
| 8 | Microsoft Corp COM | $6.3M | 16.8K | 3.5% | ▼−29% Reduced · −7K sh | |
| 9 | Ishares TR RUSSELL 2000 ETF | $5.3M | 17.8K | 3.0% | ▲+39% Added · +5K sh | |
| 10 | State STR SPDR S&P 500 ETF T TR UNIT | $5.2M | 6.9K | 2.9% | ▲+2.4% Added · +160 sh | |
| 11 | Mongodb Inc CL A | $5.0M | 14.8K | 2.8% | ▼−24% Reduced · −5K sh | |
| 12 | Invesco QQQ TR UNIT SER 1 | $4.6M | 6.2K | 2.6% | ▲+7.3% Added · +428 sh | |
| 13 | Apple Inc COM | $4.5M | 15.6K | 2.5% | ▼−20% Reduced · −4K sh | |
| 14 | Palo Alto Networks Inc COM | $4.4M | 13.0K | 2.5% | ▼−11% Reduced · −2K sh | |
| 15 | Walmart Inc COM | $4.0M | 35.3K | 2.2% | ▼−27% Reduced · −13K sh | |
| 16 | NEOS ETF Trust NASDAQ 100 HIGH | $4.0M | 69.9K | 2.2% | ▲New New position | |
| 17 | Vanguard Index FDS S&P 500 ETF SHS | $3.6M | 5.2K | 2.0% | ▲+5.2% Added · +258 sh | |
| 18 | Global X FDS ARTIFICIAL ETF | $3.0M | 46.5K | 1.7% | ▲New New position | |
| 19 | Servicenow Inc COM | $2.9M | 28.8K | 1.6% | ▲New New position | |
| 20 | Alibaba Group Hldg Ltd SPONSORED ADS | $2.8M | 29.2K | 1.6% | ▼−10% Reduced · −3K sh | |
| 21 | JPMorgan Chase & Co COM | $2.8M | 8.5K | 1.6% | —Held | |
| 22 | Ishares Inc CORE MSCI EMKT | $2.6M | 31.9K | 1.5% | ▲~0% Added · +6 sh | |
| 23 | Vanguard World FD CONSUM STP ETF | $2.6M | 11.5K | 1.5% | ▲+673% Added · +10K sh | |
| 24 | Ishares TR US INFRASTRUC | $2.6M | 41.1K | 1.5% | ▲New New position | |
| 25 | Tesla Inc COM | $2.4M | 5.8K | 1.4% | ▼−6.9% Reduced · −431 sh | |
| 26 | Vaneck ETF Trust DURABLE HGH DIV | $2.4M | 64.5K | 1.3% | —Held | |
| 27 | Meta Platforms Inc CL A | $2.4M | 4.2K | 1.3% | ▼−29% Reduced · −2K sh | |
| 28 | Berkshire Hathaway Inc Del CL B NEW | $2.3M | 4.6K | 1.3% | ▼−58% Reduced · −6K sh | |
| 29 | First TR Exchange-Traded FD SHS | $2.2M | 46.2K | 1.2% | ▲+9.9% Added · +4K sh | |
| 30 | Axon Enterprise Inc COM | $2.2M | 3.9K | 1.2% | ▲+27% Added · +842 sh | |
| 31 | First TR Exchange-Traded FD SHS | $2.1M | 6.3K | 1.2% | ▲+15% Added · +818 sh | |
| 32 | Alphabet Inc CAP STK CL A | $2.1M | 5.8K | 1.2% | —Held | |
| 33 | Ishares TR RUS 1000 GRW ETF | $1.9M | 15.2K | 1.1% | ▲+300% Added · +11K sh | |
| 34 | Vanguard Index FDS TOTAL STK MKT | $1.9M | 5.0K | 1.0% | —Held | |
| 35 | Caterpillar Inc COM | $1.7M | 1.6K | 1.0% | —Held | |
| 36 | Select Sector SPDR TR ST STR TECHN ETF | $1.6M | 8.3K | 0.9% | —Held | |
| 37 | First TR Exchange Traded FD SMID RISNG ETF | $1.6M | 36.4K | 0.9% | —Held | |
| 38 | Eli Lilly & Co COM | $1.6M | 1.3K | 0.9% | ▼−39% Reduced · −824 sh | |
| 39 | Snowflake Inc COM SHS | $1.5M | 5.9K | 0.8% | ▲+4.8% Added · +273 sh | |
| 40 | Advance Auto Parts Inc COM | $1.5M | 23.5K | 0.8% | ▲New New position | |
| 41 | Goldman Sachs Group Inc COM | $1.3M | 1.3K | 0.8% | —Held | |
| 42 | Vaneck ETF Trust MORN SMID MO ETF | $1.2M | 31.7K | 0.7% | ▼−30% Reduced · −14K sh | |
| 43 | Vaneck ETF Trust REAL ASSETS ETF | $1.2M | 29.6K | 0.7% | ▲+85% Added · +14K sh | |
| 44 | Costco Wholesale Corporation COM | $1.1M | 1.1K | 0.6% | ▼−2.8% Reduced · −33 sh | |
| 45 | ASML Hldg NV N Y REGISTRY SHS | $995K | 500 | 0.6% | —Held | |
| 46 | American Express Co COM | $947K | 2.8K | 0.5% | —Held | |
| 47 | Ishares TR 20 YR TR BD ETF | $756K | 8.7K | 0.4% | ▼−55% Reduced · −11K sh | |
| 48 | Advanced Micro Devices Inc COM | $734K | 1.3K | 0.4% | ▼−63% Reduced · −2K sh | |
| 49 | SPDR Series Trust ST STR CONV ETF | $706K | 6.5K | 0.4% | ▼−43% Reduced · −5K sh | |
| 50 | Unitedhealth Group Inc COM | $623K | 1.5K | 0.3% | ▲New New position |
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Use Arkolith to show PURSUE WEALTH PARTNERS LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.