Institutions / Pursue Wealth Partners LLC
Pursue Wealth Partners LLC
CIK 1911091 · Institution · as of Jun 30, 2026
Portfolio value
$178.57M
Positions
91
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$178.57M-13.2%Positions
91-12.5%Top holdings
Jun 30, 2026View all 91 →
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $10.93M | 6.1% |
| VanEck ETF Trust | $8.52M | 4.8% |
| CrowdStrike Holdings, Inc. | $7.95M | 4.5% |
| Amazon.com Inc | $7.46M | 4.2% |
| Alphabet Inc. | $7.39M | 4.1% |
| First Tr Exchange Traded Fd | $7.36M | 4.1% |
| Vanguard Specialized Funds | $6.49M | 3.6% |
| Microsoft Corp | $6.28M | 3.5% |
| iShares Tr | $5.34M | 3.0% |
| State Str SPDR S&P 500 ETF T | $5.18M | 2.9% |
| MongoDB, Inc. | $4.98M | 2.8% |
| Invesco Qqq Tr | $4.60M | 2.6% |
| Apple Inc. | $4.52M | 2.5% |
| Palo Alto Networks Inc | $4.42M | 2.5% |
| Walmart Inc. | $4.00M | 2.2% |
| Neos ETF Trust | $3.97M | 2.2% |
| Vanguard Index Fds | $3.58M | 2.0% |
| Global X Artificial Intelligence & Technology ETF | $3.05M | 1.7% |
| ServiceNow Inc | $2.86M | 1.6% |
| Alibaba Group Holding LtdBABA | $2.80M | 1.6% |
| JPMORGAN CHASE & CO | $2.77M | 1.6% |
| iShares Inc | $2.64M | 1.5% |
| Vanguard World Fd | $2.59M | 1.5% |
| iShares Tr | $2.59M | 1.5% |
| Tesla Inc | $2.44M | 1.4% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Exit | Adobe Inc. | $-7.14M | -20K -100.00% | — | medium |
| Q2 2026 as of | Trim | CrowdStrike Holdings, Inc. | $-5.64M | -7K -41.49% | 10,419 4.45% of portfolio | medium |
| Q2 2026 as of | Trim | Microsoft Corp | $-5.27M | -14K -45.64% | 16,837 3.52% of portfolio | medium |
| Q2 2026 as of | Trim | Amazon.com Inc | $-4.82M | -20K -39.24% | 31,313 4.18% of portfolio | low |
| Q2 2026 as of | Trim | Apple Inc. | $-4.58M | -16K -50.32% | 15,633 2.53% of portfolio | low |
| Q2 2026 as of | Trim | NVIDIA Corp | $-4.30M | -22K -28.26% | 54,610 6.12% of portfolio | low |
| Q2 2026 as of | Add | Palo Alto Networks Inc | $4.05M | +12K +1093.37% | 12,960 2.47% of portfolio | low |
| Q2 2026 as of | New | 78433H675 | $3.97M | +70K | 69,931 2.22% of portfolio | low |
| Q2 2026 as of | New | Global X Artificial Intelligence & Technology ETF | $3.05M | +46K | 46,475 1.71% of portfolio | low |
| Q2 2026 as of | Exit | Lemonade, Inc. | $-2.81M | -40K -100.00% | — | low |