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CIK: 0001911091
Total reported value
$178.6M
$178.6M
104 檔
32.9%
In Q4 2025, Pursue Wealth Partners LLC's U.S. equity holdings reached a combined market value of $178.6M, distributed across 104 disclosed stock positions.
Pursue Wealth Partners LLC executed strategic sector rebalancing during Q4 2025, establishing 7 new positions while fully exiting 11 holdings and trimming 11 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 7.28% | -1.74% | +55.97% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 6.90% | -1.04% | +14.61% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.78% | -0.20% | +86.99% | |
| 4 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 4.45% | -0.31% | +0.47% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.16% | -0.44% | +58.57% | |
| 6 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 4.06% | +1.40% | +2.37% | |
| 7 | MDB | Mongodb Inc | Stock-Tech | 3.73% | -0.07% | -2.22% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.49% | +0.58% | +10.11% | |
| 9 | ADBE | Adobe Inc | Stock-Tech | 3.47% | — | — | |
| 10 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 3.01% | +0.36% | -21.46% | |
| 11 | WMT | Walmart Inc | Stock-Consumer Staples | 2.61% | -1.35% | +30.71% | |
| 12 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 2.58% | -0.87% | — | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.23% | +0.26% | -10.75% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.10% | +0.24% | +73.85% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.06% | +0.57% | +50.40% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.85% | +0.78% | -8.96% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.83% | +1.09% | +2.39% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.73% | -0.68% | +22.35% | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.45% | -0.02% | +0.02% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.41% | -1.83% | +20.82% | |
| 21 | LMND | Lemonade Inc | Stock-Financials | 1.37% | -0.15% | EXIT | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.34% | +0.06% | — | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 1.26% | -0.12% | EXIT | |
| 24 | ADSK | Autodesk Inc | Stock-Tech | 1.21% | — | +3.85% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.20% | +0.17% | +32.47% | |
| 26 | DDOG | Datadog Inc - Class A | Stock-Tech | 1.20% | -1.24% | EXIT | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.12% | -0.29% | — | |
| 28 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.08% | -0.59% | +16.61% | |
| 29 | DURA | Vaneck Durable High Dividend | ETF-Other | 1.06% | -0.10% | — | |
| 30 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 1.04% | -0.12% | +61.80% | |
| 31 | FVD | First Trust Value Line Dvd | ETF-Other | 0.94% | +0.07% | — | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.82% | +0.08% | +0.04% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.80% | +0.09% | +0.03% | |
| 34 | SMOT | Vaneck Morningstar Smid Moat | ETF-Other | 0.78% | -0.26% | +93.73% | |
| 35 | VOO | Vanguard S&P 500 ETF | ETF-Large Cap & Growth | 0.70% | — | +131.26% | |
| 36 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.69% | — | +5.86% | |
| 37 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 0.63% | -0.45% | — | |
| 38 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.62% | +0.35% | NEW | |
| 39 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 0.59% | +0.48% | — | |
| 40 | XLK | Ss Technology Select Sector | ETF-Tech | 0.58% | +0.23% | +100.00% | |
| 41 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.57% | +0.08% | — | |
| 42 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.56% | +0.02% | — | |
| 43 | CRM | Salesforce Inc | Stock-Tech | 0.53% | -0.21% | EXIT | |
| 44 | AXP | American Express Co | Stock-Financials | 0.50% | +0.02% | — | |
| 45 | NOW | Servicenow Inc | Stock-Tech | 0.50% | +1.60% | NEW | |
| 46 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.49% | -0.22% | — | |
| 47 | XLF | Ss Financial Select Sector | ETF-Other | 0.48% | -0.32% | -43.65% | |
| 48 | CAT | Caterpillar Inc | Stock-Industrials | 0.45% | +0.27% | — | |
| 49 | KKR | Kkr & Co Inc | Stock-Financials | 0.44% | — | -37.74% | |
| 50 | SNOW | Snowflake Inc | Stock-Tech | 0.43% | +0.33% | +123.51% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +2.5% | +86.99% | Add |
| 2 | MSFT | Microsoft CORP | +1.6% | +55.97% | Add |
| 3 | AAPL | Apple Inc | +1.4% | +58.57% | Add |
| 4 | VOO | Vanguard S&p 500 ETF | +0.8% | +73.85% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.7% | +10.11% | Add |
| 6 | QQQ | Invesco Qqq Trust Series 1 | +0.6% | +50.40% | Add |
| 7 | MDB | Mongodb Inc | +0.5% | -2.22% | Trim |
| 8 | WMT | Walmart Inc | +0.5% | +30.71% | Add |
| 9 | GOOGL | Alphabet Inc-cl A | +0.4% | +32.47% | Add |
| 10 | NOW | Servicenow Inc | +0.3% | +2058.20% | Add |
| 11 | SMOT | Vaneck Morningstar Smid Moat | +0.3% | +93.73% | Add |
| 12 | VOO | Vanguard S&P 500 ETF | +0.3% | +131.26% | Add |
| 13 | SNOW | Snowflake Inc | +0.2% | +123.51% | Add |
| 14 | ORCL | Oracle CORP | +0.2% | +172.69% | Add |
| 15 | ROBT | First Trust Nasdaq Artificia | +0.2% | +111.27% | Add |
| 16 | NVDA | Nvidia CORP | +0.1% | +14.61% | Add |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +20.82% | Add |
| 18 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +61.80% | Add |
| 19 | XBI | Ss Spdr S&p Biotech ETF | +0.1% | +5.86% | Add |
| 20 | META | Meta Platforms Inc-class A | -0.1% | +22.35% | Add |
| 21 | BAC | Bank Of America CORP | -0.2% | -35.87% | Trim |
| 22 | CRM | Salesforce Inc | -0.3% | -34.00% | Trim |
| 23 | CVX | Chevron CORP | -0.3% | -57.93% | Trim |
| 24 | MOAT | Vaneck Morningstar Wide Moat | -0.3% | +0.47% | Add |
| 25 | KKR | Kkr & Co Inc | -0.4% | -37.74% | Trim |
| 26 | VIG | Vanguard Dividend Apprec ETF | -0.4% | -8.96% | Trim |
| 27 | XLF | Ss Financial Select Sector | -0.5% | -43.65% | Trim |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.5% | -10.75% | Trim |
| 29 | XYZ | Block Inc | -0.8% | -61.38% | Trim |
| 30 | BABA | Alibaba Group Holding-sp Adr | -1% | — | Unchanged |
| 31 | PANW | Palo Alto Networks Inc | -1.1% | -89.91% | Trim |
| 32 | TDIV | Ft Nasdaq Tech Dvd Index Fd | -1.4% | -21.46% | Trim |
| 33 | ADBE | Adobe Inc | — | NEW | New buy |
| 34 | AAP | Advance Auto Parts Inc | — | EXIT | Sold out |
| 35 | LMND | Lemonade Inc | — | NEW | New buy |
| 36 | DDOG | Datadog Inc - Class A | — | NEW | New buy |
| 37 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 38 | COIN | Coinbase Global Inc -class A | — | EXIT | Sold out |
| 39 | BKR | Baker Hughes Co | — | EXIT | Sold out |
| 40 | LULU | Lululemon Athletica Inc | — | EXIT | Sold out |
| 41 | SDY | Ss Spdr S&p Dividend ETF | — | EXIT | Sold out |
| 42 | KNG | Ft Vest S&p 500 Dvd Arst Trg | — | EXIT | Sold out |
| 43 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 44 | MSTR | Strategy Inc | — | EXIT | Sold out |
| 45 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | — | EXIT | Sold out |
| 46 | BMNR | Bitmine Immersion Technologi | — | EXIT | Sold out |
| 47 | ET | Energy Transfer LP | — | EXIT | Sold out |
| 48 | UPST | Upstart Holdings Inc | — | EXIT | Sold out |
| 49 | MRVL | Marvell Technology Inc | — | NEW | New buy |
| 50 | SOFI | Sofi Technologies Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Pursue Wealth Partners LLC reported a total U.S. public equity portfolio value of $178.6M across 104 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, NVDA, AMZN) accounted for 32.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
ADBE
市值: $7.1M
Top Position Liquidated / Trimmed
AAP
前期市值: $4.0M
During Q4 2025, Pursue Wealth Partners LLC's top holdings by market value included MSFT (7.3%)、NVDA (6.9%)、AMZN (5.8%). The largest single position, MSFT, represented 7.3% of total portfolio value.
In Q4 2025, Pursue Wealth Partners LLC made 49 total portfolio adjustments, initiating 7 new buys, adding to 20 positions, trimming 11 holdings, and fully liquidating 11 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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