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CIK: 0002116904
Total reported value
$76.9M
$76.9M
100 檔
30.6%
During the Q4 2025 filing period, Pursuit Wealth Strategies, LLC (CIK: 0002116904) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $76.9M across 100 reported positions.
During Q4 2025, Pursuit Wealth Strategies, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 16.85% | +1.21% | — | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 5.56% | -0.12% | — | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.97% | +0.02% | — | |
| 4 | DUK | Duke Energy CORP | Stock-Utilities | 3.48% | -0.36% | — | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.20% | +0.42% | — | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.62% | +0.07% | — | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.55% | +0.07% | — | |
| 8 | LDOS | Leidos Holdings Inc | Stock-Tech | 2.51% | -0.73% | — | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.43% | +0.15% | — | |
| 10 | PGX | Invesco Preferred ETF | ETF-Other | 2.35% | -1.20% | — | |
| 11 | IHDG | Wisdomtree International Hed | ETF-Other | 2.18% | -1.79% | — | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.12% | +0.13% | — | |
| 13 | ORCL | Oracle CORP | Stock-Tech | 1.94% | -0.10% | — | |
| 14 | IBM | Intl Business Machines CORP | Stock-Tech | 1.87% | +0.13% | — | |
| 15 | BUI | Blckrck Util Infra & Pwr Opp | Stock-Other | 1.82% | +0.10% | — | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.67% | +0.14% | — | |
| 17 | XLK | Ss Technology Select Sector | ETF-Tech | 1.66% | +0.48% | — | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.59% | +0.25% | — | |
| 19 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.59% | -0.17% | — | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.55% | +0.17% | — | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 1.54% | -0.47% | — | |
| 22 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 1.54% | -0.03% | — | |
| 23 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.44% | +0.39% | — | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.44% | -0.06% | — | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.20% | -0.07% | — | |
| 26 | WM | Waste Management Inc | Stock-Industrials | 1.18% | -0.13% | — | |
| 27 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.14% | -0.05% | — | |
| 28 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | Stock-Other | 1.13% | -0.26% | — | |
| 29 | ETN | Eaton Corporation plc | Stock-Industrials | 1.05% | +0.05% | — | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.03% | -0.07% | — | |
| 31 | SAIC | Science Applications Inte | Stock-Tech | 1.02% | +0.08% | — | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.00% | +0.09% | — | |
| 33 | BBN | Blackrock Taxable Muni Bnd | Stock-Other | 0.94% | -0.26% | EXIT | |
| 34 | FSLR | First Solar Inc | Stock-Tech | 0.85% | +0.07% | — | |
| 35 | RY | Royal Bank Of Canada | Stock-Financials | 0.80% | +0.14% | — | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.73% | -0.11% | — | |
| 37 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.71% | -0.05% | — | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.69% | -0.17% | — | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.68% | +0.09% | — | |
| 40 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.65% | -0.02% | — | |
| 41 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.65% | +0.01% | — | |
| 42 | VUG | Vanguard Growth ETF | ETF-Other | 0.64% | +0.06% | — | |
| 43 | ITW | Illinois Tool Works | Stock-Industrials | 0.62% | — | — | |
| 44 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.61% | -0.02% | — | |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.59% | -0.09% | — | |
| 46 | RJF | Raymond James Financial Inc | Stock-Financials | 0.59% | -0.01% | — | |
| 47 | VMO | Invesco Municipal Opport | Stock-Other | 0.58% | -0.14% | — | |
| 48 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.53% | +0.05% | — | |
| 49 | CMI | Cummins Inc | Stock-Industrials | 0.49% | +0.06% | — | |
| 50 | AVGO | Broadcom Inc | Stock-Tech | 0.46% | -0.03% | — |
According to official SEC Form 13F filings, Pursuit Wealth Strategies, LLC reported a total U.S. public equity portfolio value of $76.9M across 100 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 VOO, AGG, IEFA) accounted for 30.6% of total reported equity market value during Q4 2025.
During Q4 2025, Pursuit Wealth Strategies, LLC's top holdings by market value included VOO (16.9%)、AGG (5.6%)、IEFA (4.0%). The largest single position, VOO, represented 16.9% of total portfolio value.
In Q4 2025, Pursuit Wealth Strategies, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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