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PURSUIT WEALTH STRATEGIES, LLC

hedge fundUpdated 31 days ago

Managed by Pursuit Wealth Strategies, Llc • Latest filing Q2 2026

Portfolio value
$76.9M
Q2 2026
Filings
3
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 3 quarters

Show data table
PeriodPortfolio value
Q4 2025$71.3M
Q1 2026$72M
Q2 2026$76.9M

Top holdings

114 positions as of Q2 2026

View filing
V

VANGUARD INDEX FDS

Value
$13.2M
Shares
19.2K
% Port
17.18%
E

ISHARES TR

Value
$4.4M
Shares
44.4K
% Port
5.71%
E

ISHARES TR

Value
$3M
Shares
31.5K
% Port
3.95%
D

DUKE ENERGY CORP NEW

Value
$2.7M
Shares
21.1K
% Port
3.48%
A

APPLE INC

Value
$2.6M
Shares
9.1K
% Port
3.43%
E

ISHARES TR

Value
$2M
Shares
25.6K
% Port
2.56%
N

NVIDIA CORPORATION

Value
$1.8M
Shares
9.2K
% Port
2.40%
V

VANGUARD INDEX FDS

Value
$1.7M
Shares
20.8K
% Port
2.18%
M

MICROSOFT CORP

Value
$1.6M
Shares
4.3K
% Port
2.08%
S

SELECT SECTOR SPDR TR

Value
$1.6M
Shares
8.2K
% Port
2.04%
B
11.BUI

BLACKROCK UTILS INFRASTRUCTU

Value
$1.6M
Shares
53.6K
% Port
2.02%
B
12.BTCW

WISDOMTREE TR

Value
$1.5M
Shares
31.9K
% Port
1.92%
E
13.ETHA

ISHARES INC

Value
$1.4M
Shares
16.6K
% Port
1.79%
E
14.ETHA

ISHARES TR

Value
$1.3M
Shares
3.8K
% Port
1.71%
E
15.ETHA

ISHARES TR

Value
$1.3M
Shares
8.9K
% Port
1.71%
X
16.XOM

EXXON MOBIL CORP

Value
$1.3M
Shares
9.6K
% Port
1.70%
S

SELECT SECTOR SPDR TR

Value
$1.3M
Shares
28.6K
% Port
1.68%
I
18.IBM

INTERNATIONAL BUSINESS MACHS

Value
$1.3M
Shares
4.5K
% Port
1.65%
A
19.AMZN

AMAZON COM INC

Value
$1.3M
Shares
5.3K
% Port
1.64%
A
20.AMPY

AMPLIFY ETF TR

Value
$1.2M
Shares
25.2K
% Port
1.50%

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