PURSUIT WEALTH STRATEGIES, LLC: 13F holdings
CIK 21169042026Q2
| Positions | 114 |
|---|
| Reported value | $76.9m |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 114 (+5 vs prior quarter) |
|---|
| Reported value | $76.9m (+6.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD INDEX FDS | 19,232 | $13.2m | 17.2% |
| AGG ISHARES TR | 44,355 | $4.4m | 5.7% |
| IEFA ISHARES TR | 31,478 | $3.0m | 4.0% |
| DUK DUKE ENERGY CORP NEW | 21,134 | $2.7m | 3.5% |
| AAPL APPLE INC | 9,129 | $2.6m | 3.4% |
| IJH ISHARES TR | 25,576 | $2.0m | 2.6% |
| NVDA NVIDIA CORPORATION | 9,220 | $1.8m | 2.4% |
| VO VANGUARD INDEX FDS | 20,787 | $1.7m | 2.2% |
| MSFT MICROSOFT CORP | 4,296 | $1.6m | 2.1% |
| XLK SELECT SECTOR SPDR TR | 8,244 | $1.6m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2116904")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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