account_balance
Investment manager · 13F filer · SEC CIK 2116904
Pursuit Wealth Strategies, LLC
Reported value$79.3Mas of Sep 30, 2026
Positions118 10 new, 6 sold out
Top 10 weight46.5%VOO alone is 17%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
17.1%
AGGiShares Tr
5.5%Added +3%
AAPLApple Inc.
4.0%Added +3%
IEFAiShares Tr
3.9%
DUKDuke Energy CORP
3.0%
MSFTMicrosoft Corp
3.0%Added +9%
DDWMWisdomtree Tr
3.0%Added +64%
NVDANVIDIA Corp
2.6%
IJHiShares Tr
2.3%
VOVanguard Index FDS
2.1%
XLKSelect Sector SPDR Tr
2.0%
XOMExxonMobil Holdings Corp
2.0%
VOOVanguard Index FDS
17.1%
AGGiShares Tr
5.5%+3%
AAPLApple Inc.
4.0%+3%
IEFAiShares Tr
3.9%
DUKDuke Energy CORP
3.0%
MSFTMicrosoft Corp
3.0%
DDWMWisdomtree Tr
3.0%
NVDANVIDIA Corp
2.6%
IJH2.3%
VO2.1%
XLK2.0%
XOM2.0%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index FDS 17.1% Held
AGG iShares Tr 5.5% Added +3%
AAPL Apple Inc. 4.0% Added +3%IEFA iShares Tr 3.9% Held
DUK Duke Energy CORP 3.0% HeldMSFT Microsoft Corp 3.0% Added +9%DDWM Wisdomtree Tr 3.0% Added +64%
NVDA NVIDIA Corp 2.6% HeldIJH iShares Tr 2.3% Held
VO Vanguard Index FDS 2.1% Held
XLK Select Sector SPDR Tr 2.0% Held
XOM ExxonMobil Holdings Corp 2.0% HeldWhat changed
Biggest moves since Jun 30, 2026
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