Pursuit Wealth Management LLC Portfolio Holdings

Pursuit Wealth Management LLC

  • $116 Billion
  • Q4 2025

Pursuit Wealth Management LLC has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $116 Billion distributed in 118 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Trust Water ETF with a value of $5.01B, American Centy ETF Tr Diversif with a value of $4.11B, American Centy ETF Tr Avantis with a value of $3.77B, Ea Series Trust with a value of $3.48B, and American Centy ETF Tr Sustaina with a value of $3.44B.

Examining the 13F form we can see an increase of $116B in the current position value.

Pursuit Wealth Management LLC is based out at Palm Beach Gardens, FL

Below you can find more details about Pursuit Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $116 Billion
ETFs: $41.6 Billion
Technology: $13.7 Billion
Financial Services: $8.89 Billion
Healthcare: $7.54 Billion
Communication Services: $5.72 Billion
Consumer Cyclical: $5.58 Billion
Industrials: $4.85 Billion
Utilities: $3.23 Billion
Other: $4.06 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$3.12 Billion 2.68% of portfolio
6,460
Q4 2025 New
$4.3T
$2.91 Billion 2.5% of portfolio
10,711
Q4 2025 New
$1.65T
$2.85 Billion 2.45% of portfolio
9,109
Q4 2025 New
$465B
$1.93 Billion 1.66% of portfolio
10,341
Q4 2025 New
$881B
$1.67 Billion 1.43% of portfolio
5,179
Q4 2025 New
$2.39T
$1.37 Billion 1.18% of portfolio
5,934
Q4 2025 New
$258B
$1.13 Billion 0.97% of portfolio
6,178
Q4 2025 New
$971B
$1.05 Billion 0.9% of portfolio
980
Q4 2025 New
$1.37T
$839 Million 0.72% of portfolio
1,271
Q4 2025 New
$328B
$831 Million 0.71% of portfolio
2,698
Q4 2025 New
$414B
$789 Million 0.68% of portfolio
3,452
Q4 2025 New
$237B
$743 Million 0.64% of portfolio
2,805
Q4 2025 New
$306B
$665 Million 0.57% of portfolio
9,508
Q4 2025 New
$277B
$636 Million 0.55% of portfolio
6,917
Q4 2025 New
$662B
$571 Million 0.49% of portfolio
1,136
Q4 2025 New
$404B
$532 Million 0.46% of portfolio
617
Q4 2025 New
$265B
$490 Million 0.42% of portfolio
558
Q4 2025 New
$235B
$451 Million 0.39% of portfolio
4,286
Q4 2025 New
$300B
$363 Million 0.31% of portfolio
1,099
Q4 2025 New
$1.29T
$341 Million 0.29% of portfolio
759
Q4 2025 New
$266B
$201 Million 0.17% of portfolio
680
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 118
  • Current Value $116 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 26, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 118 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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