PURSUIT WEALTH STRATEGIES, LLC

Est. AUM

$72.0M

13F long equity, this entity only

Positions

109

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	S&P 500 ETF SHS	$11.5M	19229	15.97%	SOLE
2	ISHARES TR	CORE US AGGBD ET	$4.2M	42242	5.83%	SOLE
3	ISHARES TR	CORE MSCI EAFE	$2.8M	31211	3.93%	SOLE
4	DUKE ENERGY CORP NEW	COM NEW	$2.8M	21101	3.84%	SOLE
5	APPLE INC	COM	$2.2M	8532	3.01%	SOLE
6	WISDOMTREE TR	ITL HDG QTLY DIV	$2.0M	42070	2.82%	SOLE
7	ISHARES TR	CORE S&P MCP ETF	$1.7M	25679	2.41%	SOLE
8	NVIDIA CORPORATION	COM	$1.7M	9631	2.33%	SOLE
9	INVESCO EXCH TRADED FD TR II	PFD ETF	$1.6M	143722	2.17%	SOLE
10	EXXON MOBIL CORP	COM	$1.6M	9192	2.17%	SOLE
11	VANGUARD INDEX FDS	MID CAP ETF	$1.5M	5137	2.05%	SOLE
12	MICROSOFT CORP	COM	$1.4M	3906	2.01%	SOLE
13	BLACKROCK UTILS INFRASTRUCTU	COM	$1.4M	52447	1.92%	SOLE
14	LEIDOS HOLDINGS INC	COM	$1.4M	8831	1.91%	SOLE
15	SELECT SECTOR SPDR TR	STATE STREET UTI	$1.3M	28947	1.85%	SOLE
16	ISHARES INC	CORE MSCI EMKT	$1.2M	16988	1.65%	SOLE
17	SELECT SECTOR SPDR TR	STATE STREET TEC	$1.1M	8425	1.56%	SOLE
18	ISHARES TR	CORE S&P SCP ETF	$1.1M	8936	1.54%	SOLE
19	AMPLIFY ETF TR	CWP ENHANCED DIV	$1.1M	24555	1.53%	SOLE
20	INTERNATIONAL BUSINESS MACHS	COM	$1.1M	4502	1.52%	SOLE
21	JOHNSON & JOHNSON	COM	$1.1M	4313	1.46%	SOLE
22	ORACLE CORP	COM	$1.1M	7152	1.46%	SOLE
23	AMAZON COM INC	COM	$1.0M	4805	1.39%	SOLE
24	JPMORGAN CHASE & CO	COM	$957K	3253	1.33%	SOLE
25	ISHARES TR	MSCI USA MMENTM	$950K	3958	1.32%	SOLE
26	EATON CORP PLC	SHS	$882K	2465	1.23%	SOLE
27	WASTE MGMT INC DEL	COM	$870K	3784	1.21%	SOLE
28	ISHARES TR	7-10 YR TRSY BD	$776K	8133	1.08%	SOLE
29	PROCTER & GAMBLE CO	COM	$739K	5118	1.03%	SOLE
30	SCIENCE APPLICATIONS INTL CO	COM	$684K	7201	0.95%	SOLE
31	ISHARES TR	CORE S&P500 ETF	$680K	1040	0.94%	SOLE
32	NUVEEN AMT FREE QLTY MUN INC	COM	$665K	59234	0.92%	SOLE
33	WALMART INC	COM	$601K	4838	0.84%	SOLE
34	ROYAL BK CDA	COM	$515K	3183	0.72%	SOLE
35	MERCK & CO INC	COM	$502K	4174	0.70%	SOLE
36	FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$497K	28025	0.69%	SOLE
37	VANGUARD INDEX FDS	REAL ESTATE ETF	$472K	5319	0.66%	SOLE
38	ILLINOIS TOOL WKS INC	COM	$469K	1801	0.65%	SOLE
39	ALPHABET INC	CAP STK CL A	$461K	1605	0.64%	SOLE
40	FIRST SOLAR INC	COM	$458K	2321	0.64%	SOLE
41	ALPHABET INC	CAP STK CL C	$417K	1453	0.58%	SOLE
42	INVESCO EXCHANGE TRADED FD T	S&P500 EQL TEC	$412K	9100	0.57%	SOLE
43	VANGUARD INDEX FDS	GROWTH ETF	$408K	933	0.57%	SOLE
44	META PLATFORMS INC	CL A	$395K	690	0.55%	SOLE
45	INVESCO MUN OPPORTUNIT TR	COM	$395K	41491	0.55%	SOLE
46	TESLA INC	COM	$387K	1042	0.54%	SOLE
47	CUMMINS INC	COM	$380K	707	0.53%	SOLE
48	RAYMOND JAMES FINL INC	COM	$380K	2626	0.53%	SOLE
49	BROADCOM INC	COM	$370K	1197	0.51%	SOLE
50	ISHARES TR	BROAD USD HIGH	$358K	9726	0.50%	SOLE

1–50 of 109

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.