PURSUIT WEALTH STRATEGIES, LLC

CIK 2116904 · View on SEC EDGAR ↗

Portfolio value
$76.9M
#8,519 of 9,443 by 13F value · top 90.2%
Positions
114
As of
June 30, 2026

Portfolio value QoQ: +6.9% 13F does not disclose cash

Top 10 holdings weight
45.02%
Top 25 holdings weight
68.81%
Positions above 1%
30
Effective number of positions
22.2

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 7.04% Est. buys $5,349,342 · sells $5,239,030

New positions
13
Increased
37
Decreased
43
Closed
8
On this page

Sector breakdown

Technology
12.8%
Industrials
7.9%
Utilities
4.9%
Healthcare
2.9%
Energy
2.8%
Financials
2.8%
Retail
2.3%
Communication Services
1.7%
Consumer products
1.3%
Financial Services
0.5%
Consumer Discretionary
0.5%
Communications
0.5%
Consumer Staples
0.4%
Telecommunication
0.3%
Other/Unmapped
58.3%

Full portfolio 114 positions

Type Streak 8Q trend
VOO $13,208,645 17.18% 19,232 $1,718,179 Up ×2
AGG $4,390,301 5.71% 44,355 $196,961 Up ×2
IEFA $3,040,166 3.95% 31,478 $214,653 Up ×1
DUK Duke Energy Corporation (Holding Company) Common Stock $2,675,204 3.48% 21,134 $-87,805 Up ×1
AAPL Apple Inc. - Common Stock $2,641,588 3.43% 9,129 $476,171 Up ×2
IJH $1,972,133 2.56% 25,576 $238,009 Down ×2
NVDA NVIDIA Corporation - Common Stock $1,844,838 2.40% 9,220 $165,123 Down ×2
VO $1,674,847 2.18% 20,787 $199,692 Up ×1
MSFT Microsoft Corporation - Common Stock $1,602,434 2.08% 4,296 $156,477 Up ×2
XLK XLK $1,570,716 2.04% 8,244 $450,995 Down ×1
BUI BlackRock Utility, Infrastructure & Power Opportunities Trust $1,555,623 2.02% 53,624 $172,060 Up ×2
DDWM $1,474,296 1.92% 31,925 Up ×1
IEMG $1,374,601 1.79% 16,593 $189,662 Down ×2
MTUM $1,314,847 1.71% 3,835 $364,905 Down ×2
IJR $1,312,989 1.71% 8,853 $202,167 Down ×2
XOM Exxon Mobil Corporation Common Stock $1,309,999 1.70% 9,582 $-249,488 Up ×2
XLU XLU $1,295,015 1.68% 28,562 $-33,384 Down ×1
IBM International Business Machines Corporation Common Stock $1,266,912 1.65% 4,505 $175,771 Up ×2
AMZN Amazon.com, Inc. - Common Stock $1,259,150 1.64% 5,283 $258,413 Up ×1
DIVO $1,152,697 1.50% 25,223 $51,386 Up ×1
JNJ Johnson & Johnson Common Stock $1,068,871 1.39% 4,209 $14,610 Down ×1
ORCL Oracle Corporation Common Stock $1,044,986 1.36% 7,131 $-7,093 Down ×1
ETN Eaton Corporation, PLC Ordinary Shares $982,785 1.28% 2,306 $101,052 Down ×1
JPM JP Morgan Chase & Co. Common Stock $976,770 1.27% 2,984 $20,002 Down ×1
LDOS Leidos Holdings, Inc. Common Stock $906,651 1.18% 8,805 $-466,746 Down ×2
WM Waste Management, Inc. Common Stock $834,115 1.08% 3,742 $-35,516 Down ×2
SAIC Science Applications International Corporation - Common Stock $794,621 1.03% 7,197 $111,102 Down ×1
IEF iShares 7-10 Year Treasury Bond ETF $790,794 1.03% 8,362 $14,580 Up ×1
IVV $788,951 1.03% 1,053 $109,415 Up ×2
IHDG $782,039 1.02% 14,930 $-1,243,622 Down ×1
PGX $746,402 0.97% 68,856 $-817,292 Down ×2
PG Procter & Gamble Company (The) Common Stock $738,935 0.96% 5,039 $-301 Down ×1
RY Royal Bank Of Canada Common Stock $658,165 0.86% 3,180 $143,219 Down ×2
RSPT $561,150 0.73% 8,700 $149,284 Down ×1
FSLR First Solar, Inc. - Common Stock $547,663 0.71% 2,321 $89,823
MRK Merck & Company, Inc. Common Stock (new) $520,947 0.68% 4,054 $18,852 Down ×1
GOOG Alphabet Inc. - Class C Capital Stock $517,628 0.67% 1,465 $100,820 Up ×1
VNQ $515,601 0.67% 5,347 $43,776 Up ×2
WMT Walmart Inc. - Common Stock $514,592 0.67% 4,543 $-86,653 Down ×1
NEA Nuveen AMT-Free Quality Municipal Income Fund Common Shares of Beneficial Interest Par Value $.01 $510,885 0.66% 43,517 $-154,307 Down ×2
ITW Illinois Tool Works Inc. Common Stock $500,432 0.65% 1,850 $31,604 Up ×1
FPE $492,132 0.64% 27,524 $-5,317 Down ×1
VUG $487,220 0.63% 5,656 $79,688 Up ×1
DDD 3D Systems Corporation Common Stock $470,404 0.61% 155,763 $177,570
CMI Cummins Inc. Common Stock $456,311 0.59% 640 $76,065 Down ×1
GOOGL Alphabet Inc. - Class A Common Stock $406,201 0.53% 1,137 $-55,261 Down ×2
CSX CSX Corporation - Common Stock $406,062 0.53% 8,543 $51,707 Down ×2
RJF Raymond James Financial, Inc. Common Stock $400,287 0.52% 2,633 $20,092 Up ×2
CAT Caterpillar, Inc. Common Stock $399,790 0.52% 375 $130,274 Down ×1
TSLA Tesla, Inc. - Common Stock $398,729 0.52% 948 $11,365 Down ×1
CSCO Cisco Systems, Inc. - Common Stock $392,796 0.51% 3,344 $128,422 Down ×1
USHY $386,789 0.50% 10,448 $28,482 Up ×2
AVGO Broadcom Inc. - Common Stock $367,096 0.48% 972 $-3,297 Down ×1
META Meta Platforms, Inc. - Class A Common Stock $356,294 0.46% 633 $-38,600 Down ×1
TSM Taiwan Semiconductor Manufacturing Company Ltd. $346,716 0.45% 726 $97,985 Down ×1
KO Coca-Cola Company (The) Common Stock $333,063 0.43% 4,098 $79,487 Up ×1
LLY Eli Lilly and Company Common Stock $329,605 0.43% 275 $54,883 Down ×2
D Dominion Energy, Inc. Common Stock $321,266 0.42% 4,704 $12,786 Down ×2
VRTX Vertex Pharmaceuticals Incorporated - Common Stock $319,894 0.42% 644 $89,033 Up ×1
VMO Invesco Municipal Opportunity Trust Common Stock $316,636 0.41% 32,081 $-77,943 Down ×2
BRKB $310,242 0.40% 620 $20,805 Up ×2
AEP American Electric Power Company, Inc. - Common Stock $305,171 0.40% 2,231 $73,765 Up ×1
PSX Phillips 66 Common Stock $303,282 0.39% 1,794 $-25,249 Down ×2
BAC Bank of America Corporation Common Stock $299,216 0.39% 5,251 $85,883 Up ×2
JCI Johnson Controls International plc Ordinary Share $294,567 0.38% 2,016 $-29,069 Down ×1
CVX Chevron Corporation Common Stock $284,616 0.37% 1,717 $-56,432 Up ×2
VLO Valero Energy Corporation Common Stock $270,452 0.35% 1,038 $47,740 Up ×1
VZ Verizon Communications Inc. Common Stock $252,364 0.33% 5,960 $-91,391 Down ×1
USMV $249,101 0.32% 2,582 $22,325 Up ×2
NVR NVR, Inc. Common Stock $238,469 0.31% 35 $7,825
VTEB $238,384 0.31% 4,713 $7,144 Up ×2
NGG National Grid Transco, PLC National Grid PLC (NEW) American Depositary Shares $236,757 0.31% 2,857 $16,715 Up ×1
PTNQ Pacer Trendpilot 100 ETF $231,651 0.30% 2,613 $36,038 Down ×1
SO Southern Company (The) Common Stock $227,768 0.30% 2,380 $-6,437 Down ×1
TFC Truist Financial Corporation Common Stock $226,747 0.29% 4,551 $20,956 Up ×1
CGGR $216,120 0.28% 4,579
CRWD CrowdStrike Holdings, Inc. - Class A Common Stock $208,337 0.27% 273 Up ×1
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund $186,576 0.24% 4,567 Up ×1
RSPN $159,988 0.21% 2,500 $16,038
PTLC $152,719 0.20% 2,621 $11,637 Down ×2
NUV Nuveen Municipal Value Fund, Inc. Common Stock $140,863 0.18% 15,278 $8,761 Up ×2
PDP Invesco Dorsey Wright Momentum ETF $114,101 0.15% 752 Up ×1
XLV XLV $100,998 0.13% 637 $7,836 Up ×2
DWAS Invesco Dorsey Wright SmallCap Momentum ETF $93,831 0.12% 737 Up ×1
IYW $87,941 0.11% 349 $24,707
IYK $83,910 0.11% 1,155 $3,226 Up ×1
IWM $72,108 0.09% 240 $12,588
SPLV $65,912 0.09% 880 $1,549
DHS $57,176 0.07% 503 Up ×1
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF $55,341 0.07% 990 Up ×1
XLF XLF $55,287 0.07% 1,031 $4,372
XLRE XLRE $49,828 0.06% 1,132 $-801 Down ×1
XLI XLI $38,637 0.05% 209 $4,902
XLY XLY $37,076 0.05% 316 $2,647
XLP XLP $33,448 0.04% 403 $439
VTI $32,612 0.04% 88 $4,419
XLB XLB $31,992 0.04% 629 $541
QDVO $30,109 0.04% 1,009 Up ×1
IWD $26,667 0.03% 110 $-25,468 Down ×1
IGV $22,650 0.03% 250 $2,637

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
DDWM $1,474,296 31,925 1.92%
CGGR $216,120 4,579 0.28%
CRWD $208,337 273 0.27%
DGRE $186,576 4,567 0.24%
PDP $114,101 752 0.15%
DWAS $93,831 737 0.12%
DHS $57,176 503 0.07%
PIZ $55,341 990 0.07%
QDVO $30,109 1,009 0.04%
VTV $14,819 68 0.02%
IVW $3,301 24 0.00%
IWF $2,856 23 0.00%
IVE $2,725 12 0.00%

Top movers (QoQ)

Security Action Shares Δ Value Δ
VOO Bought more +3 +$1.7M
IHDG Trimmed -27K -$1.2M
PGX Trimmed -75K -$817K
AAPL Bought more +597 +$476K
LDOS Trimmed -26 -$467K
XLK Trimmed -181 +$451K
MTUM Trimmed -123 +$365K
AMZN Bought more +478 +$258K
XOM Bought more +390 -$249K
IJH Trimmed -103 +$238K

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
HON June 30, 2026 1,154 $260,839 -1.9%
CHTR June 30, 2026 1,047 $226,026 3.5%
MA March 31, 2026 392 $223,785 15.1%
T June 30, 2026 7,648 $221,707 22.6%
MSI June 30, 2026 502 $217,704 14.9%
O June 30, 2026 3,554 $217,459 1.9%
COP June 30, 2026 1,639 $216,293 30.3%
CGGR March 31, 2026 4,579 $203,620 No longer tracked
BBN June 30, 2026 11,748 $189,965 -2.8%
FLOT June 30, 2026 1,114 $56,749 No longer tracked
IJJ March 31, 2026 243 $31,976 No longer tracked