PURSUE WEALTH PARTNERS LLC

ALAMO, CA · CIK 1911091 · 13F filing filed 2026-08-07

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyAlamo, CA

$178.6m reported value +6.7% vs Q1 2026

91positions

40.8%in top 10

14 new 15 added 29 reduced 24 sold out vs Q1 2026

This report includes the holdings of 1 other manager that shares the investment decisions:

Freedom (RJ/AMS - engaged subadviser) – no 13F of its own this quarter

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NVIDIA CORPORATION COM NVDA	NVDA	54,610	$10.9m6.12%	6.12%	Reduced -14.1k	-14,078 -20.5%
2	VANECK ETF TRUST MRNGSTR WDE MOAT MOAT	MOAT	81,967	$8.5m4.77%	4.77%	Reduced -6.0k	-6,020 -6.8%
3	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	10,419	$8.0m4.45%	4.45%	Reduced -2.7k	-2,676 -20.4%
4	AMAZON COM INC COM AMZN	AMZN	31,313	$7.5m4.18%	4.18%	Reduced -3.9k	-3,906 -11.1%
5	ALPHABET INC CAP STK CL C GOOG	GOOG	20,929	$7.4m4.14%	4.14%	Added +159	+159 0.8%
6	FIRST TR EXCHANGE TRADED FD NASD TECH DIV TDIV	TDIV	64,104	$7.4m4.12%	4.12%	Reduced -3.0k	-3,033 -4.5%
7	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	27,428	$6.5m3.63%	3.63%	Added +5.3k	+5,285 23.9%
8	MICROSOFT CORP COM MSFT	MSFT	16,837	$6.3m3.52%	3.52%	Reduced -6.9k	-6,928 -29.1%
9	ISHARES TR RUSSELL 2000 ETF IWM	IWM	17,778	$5.3m2.99%	2.99%	Added +4.9k	+4,943 38.5%
10	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	6,942	$5.2m2.90%	2.90%	Added +160	+160 2.4%
11	MONGODB INC CL A MDB	MDB	14,814	$5.0m2.79%	2.79%	Reduced -4.8k	-4,750 -24.3%
12	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	6,245	$4.6m2.58%	2.58%	Added +428	+428 7.4%
13	APPLE INC COM AAPL	AAPL	15,633	$4.5m2.53%	2.53%	Reduced -4.0k	-3,966 -20.2%
14	PALO ALTO NETWORKS INC COM PANW	PANW	12,960	$4.4m2.47%	2.47%	Reduced -1.6k	-1,589 -10.9%
15	WALMART INC COM WMT	WMT	35,285	$4.0m2.24%	2.24%	Reduced -13.0k	-12,996 -26.9%
16	NEOS ETF TRUST NASDAQ 100 HIGH QQQI	QQQI	69,931	$4.0m2.22%	2.22%	New
17	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	5,215	$3.6m2.01%	2.01%	Added +258	+258 5.2%
18	GLOBAL X FDS ARTIFICIAL ETF AIQ	AIQ	46,475	$3.0m1.71%	1.71%	New
19	SERVICENOW INC COM NOW	NOW	28,803	$2.9m1.60%	1.60%	New
20	ALIBABA GROUP HLDG LTD SPONSORED ADS BABA	BABA	29,217	$2.8m1.57%	1.57%	Reduced -3.3k	-3,273 -10.1%
21	JPMORGAN CHASE & CO COM JPM	JPM	8,462	$2.8m1.55%	1.55%	Unchanged
22	ISHARES INC CORE MSCI EMKT IEMG	IEMG	31,903	$2.6m1.48%	1.48%	Added +6	+6 0.0%
23	VANGUARD WORLD FD CONSUM STP ETF VDC	VDC	11,498	$2.6m1.45%	1.45%	Added +10.0k	+10,011 673.2%
24	ISHARES TR US INFRASTRUC IFRA	IFRA	41,115	$2.6m1.45%	1.45%	New
25	TESLA INC COM TSLA	TSLA	5,809	$2.4m1.37%	1.37%	Reduced -431	-431 -6.9%
26	VANECK ETF TRUST DURABLE HGH DIV DURA	DURA	64,494	$2.4m1.34%	1.34%	Unchanged
27	META PLATFORMS INC CL A META	META	4,182	$2.4m1.32%	1.32%	Reduced -1.7k	-1,668 -28.5%
28	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	4,573	$2.3m1.28%	1.28%	Reduced -6.3k	-6,296 -57.9%
29	FIRST TR VALUE LINE DIVID IN SHS FVD	FVD	46,217	$2.2m1.25%	1.25%	Added +4.2k	+4,168 9.9%
30	AXON ENTERPRISE INC COM AXON	AXON	3,910	$2.2m1.23%	1.23%	Added +842	+842 27.4%
31	FIRST TR NASDAQ 100 TECH IND SHS QTEC	QTEC	6,278	$2.1m1.18%	1.18%	Added +818	+818 15.0%
32	ALPHABET INC CAP STK CL A GOOGL	GOOGL	5,835	$2.1m1.17%	1.17%	Unchanged
33	ISHARES TR RUS 1000 GRW ETF IWF	IWF	15,224	$1.9m1.06%	1.06%	Unchanged
34	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	5,024	$1.9m1.04%	1.04%	Unchanged
35	CATERPILLAR INC COM CAT	CAT	1,600	$1.7m0.95%	0.95%	Unchanged
36	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	8,322	$1.6m0.89%	0.89%	Unchanged
37	FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF SDVY	SDVY	36,449	$1.6m0.88%	0.88%	Unchanged
38	ELI LILLY & CO COM LLY	LLY	1,304	$1.6m0.88%	0.88%	Reduced -824	-824 -38.7%
39	SNOWFLAKE INC CL A SNOW	SNOW	5,913	$1.5m0.84%	0.84%	Added +273	+273 4.8%
40	ADVANCE AUTO PARTS INC COM AAP	AAP	23,501	$1.5m0.82%	0.82%	New
41	GOLDMAN SACHS GROUP INC COM GS	GS	1,325	$1.3m0.75%	0.75%	Unchanged
42	VANECK ETF TRUST MORNINGSTAR SMID SMOT	SMOT	31,661	$1.2m0.69%	0.69%	Reduced -13.6k	-13,600 -30.1%
43	VANECK ETF TRUST REAL ASSETS ETF RAAX	RAAX	29,615	$1.2m0.66%	0.66%	Added +13.6k	+13,620 85.2%
44	COSTCO WHSL CORP NEW COM COST	COST	1,137	$1.1m0.60%	0.60%	Reduced -33	-33 -2.8%
45	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	500	$994.7k0.56%	0.56%	Unchanged
46	AMERICAN EXPRESS CO COM AXP	AXP	2,800	$947.1k0.53%	0.53%	Unchanged
47	ISHARES TR 20 YR TR BD ETF TLT	TLT	8,745	$755.7k0.42%	0.42%	Reduced -10.7k	-10,700 -55.0%
48	ADVANCED MICRO DEVICES INC COM AMD	AMD	1,264	$734.3k0.41%	0.41%	Reduced -2.2k	-2,172 -63.2%
49	SPDR SER TR BBG CONV SEC ETF CWB	CWB	6,550	$706.2k0.40%	0.40%	Reduced -4.8k	-4,850 -42.5%
50	UNITEDHEALTH GROUP INC COM UNH	UNH	1,500	$623.4k0.35%	0.35%	New
51	ISHARES TR CONV BD ETF ICVT	ICVT	5,107	$621.7k0.35%	0.35%	Reduced -8.0k	-8,000 -61.0%
52	EXELIXIS INC COM EXEL	EXEL	10,622	$577.9k0.32%	0.32%	Unchanged
53	OUTFRONT MEDIA INC COM NEW OUT	OUT	17,252	$565.2k0.32%	0.32%	Unchanged
54	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	3,500	$555.3k0.31%	0.31%	Unchanged
55	ISHARES TR CORE S&P TTL STK ITOT	ITOT	3,045	$500.2k0.28%	0.28%	Unchanged
56	ORACLE CORP COM ORCL	ORCL	3,400	$498.3k0.28%	0.28%	Added +1.8k	+1,778 109.6%
57	VANGUARD WORLD FD INF TECH ETF VGT	VGT	4,169	$498.2k0.28%	0.28%	Added +1	+1 0.0%
58	ISHARES BITCOIN TRUST ETF SHS BEN INT IBIT	IBIT	14,919	$496.7k0.28%	0.28%	Reduced -2.5k	-2,474 -14.2%
59	ISHARES TR CORE HIGH DV ETF HDV	HDV	17,475	$479.0k0.27%	0.27%	Unchanged
60	FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF FTCS	FTCS	5,085	$477.6k0.27%	0.27%	Reduced -2.5k	-2,542 -33.3%
61	OCCIDENTAL PETE CORP COM OXY	OXY	9,655	$468.9k0.26%	0.26%	Reduced -8.7k	-8,690 -47.4%
62	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	13,720	$464.3k0.26%	0.26%	Unchanged
63	MICRON TECHNOLOGY INC COM MU	MU	397	$458.3k0.26%	0.26%	New
64	WELLS FARGO CO NEW COM WFC	WFC	5,530	$457.0k0.26%	0.26%	Unchanged
65	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	946	$451.8k0.25%	0.25%	Reduced -510	-510 -35.0%
66	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	13,584	$430.7k0.24%	0.24%	New
67	GLOBAL X FDS RBTCS ARTFL INTE BOTZ	BOTZ	11,216	$425.5k0.24%	0.24%	New
68	SELECT SECTOR SPDR TR ENERGY XLE	XLE	7,846	$416.7k0.23%	0.23%	Reduced -7.3k	-7,328 -48.3%
69	COREWEAVE INC COM CL A CRWV	CRWV	4,061	$404.2k0.23%	0.23%	Unchanged
70	CONSTELLATION ENERGY CORP COM CEG	CEG	1,577	$391.7k0.22%	0.22%	Unchanged
71	ASCENDIS PHARMA A/S ORD SHS ASND	ASND	1,451	$387.0k0.22%	0.22%	New
72	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	7,001	$375.3k0.21%	0.21%	Reduced -11.1k	-11,074 -61.3%
73	EPR PPTYS COM SH BEN INT EPR	EPR	6,218	$360.7k0.20%	0.20%	Unchanged
74	LOWES COS INC COM LOW	LOW	1,531	$337.6k0.19%	0.19%	Unchanged
75	FIRST TR EXCHANGE TRADED FD NASDQ ARTFCIAL ROBT	ROBT	6,000	$337.6k0.19%	0.19%	Unchanged
76	ABBVIE INC COM ABBV	ABBV	1,281	$322.4k0.18%	0.18%	Reduced -22	-22 -1.7%
77	FIRST TR S&P REIT INDEX FD COM FRI	FRI	10,061	$318.9k0.18%	0.18%	Unchanged
78	ESSENTIAL PPTYS RLTY TR INC COM EPRT	EPRT	10,560	$315.2k0.18%	0.18%	Unchanged
79	FIRST TR EXCHANGE TRADED FD NASDAQ BK ETF FTXO	FTXO	7,361	$304.2k0.17%	0.17%	Unchanged
80	CLOUDFLARE INC CL A COM NET	NET	1,200	$294.3k0.16%	0.16%	New
81	VERTEX PHARMACEUTICALS INC COM VRTX	VRTX	591	$293.6k0.16%	0.16%	Unchanged
82	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	365	$256.7k0.14%	0.14%	Unchanged
83	RTX CORPORATION COM RTX	RTX	1,331	$252.5k0.14%	0.14%	Unchanged
84	ARCHROCK INC COM AROC	AROC	5,984	$243.6k0.14%	0.14%	Unchanged
85	ISHARES TR ISHARES SEMICDTR SOXX	SOXX	375	$240.3k0.13%	0.13%	New
86	VICI PPTYS INC COM VICI	VICI	8,993	$238.8k0.13%	0.13%	Unchanged
87	COINBASE GLOBAL INC COM CL A COIN	COIN	1,633	$238.7k0.13%	0.13%	Unchanged
88	KIMBERLY-CLARK CORP COM KMB	KMB	2,172	$238.4k0.13%	0.13%	Reduced -1.3k	-1,334 -38.0%
89	FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF CIBR	CIBR	2,500	$224.6k0.13%	0.13%	New
90	MARVELL TECHNOLOGY INC COM MRVL	MRVL	683	$203.5k0.11%	0.11%	New
91	CYTOMX THERAPEUTICS INC COM CTMX	CTMX	14,492	$54.3k0.03%	0.03%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
DATADOG INC DDOG	DDOG	17,574	$2.1m17.6k shares
CHEVRON CORP NEW CVX	CVX	9,623	$2.0m9.6k shares
ALPS ETF TR AMLP	AMLP	30,410	$1.6m30.4k shares
FIGMA INC FIG	FIG	58,973	$1.2m59.0k shares
DIAMONDBACK ENERGY INC FANG	FANG	6,255	$1.2m6.3k shares
GILEAD SCIENCES INC GILD	GILD	4,248	$592.0k4.2k shares
NOVARTIS AG NVS	NVS	3,352	$512.0k3.4k shares
CISCO SYS INC CSCO	CSCO	5,984	$464.0k6.0k shares
VANGUARD INDEX FDS VTV	VTV	2,171	$426.0k2.2k shares
PALANTIR TECHNOLOGIES INC PLTR	PLTR	2,563	$375.0k2.6k shares
SALESFORCE INC CRM	CRM	1,861	$347.0k1.9k shares
ASCENDIS PHARMA A/S		1,451	$332.0k1.5k shares
SSGA ACTIVE TR HYBL	HYBL	11,349	$316.0k11.3k shares
FIRST TR EXCHNG TRADED FD VI BUFR	BUFR	8,970	$303.0k9.0k shares
ALCON AG ALC	ALC	3,789	$286.0k3.8k shares
VANECK ETF TRUST MOTI	MOTI	8,000	$273.0k8.0k shares
LEMONADE INC LMND	LMND	4,042	$253.0k4.0k shares
SUN CMNTYS INC SUI	SUI	1,992	$251.0k2.0k shares
ISHARES TR AGG	AGG	2,381	$236.0k2.4k shares
BROADCOM INC AVGO	AVGO	674	$209.0k674 shares
ISHARES TR IEFA	IEFA	2,266	$205.0k2.3k shares
FIRST TR EXCH TRD ALPHDX FD FJP	FJP	2,803	$203.0k2.8k shares
ISHARES TR USMV	USMV	2,165	$201.0k2.2k shares
UNITED STATES ANTIMONY CORP UAMY	UAMY	22,401	$196.0k22.4k shares