Institutional Fund
Pursue Wealth Partners LLC
Alamo, CACIK 19110915 filings on record
Portfolio Value
$167.36M
Q1 2026
Holdings
101
Reported positions
New Buys
13
Opened this quarter
QoQ Change
-18.7%
from $205.78M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation7.2%
- Microsoft Corp5.3%
- Vaneck ETF Trust5.1%
- Amazon Com Inc4.4%
- First Tr Exchange Traded Fd3.8%
- Walmart Inc3.6%
- Other70.8%
Portfolio Holdings
101 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 68.7K | $11.98M | 7.2% | −7.4K | Reduced |
| 2 | Microsoft Corp | 23.8K | $8.80M | 5.3% | −7.2K | Reduced |
| 3 | Vaneck ETF Trust | 88.0K | $8.51M | 5.1% | −397 | Reduced |
| 4 | Amazon Com Inc | 35.2K | $7.33M | 4.4% | −16.3K | Reduced |
| 5 | First Tr Exchange Traded Fd | 67.1K | $6.29M | 3.8% | +3.1K | Added |
| 6 | Walmart Inc | 48.3K | $6.00M | 3.6% | +1 | Added |
| 7 | Alphabet Inc | 20.8K | $5.96M | 3.6% | −2.1K | Reduced |
| 8 | Berkshire Hathaway Inc Del | 10.9K | $5.21M | 3.1% | +5.1K | Added |
| 9 | Crowdstrike Hldgs Inc | 13.1K | $5.11M | 3.1% | −4.7K | Reduced |
| 10 | Apple Inc | 19.6K | $4.97M | 3.0% | −11.9K | Reduced |
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