PURSUE WEALTH PARTNERS LLC
SEC Form 13F institutional filer · CIK 0001911091
13F-HR · 52 reported holdings · 2026-03-31
Reported long-US-equity value
$0.11B
Top-10 concentration
57.4%
PURSUE WEALTH PARTNERS LLC — $113M AUM allocation strategy
PURSUE WEALTH PARTNERS LLC files SEC Form 13F and reports $113M of long US equity value across 52 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 31.4%, followed by Consumer Discretionary 8.6% and Communication Services 8.2%.
The top 10 holdings account for 57% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
PURSUE WEALTH PARTNERS LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$113M
total across 52 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
57% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVV +31.9K sh · +$2.25M+$PANW +13.5K sh · +$2.13M+$XLE +9.62K sh · +$682K
Biggest trims (shares)
−$AMZN −16.3K sh · −$4.56M−$AAPL −11.9K sh · −$3.58M−$NVDA −7.44K sh · −$2.22M
Exited to nil (held last quarter, gone now)
$ADBE ($7.14M last qtr)$ADSK ($2.48M last qtr)$UNH ($1.28M last qtr)$NOW ($1.03M last qtr)$KKR ($897K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Systems Software14.5%—
- Semiconductors10.7%—
- Interactive Media & Services8.2%—
- Broadline Retail6.6%—
- Consumer Staples Merchandise Retail5.3%—
- Multi-Sector Holdings4.6%—
- Technology Hardware, Storage & Peripherals4.4%—
- Diversified Banks2.2%—
- Other holdings43.5%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 68.7K | $12M | -7.44K | 10.6% |
| $MSFT | Microsoft Corporation | 23.8K | $8.8M | -7.21K | 7.8% |
| $AMZN | Amazon.com Inc | 35.2K | $7.33M | -16.3K | 6.5% |
| $WMT | Walmart Inc | 48.3K | $6M | +1 | 5.3% |
| $GOOGL | Alphabet Inc | 20.8K | $5.96M | -2.1K | 5.3% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 10.9K | $5.21M | +5.09K | 4.6% |
| $CRWD | CrowdStrike Holdings Inc | 13.1K | $5.11M | -4.71K | 4.5% |
| $AAPL | Apple Inc | 19.6K | $4.97M | -11.9K | 4.4% |
…and 44 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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