Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Pursuit Wealth Strategies

Latest statistics and disclosures from Pursuit Wealth Strategies's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002116904

Tip: Access up to 7 years of quarterly data

Positions held by Pursuit Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Pursuit Wealth Strategies

Pursuit Wealth Strategies holds 100 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	16.9	$12M	19k	627.14	View chart
Ishares Tr Core Us Aggbd Et (AGG)	5.6	$4.0M	40k	99.88	View chart
Ishares Tr Core Msci Eafe (IEFA)	4.0	$2.8M	32k	89.46	View chart
Duke Energy Corp Com New (DUK)	3.5	$2.5M	21k	117.21	View chart
Apple (AAPL)	3.2	$2.3M	8.4k	271.88	View chart
NVIDIA Corporation (NVDA)	2.6	$1.9M	10k	186.51	View chart
Microsoft Corporation (MSFT)	2.5	$1.8M	3.8k	483.56	View chart
Leidos Holdings (LDOS)	2.5	$1.8M	9.9k	180.40	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.4	$1.7M	26k	66.00	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	2.4	$1.7M	149k	11.24	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	2.2	$1.6M	32k	48.66	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.1	$1.5M	5.2k	290.24	View chart
Oracle Corporation (ORCL)	1.9	$1.4M	7.1k	194.90	View chart
International Business Machines (IBM)	1.9	$1.3M	4.5k	296.19	View chart
Blackrock Util & Infrastrctu (BUI)	1.8	$1.3M	51k	25.69	View chart
Ishares Core Msci Emkt (IEMG)	1.7	$1.2M	18k	67.22	View chart
Select Sector Spdr Tr State Street Tec (XLK)	1.7	$1.2M	8.2k	143.97	View chart
Amazon (AMZN)	1.6	$1.1M	4.9k	230.82	View chart
Select Sector Spdr Tr State Street Uti (XLU)	1.6	$1.1M	27k	42.69	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.6	$1.1M	9.2k	120.18	View chart
Exxon Mobil Corporation (XOM)	1.5	$1.1M	9.1k	120.34	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	1.5	$1.1M	25k	44.50	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	1.4	$1.0M	4.1k	250.32	View chart
JPMorgan Chase & Co. (JPM)	1.4	$1.0M	3.2k	322.23	View chart
Johnson & Johnson (JNJ)	1.2	$854k	4.1k	206.93	View chart
Waste Management (WM)	1.2	$840k	3.8k	219.71	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	1.1	$810k	8.4k	96.16	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	1.1	$807k	69k	11.63	View chart
Eaton Corp SHS (ETN)	1.0	$746k	2.3k	318.52	View chart
Procter & Gamble Company (PG)	1.0	$733k	5.1k	143.32	View chart
Science App Int'l (SAIC)	1.0	$725k	7.2k	100.66	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.0	$712k	1.0k	685.00	View chart
Blackrock Tax Municpal Bd Tr SHS (BBN)	0.9	$670k	41k	16.32	View chart
First Solar (FSLR)	0.9	$606k	2.3k	261.23	View chart
Rbc Cad (RY)	0.8	$567k	3.3k	170.49	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$519k	1.7k	312.94	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.7	$505k	28k	18.22	View chart
Wal-Mart Stores (WMT)	0.7	$494k	4.4k	111.41	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$484k	1.5k	313.80	View chart
Tesla Motors (TSLA)	0.7	$467k	1.0k	449.72	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.7	$464k	5.2k	88.50	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$456k	934.00	487.86	View chart
Illinois Tool Works (ITW)	0.6	$444k	1.8k	246.30	View chart
Merck & Co (MRK)	0.6	$433k	4.1k	105.25	View chart
Meta Platforms Cl A (META)	0.6	$421k	638.00	659.97	View chart
Raymond James Financial (RJF)	0.6	$421k	2.6k	160.56	View chart
Invesco Van Kampen Muni Opp Trust (VMO)	0.6	$413k	43k	9.57	View chart
Eli Lilly & Co. (LLY)	0.5	$377k	351.00	1073.30	View chart
Cummins (CMI)	0.5	$346k	678.00	510.22	View chart
Broadcom (AVGO)	0.5	$325k	940.00	345.95	View chart
Ishares Tr Broad Usd High (USHY)	0.4	$316k	8.5k	37.40	View chart
CSX Corporation (CSX)	0.4	$313k	8.6k	36.25	View chart
Dominion Resources (D)	0.4	$311k	5.3k	58.59	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$280k	557.00	502.65	View chart
3-d Sys Corp Del Com New (DDD)	0.4	$276k	156k	1.77	View chart
Phillips 66 (PSX)	0.4	$266k	2.1k	129.02	View chart
Verizon Communications (VZ)	0.4	$261k	6.4k	40.73	View chart
Cisco Systems (CSCO)	0.4	$259k	3.4k	77.03	View chart
Johnson Ctls Intl SHS (JCI)	0.4	$256k	2.1k	119.76	View chart
NVR (NVR)	0.4	$255k	35.00	7292.77	View chart
Honeywell International (HON)	0.4	$250k	1.3k	195.09	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.3	$242k	534.00	453.36	View chart
Bank of America Corporation (BAC)	0.3	$239k	4.4k	55.00	View chart
Chevron Corporation (CVX)	0.3	$239k	1.6k	152.39	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$230k	4.6k	50.29	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$226k	2.4k	94.16	View chart
Truist Financial Corp equities (TFC)	0.3	$225k	4.6k	49.21	View chart
Mastercard Incorporated Cl A (MA)	0.3	$224k	392.00	570.88	View chart
Caterpillar (CAT)	0.3	$215k	375.00	573.52	View chart
Pacer Fds Tr Trendpilot 100 (PTNQ)	0.3	$211k	2.7k	78.65	View chart
Southern Company (SO)	0.3	$210k	2.4k	87.21	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.3	$205k	675.00	303.89	View chart
American Electric Power Company (AEP)	0.3	$205k	1.8k	115.34	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.3	$204k	4.6k	44.47	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.2	$174k	3.1k	55.59	View chart
Nuveen Muni Value Fund (NUV)	0.2	$133k	15k	9.06	View chart
Ishares Tr Us Consm Staples (IYK)	0.1	$100k	1.5k	66.91	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$98k	633.00	154.76	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$70k	348.00	199.92	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$63k	880.00	71.42	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$59k	240.00	246.16	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$56k	1.1k	50.88	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$56k	1.0k	54.77	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.1	$50k	1.2k	40.34	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$39k	184.00	210.34	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$38k	315.00	119.52	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.0	$32k	208.00	155.13	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$32k	243.00	131.59	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.0	$31k	401.00	77.71	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.0	$31k	93.00	333.83	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.0	$28k	627.00	45.33	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$26k	250.00	105.69	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$18k	200.00	89.43	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.0	$13k	110.00	117.71	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$12k	46.00	257.96	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Helt (PSCH)	0.0	$8.7k	198.00	44.06	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$7.9k	40.00	198.62	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Disc (PSCD)	0.0	$7.4k	71.00	104.70	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Info (PSCT)	0.0	$6.6k	117.00	56.84	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Indl (PSCI)	0.0	$6.5k	43.00	150.09	View chart

Past Filings by Pursuit Wealth Strategies

SEC 13F filings are viewable for Pursuit Wealth Strategies going back to 2025

Pursuit Wealth Strategies 2025 Q4 filed April 24, 2026

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z