Icapital Wealth

Pursue Wealth Partners as of March 31, 2026

Portfolio Holdings for Pursue Wealth Partners

Pursue Wealth Partners holds 101 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 7.2 $12M 69k 174.40
Microsoft Corporation (MSFT) 5.3 $8.8M 24k 370.17
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 5.1 $8.5M 88k 96.70
Amazon (AMZN) 4.4 $7.3M 35k 208.27
First Tr Exchange Traded Nasd Tech Div (TDIV) 3.8 $6.3M 67k 93.66
Wal-Mart Stores (WMT) 3.6 $6.0M 48k 124.27
Alphabet Cap Stk Cl C (GOOG) 3.6 $6.0M 21k 286.86
Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.1 $5.2M 11k 479.16
Crowdstrike Hldgs Cl A (CRWD) 3.1 $5.1M 13k 390.38
Apple (AAPL) 3.0 $5.0M 20k 253.79
Mongodb Cl A (MDB) 2.9 $4.8M 20k 244.79
Vanguard Specialized Funds Div App Etf (VIG) 2.8 $4.8M 22k 215.06
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 2.6 $4.4M 6.8k 650.40
Alibaba Group Hldg Sponsored Ads (BABA) 2.4 $4.1M 33k 125.45
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.0 $3.4M 5.8k 577.10
Meta Platforms Cl A (META) 2.0 $3.3M 5.9k 572.14
Ishares Tr Russell 2000 Etf (IWM) 1.9 $3.2M 13k 247.99
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.8 $3.0M 5.0k 597.54
JPMorgan Chase & Co. (JPM) 1.5 $2.5M 8.5k 294.14
Vaneck Etf Trust Durable Hgh Div (DURA) 1.4 $2.4M 65k 37.43
Palo Alto Networks (PANW) 1.4 $2.3M 15k 160.29
Tesla Motors (TSLA) 1.4 $2.3M 6.2k 371.79
Ishares Core Msci Emkt (IEMG) 1.3 $2.2M 32k 69.76
Datadog Cl A Com (DDOG) 1.2 $2.1M 18k 118.07
Chevron Corporation (CVX) 1.2 $2.0M 9.6k 206.90
First Tr Exchange-traded SHS (FVD) 1.2 $2.0M 42k 47.04
Eli Lilly & Co. (LLY) 1.2 $2.0M 2.1k 919.64
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.0 $1.7M 19k 86.71
Alphabet Cap Stk Cl A (GOOGL) 1.0 $1.7M 5.8k 287.57
Ishares Tr Rus 1000 Grw Etf (IWF) 1.0 $1.6M 3.8k 426.43
Vanguard Index Fds Total Stk Mkt (VTI) 1.0 $1.6M 5.0k 320.86
Alps Etf Tr Alerian Mlp (AMLP) 1.0 $1.6M 30k 52.65
Vaneck Etf Trust Morningstar Smid (SMOT) 1.0 $1.6M 45k 35.20
First Tr Exchange Traded Smid Risng Etf (SDVY) 0.9 $1.4M 36k 39.42
Ishares Tr Conv Bd Etf (ICVT) 0.8 $1.3M 13k 101.78
Axon Enterprise (AXON) 0.8 $1.3M 3.1k 424.71
Figma Class A Com Stk (FIG) 0.7 $1.2M 59k 21.15
Diamondback Energy (FANG) 0.7 $1.2M 6.3k 197.76
Occidental Petroleum Corporation (OXY) 0.7 $1.2M 18k 64.98
First Tr Exchange-traded SHS (QTEC) 0.7 $1.2M 5.5k 215.93
Costco Wholesale Corporation (COST) 0.7 $1.2M 1.2k 996.58
Caterpillar (CAT) 0.7 $1.1M 1.6k 708.75
Goldman Sachs (GS) 0.7 $1.1M 1.3k 846.04
Select Sector Spdr Tr State Street Tec (XLK) 0.7 $1.1M 8.3k 132.90
Spdr Series Trust State Street Spd (CWB) 0.6 $1.0M 11k 91.49
Select Sector Spdr Tr State Street Ene (XLE) 0.6 $930k 15k 61.29
Select Sector Spdr Tr State Street Fin (XLF) 0.5 $892k 18k 49.35
Snowflake Com Shs (SNOW) 0.5 $851k 5.6k 150.89
American Express Company (AXP) 0.5 $847k 2.8k 302.50
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.4 $707k 7.6k 92.70
Advanced Micro Devices (AMD) 0.4 $699k 3.4k 203.43
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.4 $668k 17k 38.41
Asml Hldg Nv N Y Registry Shs (ASML) 0.4 $660k 500.00 1320.00
Vaneck Etf Trust Real Assets Etf (RAAX) 0.4 $651k 16k 40.70
Gilead Sciences (GILD) 0.4 $592k 4.2k 139.36
Select Sector Spdr Tr State Street Hea (XLV) 0.3 $513k 3.5k 146.57
Novartis Sponsored Adr (NVS) 0.3 $512k 3.4k 152.74
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.3 $492k 1.5k 337.91
Ishares Tr Core High Dv Etf (HDV) 0.3 $474k 3.5k 135.62
Cisco Systems (CSCO) 0.3 $464k 6.0k 77.54
Outfront Media Com New (OUT) 0.3 $457k 17k 26.49
Exelixis (EXEL) 0.3 $456k 11k 42.93
Constellation Energy (CEG) 0.3 $440k 1.6k 279.01
Wells Fargo & Company (WFC) 0.3 $440k 5.5k 79.57
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $434k 3.0k 142.53
Vanguard Index Fds Value Etf (VTV) 0.3 $426k 2.2k 196.22
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $400k 14k 29.15
Palantir Technologies Cl A (PLTR) 0.2 $375k 2.6k 146.31
Vanguard World Inf Tech Etf (VGT) 0.2 $364k 521.00 698.66
Lowe's Companies (LOW) 0.2 $362k 1.5k 236.45
salesforce (CRM) 0.2 $347k 1.9k 186.46
Kimberly-Clark Corporation (KMB) 0.2 $338k 3.5k 96.41
Vanguard World Consum Stp Etf (VDC) 0.2 $334k 1.5k 224.61
Ascendis Pharma A/s Sponsored Adr (ASND) 0.2 $332k 1.5k 228.81
Essential Properties Realty reit (EPRT) 0.2 $321k 11k 30.40
Ssga Active Tr State Street Bla (HYBL) 0.2 $316k 11k 27.84
Coreweave Com Cl A (CRWV) 0.2 $315k 4.1k 77.57
Epr Pptys Com Sh Ben Int (EPR) 0.2 $311k 6.2k 50.02
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.2 $303k 9.0k 33.78
First Trust S&P REIT Index Fund (FRI) 0.2 $286k 10k 28.43
Alcon Ord Shs (ALC) 0.2 $286k 3.8k 75.48
Coinbase Global Com Cl A (COIN) 0.2 $285k 1.6k 174.53
Abbvie (ABBV) 0.2 $283k 1.3k 217.19
First Tr Exchange Traded Nasdq Artfcial (ROBT) 0.2 $277k 6.0k 46.17
Vaneck Etf Trust Mrngstr Int Moat (MOTI) 0.2 $273k 8.0k 34.12
First Tr Exchange Traded Nasdaq Bk Etf (FTXO) 0.2 $266k 7.4k 36.14
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $264k 591.00 446.70
Raytheon Technologies Corp (RTX) 0.2 $257k 1.3k 193.09
Lemonade (LMND) 0.2 $253k 4.0k 62.59
Sun Communities (SUI) 0.1 $251k 2.0k 126.00
Vici Pptys (VICI) 0.1 $246k 9.0k 27.35
Oracle Corporation (ORCL) 0.1 $239k 1.6k 147.35
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $236k 2.4k 99.12
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.1 $225k 365.00 616.44
Broadcom (AVGO) 0.1 $209k 674.00 310.09
Archrock (AROC) 0.1 $208k 6.0k 34.76
Ishares Tr Core Msci Eafe (IEFA) 0.1 $205k 2.3k 90.47
First Tr Exch Trd Alphdx Japan Alphadex (FJP) 0.1 $203k 2.8k 72.42
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $201k 2.2k 92.84
United States Antimony (UAMY) 0.1 $196k 22k 8.75
Cytomx Therapeutics (CTMX) 0.0 $68k 15k 4.69