Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
PURSUIT WEALTH STRATEGIES, LLC (CIK 2116904) reported $76.9M across 114 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VOO ($13.2M, 17.18%), AGG ($4.4M, 5.71%), IEFA ($3.0M, 3.95%), DUK ($2.7M, 3.48%), AAPL ($2.6M, 3.43%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $13.2M | 17.18% | 19,232 | Added |
| 2 | AGG | ISHARES TR | $4.4M | 5.71% | 44,355 | Added |
| 3 | IEFA | ISHARES TR | $3.0M | 3.95% | 31,478 | Added |
| 4 | DUK | DUKE ENERGY CORP NEW | $2.7M | 3.48% | 21,134 | Added |
| 5 | AAPL | APPLE INC | $2.6M | 3.43% | 9,129 | Added |
| 6 | IJH | ISHARES TR | $2.0M | 2.56% | 25,576 | Trimmed |
| 7 | NVDA | NVIDIA CORPORATION | $1.8M | 2.40% | 9,220 | Trimmed |
| 8 | VO | VANGUARD INDEX FDS | $1.7M | 2.18% | 20,787 | Added |
| 9 | MSFT | MICROSOFT CORP | $1.6M | 2.08% | 4,296 | Added |
| 10 | XLK | SELECT SECTOR SPDR TR | $1.6M | 2.04% | 8,244 | Trimmed |
| 11 | BUI | BLACKROCK UTILS INFRASTRUCTU | $1.6M | 2.02% | 53,624 | Added |
| 12 | DDWM | WISDOMTREE TR | $1.5M | 1.92% | 31,925 | New |
| 13 | IEMG | ISHARES INC | $1.4M | 1.79% | 16,593 | Trimmed |
| 14 | IJR | ISHARES TR | $1.3M | 1.71% | 8,853 | Trimmed |
| 15 | MTUM | ISHARES TR | $1.3M | 1.71% | 3,835 | Trimmed |
| 16 | XOM | EXXON MOBIL CORP | $1.3M | 1.70% | 9,582 | Added |
| 17 | XLU | SELECT SECTOR SPDR TR | $1.3M | 1.68% | 28,562 | Trimmed |
| 18 | IBM | INTERNATIONAL BUSINESS MACHS | $1.3M | 1.65% | 4,505 | Added |
| 19 | AMZN | AMAZON COM INC | $1.3M | 1.64% | 5,283 | Added |
| 20 | DIVO | AMPLIFY ETF TR | $1.2M | 1.50% | 25,223 | Added |
| 21 | JNJ | JOHNSON & JOHNSON | $1.1M | 1.39% | 4,209 | Trimmed |
| 22 | ORCL | ORACLE CORP | $1.0M | 1.36% | 7,131 | Trimmed |
| 23 | ETN | EATON CORP PLC | $982,785 | 1.28% | 2,306 | Trimmed |
| 24 | JPM | JPMORGAN CHASE & CO | $976,770 | 1.27% | 2,984 | Trimmed |
| 25 | LDOS | LEIDOS HOLDINGS INC | $906,651 | 1.18% | 8,805 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30