Pursue Wealth Partners

ALAMO, CAfiles as PURSUE WEALTH PARTNERS LLC

$179m in 91 US stocks at the end of 30 June 2026. The top 10 are 40.8% of the money. It changed about 20.7% of the portfolio this quarter.

Value

$179m

Stocks

Top 10 share

40.8%

Turnover

20.7%

What changed this quarter

New

Bought for the first time this quarter.

Neos ETF TrustQQQI
2.2% of the fund
Global X FDSAIQ
1.7% of the fund
ServiceNowNOW
1.6% of the fund
Ishares TRIFRA
1.5% of the fund
Advance Auto PartsAAP
0.8% of the fund
UnitedHealth GroupUNH
0.3% of the fund
Micron TechnologyMU
0.3% of the fund
Schwab Strategic TRSCHD
0.2% of the fund
Global X FDSBOTZ
0.2% of the fund
Ascendis Pharma A/SASND
0.2% of the fund
CloudflareNET
0.2% of the fund
Ishares TRSOXX
0.1% of the fund
First TR Exchange-Traded FDCIBR
0.1% of the fund
Marvell TechnologyMRVL
0.1% of the fund

Added

Bought more of a stock they already held.

Vanguard Specialized FundsVIG
3.6% of the fund
+24%
Ishares TRIWM
3.0% of the fund
+39%
State STR Spdr S&P 500 ETF TSPY
2.9% of the fund
+2%
Invesco QQQ TRQQQ
2.6% of the fund
+7%
Vanguard Index FDSVOO
2.0% of the fund
+5%
Vanguard World FDVDC
1.5% of the fund
+673%
First TR Exchange-Traded FDFVD
1.2% of the fund
+10%
Axon EnterpriseAXON
1.2% of the fund
+27%
First TR Exchange-Traded FDQTEC
1.2% of the fund
+15%
SnowflakeSNOW
0.8% of the fund
+5%
Vaneck ETF TrustRAAX
0.7% of the fund
+85%
OracleORCL
0.3% of the fund
+110%

Cut

Sold some of their stake.

NvidiaNVDA
6.1% of the fund
-21%
Vaneck ETF TrustMOAT
4.8% of the fund
-7%
CrowdStrike HoldingsCRWD
4.5% of the fund
-20%
Amazon.comAMZN
4.2% of the fund
-11%
First TR Exchange Traded FDTDIV
4.1% of the fund
-5%
MicrosoftMSFT
3.5% of the fund
-29%
MongoDBMDB
2.8% of the fund
-24%
AppleAAPL
2.5% of the fund
-20%
Palo Alto NetworksPANW
2.5% of the fund
-11%
WalmartWMT
2.2% of the fund
-27%
Alibaba Group HldgBABA
1.6% of the fund
-10%
TeslaTSLA
1.4% of the fund
-7%
Meta PlatformsMETA
1.3% of the fund
-29%
Berkshire HathawayBRK-B
1.3% of the fund
-58%
Eli LillyLLY
0.9% of the fund
-39%
Vaneck ETF TrustSMOT
0.7% of the fund
-30%
Costco WholesaleCOST
0.6% of the fund
-3%
Ishares TRTLT
0.4% of the fund
-55%
Advanced Micro DevicesAMD
0.4% of the fund
-63%
Spdr Series TrustCWB
0.4% of the fund
-43%
Ishares TRICVT
0.3% of the fund
-61%
Ishares Bitcoin Trust ETFIBIT
0.3% of the fund
-14%
First TR Exchange-Traded FDFTCS
0.3% of the fund
-33%
Occidental PetroleumOXY
0.3% of the fund
-47%
Taiwan Semiconductor ManufacturingTSM
0.3% of the fund
-35%

Sold out

Sold their entire stake.

DatadogDDOG
-100%
ChevronCVX
-100%
Alps ETF TRAMLP
-100%
FigmaFIG
-100%
Diamondback EnergyFANG
-100%
Gilead SciencesGILD
-100%
Novartis AGNVS
-100%
Cisco SystemsCSCO
-100%
Vanguard Index FDSVTV
-100%
Palantir TechnologiesPLTR
-100%
SalesforceCRM
-100%
Ascendis Pharma A/SASND
-100%
Ssga Active TRHYBL
-100%
First TR Exchng Traded FD VIBUFR
-100%
AlconALC
-100%
Vaneck ETF TrustMOTI
-100%
LemonadeLMND
-100%
Sun CommunitiesSUI
-100%
Ishares TRAGG
-100%
BroadcomAVGO
-100%
Ishares TRIEFA
-100%
First TR Exch TRD Alphdx FDFJP
-100%
Ishares TRUSMV
-100%
United States AntimonyUAMY
-100%

Holdings

NvidiaNVDA
Share
6.1%
Value
$11m
Shares
54,610
-21%
Vaneck ETF TrustMOAT
Share
4.8%
Value
$9m
Shares
81,967
-7%
CrowdStrike HoldingsCRWD
Share
4.5%
Value
$8m
Shares
10,419
-20%
Amazon.comAMZN
Share
4.2%
Value
$7m
Shares
31,313
-11%
AlphabetGOOG
Share
4.1%
Value
$7m
Shares
20,929
Held
First TR Exchange Traded FDTDIV
Share
4.1%
Value
$7m
Shares
64,104
-5%
Vanguard Specialized FundsVIG
Share
3.6%
Value
$6m
Shares
27,428
+24%
MicrosoftMSFT
Share
3.5%
Value
$6m
Shares
16,837
-29%
Ishares TRIWM
Share
3.0%
Value
$5m
Shares
17,778
+39%
State STR Spdr S&P 500 ETF TSPY
Share
2.9%
Value
$5m
Shares
6,942
+2%
MongoDBMDB
Share
2.8%
Value
$5m
Shares
14,814
-24%
Invesco QQQ TRQQQ
Share
2.6%
Value
$5m
Shares
6,245
+7%
AppleAAPL
Share
2.5%
Value
$5m
Shares
15,633
-20%
Palo Alto NetworksPANW
Share
2.5%
Value
$4m
Shares
12,960
-11%
WalmartWMT
Share
2.2%
Value
$4m
Shares
35,285
-27%
Neos ETF TrustQQQI
Share
2.2%
Value
$4m
Shares
69,931
New
Vanguard Index FDSVOO
Share
2.0%
Value
$4m
Shares
5,215
+5%
Global X FDSAIQ
Share
1.7%
Value
$3m
Shares
46,475
New
ServiceNowNOW
Share
1.6%
Value
$3m
Shares
28,803
New
Alibaba Group HldgBABA
Share
1.6%
Value
$3m
Shares
29,217
-10%
JPMorgan ChaseJPM
Share
1.6%
Value
$3m
Shares
8,462
Held
IsharesIEMG
Share
1.5%
Value
$3m
Shares
31,903
Held
Vanguard World FDVDC
Share
1.5%
Value
$3m
Shares
11,498
+673%
Ishares TRIFRA
Share
1.5%
Value
$3m
Shares
41,115
New
TeslaTSLA
Share
1.4%
Value
$2m
Shares
5,809
-7%
Vaneck ETF TrustDURA
Share
1.3%
Value
$2m
Shares
64,494
Held
Meta PlatformsMETA
Share
1.3%
Value
$2m
Shares
4,182
-29%
Berkshire HathawayBRK-B
Share
1.3%
Value
$2m
Shares
4,573
-58%
First TR Exchange-Traded FDFVD
Share
1.2%
Value
$2m
Shares
46,217
+10%
Axon EnterpriseAXON
Share
1.2%
Value
$2m
Shares
3,910
+27%
First TR Exchange-Traded FDQTEC
Share
1.2%
Value
$2m
Shares
6,278
+15%
AlphabetGOOGL
Share
1.2%
Value
$2m
Shares
5,835
Held
Ishares TRIWF
Share
1.1%
Value
$2m
Shares
15,224
Held
Vanguard Index FDSVTI
Share
1.0%
Value
$2m
Shares
5,024
Held
CaterpillarCAT
Share
1.0%
Value
$2m
Shares
1,600
Held
Select Sector Spdr TRXLK
Share
0.9%
Value
$2m
Shares
8,322
Held
First TR Exchange Traded FDSDVY
Share
0.9%
Value
$2m
Shares
36,449
Held
Eli LillyLLY
Share
0.9%
Value
$2m
Shares
1,304
-39%
SnowflakeSNOW
Share
0.8%
Value
$2m
Shares
5,913
+5%
Advance Auto PartsAAP
Share
0.8%
Value
$1m
Shares
23,501
New
Goldman Sachs GroupGS
Share
0.8%
Value
$1m
Shares
1,325
Held
Vaneck ETF TrustSMOT
Share
0.7%
Value
$1m
Shares
31,661
-30%
Vaneck ETF TrustRAAX
Share
0.7%
Value
$1m
Shares
29,615
+85%
Costco WholesaleCOST
Share
0.6%
Value
$1m
Shares
1,137
-3%
ASML Holding NVASML
Share
0.6%
Value
$994,720
Shares
500
Held
American ExpressAXP
Share
0.5%
Value
$947,100
Shares
2,800
Held
Ishares TRTLT
Share
0.4%
Value
$755,743
Shares
8,745
-55%
Advanced Micro DevicesAMD
Share
0.4%
Value
$734,270
Shares
1,264
-63%
Spdr Series TrustCWB
Share
0.4%
Value
$706,221
Shares
6,550
-43%
UnitedHealth GroupUNH
Share
0.3%
Value
$623,445
Shares
1,500
New
Ishares TRICVT
Share
0.3%
Value
$621,726
Shares
5,107
-61%
ExelixisEXEL
Share
0.3%
Value
$577,943
Shares
10,622
Held
OUTFRONT MediaOUT
Share
0.3%
Value
$565,176
Shares
17,252
Held
Select Sector Spdr TRXLV
Share
0.3%
Value
$555,310
Shares
3,500
Held
Ishares TRITOT
Share
0.3%
Value
$500,202
Shares
3,045
Held
OracleORCL
Share
0.3%
Value
$498,270
Shares
3,400
+110%
Vanguard World FDVGT
Share
0.3%
Value
$498,250
Shares
4,169
Held
Ishares Bitcoin Trust ETFIBIT
Share
0.3%
Value
$496,654
Shares
14,919
-14%
Ishares TRHDV
Share
0.3%
Value
$478,990
Shares
17,475
Held
First TR Exchange-Traded FDFTCS
Share
0.3%
Value
$477,583
Shares
5,085
-33%
Occidental PetroleumOXY
Share
0.3%
Value
$468,943
Shares
9,655
-47%
Schwab Strategic TRSCHG
Share
0.3%
Value
$464,285
Shares
13,720
Held
Micron TechnologyMU
Share
0.3%
Value
$458,253
Shares
397
New
Wells Fargo & CompanyWFC
Share
0.3%
Value
$456,999
Shares
5,530
Held
Taiwan Semiconductor ManufacturingTSM
Share
0.3%
Value
$451,781
Shares
946
-35%
Schwab Strategic TRSCHD
Share
0.2%
Value
$430,749
Shares
13,584
New
Global X FDSBOTZ
Share
0.2%
Value
$425,535
Shares
11,216
New
Select Sector Spdr TRXLE
Share
0.2%
Value
$416,701
Shares
7,846
-48%
CoreWeaveCRWV
Share
0.2%
Value
$404,232
Shares
4,061
Held
Constellation EnergyCEG
Share
0.2%
Value
$391,679
Shares
1,577
Held
Ascendis Pharma A/SASND
Share
0.2%
Value
$387,011
Shares
1,451
New
Select Sector Spdr TRXLF
Share
0.2%
Value
$375,324
Shares
7,001
-61%
EPR PropertiesEPR
Share
0.2%
Value
$360,706
Shares
6,218
Held
Lowe's CompaniesLOW
Share
0.2%
Value
$337,570
Shares
1,531
Held
First TR Exchange Traded FDROBT
Share
0.2%
Value
$337,560
Shares
6,000
Held
AbbVieABBV
Share
0.2%
Value
$322,351
Shares
1,281
Held
First TR Exchange-Traded FDFRI
Share
0.2%
Value
$318,899
Shares
10,061
Held
Essential Properties Realty TrustEPRT
Share
0.2%
Value
$315,216
Shares
10,560
Held
First TR Exchange Traded FDFTXO
Share
0.2%
Value
$304,230
Shares
7,361
Held
CloudflareNET
Share
0.2%
Value
$294,336
Shares
1,200
New
Vertex PharmaceuticalsVRTX
Share
0.2%
Value
$293,567
Shares
591
Held
State STR Spdr S&P Midcap 40MDY
Share
0.1%
Value
$256,719
Shares
365
Held
RTXRTX
Share
0.1%
Value
$252,531
Shares
1,331
Held
ArchrockAROC
Share
0.1%
Value
$243,609
Shares
5,984
Held
Ishares TRSOXX
Share
0.1%
Value
$240,285
Shares
375
New
Vici PropertiesVICI
Share
0.1%
Value
$238,764
Shares
8,993
Held
Coinbase GlobalCOIN
Share
0.1%
Value
$238,728
Shares
1,633
Held
Kimberly-ClarkKMB
Share
0.1%
Value
$238,420
Shares
2,172
-38%
First TR Exchange-Traded FDCIBR
Share
0.1%
Value
$224,625
Shares
2,500
New
Marvell TechnologyMRVL
Share
0.1%
Value
$203,459
Shares
683
New
CytomX TherapeuticsCTMX
Share
<0.1%
Value
$54,345
Shares
14,492
Held

Company	Share of fund	Value	Shares	Change
NvidiaNVDA	6.1%	$11m	54,610	-21%
Vaneck ETF TrustMOAT	4.8%	$9m	81,967	-7%
CrowdStrike HoldingsCRWD	4.5%	$8m	10,419	-20%
Amazon.comAMZN	4.2%	$7m	31,313	-11%
AlphabetGOOG	4.1%	$7m	20,929	Held
First TR Exchange Traded FDTDIV	4.1%	$7m	64,104	-5%
Vanguard Specialized FundsVIG	3.6%	$6m	27,428	+24%
MicrosoftMSFT	3.5%	$6m	16,837	-29%
Ishares TRIWM	3.0%	$5m	17,778	+39%
State STR Spdr S&P 500 ETF TSPY	2.9%	$5m	6,942	+2%
MongoDBMDB	2.8%	$5m	14,814	-24%
Invesco QQQ TRQQQ	2.6%	$5m	6,245	+7%
AppleAAPL	2.5%	$5m	15,633	-20%
Palo Alto NetworksPANW	2.5%	$4m	12,960	-11%
WalmartWMT	2.2%	$4m	35,285	-27%
Neos ETF TrustQQQI	2.2%	$4m	69,931	New
Vanguard Index FDSVOO	2.0%	$4m	5,215	+5%
Global X FDSAIQ	1.7%	$3m	46,475	New
ServiceNowNOW	1.6%	$3m	28,803	New
Alibaba Group HldgBABA	1.6%	$3m	29,217	-10%
JPMorgan ChaseJPM	1.6%	$3m	8,462	Held
IsharesIEMG	1.5%	$3m	31,903	Held
Vanguard World FDVDC	1.5%	$3m	11,498	+673%
Ishares TRIFRA	1.5%	$3m	41,115	New
TeslaTSLA	1.4%	$2m	5,809	-7%
Vaneck ETF TrustDURA	1.3%	$2m	64,494	Held
Meta PlatformsMETA	1.3%	$2m	4,182	-29%
Berkshire HathawayBRK-B	1.3%	$2m	4,573	-58%
First TR Exchange-Traded FDFVD	1.2%	$2m	46,217	+10%
Axon EnterpriseAXON	1.2%	$2m	3,910	+27%
First TR Exchange-Traded FDQTEC	1.2%	$2m	6,278	+15%
AlphabetGOOGL	1.2%	$2m	5,835	Held
Ishares TRIWF	1.1%	$2m	15,224	Held
Vanguard Index FDSVTI	1.0%	$2m	5,024	Held
CaterpillarCAT	1.0%	$2m	1,600	Held
Select Sector Spdr TRXLK	0.9%	$2m	8,322	Held
First TR Exchange Traded FDSDVY	0.9%	$2m	36,449	Held
Eli LillyLLY	0.9%	$2m	1,304	-39%
SnowflakeSNOW	0.8%	$2m	5,913	+5%
Advance Auto PartsAAP	0.8%	$1m	23,501	New
Goldman Sachs GroupGS	0.8%	$1m	1,325	Held
Vaneck ETF TrustSMOT	0.7%	$1m	31,661	-30%
Vaneck ETF TrustRAAX	0.7%	$1m	29,615	+85%
Costco WholesaleCOST	0.6%	$1m	1,137	-3%
ASML Holding NVASML	0.6%	$994,720	500	Held
American ExpressAXP	0.5%	$947,100	2,800	Held
Ishares TRTLT	0.4%	$755,743	8,745	-55%
Advanced Micro DevicesAMD	0.4%	$734,270	1,264	-63%
Spdr Series TrustCWB	0.4%	$706,221	6,550	-43%
UnitedHealth GroupUNH	0.3%	$623,445	1,500	New
Ishares TRICVT	0.3%	$621,726	5,107	-61%
ExelixisEXEL	0.3%	$577,943	10,622	Held
OUTFRONT MediaOUT	0.3%	$565,176	17,252	Held
Select Sector Spdr TRXLV	0.3%	$555,310	3,500	Held
Ishares TRITOT	0.3%	$500,202	3,045	Held
OracleORCL	0.3%	$498,270	3,400	+110%
Vanguard World FDVGT	0.3%	$498,250	4,169	Held
Ishares Bitcoin Trust ETFIBIT	0.3%	$496,654	14,919	-14%
Ishares TRHDV	0.3%	$478,990	17,475	Held
First TR Exchange-Traded FDFTCS	0.3%	$477,583	5,085	-33%
Occidental PetroleumOXY	0.3%	$468,943	9,655	-47%
Schwab Strategic TRSCHG	0.3%	$464,285	13,720	Held
Micron TechnologyMU	0.3%	$458,253	397	New
Wells Fargo & CompanyWFC	0.3%	$456,999	5,530	Held
Taiwan Semiconductor ManufacturingTSM	0.3%	$451,781	946	-35%
Schwab Strategic TRSCHD	0.2%	$430,749	13,584	New
Global X FDSBOTZ	0.2%	$425,535	11,216	New
Select Sector Spdr TRXLE	0.2%	$416,701	7,846	-48%
CoreWeaveCRWV	0.2%	$404,232	4,061	Held
Constellation EnergyCEG	0.2%	$391,679	1,577	Held
Ascendis Pharma A/SASND	0.2%	$387,011	1,451	New
Select Sector Spdr TRXLF	0.2%	$375,324	7,001	-61%
EPR PropertiesEPR	0.2%	$360,706	6,218	Held
Lowe's CompaniesLOW	0.2%	$337,570	1,531	Held
First TR Exchange Traded FDROBT	0.2%	$337,560	6,000	Held
AbbVieABBV	0.2%	$322,351	1,281	Held
First TR Exchange-Traded FDFRI	0.2%	$318,899	10,061	Held
Essential Properties Realty TrustEPRT	0.2%	$315,216	10,560	Held
First TR Exchange Traded FDFTXO	0.2%	$304,230	7,361	Held
CloudflareNET	0.2%	$294,336	1,200	New
Vertex PharmaceuticalsVRTX	0.2%	$293,567	591	Held
State STR Spdr S&P Midcap 40MDY	0.1%	$256,719	365	Held
RTXRTX	0.1%	$252,531	1,331	Held
ArchrockAROC	0.1%	$243,609	5,984	Held
Ishares TRSOXX	0.1%	$240,285	375	New
Vici PropertiesVICI	0.1%	$238,764	8,993	Held
Coinbase GlobalCOIN	0.1%	$238,728	1,633	Held
Kimberly-ClarkKMB	0.1%	$238,420	2,172	-38%
First TR Exchange-Traded FDCIBR	0.1%	$224,625	2,500	New
Marvell TechnologyMRVL	0.1%	$203,459	683	New
CytomX TherapeuticsCTMX	<0.1%	$54,345	14,492	Held

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 1.5% since 30 June 2025.

Where the money is

Technology26.0%

Media & telecom6.6%

Retail & consumer6.6%

Financial services4.5%

Everyday goods3.0%

Industrials2.9%

Health care2.1%

Real estate0.8%

Utilities0.4%

Energy0.3%

Other46.8%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.