BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

PURSUE WEALTH PARTNERS LLC

· CIK 0001911091
13F Portfolio $179M AUM 91 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 14 New 16 Added 29 Reduced 24 Exited
Page 2 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 IEFA ISHARES TR 2,266 $205K 0.12% SOLD
22 FJP FIRST TR EXCH TRD ALPHDX FD 2,803 $203K 0.12% SOLD
23 USMV ISHARES TR 2,165 $201K 0.12% SOLD
24 UAMY UNITED STATES ANTIMONY CORP Basic Materials 22,401 $196K 0.12% SOLD
Page 2 of 2  ·  24 positions
Sector Allocation
Technology 48.6%
Financial Services 16.7%
Consumer Cyclical 14.9%
Consumer Defensive 5.4%
Communication Services 4.5%
Industrials 4.2%
Healthcare 3.5%
Real Estate 0.9%
Energy 0.7%
Utilities 0.4%