Pursuit Wealth Strategies
Pursuit Wealth Strategies reported 114 stocks worth $76.9M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are VOO (17.2%), AGG (5.7%) and IEFA (4.0%). Compared with Q1 2026, the fund opened new positions in DDWM, CGGR and CRWD, added to AGG, IEFA and DUK, trimmed IJH, NVDA and XLK and sold out of CHTR, T and MSI.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VOO Vanguard S&P 500 ETF | $13.2M | 17.2% | 19K | No change | 3 of 3 | |
| 2 |  AGG Ishares TR | $4.4M | 5.7% | 44K | +2,113 (+5%) | 3 of 3 | |
| 3 |  IEFA Ishares TR | $3M | 4.0% | 31K | +267 (+1%) | 3 of 3 | |
| 4 |  DUK Duke Energy Corp New | $2.7M | 3.5% | 21K | +33 (+0%) | 3 of 3 | |
| 5 |  AAPL Apple Inc | $2.6M | 3.4% | 9,129 | +597 (+7%) | 3 of 3 | |
| 6 |  IJH Ishares TR | $2M | 2.6% | 26K | −103 (−0%) | 3 of 3 | |
| 7 |  NVDA Nvidia Corporation | $1.8M | 2.4% | 9,220 | −411 (−4%) | 3 of 3 | |
| 8 |  VO Vanguard Index Fds | $1.7M | 2.2% | 21K | +16K (+305%) | 3 of 3 | |
| 9 |  MSFT Microsoft Corp | $1.6M | 2.1% | 4,296 | +390 (+10%) | 3 of 3 | |
| 10 |  XLK Select Sector Spdr TR | $1.6M | 2.0% | 8,244 | −181 (−2%) | 3 of 3 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
HONEYWELL INTL INC | $261K | 1,154 |
 CHTR Charter Communications Inc N | $226K | 1,047 |
 T At&T Inc | $222K | 7,648 |
 MSI Motorola Solutions Inc | $218K | 502 |
 O Realty Income Corp REIT | $217K | 3,554 |
🔒 Free account: see all 8.
Reported value
last 3 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Pursuit Wealth Strategies 13F FAQ
What does Pursuit Wealth Strategies own?
Pursuit Wealth Strategies reported 114 stocks worth $76.9M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are VOO (17.2%), AGG (5.7%) and IEFA (4.0%). The table above lists every position in the filing (the top 10 without an account).
What did Pursuit Wealth Strategies buy and sell in Q2 2026?
Compared with Q1 2026: 13 new positions, 35 added to, 41 trimmed and 8 sold out. New positions include DDWM, CGGR and CRWD. It sold all of CHTR, T and MSI.
When will Pursuit Wealth Strategies file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Pursuit Wealth Strategies's portfolio worth?
The Q2 2026 filing reports $76.9M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.