Pursuit Wealth Management LLC
CIK
2106233
City
Palm Beach Gardens
State / Country
FL
Top Portfolio Positions
79 positions ·
$60,392,327 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
6,460 | $3,124,185 | 5.17% | |
| AAPL |
Apple Inc.
Technology
|
10,711 | $2,911,892 | 4.82% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
9,109 | $2,851,117 | 4.72% | |
| NVDA |
Nvidia Corp
Technology
|
10,341 | $1,928,596 | 3.19% | |
| SPY |
Spdr S&P 500 ETF Trust
|
2,600 | $1,772,992 | 2.94% | |
| UVE |
Universal Insurance Holdings, Inc.
Financial Services
|
51,636 | $1,745,296 | 2.89% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
5,179 | $1,668,777 | 2.76% | |
| GLD |
Spdr Gold Trust
|
3,930 | $1,557,498 | 2.58% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
5,934 | $1,369,685 | 2.27% | |
| IBIT |
iShares Bitcoin Trust ETF
|
22,842 | $1,134,105 | 1.88% |
Holdings in IIF
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $717,350 | 28,717 | Shares | Sole | 2026-01-26 | |
| No 13F history on record for this holder in this stock. | ||||||