Pursue Wealth Partners LLC ETF holdings
Alamo, CA
Reported $80.9M in 41 ETFs in its Form 13F for June 30, 2026.
ETF value
$80.9M
ETFs held
41
Change from prior quarter
+26.6%
With price moves
ETFs as a share of its 13F
45.3%
of $178.6M
Top 10 of 41 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| MOAT | VanEck Morningstar Wide Moat ETF | $8.5M | 81,967 | −6,020 shares |
| TDIV | First Trust NASDAQ Technology Dividend Index Fund | $7.4M | 64,104 | −3,033 shares |
| VIG | Vanguard Dividend Appreciation ETF | $6.5M | 27,428 | +5,285 shares |
| IWM | iShares Russell 2000 ETF | $5.3M | 17,778 | +4,943 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $5.2M | 6,942 | +160 shares |
| QQQ | Invesco QQQ Trust | $4.6M | 6,245 | +428 shares |
| QQQI | NEOS NASDAQ-100 High Income ETF | $4.0M | 69,931 | New position |
| VOO | Vanguard S&P 500 ETF | $3.6M | 5,215 | +258 shares |
| AIQ | Global X Artificial Intelligence & Technology ETF | $3.0M | 46,475 | New position |
| IEMG | iShares Core MSCI Emerging Markets ETF | $2.6M | 31,903 | +6 shares |
31 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001911091. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Pursue Wealth Partners LLC own?
Pursue Wealth Partners LLC reported 41 ETF positions worth $80.9M in its Form 13F for June 30, 2026. The largest was MOAT, at $8.5M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.