Pursuit Wealth Strategies, LLC ETF holdings
Raleigh, NC
Reported $42.0M in 60 ETFs in its Form 13F for June 30, 2026.
ETF value
$42.0M
ETFs held
60
Change from prior quarter
+12.0%
With price moves
ETFs as a share of its 13F
54.6%
of $76.9M
Top 10 of 60 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VOO | Vanguard S&P 500 ETF | $13.2M | 19,232 | +3 shares |
| AGG | iShares Core U.S. Aggregate Bond ETF | $4.4M | 44,355 | +2,113 shares |
| IEFA | iShares Core MSCI EAFE ETF | $3.0M | 31,478 | +267 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $2.0M | 25,576 | −103 shares |
| VO | Vanguard Morningstar Mid-Cap ETF | $1.7M | 20,787 | +15,650 shares |
| XLK | State Street Technology Select Sector SPDR ETF | $1.6M | 8,244 | −181 shares |
| DDWM | WisdomTree Dynamic International Equity ETF | $1.5M | 31,925 | New position |
| IEMG | iShares Core MSCI Emerging Markets ETF | $1.4M | 16,593 | −395 shares |
| MTUM | iShares MSCI USA Momentum Factor ETF | $1.3M | 3,835 | −123 shares |
| IJR | iShares Core S&P Small-Cap ETF | $1.3M | 8,853 | −83 shares |
50 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) 0002116904. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Pursuit Wealth Strategies, LLC own?
Pursuit Wealth Strategies, LLC reported 60 ETF positions worth $42.0M in its Form 13F for June 30, 2026. The largest was VOO, at $13.2M.
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.