13F Filings History of PURSUE WEALTH PARTNERS LLC

Latest 13F report
Q4 2025 - 26 Jan 2026
Value $
$205,775,000
Signature - Title
Yarenis Rodriguez - Chief Compliance Officer
Location
Alamo, CA
Summary
This page shows a list of all the recent 13F filings made by PURSUE WEALTH PARTNERS LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. PURSUE WEALTH PARTNERS LLC reported 104 stock holdings with total value $205,775,000 as of Q4 2025. Top holdings included MSFT, NVDA, AMZN, MOAT, and AAPL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 104 $205,775,000 +$46,152,813 -$24,216,196 +$21,936,617 MSFT, NVDA, AMZN, MOAT, AAPL 13F-HR 26 Jan 2026, 08:49
Q3 2025 110 $182,033,673 +$17,592,583 -$27,612,734 -$10,020,151 NVDA, MSFT, MOAT, CRWD, TDIV 13F-HR 07 Nov 2025, 08:19
Q2 2025 110 $175,968,165 +$15,229,486 -$28,642,253 -$13,412,767 NVDA, MSFT, CRWD, MOAT, TDIV 13F-HR 13 Aug 2025, 10:17
Q1 2025 120 $164,301,162 +$22,983,380 -$19,812,610 +$3,170,770 MSFT, NVDA, MOAT, CRWD, TDIV 13F-HR 22 Apr 2025, 17:12
Q4 2024 113 $174,699,827 +$24,341,430 -$36,252,091 -$11,910,661 MSFT, NVDA, MOAT, CRWD, AMZN 13F-HR 07 Feb 2025, 14:21
Q3 2024 112 $182,995,333 +$31,925,881 -$32,744,269 -$818,388 MSFT, MOAT, NVDA, AAPL, AMZN 13F-HR 28 Oct 2024, 17:28
Q2 2024 111 $183,368,645 +$32,224,120 -$11,290,417 +$20,933,703 MSFT, NVDA, CRWD, MOAT, GSBD 13F-HR 02 Aug 2024, 14:12
Q1 2024 103 $169,902,518 +$22,722,182 -$18,932,288 +$3,789,894 MSFT, NVDA, SNOW, MDB, MOAT 13F-HR 03 May 2024, 10:27
Q4 2023 92 $154,709,931 +$10,975,739 -$16,667,987 -$5,692,248 MSFT, MDB, GSBD, CRWD, SNOW 13F-HR 05 Feb 2024, 12:38
Q3 2023 90 $141,218,722 +$12,547,272 -$23,785,039 -$11,237,767 MSFT, GSBD, MDB, MOAT, SNOW 13F-HR 24 Oct 2023, 16:24
Q2 2023 99 $159,338,797 +$21,234,884 -$23,696,508 -$2,461,624 MSFT, GSBD, MDB, SNOW, MOAT 13F-HR 01 Aug 2023, 13:35
Q1 2023 97 $146,439,089 +$19,070,529 -$15,091,971 +$3,978,558 MSFT, GSBD, IBB, MOAT, AAPL 13F-HR 15 May 2023, 10:11
Q4 2022 98 $129,441,084 +$15,541,176 -$26,210,085 -$10,668,909 GSBD, MSFT, IBB, MOAT, GFGF 13F-HR 13 Feb 2023, 11:12
Q3 2022 109 $139,045,000 +$16,743,489 -$22,529,160 -$5,785,671 GSBD, MSFT, AAPL, ADBE, IBB 13F-HR 14 Nov 2022, 12:23
Q2 2022 115 $157,068,000 +$26,711,016 -$66,957,885 -$40,246,869 GSBD, MSFT, ADBE, AAPL, IBB 13F-HR 11 Aug 2022, 12:07
Q1 2022 244 $242,072,135 +$76,119,665 -$60,257,873 +$15,861,792 MSFT, GSBD, ADBE, DIS, AAPL 13F-HR 12 Apr 2022, 11:56
Q4 2021 138 $258,496,000 $0 $0 $0 MSFT, FANG, ADBE, AAPL, SQ 13F-HR 14 Feb 2022, 18:40