13F Filings History of Pursuit Wealth Management LLC

Latest 13F report
Q4 2025 - 26 Jan 2026
Value $
$116,366,794
Signature - Title
Melanie McDonald - CCO
Location
Palm Beach Gardens, FL
Summary
This page shows a list of all the recent 13F filings made by Pursuit Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Pursuit Wealth Management LLC reported 118 stock holdings with total value $116,366,794 as of Q4 2025. Top holdings included FIW, TAXF, AVEM, LBO, and ACLC.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 118 $116,366,794 $0 $0 $0 FIW, TAXF, AVEM, LBO, ACLC 13F-HR 26 Jan 2026, 11:33