Pursuit Wealth Management LLC

Q4 2025 13F Holdings Report, Stock Holdings

Signature - Title
Melanie McDonald - CCO
Location
Palm Beach Gardens, FL
Holdings as of
31 Dec 2025
Value $
$116,366,794
Num holdings
118
Filing time
26 Jan 2026, 11:33:13 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included FIW, TAXF, AVEM, LBO, and ACLC.
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Melanie McDonald CCO Palm Beach Gardens, Florida 26 Jan 2026