PURSUIT WEALTH STRATEGIES, LLC - Portfolio overview

PURSUIT WEALTH STRATEGIES, LLC has 109 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 15.97%
2. AGG - ISHARES TR, 5.83%
3. IEFA - ISHARES TR, 3.93%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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