Pursuit Wealth Management LLC - Portfolio overview

Pursuit Wealth Management LLC has 118 reported holdings in this dataset, with the latest filing dated 2026-01-26.

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. FIW - FIRST TR EXCHANGE-TRADED FD, 4.30%
2. TAXF - AMERICAN CENTY ETF TR, 3.53%
3. AVEM - AMERICAN CENTY ETF TR, 3.24%

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

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