Pursuit Wealth Strategies, LLC filed a Form 13F-HR with the Securities and Exchange Commission on November 10, 2026, reporting its equity holdings as of September 30, 2026. The filing lists the firm’s address as 8311 Bandford Way Suite 105 in Raleigh, North Carolina.
The report details a portfolio of 118 positions. The largest holding is NVIDIA Corporation, for which Pursuit Wealth Strategies reported ownership of 2,083,063 shares. The firm also holds significant stakes in Apple Inc., with 3,145,385 shares, and Microsoft Corporation, with 2,397,252 shares. Other notable individual stock positions include Johnson & Johnson (1,057,740 shares), Visa Inc. (1,074,662 shares), and Merck & Co. (570,764 shares).
A substantial portion of the portfolio is allocated to exchange-traded funds (ETFs). The firm holds the Vanguard S&P 500 ETF with 13,544,449 shares, the Vanguard Mid-Cap ETF with 1,653,080 shares, and the Vanguard Growth ETF with 529,142 shares. Other ETF holdings include the Invesco S&P 500 Equal Weight Technology ETF (572,982 shares), the iShares Core S&P 500 ETF (797,628 shares), and the iShares Core MSCI EAFE ETF (3,093,496 shares).
The filing lists Adam Boor as the Chief Compliance Officer and Wealth Advisor for the firm.
