Pursuit Wealth Management LLC
•CIK: 2106233•Filing: Q4 2025
**Pursuit Wealth Management LLC** manages $116M across a diversified portfolio of 118 positions. The firm exhibits notable concentration in fixed income and specialized credit, highlighted by top holdings such as FIW ($5.0M) and TAXF ($4.1M). Further allocations include significant exposure to AVEM ($3.8M) and LBO ($3.5M), alongside major technology names like MSFT ($3.1M) and AAPL ($2.9M). This structure suggests a tactical approach balancing credit yield with established growth equity exposure.
Total AUM
$116.4M
QoQ Performance
N/A
Positions
103
Top 10 Concentration
29.3%
Latest Filing
Q4 2025
Top Holdings Allocation
FIW4.3%
TAXF3.5%
AVEM3.2%
LBO3.0%
ACLC3.0%
MSFT2.7%
FICS2.6%
AAPL2.5%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other70.4%
Technology11.8%
Healthcare4.9%
Consumer2.7%
Financial2.7%
Industrial2.6%
ETF1.8%
Communication1.4%