Chief Compliance Officer, Wealth Advisor

0001398344-26-007135.txt : 20260424 0001398344-26-007135.hdr.sgml : 20260424 20260424125925 ACCESSION NUMBER: 0001398344-26-007135 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20251231 FILED AS OF DATE: 20260424 DATE AS OF CHANGE: 20260424 EFFECTIVENESS DATE: 20260424 FILER: COMPANY DATA: COMPANY CONFORMED NAME: PURSUIT WEALTH STRATEGIES, LLC CENTRAL INDEX KEY: 0002116904 ORGANIZATION NAME: EIN: 271058789 STATE OF INCORPORATION: NC FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-26826 FILM NUMBER: 26891926 BUSINESS ADDRESS: STREET 1: 8311 BANDFORD WAY STREET 2: SUITE 105 CITY: RALEIGH STATE: NC ZIP: 27615 BUSINESS PHONE: 919-847-7600 MAIL ADDRESS: STREET 1: 8311 BANDFORD WAY STREET 2: SUITE 105 CITY: RALEIGH STATE: NC ZIP: 27615 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002116904 XXXXXXXX 12-31-2025 12-31-2025 false PURSUIT WEALTH STRATEGIES, LLC

8311 BANDFORD WAY SUITE 105 RALEIGH NC 27615

13F COMBINATION REPORT 028-26826 000337709 801-134423 0001027817 028-05936 000116719 801-60673 ATLANTA CAPITAL MANAGEMENT CO L L C 0001361974 028-11939 000135829 801-64420 Beutel, Goodman & Co Ltd. 0001345929 028-13997 000017501 8-38904 BROWN ADVISORY INC 0001566728 028-15439 000150764 801-70333 Capital Wealth Planning, LLC 0001442056 028-13334 000146019 801-68723 CONFLUENCE INVESTMENT MANAGEMENT LLC 0001562855 028-15091 000143456 801-67681 Clarkston Capital Partners, LLC 0001348883 028-11611 000137028 801-64710 Clearbridge Investments, LLC 0001541743 028-14668 000135822 801-68586 Copeland Capital Management, LLC 0001206792 028-10306 000108147 801-54279 DEARBORN PARTNERS LLC 0000790502 028-01666 EAGLE ASSET MANAGEMENT INC 0001685771 028-17617 000283930 801-107945 EQUITY INVESTMENT CORP 0001229262 028-10981 GOLDMAN SACHS ASSET MANAGEMENT, L.P. 0001697233 028-17876 000283720 801-107734 GQG Partners LLC 0001224324 028-14316 000105078 801-56081 GUARDIAN CAPITAL LP 0001277403 028-10663 000119278 801-60945 Hamlin Capital Management, LLC 0000019617 028-00694 JPMORGAN CHASE & CO 0000053417 028-00074 000107959 801-5608 JENNISON ASSOCIATES LLC 0001230788 028-19939 000105790 801-8124 JOHN HANCOCK INVESTMENT MANAGEMENT LLC 0001021223 028-05792 000104599 801-24241 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0000312348 028-00398 000105377 801-170 LOOMIS SAYLES & CO L P 0000912938 028-04968 000110045 801-17352 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0001341401 028-11487 000134918 801-64175 River Road Asset Management, LLC 0001351731 028-11741 000133279 801-63626 WestEnd Advisors, LLC N Adam Boor Chief Compliance Officer, Wealth Advisor 919-847-7600 /s/ Adam Boor Raleigh NC 04-24-2026 0 100 71279477 INFORMATION TABLE 2 fp0097898-1_13fhr-table.xml 3-D SYS CORP DEL COM NEW 88554D205 275701 155763 SH SOLE 0 0 155763 ALPHABET INC CAP STK CL C 02079K107 483566 1541 SH SOLE 0 0 1541 ALPHABET INC CAP STK CL A 02079K305 518859 1658 SH SOLE 0 0 1658 AMAZON COM INC COM 023135106 1136789 4925 SH SOLE 0 0 4925 AMERICAN ELEC PWR CO INC COM 025537101 204498 1773 SH SOLE 0 0 1773 AMPLIFY ETF TR CWP ENHANCED DIV 032108409 1096628 24643 SH SOLE 0 0 24643 APPLE INC COM 037833100 2281852 8393 SH SOLE 0 0 8393 BANK AMERICA CORP COM 060505104 239306 4351 SH SOLE 0 0 4351 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 279976 557 SH SOLE 0 0 557 BLACKROCK TAX MUNICPAL BD TR SHS 09248X100 669845 41044 SH SOLE 0 0 41044 BLACKROCK UTILS INFRASTRUCTU COM 09248D104 1296330 50460 SH SOLE 0 0 50460 BROADCOM INC COM 11135F101 325194 940 SH SOLE 0 0 940 CAPITAL GROUP GROWTH ETF SHS CREATION UNI 14020G101 203620 4579 SH SOLE 0 0 4579 CATERPILLAR INC COM 149123101 215070 375 SH SOLE 0 0 375 CHEVRON CORP NEW COM 166764100 238646 1566 SH SOLE 0 0 1566 CISCO SYS INC COM 17275R102 258832 3360 SH SOLE 0 0 3360 CSX CORP COM 126408103 313029 8635 SH SOLE 0 0 8635 CUMMINS INC COM 231021106 345929 678 SH SOLE 0 0 678 DOMINION ENERGY INC COM 25746U109 310665 5302 SH SOLE 0 0 5302 DUKE ENERGY CORP NEW COM NEW 26441C204 2478043 21142 SH SOLE 0 0 21142 EATON CORP PLC SHS G29183103 746289 2343 SH SOLE 0 0 2343 ELI LILLY & CO COM 532457108 376729 351 SH SOLE 0 0 351 EXXON MOBIL CORP COM 30231G102 1100523 9145 SH SOLE 0 0 9145 FIRST SOLAR INC COM 336433107 606315 2321 SH SOLE 0 0 2321 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 504742 27703 SH SOLE 0 0 27703 HONEYWELL INTL INC COM 438516106 249520 1279 SH SOLE 0 0 1279 ILLINOIS TOOL WKS INC COM 452308109 444328 1804 SH SOLE 0 0 1804 INTERNATIONAL BUSINESS MACHS COM 459200101 1332849 4500 SH SOLE 0 0 4500 INVESCO EXCH TRADED FD TR II S&P SMLCP INFO 46138E115 6650 117 SH SOLE 0 0 117 INVESCO EXCH TRADED FD TR II S&P SMLCP INDL 46138E123 6454 43 SH SOLE 0 0 43 INVESCO EXCH TRADED FD TR II S&P SMLCP HELT 46138E149 8723 198 SH SOLE 0 0 198 INVESCO EXCH TRADED FD TR II S&P SMLCP DISC 46138E180 7434 71 SH SOLE 0 0 71 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 62850 880 SH SOLE 0 0 880 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 1678300 149315 SH SOLE 0 0 149315 INVESCO MUN OPPORTUNITY TR COM 46132C107 413196 43176 SH SOLE 0 0 43176 ISHARES INC CORE MSCI EMKT 46434G103 1186928 17657 SH SOLE 0 0 17657 ISHARES TR CORE S&P500 ETF 464287200 711715 1039 SH SOLE 0 0 1039 ISHARES TR CORE US AGGBD ET 464287226 3960413 39652 SH SOLE 0 0 39652 ISHARES TR 7-10 YR TRSY BD 464287440 810340 8427 SH SOLE 0 0 8427 ISHARES TR CORE S&P MCP ETF 464287507 1730921 26226 SH SOLE 0 0 26226 ISHARES TR EXPANDED TECH 464287515 26423 250 SH SOLE 0 0 250 ISHARES TR RUS 1000 VAL ETF 464287598 38703 184 SH SOLE 0 0 184 ISHARES TR RUSSELL 2000 ETF 464287655 59078 240 SH SOLE 0 0 240 ISHARES TR S&P MC 400VL ETF 464287705 31976 243 SH SOLE 0 0 243 ISHARES TR U.S. TECH ETF 464287721 69573 348 SH SOLE 0 0 348 ISHARES TR CORE S&P SCP ETF 464287804 1108161 9221 SH SOLE 0 0 9221 ISHARES TR US CONSM STAPLES 464287812 99697 1490 SH SOLE 0 0 1490 ISHARES TR FLTG RATE NT ETF 46429B655 56274 1106 SH SOLE 0 0 1106 ISHARES TR MSCI USA MIN VOL 46429B697 225898 2399 SH SOLE 0 0 2399 ISHARES TR MSCI USA QLT FCT 46432F339 7945 40 SH SOLE 0 0 40 ISHARES TR MSCI USA MMENTM 46432F396 1027083 4103 SH SOLE 0 0 4103 ISHARES TR CORE MSCI EAFE 46432F842 2830764 31643 SH SOLE 0 0 31643 ISHARES TR BROAD USD HIGH 46435U853 316375 8460 SH SOLE 0 0 8460 JOHNSON & JOHNSON COM 478160104 854396 4129 SH SOLE 0 0 4129 JOHNSON CTLS INTL PLC SHS G51502105 255932 2137 SH SOLE 0 0 2137 JPMORGAN CHASE & CO. COM 46625H100 1023711 3177 SH SOLE 0 0 3177 LEIDOS HOLDINGS INC COM 525327102 1790109 9923 SH SOLE 0 0 9923 MASTERCARD INCORPORATED CL A 57636Q104 223785 392 SH SOLE 0 0 392 MERCK & CO INC COM 58933Y105 433224 4116 SH SOLE 0 0 4116 META PLATFORMS INC CL A 30303M102 421064 638 SH SOLE 0 0 638 MICROSOFT CORP COM 594918104 1816268 3756 SH SOLE 0 0 3756 NUVEEN AMT FREE QLTY MUN INC COM 670657105 807378 69422 SH SOLE 0 0 69422 NUVEEN MUN VALUE FD INC COM 670928100 132955 14675 SH SOLE 0 0 14675 NVIDIA CORPORATION COM 67066G104 1870295 10028 SH SOLE 0 0 10028 NVR INC COM 62944T105 255247 35 SH SOLE 0 0 35 ORACLE CORP COM 68389X105 1383573 7099 SH SOLE 0 0 7099 PACER FDS TR TRENDP US LAR CP 69374H105 173984 3130 SH SOLE 0 0 3130 PACER FDS TR TRENDPILOT 100 69374H303 210868 2681 SH SOLE 0 0 2681 PHILLIPS 66 COM 718546104 266293 2064 SH SOLE 0 0 2064 PROCTER AND GAMBLE CO COM 742718109 732506 5111 SH SOLE 0 0 5111 RAYMOND JAMES FINL INC COM 754730109 420680 2620 SH SOLE 0 0 2620 ROYAL BK CDA COM 780087102 567391 3328 SH SOLE 0 0 3328 SCIENCE APPLICATIONS INTL CO COM 808625107 724752 7200 SH SOLE 0 0 7200 SELECT SECTOR SPDR TR STATE STREET MAT 81369Y100 28421 627 SH SOLE 0 0 627 SELECT SECTOR SPDR TR STATE STREET HEA 81369Y209 97962 633 SH SOLE 0 0 633 SELECT SECTOR SPDR TR STATE STREET CON 81369Y308 31160 401 SH SOLE 0 0 401 SELECT SECTOR SPDR TR STATE STREET CON 81369Y407 37650 315 SH SOLE 0 0 315 SELECT SECTOR SPDR TR STATE STREET FIN 81369Y605 56198 1026 SH SOLE 0 0 1026 SELECT SECTOR SPDR TR STATE STREET IND 81369Y704 32267 208 SH SOLE 0 0 208 SELECT SECTOR SPDR TR STATE STREET TEC 81369Y803 1185767 8236 SH SOLE 0 0 8236 SELECT SECTOR SPDR TR STATE STREET COM 81369Y852 12948 110 SH SOLE 0 0 110 SELECT SECTOR SPDR TR STATE STREET REA 81369Y860 49825 1235 SH SOLE 0 0 1235 SELECT SECTOR SPDR TR STATE STREET UTI 81369Y886 1135949 26609 SH SOLE 0 0 26609 SOUTHERN CO COM 842587107 210012 2408 SH SOLE 0 0 2408 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 205126 675 SH SOLE 0 0 675 TESLA INC COM 88160R101 466809 1038 SH SOLE 0 0 1038 TRUIST FINL CORP COM 89832Q109 225147 4575 SH SOLE 0 0 4575 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 12014072 19157 SH SOLE 0 0 19157 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 463891 5242 SH SOLE 0 0 5242 VANGUARD INDEX FDS MID CAP ETF 922908629 1507773 5195 SH SOLE 0 0 5195 VANGUARD INDEX FDS GROWTH ETF 922908736 455665 934 SH SOLE 0 0 934 VANGUARD INDEX FDS SMALL CP ETF 922908751 11866 46 SH SOLE 0 0 46 VANGUARD INDEX FDS TOTAL STK MKT 922908769 31046 93 SH SOLE 0 0 93 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 229674 4567 SH SOLE 0 0 4567 VERIZON COMMUNICATIONS INC COM 92343V104 260644 6399 SH SOLE 0 0 6399 VERTEX PHARMACEUTICALS INC COM 92532F100 242094 534 SH SOLE 0 0 534 WALMART INC COM 931142103 494099 4435 SH SOLE 0 0 4435 WASTE MGMT INC DEL COM 94106L109 840394 3825 SH SOLE 0 0 3825 WISDOMTREE TR ITL HDG QTLY DIV 97717X594 1555174 31960 SH SOLE 0 0 31960 WISDOMTREE TR US QTLY DIV GRT 97717X669 17886 200 SH SOLE 0 0 200