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Adam Boor

Pursuit Wealth Strategies, Llc

Assets Managed
$71.963M
Holdings
109
Last Quarter
2026 - Q1
Filed Date
1mo ago
Growth Rate
0.96%(2Q avg: 0.48%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Pursuit Wealth Strategies, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 109 positions.

Assets under management

The assets under management (AUM) of Pursuit Wealth Strategies, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 71.963M in assets, with a quarterly growth rate of 0.96% and a 2-quarter average growth rate of 0.48%. The portfolio is managed by Adam Boor, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 0.38%
15.97%
$11.49M
19,229 shares@ $597.56 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 6.54%
5.83%
$4.193M
42,242 shares@ $99.27 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Decreased -1.36%
3.93%
$2.826M
31,211 shares@ $90.53 avg price
DUK
Duke Energy Corp
Recent Activity
Decreased -0.19%
3.84%
$2.763M
21,101 shares@ $130.95 avg price
AAPL
Apple Inc
Recent Activity
Increased 1.66%
3.01%
$2.165M
8,532 shares@ $253.8 avg price
IHDG
Wisdomtree International Hed
Recent Activity
Increased 31.64%
2.82%
$2.026M
42,070 shares@ $48.15 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Decreased -2.08%
2.41%
$1.734M
25,679 shares@ $67.54 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -3.95%
2.34%
$1.68M
9,631 shares@ $174.41 avg price
PGX
Invesco Preferred Etf
Recent Activity
Decreased -3.74%
2.18%
$1.564M
143,722 shares@ $10.88 avg price
XOM
Exxon Mobil Corp
Recent Activity
Increased 0.52%
2.17%
$1.559M
9,192 shares@ $169.66 avg price

1-10 of 109