# EDGAR Filing Document

**Accession Number:** 0002116904
**File Stem:** 0001398344-26-009212
**Filing Date:** 2026-5
**Character Count:** 17108
**Document Hash:** 38258eebb45ce2a88bc7cdc689df134e
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001398344-26-009212.hdr.sgml**: 20260515

**ACCESSION NUMBER**: 0001398344-26-009212

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260515

**DATE AS OF CHANGE**: 20260515

**EFFECTIVENESS DATE**: 20260515

**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:** 26982644

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** PURSUIT WEALTH STRATEGIES LLC<br>**Address:** 8311 BANDFORD WAY<br>SUITE 105<br>RALEIGH, NC 27615

**Form 13F File Number:** 028-26826

**CRD Number (if applicable):** 000337709

**SEC File Number (if applicable):** 801-134423

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Adam Boor<br>**Title:** Chief Compliance Officer Wealth Advisor<br>**Phone:** 919-847-7600

**Signature, Place, and Date of Signing:**

/s/ Adam Boor  Raleigh, NC  05-15-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[ ] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[x] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 109

**Form 13F Information Table Value Total:** $71962667

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

|   No. | Name                                             | Form 13F File Number   | CRD Number   | SEC File Number   |
|---:|:---|:---|:---|:---|
|     1 | ATLANTA CAPITAL MANAGEMENT CO L L C              | 028-05936              | 000116719    | 801-60673         |
|     2 | Beutel Goodman  Co Ltd.                          | 028-11939              | 000135829    | 801-64420         |
|     3 | BROWN ADVISORY INC                               | 028-13997              | 000017501    | 8-38904           |
|     4 | Capital Wealth Planning LLC                      | 028-15439              | 000150764    | 801-70333         |
|     5 | Clearbridge Investments LLC                      | 028-11611              | 000137028    | 801-64710         |
|     6 | CONFLUENCE INVESTMENT MANAGEMENT LLC             | 028-13334              | 000146019    | 801-68723         |
|     7 | Copeland Capital Management LLC                  | 028-14668              | 000135822    | 801-68586         |
|     8 | DEARBORN PARTNERS LLC                            | 028-10306              | 000108147    | 801-54279         |
|     9 | EAGLE ASSET MANAGEMENT INC                       | 028-01666              |  |  |
|    10 | EQUITY INVESTMENT CORP                           | 028-17617              | 000283930    | 801-107945        |
|    11 | GOLDMAN SACHS ASSET MANAGEMENT L.P.              | 028-10981              |  |  |
|    12 | GQG Partners LLC                                 | 028-17876              | 000283720    | 801-107734        |
|    13 | GUARDIAN CAPITAL LP                              | 028-14316              | 000105078    | 801-56081         |
|    14 | Hamlin Capital Management LLC                    | 028-10663              | 000119278    | 801-60945         |
|    15 | JPMORGAN CHASE  CO                               | 028-00694              |  |  |
|    16 | JENNISON ASSOCIATES LLC                          | 028-00074              | 000107959    | 801-5608          |
|    17 | JOHN HANCOCK INVESTMENT MANAGEMENT LLC           | 028-19939              | 000105790    | 801-8124          |
|    18 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 028-05792              | 000104599    | 801-24241         |
|    19 | LOOMIS SAYLES  CO L P                            | 028-00398              | 000105377    | 801-170           |
|    20 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/         | 028-04968              | 000110045    | 801-17352         |
|    21 | River Road Asset Management LLC                  | 028-11487              | 000134918    | 801-64175         |
|    22 | WestEnd Advisors LLC                             | 028-11741              | 000133279    | 801-63626         |

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 3D SYS CORP DEL | COM NEW | 88554D205 |  | 292834 | 155763 | SH |  | SOLE |  | 0 | 0 | 155763 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 416808 | 1453 | SH |  | SOLE |  | 0 | 0 | 1453 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 461462 | 1605 | SH |  | SOLE |  | 0 | 0 | 1605 |
| AMAZON COM INC | COM | 023135106 |  | 1000737 | 4805 | SH |  | SOLE |  | 0 | 0 | 4805 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 |  | 231406 | 1765 | SH |  | SOLE |  | 0 | 0 | 1765 |
| AMPLIFY ETF TR | CWP ENHANCED DIV | 032108409 |  | 1101311 | 24555 | SH |  | SOLE |  | 0 | 0 | 24555 |
| APPLE INC | COM | 037833100 |  | 2165417 | 8532 | SH |  | SOLE |  | 0 | 0 | 8532 |
| AT INC | COM | 00206R102 |  | 221707 | 7648 | SH |  | SOLE |  | 0 | 0 | 7648 |
| BANK AMERICA CORP | COM | 060505104 |  | 213333 | 4376 | SH |  | SOLE |  | 0 | 0 | 4376 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 289437 | 604 | SH |  | SOLE |  | 0 | 0 | 604 |
| BLACKROCK TAX MUNICPAL BD TR | SHS | 09248X100 |  | 189965 | 11748 | SH |  | SOLE |  | 0 | 0 | 11748 |
| BLACKROCK UTILS INFRASTRUCTU | COM | 09248D104 |  | 1383563 | 52447 | SH |  | SOLE |  | 0 | 0 | 52447 |
| BROADCOM INC | COM | 11135F101 |  | 370393 | 1197 | SH |  | SOLE |  | 0 | 0 | 1197 |
| CATERPILLAR INC | COM | 149123101 |  | 269516 | 380 | SH |  | SOLE |  | 0 | 0 | 380 |
| CHARTER COMMUNICATIONS INC | CL A | 16119P108 |  | 226026 | 1047 | SH |  | SOLE |  | 0 | 0 | 1047 |
| CHEVRON CORPORATION | COM | 166764100 |  | 341048 | 1648 | SH |  | SOLE |  | 0 | 0 | 1648 |
| CISCO SYS INC | COM | 17275R102 |  | 264374 | 3407 | SH |  | SOLE |  | 0 | 0 | 3407 |
| COCA COLA CO | COM | 191216100 |  | 253576 | 3334 | SH |  | SOLE |  | 0 | 0 | 3334 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 216293 | 1639 | SH |  | SOLE |  | 0 | 0 | 1639 |
| COTY INC | COM CL A | 222070203 |  | 20100 | 10000 | SH |  | SOLE |  | 0 | 0 | 10000 |
| CSX CORP | COM | 126408103 |  | 354355 | 8632 | SH |  | SOLE |  | 0 | 0 | 8632 |
| CUMMINS INC | COM | 231021106 |  | 380246 | 707 | SH |  | SOLE |  | 0 | 0 | 707 |
| DOMINION ENERGY INC | COM | 25746U109 |  | 308480 | 4990 | SH |  | SOLE |  | 0 | 0 | 4990 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 2763009 | 21101 | SH |  | SOLE |  | 0 | 0 | 21101 |
| EATON CORP PLC | SHS | G29183103 |  | 881733 | 2465 | SH |  | SOLE |  | 0 | 0 | 2465 |
| ELI LILLY  CO | COM | 532457108 |  | 274722 | 299 | SH |  | SOLE |  | 0 | 0 | 299 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 1559487 | 9192 | SH |  | SOLE |  | 0 | 0 | 9192 |
| FIRST SOLAR INC | COM | 336433107 |  | 457840 | 2321 | SH |  | SOLE |  | 0 | 0 | 2321 |
| FIRST TR EXCH TRADED FD III | PFD SECS INC ETF | 33739E108 |  | 497449 | 28025 | SH |  | SOLE |  | 0 | 0 | 28025 |
| HONEYWELL INTL INC | COM | 438516106 |  | 260839 | 1154 | SH |  | SOLE |  | 0 | 0 | 1154 |
| ILLINOIS TOOL WKS INC | COM | 452308109 |  | 468828 | 1801 | SH |  | SOLE |  | 0 | 0 | 1801 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 1091141 | 4502 | SH |  | SOLE |  | 0 | 0 | 4502 |
| INVESCO EXCH TRADED FD TR II | S SMLCP INFO | 46138E115 |  | 7058 | 117 | SH |  | SOLE |  | 0 | 0 | 117 |
| INVESCO EXCH TRADED FD TR II | S SMLCP INDL | 46138E123 |  | 6649 | 43 | SH |  | SOLE |  | 0 | 0 | 43 |
| INVESCO EXCH TRADED FD TR II | S SMLCP HELT | 46138E149 |  | 8147 | 198 | SH |  | SOLE |  | 0 | 0 | 198 |
| INVESCO EXCH TRADED FD TR II | S SMLCP DISC | 46138E180 |  | 7290 | 71 | SH |  | SOLE |  | 0 | 0 | 71 |
| INVESCO EXCH TRADED FD TR II | S LOW VOL | 46138E354 |  | 64363 | 880 | SH |  | SOLE |  | 0 | 0 | 880 |
| INVESCO EXCH TRADED FD TR II | PFD ETF | 46138E511 |  | 1563694 | 143722 | SH |  | SOLE |  | 0 | 0 | 143722 |
| INVESCO EXCHANGE TRADED FD T | S EQL TEC | 46137V282 |  | 411866 | 9100 | SH |  | SOLE |  | 0 | 0 | 9100 |
| INVESCO EXCHANGE TRADED FD T | S EQL IND | 46137V324 |  | 143950 | 2500 | SH |  | SOLE |  | 0 | 0 | 2500 |
| INVESCO MUN OPPORTUNIT TR | COM | 46132C107 |  | 394579 | 41491 | SH |  | SOLE |  | 0 | 0 | 41491 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 1184939 | 16988 | SH |  | SOLE |  | 0 | 0 | 16988 |
| ISHARES TR | CORE S ETF | 464287200 |  | 679536 | 1040 | SH |  | SOLE |  | 0 | 0 | 1040 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 4193340 | 42242 | SH |  | SOLE |  | 0 | 0 | 42242 |
| ISHARES TR | 7-10 YR TRSY BD | 464287440 |  | 776214 | 8133 | SH |  | SOLE |  | 0 | 0 | 8133 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 2914 | 30 | SH |  | SOLE |  | 0 | 0 | 30 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 1734124 | 25679 | SH |  | SOLE |  | 0 | 0 | 25679 |
| ISHARES TR | EXPANDED TECH | 464287515 |  | 20013 | 250 | SH |  | SOLE |  | 0 | 0 | 250 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 52135 | 244 | SH |  | SOLE |  | 0 | 0 | 244 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 59520 | 240 | SH |  | SOLE |  | 0 | 0 | 240 |
| ISHARES TR | U.S. TECH ETF | 464287721 |  | 63234 | 349 | SH |  | SOLE |  | 0 | 0 | 349 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 1110822 | 8936 | SH |  | SOLE |  | 0 | 0 | 8936 |
| ISHARES TR | US CONSM STAPLES | 464287812 |  | 80684 | 1152 | SH |  | SOLE |  | 0 | 0 | 1152 |
| ISHARES TR | FLTG RATE NT ETF | 46429B655 |  | 56749 | 1114 | SH |  | SOLE |  | 0 | 0 | 1114 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 226776 | 2445 | SH |  | SOLE |  | 0 | 0 | 2445 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 7672 | 40 | SH |  | SOLE |  | 0 | 0 | 40 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 |  | 949942 | 3958 | SH |  | SOLE |  | 0 | 0 | 3958 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 2825513 | 31211 | SH |  | SOLE |  | 0 | 0 | 31211 |
| ISHARES TR | BROAD USD HIGH | 46435U853 |  | 358307 | 9726 | SH |  | SOLE |  | 0 | 0 | 9726 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 1054261 | 4313 | SH |  | SOLE |  | 0 | 0 | 4313 |
| JOHNSON CONTROLS INTERNATION | SHS | G51502105 |  | 323636 | 2471 | SH |  | SOLE |  | 0 | 0 | 2471 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 956768 | 3253 | SH |  | SOLE |  | 0 | 0 | 3253 |
| LEIDOS HOLDINGS INC | COM | 525327102 |  | 1373397 | 8831 | SH |  | SOLE |  | 0 | 0 | 8831 |
| MERCK  CO INC | COM | 58933Y105 |  | 502095 | 4174 | SH |  | SOLE |  | 0 | 0 | 4174 |
| META PLATFORMS INC | CL A | 30303M102 |  | 394894 | 690 | SH |  | SOLE |  | 0 | 0 | 690 |
| MICROSOFT CORP | COM | 594918104 |  | 1445957 | 3906 | SH |  | SOLE |  | 0 | 0 | 3906 |
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 |  | 217704 | 502 | SH |  | SOLE |  | 0 | 0 | 502 |
| NATIONAL GRID PLC | SPONSORED ADR NE | 636274409 |  | 220042 | 2601 | SH |  | SOLE |  | 0 | 0 | 2601 |
| NUVEEN AMT FREE QLTY MUN INC | COM | 670657105 |  | 665192 | 59234 | SH |  | SOLE |  | 0 | 0 | 59234 |
| NUVEEN MUN VALUE FD INC | COM | 670928100 |  | 132102 | 14694 | SH |  | SOLE |  | 0 | 0 | 14694 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1679715 | 9631 | SH |  | SOLE |  | 0 | 0 | 9631 |
| NVR INC | COM | 62944T105 |  | 230644 | 35 | SH |  | SOLE |  | 0 | 0 | 35 |
| ORACLE CORP | COM | 68389X105 |  | 1052079 | 7152 | SH |  | SOLE |  | 0 | 0 | 7152 |
| PACER FDS TR | TRENDP US LAR CP | 69374H105 |  | 141082 | 2689 | SH |  | SOLE |  | 0 | 0 | 2689 |
| PACER FDS TR | TRENDPILOT 100 | 69374H303 |  | 195613 | 2681 | SH |  | SOLE |  | 0 | 0 | 2681 |
| PHILLIPS 66 | COM | 718546104 |  | 328531 | 1803 | SH |  | SOLE |  | 0 | 0 | 1803 |
| PROCTER  GAMBLE CO | COM | 742718109 |  | 739236 | 5118 | SH |  | SOLE |  | 0 | 0 | 5118 |
| RAYMOND JAMES FINL INC | COM | 754730109 |  | 380195 | 2626 | SH |  | SOLE |  | 0 | 0 | 2626 |
| REALTY INCOME CORP | COM | 756109104 |  | 217459 | 3554 | SH |  | SOLE |  | 0 | 0 | 3554 |
| ROYAL BK CDA | COM | 780087102 |  | 514946 | 3183 | SH |  | SOLE |  | 0 | 0 | 3183 |
| SCIENCE APPLICATIONS INTL CO | COM | 808625107 |  | 683519 | 7201 | SH |  | SOLE |  | 0 | 0 | 7201 |
| SELECT SECTOR SPDR TR | STATE STREET MAT | 81369Y100 |  | 31451 | 629 | SH |  | SOLE |  | 0 | 0 | 629 |
| SELECT SECTOR SPDR TR | STATE STREET HEA | 81369Y209 |  | 93162 | 635 | SH |  | SOLE |  | 0 | 0 | 635 |
| SELECT SECTOR SPDR TR | STATE STREET CON | 81369Y308 |  | 33009 | 403 | SH |  | SOLE |  | 0 | 0 | 403 |
| SELECT SECTOR SPDR TR | STATE STREET CON | 81369Y407 |  | 34429 | 316 | SH |  | SOLE |  | 0 | 0 | 316 |
| SELECT SECTOR SPDR TR | STATE STREET FIN | 81369Y605 |  | 50915 | 1031 | SH |  | SOLE |  | 0 | 0 | 1031 |
| SELECT SECTOR SPDR TR | STATE STREET IND | 81369Y704 |  | 33735 | 209 | SH |  | SOLE |  | 0 | 0 | 209 |
| SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 |  | 1119721 | 8425 | SH |  | SOLE |  | 0 | 0 | 8425 |
| SELECT SECTOR SPDR TR | STATE STREET COM | 81369Y852 |  | 12232 | 110 | SH |  | SOLE |  | 0 | 0 | 110 |
| SELECT SECTOR SPDR TR | STATE STREET REA | 81369Y860 |  | 50629 | 1240 | SH |  | SOLE |  | 0 | 0 | 1240 |
| SELECT SECTOR SPDR TR | STATE STREET UTI | 81369Y886 |  | 1328399 | 28947 | SH |  | SOLE |  | 0 | 0 | 28947 |
| SOUTHERN CO | COM | 842587107 |  | 234205 | 2426 | SH |  | SOLE |  | 0 | 0 | 2426 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 |  | 248731 | 736 | SH |  | SOLE |  | 0 | 0 | 736 |
| TESLA INC | COM | 88160R101 |  | 387364 | 1042 | SH |  | SOLE |  | 0 | 0 | 1042 |
| TRUIST FINL CORP | COM | 89832Q109 |  | 205791 | 4477 | SH |  | SOLE |  | 0 | 0 | 4477 |
| VALERO ENERGY CORP | COM | 91913Y100 |  | 222712 | 901 | SH |  | SOLE |  | 0 | 0 | 901 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 11490466 | 19229 | SH |  | SOLE |  | 0 | 0 | 19229 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 471825 | 5319 | SH |  | SOLE |  | 0 | 0 | 5319 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 1475155 | 5137 | SH |  | SOLE |  | 0 | 0 | 5137 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 407532 | 933 | SH |  | SOLE |  | 0 | 0 | 933 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 16518 | 63 | SH |  | SOLE |  | 0 | 0 | 63 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 28193 | 88 | SH |  | SOLE |  | 0 | 0 | 88 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 231240 | 4635 | SH |  | SOLE |  | 0 | 0 | 4635 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 343755 | 6848 | SH |  | SOLE |  | 0 | 0 | 6848 |
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 |  | 230861 | 517 | SH |  | SOLE |  | 0 | 0 | 517 |
| WALMART INC | COM | 931142103 |  | 601245 | 4838 | SH |  | SOLE |  | 0 | 0 | 4838 |
| WASTE MGMT INC DEL | COM | 94106L109 |  | 869631 | 3784 | SH |  | SOLE |  | 0 | 0 | 3784 |
| WISDOMTREE TR | ITL HDG QTLY DIV | 97717X594 |  | 2025661 | 42070 | SH |  | SOLE |  | 0 | 0 | 42070 |
| WISDOMTREE TR | US QTLY DIV GRT | 97717X669 |  | 17568 | 200 | SH |  | SOLE |  | 0 | 0 | 200 |

---