# EDGAR Filing Document

**Accession Number:** 0001911091
**File Stem:** 0001951757-26-000292
**Filing Date:** 2026-1
**Character Count:** 14054
**Document Hash:** a6d7e087e518d6d86fe7930027b8a6a6
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001951757-26-000292.hdr.sgml**: 20260126

**ACCESSION NUMBER**: 0001951757-26-000292

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260126

**DATE AS OF CHANGE**: 20260126

**EFFECTIVENESS DATE**: 20260126

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** PURSUE WEALTH PARTNERS LLC
- **CENTRAL INDEX KEY:** 0001911091

**ORGANIZATION NAME:**
- **EIN:** 923066901
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-22203
- **FILM NUMBER:** 26558545

**BUSINESS ADDRESS:**
- **STREET 1:** 2509 ROLLING HILLS CT
- **CITY:** ALAMO
- **STATE:** CA
- **ZIP:** 94507
- **BUSINESS PHONE:** (925) 276-0427

**MAIL ADDRESS:**
- **STREET 1:** 2509 ROLLING HILLS CT
- **CITY:** ALAMO
- **STATE:** CA
- **ZIP:** 94507

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** ICAPITAL WEALTH LLC
- **DATE OF NAME CHANGE:** 20220214

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**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:** PURSUE WEALTH PARTNERS LLC<br>**Address:** 2509 ROLLING HILLS CT<br>ALAMO, CA 94507

**Form 13F File Number:** 028-22203

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:** Yarenis Rodriguez<br>**Title:** Chief Compliance Officer<br>**Phone:** (925) 276-0427

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

Yarenis Rodriguez  Alamo, CA  01-26-2026<br>[Signature]  [City, State]  [Date]

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

[x] **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).)

[ ] **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:** 1

**Form 13F Information Table Entry Total:** 104

**Form 13F Information Table Value Total:** $205775000

      (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   |
|:---|:---|:---|
|  | Raymond James  Associates Inc |  |

### 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 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 238000 | 2381 | SH |  | DFND | 1.0 | 0 | 2381 | 0 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 203000 | 2266 | SH |  | DFND | 1.0 | 0 | 2266 | 0 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 204000 | 2165 | SH |  | DFND | 1.0 | 0 | 2165 | 0 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 4311000 | 6874 | SH |  | DFND | 1.0 | 0 | 970 | 5904 |
| ISHARES TR | 20 YR TR BD ETF | 464287432 |  | 2228000 | 25568 | SH |  | SOLE |  | 0 | 0 | 25568 |
| VOLATILITY SHS TR | 2X ETHER ETF NEW | 92864M798 |  | 201000 | 3666 | SH |  | SOLE |  | 0 | 0 | 3666 |
| FIRST TR EXCHANGE-TRADED ALP | COM SHS | 33735K108 |  | 238000 | 1488 | SH |  | SOLE |  | 0 | 0 | 1488 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 581000 | 1911 | SH |  | SOLE |  | 0 | 0 | 1911 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 2477000 | 7915 | SH |  | SOLE |  | 0 | 0 | 7915 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 7177000 | 22870 | SH |  | SOLE |  | 0 | 0 | 22870 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 |  | 8347000 | 17806 | SH |  | SOLE |  | 0 | 0 | 17806 |
| META PLATFORMS INC | CL A | 30303M102 |  | 3567000 | 5403 | SH |  | SOLE |  | 0 | 0 | 5403 |
| MONGODB INC | CL A | 60937P106 |  | 7670000 | 18275 | SH |  | SOLE |  | 0 | 0 | 18275 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 278000 | 1563 | SH |  | SOLE |  | 0 | 0 | 1563 |
| BLOCK INC | CL A | 852234103 |  | 737000 | 11325 | SH |  | SOLE |  | 0 | 0 | 11325 |
| DATADOG INC | CL A COM | 23804L103 |  | 2462000 | 18107 | SH |  | SOLE |  | 0 | 0 | 18107 |
| VEEVA SYS INC | CL A COM | 922475108 |  | 212000 | 950 | SH |  | SOLE |  | 0 | 0 | 950 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 2905000 | 5780 | SH |  | SOLE |  | 0 | 0 | 5780 |
| ABBVIE INC | COM | 00287Y109 |  | 298000 | 1303 | SH |  | SOLE |  | 0 | 0 | 1303 |
| ADOBE INC | COM | 00724F101 |  | 7141000 | 20403 | SH |  | SOLE |  | 0 | 0 | 20403 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 781000 | 3646 | SH |  | SOLE |  | 0 | 0 | 3646 |
| AMAZON COM INC | COM | 023135106 |  | 11895000 | 51535 | SH |  | SOLE |  | 0 | 0 | 51535 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 1036000 | 2800 | SH |  | SOLE |  | 0 | 0 | 2800 |
| APPLE INC | COM | 037833100 |  | 8555000 | 31467 | SH |  | SOLE |  | 0 | 0 | 31467 |
| AUTODESK INC | COM | 052769106 |  | 2485000 | 8394 | SH |  | SOLE |  | 0 | 0 | 8394 |
| BANK AMERICA CORP | COM | 060505104 |  | 671000 | 12205 | SH |  | SOLE |  | 0 | 0 | 12205 |
| BROADCOM INC | COM | 11135F101 |  | 2585000 | 7469 | SH |  | SOLE |  | 0 | 0 | 7469 |
| CATERPILLAR INC | COM | 149123101 |  | 917000 | 1600 | SH |  | SOLE |  | 0 | 0 | 1600 |
| CHEVRON CORP NEW | COM | 166764100 |  | 362000 | 2373 | SH |  | SOLE |  | 0 | 0 | 2373 |
| CISCO SYS INC | COM | 17275R102 |  | 461000 | 5984 | SH |  | SOLE |  | 0 | 0 | 5984 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 |  | 557000 | 1577 | SH |  | SOLE |  | 0 | 0 | 1577 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 506000 | 587 | SH |  | SOLE |  | 0 | 0 | 587 |
| CYTOMX THERAPEUTICS INC | COM | 23284F105 |  | 62000 | 14492 | SH |  | SOLE |  | 0 | 0 | 14492 |
| ESSENTIAL PPTYS RLTY TR INC | COM | 29670E107 |  | 313000 | 10560 | SH |  | SOLE |  | 0 | 0 | 10560 |
| EXELIXIS INC | COM | 30161Q104 |  | 466000 | 10622 | SH |  | SOLE |  | 0 | 0 | 10622 |
| FIRST TR EXCHANGE-TRADED FD | COM | 33734G108 |  | 275000 | 10061 | SH |  | SOLE |  | 0 | 0 | 10061 |
| GILEAD SCIENCES INC | COM | 375558103 |  | 521000 | 4248 | SH |  | SOLE |  | 0 | 0 | 4248 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 1165000 | 1325 | SH |  | SOLE |  | 0 | 0 | 1325 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 200000 | 1086 | SH |  | SOLE |  | 0 | 0 | 1086 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 2758000 | 8558 | SH |  | SOLE |  | 0 | 0 | 8558 |
| KKR  CO INC | COM | 48251W104 |  | 897000 | 7039 | SH |  | SOLE |  | 0 | 0 | 7039 |
| KIMBERLY-CLARK CORP | COM | 494368103 |  | 252000 | 2500 | SH |  | SOLE |  | 0 | 0 | 2500 |
| LEMONADE INC | COM | 52567D107 |  | 2814000 | 39527 | SH |  | SOLE |  | 0 | 0 | 39527 |
| ELI LILLY  CO | COM | 532457108 |  | 2296000 | 2136 | SH |  | SOLE |  | 0 | 0 | 2136 |
| LOWES COS INC | COM | 548661107 |  | 369000 | 1531 | SH |  | SOLE |  | 0 | 0 | 1531 |
| MARVELL TECHNOLOGY INC | COM | 573874104 |  | 347000 | 4087 | SH |  | SOLE |  | 0 | 0 | 4087 |
| MICROSOFT CORP | COM | 594918104 |  | 14978000 | 30971 | SH |  | SOLE |  | 0 | 0 | 30971 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 14197000 | 76124 | SH |  | SOLE |  | 0 | 0 | 76124 |
| ORACLE CORP | COM | 68389X105 |  | 862000 | 4423 | SH |  | SOLE |  | 0 | 0 | 4423 |
| RTX CORPORATION | COM | 75513E101 |  | 244000 | 1331 | SH |  | SOLE |  | 0 | 0 | 1331 |
| SERVICENOW INC | COM | 81762P102 |  | 1028000 | 6712 | SH |  | SOLE |  | 0 | 0 | 6712 |
| SOFI TECHNOLOGIES INC | COM | 83406F102 |  | 341000 | 13020 | SH |  | SOLE |  | 0 | 0 | 13020 |
| SUN CMNTYS INC | COM | 866674104 |  | 247000 | 1992 | SH |  | SOLE |  | 0 | 0 | 1992 |
| TESLA INC | COM | 88160R101 |  | 2983000 | 6634 | SH |  | SOLE |  | 0 | 0 | 6634 |
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 |  | 268000 | 591 | SH |  | SOLE |  | 0 | 0 | 591 |
| VICI PPTYS INC | COM | 925652109 |  | 253000 | 8993 | SH |  | SOLE |  | 0 | 0 | 8993 |
| WALMART INC | COM | 931142103 |  | 5379000 | 48280 | SH |  | SOLE |  | 0 | 0 | 48280 |
| SALESFORCE INC | COM | 79466L302 |  | 1100000 | 4153 | SH |  | SOLE |  | 0 | 0 | 4153 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 515000 | 5530 | SH |  | SOLE |  | 0 | 0 | 5530 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 1278000 | 3873 | SH |  | SOLE |  | 0 | 0 | 3873 |
| COREWEAVE INC | COM CL A | 21873S108 |  | 291000 | 4061 | SH |  | SOLE |  | 0 | 0 | 4061 |
| OUTFRONT MEDIA INC | COM NEW | 69007J304 |  | 416000 | 17252 | SH |  | SOLE |  | 0 | 0 | 17252 |
| EPR PPTYS | COM SH BEN INT | 26884U109 |  | 310000 | 6218 | SH |  | SOLE |  | 0 | 0 | 6218 |
| SNOWFLAKE INC | COM SHS | 833445109 |  | 878000 | 4003 | SH |  | SOLE |  | 0 | 0 | 4003 |
| VANGUARD WORLD FD | CONSUM STP ETF | 92204A207 |  | 314000 | 1487 | SH |  | SOLE |  | 0 | 0 | 1487 |
| ISHARES TR | CONV BD ETF | 46435G102 |  | 1291000 | 13107 | SH |  | SOLE |  | 0 | 0 | 13107 |
| ISHARES TR | CORE HIGH DV ETF | 46429B663 |  | 425000 | 3495 | SH |  | SOLE |  | 0 | 0 | 3495 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 453000 | 3045 | SH |  | SOLE |  | 0 | 0 | 3045 |
| TIDAL TRUST II | DEF DLY TGT 2X L | 88636J253 |  | 70000 | 18229 | SH |  | SOLE |  | 0 | 0 | 18229 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 3804000 | 17309 | SH |  | SOLE |  | 0 | 0 | 17309 |
| VANECK ETF TRUST | DURABLE HGH DIV | 92189H102 |  | 2180000 | 64494 | SH |  | SOLE |  | 0 | 0 | 64494 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740F755 |  | 307000 | 8970 | SH |  | SOLE |  | 0 | 0 | 8970 |
| ISHARES TR | INDIA 50 ETF | 464289529 |  | 683000 | 13857 | SH |  | SOLE |  | 0 | 0 | 13857 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 393000 | 521 | SH |  | SOLE |  | 0 | 0 | 521 |
| VANECK ETF TRUST | MORNINGSTAR SMID | 92189H730 |  | 1615000 | 44601 | SH |  | SOLE |  | 0 | 0 | 44601 |
| VANECK ETF TRUST | MRNGSTR INT MOAT | 92189F593 |  | 293000 | 8000 | SH |  | SOLE |  | 0 | 0 | 8000 |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 |  | 9153000 | 88384 | SH |  | SOLE |  | 0 | 0 | 88384 |
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 |  | 535000 | 500 | SH |  | SOLE |  | 0 | 0 | 500 |
| FIRST TR EXCHANGE TRADED FD | NASD TECH DIV | 33738R118 |  | 6200000 | 64022 | SH |  | SOLE |  | 0 | 0 | 64022 |
| FIRST TR EXCHANGE TRADED FD | NASDAQ BK ETF | 33738R860 |  | 278000 | 7361 | SH |  | SOLE |  | 0 | 0 | 7361 |
| FIRST TR EXCHANGE TRADED FD | NASDQ ARTFCIAL | 33738R720 |  | 657000 | 12676 | SH |  | SOLE |  | 0 | 0 | 12676 |
| ALCON AG | ORD SHS | H01301128 |  | 299000 | 3789 | SH |  | SOLE |  | 0 | 0 | 3789 |
| ELASTIC N V | ORD SHS | N14506104 |  | 1446000 | 19169 | SH |  | SOLE |  | 0 | 0 | 19169 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 1646000 | 3478 | SH |  | SOLE |  | 0 | 0 | 3478 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 3756000 | 15256 | SH |  | SOLE |  | 0 | 0 | 15256 |
| FIRST TR EXCHANGE-TRADED FD | SHS | 337345102 |  | 1204000 | 5228 | SH |  | SOLE |  | 0 | 0 | 5228 |
| FIRST TR EXCHANGE-TRADED FD | SHS | 33734H106 |  | 1938000 | 42049 | SH |  | SOLE |  | 0 | 0 | 42049 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 |  | 2133000 | 42957 | SH |  | SOLE |  | 0 | 0 | 42957 |
| FIRST TR EXCHANGE-TRADED FD | SMID RISNG ETF | 33741X102 |  | 1162000 | 30319 | SH |  | SOLE |  | 0 | 0 | 30319 |
| ASCENDIS PHARMA A/S | SPONSORED ADR | 04351P101 |  | 309000 | 1451 | SH |  | SOLE |  | 0 | 0 | 1451 |
| NOVARTIS AG | SPONSORED ADR | 66987V109 |  | 462000 | 3352 | SH |  | SOLE |  | 0 | 0 | 3352 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 |  | 5309000 | 36221 | SH |  | SOLE |  | 0 | 0 | 36221 |
| SELECT SECTOR SPDR TR | STATE STREET ENE | 81369Y506 |  | 248000 | 5554 | SH |  | SOLE |  | 0 | 0 | 5554 |
| SELECT SECTOR SPDR TR | STATE STREET FIN | 81369Y605 |  | 990000 | 18073 | SH |  | SOLE |  | 0 | 0 | 18073 |
| SELECT SECTOR SPDR TR | STATE STREET HEA | 81369Y209 |  | 542000 | 3500 | SH |  | SOLE |  | 0 | 0 | 3500 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A359 |  | 1017000 | 11400 | SH |  | SOLE |  | 0 | 0 | 11400 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A870 |  | 1424000 | 11679 | SH |  | SOLE |  | 0 | 0 | 11679 |
| SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 |  | 1198000 | 8322 | SH |  | SOLE |  | 0 | 0 | 8322 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 1684000 | 5023 | SH |  | SOLE |  | 0 | 0 | 5023 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 4580000 | 6717 | SH |  | SOLE |  | 0 | 0 | 6717 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 4244000 | 6908 | SH |  | SOLE |  | 0 | 0 | 6908 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 448000 | 13720 | SH |  | SOLE |  | 0 | 0 | 13720 |
| SPDR S MIDCAP 400 ETF TR | UTSER1 S | 78467Y107 |  | 220000 | 365 | SH |  | SOLE |  | 0 | 0 | 365 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 276000 | 1446 | SH |  | SOLE |  | 0 | 0 | 1446 |

---