# EDGAR Filing Document

**Accession Number:** 0001911091
**File Stem:** 0001951757-25-001324
**Filing Date:** 2025-11
**Character Count:** 14649
**Document Hash:** f479e4c70bf7ced0fd56b88eee21517a
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001951757-25-001324.hdr.sgml**: 20251107

**ACCESSION NUMBER**: 0001951757-25-001324

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251107

**DATE AS OF CHANGE**: 20251107

**EFFECTIVENESS DATE**: 20251107

**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:** 251460626

**BUSINESS ADDRESS:**
- **STREET 1:** 6024 MAIN STREET
- **CITY:** CLAYTON
- **STATE:** CA
- **ZIP:** 94517
- **BUSINESS PHONE:** (925) 276-0427

**MAIL ADDRESS:**
- **STREET 1:** 6024 MAIN STREET
- **CITY:** CLAYTON
- **STATE:** CA
- **ZIP:** 94517

**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:** 09-30-2025

**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:** 6024 MAIN STREET<br>CLAYTON, CA 94517

**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  Clayton, CA  11-07-2025<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:** 110

**Form 13F Information Table Value Total:** $182033673

      (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 |
| ABBVIE INC | COM | 00287Y109 |  | 302854 | 1308 | SH |  | SOLE |  | 0 | 0 | 1308 |
| ADVANCE AUTO PARTS INC | COM | 00751Y106 |  | 4031748 | 65664 | SH |  | SOLE |  | 0 | 0 | 65664 |
| ALCON AG | ORD SHS | H01301128 |  | 282318 | 3789 | SH |  | SOLE |  | 0 | 0 | 3789 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 |  | 6473753 | 36221 | SH |  | SOLE |  | 0 | 0 | 36221 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 5058584 | 20770 | SH |  | SOLE |  | 0 | 0 | 20770 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 1452522 | 5975 | SH |  | SOLE |  | 0 | 0 | 5975 |
| AMAZON COM INC | COM | 023135106 |  | 6051569 | 27561 | SH |  | SOLE |  | 0 | 0 | 27561 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 930048 | 2800 | SH |  | SOLE |  | 0 | 0 | 2800 |
| APPLE INC | COM | 037833100 |  | 5052902 | 19844 | SH |  | SOLE |  | 0 | 0 | 19844 |
| ASCENDIS PHARMA A/S | SPONSORED ADR | 04351P101 |  | 288473 | 1451 | SH |  | SOLE |  | 0 | 0 | 1451 |
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 |  | 484045 | 500 | SH |  | SOLE |  | 0 | 0 | 500 |
| AUTODESK INC | COM | 052769106 |  | 2567727 | 8083 | SH |  | SOLE |  | 0 | 0 | 8083 |
| BAKER HUGHES COMPANY | CL A | 05722G100 |  | 1773213 | 36396 | SH |  | SOLE |  | 0 | 0 | 36396 |
| BANK AMERICA CORP | COM | 060505104 |  | 981809 | 19031 | SH |  | SOLE |  | 0 | 0 | 19031 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 2405108 | 4784 | SH |  | SOLE |  | 0 | 0 | 4784 |
| BITMINE IMMERSION TECNOLOGIE | COM NEW | 09175A206 |  | 459996 | 8858 | SH |  | SOLE |  | 0 | 0 | 8858 |
| BLOCK INC | CL A | 852234103 |  | 2119318 | 29325 | SH |  | SOLE |  | 0 | 0 | 29325 |
| BROADCOM INC | COM | 11135F101 |  | 2464098 | 7469 | SH |  | SOLE |  | 0 | 0 | 7469 |
| CADENCE DESIGN SYSTEM INC | COM | 127387108 |  | 250800 | 714 | SH |  | SOLE |  | 0 | 0 | 714 |
| CATERPILLAR INC | COM | 149123101 |  | 763440 | 1600 | SH |  | SOLE |  | 0 | 0 | 1600 |
| CHEVRON CORP NEW | COM | 166764100 |  | 875881 | 5640 | SH |  | SOLE |  | 0 | 0 | 5640 |
| CISCO SYS INC | COM | 17275R102 |  | 409425 | 5984 | SH |  | SOLE |  | 0 | 0 | 5984 |
| COINBASE GLOBAL INC | COM CL A | 19260Q107 |  | 2080288 | 6164 | SH |  | SOLE |  | 0 | 0 | 6164 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 |  | 518943 | 1577 | SH |  | SOLE |  | 0 | 0 | 1577 |
| COREWEAVE INC | COM CL A | 21873S108 |  | 530841 | 3879 | SH |  | SOLE |  | 0 | 0 | 3879 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 543345 | 587 | SH |  | SOLE |  | 0 | 0 | 587 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 |  | 8529670 | 17394 | SH |  | SOLE |  | 0 | 0 | 17394 |
| CYTOMX THERAPEUTICS INC | COM | 23284F105 |  | 46229 | 14492 | SH |  | SOLE |  | 0 | 0 | 14492 |
| ELASTIC N V | ORD SHS | N14506104 |  | 700338 | 8289 | SH |  | SOLE |  | 0 | 0 | 8289 |
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 |  | 446658 | 26029 | SH |  | SOLE |  | 0 | 0 | 26029 |
| EPR PPTYS | COM SH BEN INT | 26884U109 |  | 360706 | 6218 | SH |  | SOLE |  | 0 | 0 | 6218 |
| ESSENTIAL PPTYS RLTY TR INC | COM | 29670E107 |  | 314266 | 10560 | SH |  | SOLE |  | 0 | 0 | 10560 |
| EXELIXIS INC | COM | 30161Q104 |  | 438689 | 10622 | SH |  | SOLE |  | 0 | 0 | 10622 |
| FIRST TR EXCHANGE TRADED FD | NASDAQ BK ETF | 33738R860 |  | 262109 | 7361 | SH |  | SOLE |  | 0 | 0 | 7361 |
| FIRST TR EXCHANGE TRADED FD | NASDQ ARTFCIAL | 33738R720 |  | 317340 | 6000 | SH |  | SOLE |  | 0 | 0 | 6000 |
| FIRST TR EXCHANGE TRADED FD | NASD TECH DIV | 33738R118 |  | 8036169 | 81511 | SH |  | SOLE |  | 0 | 0 | 81511 |
| FIRST TR EXCHANGE-TRADED ALP | COM SHS | 33735K108 |  | 239063 | 1488 | SH |  | SOLE |  | 0 | 0 | 1488 |
| FIRST TR EXCHANGE-TRADED FD | COM | 33734G108 |  | 282815 | 10061 | SH |  | SOLE |  | 0 | 0 | 10061 |
| FIRST TR EXCHANGE-TRADED FD | SHS | 33734H106 |  | 1944346 | 42049 | SH |  | SOLE |  | 0 | 0 | 42049 |
| FIRST TR EXCHANGE-TRADED FD | FT VEST S 500 | 33739Q705 |  | 783240 | 15884 | SH |  | SOLE |  | 0 | 0 | 15884 |
| FIRST TR EXCHANGE-TRADED FD | SHS | 337345102 |  | 1200401 | 5228 | SH |  | SOLE |  | 0 | 0 | 5228 |
| FIRST TR EXCHANGE-TRADED FD | SMID RISNG ETF | 33741X102 |  | 1152713 | 30319 | SH |  | SOLE |  | 0 | 0 | 30319 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740F755 |  | 299777 | 8970 | SH |  | SOLE |  | 0 | 0 | 8970 |
| GILEAD SCIENCES INC | COM | 375558103 |  | 471528 | 4248 | SH |  | SOLE |  | 0 | 0 | 4248 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 1055164 | 1325 | SH |  | SOLE |  | 0 | 0 | 1325 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 2757658 | 4593 | SH |  | SOLE |  | 0 | 0 | 4593 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 |  | 1725750 | 26550 | SH |  | SOLE |  | 0 | 0 | 26550 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 222555 | 2220 | SH |  | DFND | 1.0 | 0 | 2220 | 0 |
| ISHARES TR | CORE HIGH DV ETF | 46429B663 |  | 427963 | 3495 | SH |  | SOLE |  | 0 | 0 | 3495 |
| ISHARES TR | CONV BD ETF | 46435G102 |  | 1311355 | 13107 | SH |  | SOLE |  | 0 | 0 | 13107 |
| ISHARES TR | INDIA 50 ETF | 464289529 |  | 705321 | 13857 | SH |  | SOLE |  | 0 | 0 | 13857 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 443504 | 3045 | SH |  | SOLE |  | 0 | 0 | 3045 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 1628800 | 3477 | SH |  | SOLE |  | 0 | 0 | 3477 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 3605189 | 14900 | SH |  | SOLE |  | 0 | 0 | 14900 |
| ISHARES TR | 20 YR TR BD ETF | 464287432 |  | 1959516 | 21926 | SH |  | SOLE |  | 0 | 0 | 21926 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 2699450 | 8558 | SH |  | SOLE |  | 0 | 0 | 8558 |
| KIMBERLY-CLARK CORP | COM | 494368103 |  | 310850 | 2500 | SH |  | SOLE |  | 0 | 0 | 2500 |
| KKR  CO INC | COM | 48251W104 |  | 1469085 | 11305 | SH |  | SOLE |  | 0 | 0 | 11305 |
| KOLIBRI GLOBAL ENERGY INC | COM NEW | 50043K406 |  | 92962 | 16750 | SH |  | SOLE |  | 0 | 0 | 16750 |
| LOWES COS INC | COM | 548661107 |  | 384756 | 1531 | SH |  | SOLE |  | 0 | 0 | 1531 |
| LULULEMON ATHLETICA INC | COM | 550021109 |  | 1463474 | 8225 | SH |  | SOLE |  | 0 | 0 | 8225 |
| META PLATFORMS INC | CL A | 30303M102 |  | 3243070 | 4416 | SH |  | SOLE |  | 0 | 0 | 4416 |
| MICROSOFT CORP | COM | 594918104 |  | 10284933 | 19857 | SH |  | SOLE |  | 0 | 0 | 19857 |
| MONGODB INC | CL A | 60937P106 |  | 5801002 | 18690 | SH |  | SOLE |  | 0 | 0 | 18690 |
| NOVARTIS AG | SPONSORED ADR | 66987V109 |  | 429860 | 3352 | SH |  | SOLE |  | 0 | 0 | 3352 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 12392273 | 66418 | SH |  | SOLE |  | 0 | 0 | 66418 |
| ORACLE CORP | COM | 68389X105 |  | 456171 | 1622 | SH |  | SOLE |  | 0 | 0 | 1622 |
| OUTFRONT MEDIA INC | COM NEW | 69007J304 |  | 316057 | 17252 | SH |  | SOLE |  | 0 | 0 | 17252 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 285122 | 1563 | SH |  | SOLE |  | 0 | 0 | 1563 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 2191766 | 10764 | SH |  | SOLE |  | 0 | 0 | 10764 |
| PATTERSON-UTI ENERGY INC | COM | 703481101 |  | 241740 | 46668 | SH |  | SOLE |  | 0 | 0 | 46668 |
| RTX CORPORATION | COM | 75513E101 |  | 222716 | 1331 | SH |  | SOLE |  | 0 | 0 | 1331 |
| SALESFORCE INC | COM | 79466L302 |  | 1491192 | 6292 | SH |  | SOLE |  | 0 | 0 | 6292 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 437805 | 13720 | SH |  | SOLE |  | 0 | 0 | 13720 |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 |  | 248097 | 2777 | SH |  | SOLE |  | 0 | 0 | 2777 |
| SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 |  | 1727721 | 32072 | SH |  | SOLE |  | 0 | 0 | 32072 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 |  | 1172819 | 4161 | SH |  | SOLE |  | 0 | 0 | 4161 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 |  | 487095 | 3500 | SH |  | SOLE |  | 0 | 0 | 3500 |
| SERVICENOW INC | COM | 81762P102 |  | 286207 | 311 | SH |  | SOLE |  | 0 | 0 | 311 |
| SNOWFLAKE INC | COM SHS | 833445109 |  | 403960 | 1791 | SH |  | SOLE |  | 0 | 0 | 1791 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 5013671 | 7526 | SH |  | SOLE |  | 0 | 0 | 7526 |
| SPDR S MIDCAP 400 ETF TR | UTSER1 S | 78467Y107 |  | 217551 | 365 | SH |  | SOLE |  | 0 | 0 | 365 |
| SPDR SERIES TRUST | BBG CONV SEC ETF | 78464A359 |  | 1031700 | 11400 | SH |  | SOLE |  | 0 | 0 | 11400 |
| SPDR SERIES TRUST | S DIVID ETF | 78464A763 |  | 1420947 | 10146 | SH |  | SOLE |  | 0 | 0 | 10146 |
| SPDR SERIES TRUST | PRTFLO S HI | 78468R788 |  | 708268 | 16097 | SH |  | SOLE |  | 0 | 0 | 16097 |
| SPDR SERIES TRUST | S BIOTECH | 78464A870 |  | 1105507 | 11033 | SH |  | SOLE |  | 0 | 0 | 11033 |
| STRATEGY INC | CL A NEW | 594972408 |  | 773304 | 2400 | SH |  | SOLE |  | 0 | 0 | 2400 |
| SUN CMNTYS INC | COM | 866674104 |  | 256968 | 1992 | SH |  | SOLE |  | 0 | 0 | 1992 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 406646 | 1456 | SH |  | SOLE |  | 0 | 0 | 1456 |
| TESLA INC | COM | 88160R101 |  | 2949828 | 6633 | SH |  | SOLE |  | 0 | 0 | 6633 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 1337080 | 3872 | SH |  | SOLE |  | 0 | 0 | 3872 |
| UPSTART HLDGS INC | COM | 91680M107 |  | 392532 | 7727 | SH |  | SOLE |  | 0 | 0 | 7727 |
| VANECK ETF TRUST | DURABLE HGH DIV | 92189H102 |  | 2187753 | 64494 | SH |  | SOLE |  | 0 | 0 | 64494 |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 |  | 8718508 | 87968 | SH |  | SOLE |  | 0 | 0 | 87968 |
| VANECK ETF TRUST | MRNGSTR INT MOAT | 92189F593 |  | 296559 | 8000 | SH |  | SOLE |  | 0 | 0 | 8000 |
| VANECK ETF TRUST | MORNINGSTAR SMID | 92189H730 |  | 830634 | 23022 | SH |  | SOLE |  | 0 | 0 | 23022 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 2421514 | 3954 | SH |  | DFND | 1.0 | 0 | 832 | 3122 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 1647781 | 5021 | SH |  | SOLE |  | 0 | 0 | 5021 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 269665 | 1446 | SH |  | SOLE |  | 0 | 0 | 1446 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 287313 | 5738 | SH |  | SOLE |  | 0 | 0 | 5738 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 4102563 | 19012 | SH |  | SOLE |  | 0 | 0 | 19012 |
| VANGUARD WORLD FD | CONSUM STP ETF | 92204A207 |  | 317817 | 1487 | SH |  | SOLE |  | 0 | 0 | 1487 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 389055 | 521 | SH |  | SOLE |  | 0 | 0 | 521 |
| VEEVA SYS INC | CL A COM | 922475108 |  | 283014 | 950 | SH |  | SOLE |  | 0 | 0 | 950 |
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 |  | 231459 | 591 | SH |  | SOLE |  | 0 | 0 | 591 |
| VICI PPTYS INC | COM | 925652109 |  | 293262 | 8993 | SH |  | SOLE |  | 0 | 0 | 8993 |
| VISA INC | COM CL A | 92826C839 |  | 257059 | 753 | SH |  | SOLE |  | 0 | 0 | 753 |
| WALMART INC | COM | 931142103 |  | 3806727 | 36937 | SH |  | SOLE |  | 0 | 0 | 36937 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 463525 | 5530 | SH |  | SOLE |  | 0 | 0 | 5530 |
| WILLIAMS COS INC | COM | 969457100 |  | 253400 | 4000 | SH |  | SOLE |  | 0 | 0 | 4000 |

---