Pursue Wealth Discloses $182M Portfolio

The firm’s latest SEC report shows 110 distinct positions and a relationship with Raymond James & Associates.

November 10, 2025

Q3 Update Spotlights Firm’s Equity Strategy

Pursue Wealth Partners LLC recently filed its third-quarter equity holdings report, providing a detailed look at how the California-based investment manager is allocating capital. As of September 30, 2025, the firm reported managing $182 million in equity assets across 110 positions—an update that gives clients and the market a clear view into its approach to portfolio construction and manager relationships.

The report is signed by Yarenis Rodriguez, the firm’s Chief Compliance Officer, who submitted the document to the SEC on November 7. It’s a standard 13F Holdings Report, meaning the filing includes all relevant equity holdings Pursue Wealth is required to disclose.

A key detail: Pursue Wealth isn’t operating in a vacuum. The firm lists Raymond James & Associates, Inc. as an additional manager involved, indicating a likely collaboration or sub-advisory role. This structure isn’t uncommon—it often reflects a desire to combine in-house investment oversight with the reach or execution support of a larger platform. That can be especially useful for firms looking to scale their exposure or access specific market segments more efficiently.

Diversification and Structure Signal Firm Direction

With 110 separate equity positions, the portfolio suggests a diversified strategy that spans multiple sectors and company sizes. And while the filing doesn’t break out individual positions in this summary, the total assets under management place Pursue Wealth among mid-sized managers—likely serving high-net-worth individuals or smaller institutional accounts.

There were no amendments or corrections in this filing, so the numbers represent the firm’s direct snapshot of its holdings at quarter-end. That consistency points to a streamlined reporting process and a clear internal view of portfolio data.

Ultimately, this report does more than just meet a compliance requirement—it opens a window into Pursue Wealth’s operational structure and investment direction. With a balance of internal decision-making and strategic partnerships, the firm appears to be positioning itself to serve clients with both breadth and agility.