Pursue Wealth Partners Reports $164 Million in Holdings

The firm added 120 positions this quarter, with Raymond James named as an associated manager.

April 23, 2025

First Quarter Snapshot

Pursue Wealth Partners has released its Q1 2025 holdings, reporting $164.3 million in assets under management across 120 equity positions. The firm, based in Clayton, California, disclosed the details in its latest 13F report filed with the SEC.

These quarterly disclosures give institutional investors a way to stay transparent and compliant while offering the market a snapshot of portfolio composition and activity. For Pursue Wealth Partners, this snapshot reflects a consistent and active investment approach as of March 31.

The filing identifies Pursue as the primary reporting manager and includes Raymond James & Associates as an additional manager involved in overseeing some of the listed assets. While the document doesn't detail individual securities, the number of holdings suggests a well-spread allocation strategy across U.S.-listed equities.

Regulatory Assurance and Market Transparency

The report was signed by Yarenis Rodriguez, Chief Compliance Officer at the firm, who certified its accuracy and completeness—an essential component for meeting regulatory expectations and maintaining trust with stakeholders.

Institutional investors managing over $100 million in assets are required to file these reports each quarter. They serve as a critical tool for analysts and counterparties looking to understand where capital is flowing and how firms are positioning in the broader market.

This latest update from Pursue Wealth Partners shows a steady hand going into the second quarter. As filings like these roll out across the industry, investors get a clearer view of how firms are navigating current market conditions and setting their course for the months ahead.