13F HOLDINGS REPORT
BigSur Wealth Management LLC
Quarter ended Q4 2025 · Filed January 27, 2026 · Accession 0001398344-26-001298
Total Value
$412.3M
Positions
161
Other Managers
0
Confidential Omitted
No
Holdings (161)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | SPY | 48,067 | $32.9M | 7.97% |
| 2 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 31 | $23.4M | 5.68% |
| 3 | VANGUARD INTL EQUITY INDEX F | 922042874 | 193,010 | $16.1M | 3.91% |
| 4 | NVIDIA CORPORATION | NVDA | 83,891 | $15.6M | 3.80% |
| 5 | ISHARES BITCOIN TRUST ETF | IBIT | 296,478 | $14.7M | 3.57% |
| 6 | ISHARES TR | 464287689 | 31,700 | $12.3M | 2.97% |
| 7 | JPMORGAN CHASE & CO. | VYLD | 36,576 | $11.8M | 2.86% |
| 8 | APPLE INC | AAPL | 35,458 | $9.6M | 2.34% |
| 9 | ALPHABET INC | GOOG | 27,336 | $8.6M | 2.08% |
| 10 | BLACKSTONE INC | BX | 51,587 | $8.0M | 1.93% |
| 11 | PALO ALTO NETWORKS INC | PANW | 43,160 | $8.0M | 1.93% |
| 12 | ALPHABET INC | GOOG | 24,215 | $7.6M | 1.84% |
| 13 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 14,284 | $7.2M | 1.74% |
| 14 | SELECT SECTOR SPDR TR | 81369Y209 | 46,299 | $7.2M | 1.74% |
| 15 | J P MORGAN EXCHANGE TRADED F | 46641Q217 | 103,955 | $6.9M | 1.66% |
| 16 | AMAZON COM INC | AMZN | 28,345 | $6.5M | 1.59% |
| 17 | SELECT SECTOR SPDR TR | 81369Y803 | 44,864 | $6.5M | 1.57% |
| 18 | GOLDMAN SACHS GROUP INC | GSCE | 6,259 | $5.5M | 1.33% |
| 19 | SPDR GOLD TR | GLD | 13,793 | $5.5M | 1.33% |
| 20 | GE VERNOVA INC | GEV | 7,853 | $5.1M | 1.24% |
| 21 | ISHARES TR | 464288760 | 22,957 | $4.9M | 1.20% |
| 22 | GE AEROSPACE | 369604301 | 15,437 | $4.8M | 1.15% |
| 23 | MERCK & CO INC | MRK | 43,050 | $4.6M | 1.11% |
| 24 | ISHARES TR | 464288802 | 32,000 | $4.5M | 1.08% |
| 25 | RTX CORPORATION | RTX | 24,024 | $4.4M | 1.07% |
| 26 | META PLATFORMS INC | META | 6,500 | $4.3M | 1.04% |
| 27 | HONEYWELL INTL INC | 438516106 | 20,598 | $4.0M | 0.97% |
| 28 | CINTAS CORP | CTAS | 21,355 | $4.0M | 0.97% |
| 29 | INVESCO EXCHANGE TRADED FD T | IVZ | 20,284 | $3.9M | 0.94% |
| 30 | SELECT SECTOR SPDR TR | 81369Y605 | 70,770 | $3.9M | 0.94% |
| 31 | MICROSOFT CORP | MSFT | 7,950 | $3.8M | 0.93% |
| 32 | INVESCO EXCHANGE TRADED FD T | IVZ | 33,229 | $3.4M | 0.83% |
| 33 | BLACKSTONE SECD LENDING FD | BX | 124,349 | $3.4M | 0.82% |
| 34 | BROADCOM INC | AVGO | 9,397 | $3.3M | 0.79% |
| 35 | SELECT SECTOR SPDR TR | 81369Y506 | 70,040 | $3.1M | 0.76% |
| 36 | ALIBABA GROUP HLDG LTD | BBAAY | 21,130 | $3.1M | 0.75% |
| 37 | VANECK ETF TRUST | 92189F106 | 35,400 | $3.0M | 0.74% |
| 38 | HOME DEPOT INC | HD | 8,597 | $3.0M | 0.72% |
| 39 | UNITEDHEALTH GROUP INC | UNH | 8,894 | $2.9M | 0.71% |
| 40 | SALESFORCE INC | CRM | 11,000 | $2.9M | 0.71% |
| 41 | SELECT SECTOR SPDR TR | 81369Y704 | 17,500 | $2.7M | 0.66% |
| 42 | VANGUARD INTL EQUITY INDEX F | 922042858 | 50,100 | $2.7M | 0.65% |
| 43 | COSTCO WHSL CORP NEW | 22160K105 | 3,092 | $2.7M | 0.65% |
| 44 | ISHARES TR | 464287598 | 12,395 | $2.6M | 0.63% |
| 45 | BITMINE IMMERSION TECNOLOGIE | 09175A206 | 95,600 | $2.6M | 0.63% |
| 46 | ISHARES TR | 464287465 | 26,938 | $2.6M | 0.63% |
| 47 | ISHARES TR | 464288570 | 20,000 | $2.6M | 0.63% |
| 48 | DANAHER CORPORATION | 235851102 | 11,115 | $2.5M | 0.62% |
| 49 | ISHARES INC | 464286806 | 59,180 | $2.5M | 0.61% |
| 50 | ELI LILLY & CO | LLY | 2,340 | $2.5M | 0.61% |
| 51 | ISHARES TR | 46432F339 | 12,000 | $2.4M | 0.58% |
| 52 | BANK AMERICA CORP | 060505104 | 40,850 | $2.2M | 0.54% |
| 53 | ISHARES TR | 46435G516 | 23,000 | $2.2M | 0.53% |
| 54 | ISHARES TR | 464287507 | 31,750 | $2.1M | 0.51% |
| 55 | LOCKHEED MARTIN CORP | LMT | 4,280 | $2.1M | 0.50% |
| 56 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 4,250 | $2.0M | 0.50% |
| 57 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 6,630 | $2.0M | 0.49% |
| 58 | PACER FDS TR | 69374H873 | 50,578 | $2.0M | 0.48% |
| 59 | ISHARES TR | 464287408 | 8,500 | $1.8M | 0.44% |
| 60 | ISHARES S&P 500 UCITS ETF DI | G49507208 | 24,570 | $1.7M | 0.41% |
| 61 | FREEPORT-MCMORAN INC | FCX | 32,500 | $1.7M | 0.40% |
| 62 | VANECK ETF TRUST | 92189H607 | 5,778 | $1.6M | 0.40% |
| 63 | AMERICAN CENTY ETF TR | 025072877 | 16,069 | $1.6M | 0.40% |
| 64 | VANGUARD WHITEHALL FDS | 921946794 | 18,171 | $1.6M | 0.40% |
| 65 | MCDONALDS CORP | MCD | 5,340 | $1.6M | 0.40% |
| 66 | VANGUARD INTL EQUITY INDEX F | 922042866 | 18,000 | $1.6M | 0.39% |
| 67 | EXXON MOBIL CORP | XOM | 13,355 | $1.6M | 0.39% |
| 68 | INVESCO QQQ TR | IVZ | 2,604 | $1.6M | 0.39% |
| 69 | GENERAL DYNAMICS CORP | GD | 4,700 | $1.6M | 0.38% |
| 70 | VANGUARD INDEX FDS | 922908611 | 7,466 | $1.6M | 0.38% |
| 71 | VANGUARD INDEX FDS | 922908769 | 4,653 | $1.6M | 0.38% |
| 72 | VISA INC | V | 4,310 | $1.5M | 0.37% |
| 73 | GLOBAL X FDS | 37954Y673 | 30,855 | $1.5M | 0.36% |
| 74 | ESTABLISHMENT LABS HLDGS INC | ESTA | 19,982 | $1.5M | 0.35% |
| 75 | ISHARES TR | 464287556 | 8,250 | $1.4M | 0.34% |
| 76 | ISHARES TR | 46429B671 | 22,820 | $1.4M | 0.33% |
| 77 | INVESCO EXCHANGE TRADED FD T | IVZ | 8,182 | $1.3M | 0.31% |
| 78 | PACER FDS TR | 69374H881 | 19,155 | $1.2M | 0.28% |
| 79 | JOHNSON & JOHNSON | JNJ | 5,608 | $1.2M | 0.28% |
| 80 | NEWMONT CORP | NEMCL | 11,400 | $1.1M | 0.28% |
| 81 | ISHARES TR | 464288372 | 17,750 | $1.1M | 0.26% |
| 82 | VANGUARD WORLD FD | 92204A504 | 3,700 | $1.1M | 0.26% |
| 83 | INVESCO EXCHANGE TRADED FD T | IVZ | 22,500 | $1.0M | 0.25% |
| 84 | BOEING CO | BA-PA | 4,680 | $1.0M | 0.25% |
| 85 | BLACKROCK ETF TRUST | BLK | 16,573 | $1.0M | 0.24% |
| 86 | ISHARES TR | 464287234 | 18,300 | $1.0M | 0.24% |
| 87 | SCHWAB CHARLES CORP | SCHW-PJ | 10,000 | $999,100 | 0.24% |
| 88 | TOYOTA MOTOR CORP | TOYOF | 4,470 | $956,848 | 0.23% |
| 89 | SELECT SECTOR SPDR TR | 81369Y100 | 20,820 | $944,187 | 0.23% |
| 90 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 1,919 | $924,218 | 0.22% |
| 91 | J P MORGAN EXCHANGE TRADED F | 46654Q757 | 11,250 | $903,133 | 0.22% |
| 92 | SLB LIMITED | SLB | 22,800 | $881,562 | 0.21% |
| 93 | VANGUARD TAX-MANAGED FDS | 921943858 | 14,100 | $880,827 | 0.21% |
| 94 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 16,200 | $873,828 | 0.21% |
| 95 | SPDR S&P MIDCAP 400 ETF TR | MDY | 1,440 | $871,868 | 0.21% |
| 96 | ISHARES INC | 46434G103 | 12,375 | $831,848 | 0.20% |
| 97 | AMERICAN EXPRESS CO | AXP | 2,153 | $796,502 | 0.19% |
| 98 | SPDR SERIES TRUST | 78464A870 | 6,500 | $792,545 | 0.19% |
| 99 | LISTED FDS TR | 53656G498 | 12,000 | $791,520 | 0.19% |
| 100 | UNION PAC CORP | UNP | 3,395 | $785,331 | 0.19% |
| 101 | ABBVIE INC | ABBV | 3,349 | $765,213 | 0.19% |
| 102 | UNITED STS COMMODITY INDEX F | UNTCW | 20,339 | $711,051 | 0.17% |
| 103 | WELLS FARGO CO NEW | 949746101 | 7,550 | $703,660 | 0.17% |
| 104 | ADOBE INC | ADBE | 2,000 | $699,980 | 0.17% |
| 105 | INNOVATOR ETFS TRUST | INHD | 16,000 | $699,494 | 0.17% |
| 106 | ISHARES TR | 464287655 | 2,700 | $664,632 | 0.16% |
| 107 | SONY GROUP CORP | SNEJF | 25,925 | $663,680 | 0.16% |
| 108 | INVESCO EXCHANGE TRADED FD T | IVZ | 4,900 | $658,169 | 0.16% |
| 109 | CISCO SYS INC | CSCO | 8,461 | $651,751 | 0.16% |
| 110 | ISHARES TR | 46429B598 | 12,000 | $648,600 | 0.16% |
| 111 | ROCKWELL AUTOMATION INC | ROK | 1,664 | $647,412 | 0.16% |
| 112 | PACER FDS TR | 69374H857 | 14,443 | $645,623 | 0.16% |
| 113 | ISHARES TR | 464287572 | 5,076 | $642,977 | 0.16% |
| 114 | NEXTERA ENERGY INC | NEE-PW | 7,883 | $632,847 | 0.15% |
| 115 | CHEVRON CORP NEW | CVX | 3,950 | $602,020 | 0.15% |
| 116 | APOLLO GLOBAL MGMT INC | 03769M106 | 4,000 | $579,040 | 0.14% |
| 117 | ISHARES TR | 464287184 | 14,575 | $558,077 | 0.14% |
| 118 | HERCULES CAPITAL INC | HCXY | 29,500 | $555,190 | 0.13% |
| 119 | ENERGY TRANSFER L P | ET-PI | 30,000 | $494,700 | 0.12% |
| 120 | ISHARES TR | 464288182 | 5,260 | $489,811 | 0.12% |
| 121 | SHELL PLC | RYDAF | 6,586 | $483,939 | 0.12% |
| 122 | TKO GROUP HOLDINGS INC | TKO | 2,250 | $470,250 | 0.11% |
| 123 | PACER FDS TR | 69374H436 | 11,000 | $469,222 | 0.11% |
| 124 | WISDOMTREE TR | WT | 10,000 | $462,900 | 0.11% |
| 125 | TESLA INC | TSLA | 991 | $445,673 | 0.11% |
| 126 | ISHARES TR | 464287804 | 3,565 | $428,442 | 0.10% |
| 127 | DBX ETF TR | 233051853 | 8,545 | $410,160 | 0.10% |
| 128 | MICRON TECHNOLOGY INC | MU | 1,300 | $371,183 | 0.09% |
| 129 | MEDTRONIC PLC | MDT | 3,600 | $348,372 | 0.08% |
| 130 | WESTERN DIGITAL CORP | WDC | 2,000 | $344,540 | 0.08% |
| 131 | NORTHROP GRUMMAN CORP | NOC | 600 | $342,126 | 0.08% |
| 132 | ISHARES INC | 464286632 | 3,000 | $330,090 | 0.08% |
| 133 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 4,000 | $328,080 | 0.08% |
| 134 | FEDEX CORP | FDX | 1,120 | $325,147 | 0.08% |
| 135 | LINDE PLC | LIN | 761 | $324,483 | 0.08% |
| 136 | EATON CORP PLC | ETN | 1,005 | $320,103 | 0.08% |
| 137 | VANGUARD INDEX FDS | 922908744 | 1,600 | $305,584 | 0.07% |
| 138 | WISDOMTREE TR | WT | 5,600 | $297,136 | 0.07% |
| 139 | ISHARES ETHEREUM TR | 46438R105 | 13,237 | $296,906 | 0.07% |
| 140 | QUALCOMM INC | QCOM | 1,700 | $290,785 | 0.07% |
| 141 | ORACLE CORP | ORCL-PD | 1,370 | $267,027 | 0.06% |
| 142 | GLOBAL X FDS | 37960A529 | 4,045 | $263,036 | 0.06% |
| 143 | ABBOTT LABS | ABLZF | 2,089 | $261,731 | 0.06% |
| 144 | D R HORTON INC | 23331A109 | 1,800 | $259,254 | 0.06% |
| 145 | SPDR INDEX SHS FDS | 78463X202 | 4,000 | $257,560 | 0.06% |
| 146 | NIKE INC | NKE | 4,000 | $256,480 | 0.06% |
| 147 | SOLSTICE ADVANCED MATLS INC | 83443Q103 | 5,149 | $250,138 | 0.06% |
| 148 | ASML HOLDING N V | ASMLF | 195 | $208,623 | 0.05% |
| 149 | INNOVATOR ETFS TRUST | INHD | 4,636 | $200,507 | 0.05% |
| 150 | SPDR SERIES TRUST | 78464A797 | 2,925 | $177,518 | 0.04% |
| 151 | VANGUARD INTL EQUITY INDEX F | 922042742 | 1,240 | $174,914 | 0.04% |
| 152 | INNOVATOR ETFS TRUST | INHD | 4,154 | $173,554 | 0.04% |
| 153 | ISHARES INC | 46434G764 | 2,240 | $162,803 | 0.04% |
| 154 | ISHARES TR | 464287762 | 2,000 | $130,200 | 0.03% |
| 155 | ISHARES TR | 464288257 | 600 | $84,894 | 0.02% |
| 156 | STRATEGY INC | STRK | 500 | $75,975 | 0.02% |
| 157 | ISHARES INC | 464286772 | 750 | $72,915 | 0.02% |
| 158 | INNOVATOR ETFS TRUST | INHD | 1,500 | $59,385 | 0.01% |
| 159 | ISHARES INC | 464286665 | 980 | $49,461 | 0.01% |
| 160 | WISDOMTREE TR | WT | 180 | $25,949 | 0.01% |
| 161 | VANECK ETF TRUST | 92189F700 | 350 | $25,477 | 0.01% |