Institutional Manager · CIK 0001659171
BigSur Wealth Management LLC
MIAMI, FL · File #028-17671
Latest AUM
$412.3M
Positions
161
Top-10 Concentration
47.8%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025161 pos · $412.3M
- 13F HOLDINGS REPORTQ/E Sep 2025159 pos · $408.3M
- 13F HOLDINGS REPORTQ/E Jun 2025155 pos · $396.1M
- 13F HOLDINGS REPORTQ/E Mar 2025154 pos · $369.2M
- 13F HOLDINGS REPORTQ/E Dec 2024154 pos · $349.9M
- 13F HOLDINGS REPORTQ/E Sep 2024163 pos · $363.0M
- 13F HOLDINGS REPORTQ/E Jun 2024155 pos · $326.6M
- 13F HOLDINGS REPORTQ/E Mar 2024150 pos · $319.1M
- 13F HOLDINGS REPORTQ/E Dec 2023116 pos · $198.4M
- 13F HOLDINGS REPORTQ/E Sep 2023122 pos · $209.2M
- 13F HOLDINGS REPORTQ/E Jun 2023127 pos · $213.1M
- 13F HOLDINGS REPORTQ/E Mar 2023126 pos · $207.5M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | SPY | 48,067 | $32.9M | 10.27% |
| 2 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 31 | $23.4M | 7.31% |
| 3 | VANGUARD INTL EQUITY INDEX F | 922042874 | 193,010 | $16.1M | 5.04% |
| 4 | NVIDIA CORPORATION | NVDA | 83,891 | $15.6M | 4.89% |
| 5 | ISHARES BITCOIN TRUST ETF | IBIT | 296,478 | $14.7M | 4.60% |
| 6 | ISHARES TR | 464287689 | 31,700 | $12.3M | 3.83% |
| 7 | JPMORGAN CHASE & CO. | VYLD | 36,576 | $11.8M | 3.68% |
| 8 | APPLE INC | AAPL | 35,458 | $9.6M | 3.01% |
| 9 | ALPHABET INC | GOOG | 27,336 | $8.6M | 2.67% |
| 10 | BLACKSTONE INC | BX | 51,587 | $8.0M | 2.48% |
| 11 | PALO ALTO NETWORKS INC | PANW | 43,160 | $8.0M | 2.48% |
| 12 | ALPHABET INC | GOOG | 24,215 | $7.6M | 2.37% |
| 13 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 14,284 | $7.2M | 2.24% |
| 14 | SELECT SECTOR SPDR TR | 81369Y209 | 46,299 | $7.2M | 2.24% |
| 15 | J P MORGAN EXCHANGE TRADED F | 46641Q217 | 103,955 | $6.9M | 2.14% |
| 16 | AMAZON COM INC | AMZN | 28,345 | $6.5M | 2.04% |
| 17 | SELECT SECTOR SPDR TR | 81369Y803 | 44,864 | $6.5M | 2.02% |
| 18 | GOLDMAN SACHS GROUP INC | GSCE | 6,259 | $5.5M | 1.72% |
| 19 | SPDR GOLD TR | GLD | 13,793 | $5.5M | 1.71% |
| 20 | GE VERNOVA INC | GEV | 7,853 | $5.1M | 1.60% |