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

Portfolio Value Over Time

2024-03

2024-06

2024-09

2024-12

2025-03

2025-06

2025-09

2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

Action	Issuer	Ticker / CUSIP	Δ Shares	Flow ($)	Price Effect
REDUCE	SPDR S&P 500 ETF TR	SPY	-4,487	-$3.1M	+$844,676
ADD	SELECT SECTOR SPDR TR	81369Y803	+17,732	+$2.6M	-$3.7M
ADD	BITMINE IMMERSION TECNOLOGIE	09175A206	+90,100	+$2.4M	-$136,290
ADD	ISHARES BITCOIN TRUST ETF	IBIT	+34,995	+$1.7M	-$4.0M
ADD	SELECT SECTOR SPDR TR	81369Y506	+32,585	+$1.5M	-$1.7M
ADD	SELECT SECTOR SPDR TR	81369Y209	+7,939	+$1.2M	+$599,567
REDUCE	ALPHABET INC	GOOG	-3,700	-$1.2M	+$2.2M
ADD	SPDR DOW JONES INDL AVERAGE	78467X109	+2,331	+$1.1M	+$31,773
REDUCE	BLACKROCK ETF TRUST	BLK	-16,000	-$972,960	+$52,442
ADD	INVESCO EXCHANGE TRADED FD T	IVZ	+5,000	+$957,800	+$28,428

Sector Allocation

11.1%$45.6M

6.6%$27.3M

4.8%$19.6M

3.4%$14.1M

Consumer Discretionary

2.9%$11.8M

Communication Services

1.1%$4.8M

Materials

0.8%$3.1M

Energy

0.7%$3.1M

Filing History

Jan 27, 202613F HOLDINGS REPORTQ/E Dec 2025161 pos · $412.3M
Oct 14, 202513F HOLDINGS REPORTQ/E Sep 2025159 pos · $408.3M
Jul 15, 202513F HOLDINGS REPORTQ/E Jun 2025155 pos · $396.1M
Apr 16, 202513F HOLDINGS REPORTQ/E Mar 2025154 pos · $369.2M
Jan 16, 202513F HOLDINGS REPORTQ/E Dec 2024154 pos · $349.9M
Oct 16, 202413F HOLDINGS REPORTQ/E Sep 2024163 pos · $363.0M
Jul 22, 202413F HOLDINGS REPORTQ/E Jun 2024155 pos · $326.6M
May 22, 202413F HOLDINGS REPORTQ/E Mar 2024150 pos · $319.1M
Nov 13, 202313F HOLDINGS REPORTQ/E Dec 2023116 pos · $198.4M

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%