BigSur Wealth Management LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1659171
Institutional-grade research for retail investors
13F Reported Value
ⓘ$415.5M
Holdings
169
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
BigSur Wealth Management LLC disclosed 169 positions worth $415.5M in its Form 13F-HR for Q2 2026, led by $SPY (SPDR S&P 500 ETF TRUST) at 7.4% of the equity portfolio, followed by $BRK.A and $NVDA. During the quarter the fund opened 14 new positions and exited 8 — including a new stake in $HONA and a full exit from $WDC. The portfolio is most concentrated in Other (44.8% of disclosed assets). All figures are sourced directly from BigSur Wealth Management LLC’s Form 13F-HR filing with the SEC under CIK 1659171.
AI Fund Analysis
Concentrating
$SPY7.4% weight
Held 10 quarters
$BRK-A4.9% weight
Held 10 quarters
$NVDA3.8% weight
Held 10 quarters
VANGUARD INTL EQUITY INDEX
3.1% weight
Held 10 quarters
$JPM2.9% weight
Held 10 quarters
$MSFT4 quarters accumulating
$IVZ3 quarters accumulating
ISHARES TR - CORE S&P SCP
3 quarters accumulating
$GLD2 quarters accumulating
WISDOMTREE TR - EM EX ST-O
2 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyIndustrialsHealthcareConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- —
Quality
$30.8M41,135 sh - 64.5#634
Quality
$20.2M27 sh - 90.2#1
Quality
$15.9M79,531 sh VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF
—Quality
$13.0M146,390 sh- 35.6
Quality
$12.2M37,290 sh - 66.5
Quality
$11.3M33,150 sh ISHARES TR - RUSSELL 3000 ETF
—Quality
$10.7M25,200 sh- 80.2
Quality
$10.5M29,409 sh - —
Quality
$9.9M297,451 sh SELECT SECTOR SPDR TR - ST STR TECHN ETF
—Quality
$9.3M48,864 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR S&P 500 ETF TRUST$SPY | — | $30.8M | 41,135 |
 BERKSHIRE HATHAWAY INC$BRK.A | 64.5#634 | $20.2M | 27 |
| NVIDIA CORP$NVDA | 90.2#1 | $15.9M | 79,531 |
| VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF | — | $13.0M | 146,390 |
| JPMORGAN CHASE & CO$JPM | 35.6 | $12.2M | 37,290 |
 Palo Alto Networks Inc$PANW | 66.5 | $11.3M | 33,150 |
| ISHARES TR - RUSSELL 3000 ETF | — | $10.7M | 25,200 |
 Alphabet Inc.$GOOG | 80.2 | $10.5M | 29,409 |
 iShares Bitcoin Trust ETF$IBIT | — | $9.9M | 297,451 |
| SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $9.3M | 48,864 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of BigSur Wealth Management LLC's 169 positions.
Showing top 10 of 169 holdings.
Sector Allocation
Other
$186.0M
Financials
$89.6M
Technology
$87.4M
Industrials
$18.8M
Healthcare
$13.0M
Consumer Discretionary
$11.4M
Materials
$3.3M
Energy
$3.2M
Full Holdings — BigSur Wealth Management LLC (Q2 2026)
All 169 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $SPY | SPDR S&P 500 ETF TRUST | $30.8M | 7.4% | +5% | — |
| 2 | $BRK.A | BERKSHIRE HATHAWAY INC | $20.2M | 4.9% | +13% | 64.5 |
| 3 | $NVDA | NVIDIA CORP | $15.9M | 3.8% | +8% | 90.2 |
| 4 | — | VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF | $13.0M | 3.1% | -8% | — |
| 5 | $JPM | JPMORGAN CHASE & CO | $12.2M | 2.9% | +24% | 35.6 |
| 6 | $PANW | Palo Alto Networks Inc | $11.3M | 2.7% | -19% | 66.5 |
| 7 | — | ISHARES TR - RUSSELL 3000 ETF | $10.7M | 2.6% | +0% | — |
| 8 | $GOOG | Alphabet Inc. | $10.5M | 2.5% | +13% | 80.2 |
| 9 | $IBIT | iShares Bitcoin Trust ETF | $9.9M | 2.4% | +11% | — |
| 10 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $9.3M | 2.2% | +9% | — |
| 11 |  $AAPL | Apple Inc. | $7.7M | 1.9% | -1% | 76.1 |
| 12 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $7.6M | 1.8% | +10% | — |
| 13 |  $GEV | GE Vernova Inc. | $7.4M | 1.8% | +5% | 70.1 |
| 14 | — | J P MORGAN EXCHANGE TRADED F - BETABULDRS JAPAN | $7.3M | 1.8% | -1% | — |
| 15 | $IVZ | Invesco Ltd. | $7.1M | 1.7% | +4% | — |
| 16 |  $BRK.B | BERKSHIRE HATHAWAY INC | $6.4M | 1.6% | +10% | 64.5 |
| 17 |  $GOOGL | Alphabet Inc. | $6.2M | 1.5% | +7% | 80.2 |
| 18 | $GLD | SPDR GOLD TRUST | $5.9M | 1.4% | +12% | — |
| 19 |  $GS | GOLDMAN SACHS GROUP INC | $5.8M | 1.4% | +6% | — |
| 20 |  $GE | GENERAL ELECTRIC CO | $5.6M | 1.4% | -1% | 74.8 |
| 21 |  $BX | Blackstone Inc. | $5.4M | 1.3% | -10% | 68 |
| 22 | — | ISHARES TR - ESG OPTIMIZED | $4.9M | 1.2% | +0% | — |
| 23 |  $AMZN | AMAZON COM INC | $4.3M | 1.1% | +0% | 74.6 |
| 24 | — | ISHARES TR - US AER DEF ETF | $4.3M | 1.0% | -0% | — |
| 25 |  $RTX | RTX Corp | $4.0M | 1.0% | +0% | 70 |
| 26 |  $DHR | DANAHER CORP /DE/ | $3.8M | 0.9% | +84% | 63.9 |
| 27 | $MSFT | MICROSOFT CORP | $3.7M | 0.9% | +14% | 83.7 |
| 28 |  $MRK | Merck & Co., Inc. | $3.6M | 0.9% | -10% | 70.9 |
| 29 |  $UNH | UNITEDHEALTH GROUP INC | $3.6M | 0.9% | +30% | 66.8 |
| 30 | $IVZ | Invesco Ltd. | $3.6M | 0.9% | -3% | — |
| 31 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $3.5M | 0.8% | -2% | — |
| 32 |  $AVGO | Broadcom Inc. | $3.5M | 0.8% | +12% | 86.4 |
| 33 |  $META | Meta Platforms, Inc. | $3.4M | 0.8% | +0% | 80.9 |
| 34 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $3.3M | 0.8% | +1% | — |
| 35 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $3.3M | 0.8% | +0% | — |
| 36 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $3.2M | 0.8% | +0% | — |
| 37 |  $HON | HONEYWELL INTERNATIONAL INC | $3.0M | 0.7% | -24% | 65.7 |
| 38 |  $HONA | Honeywell Aerospace Inc. | $3.0M | 0.7% | NEW | — |
| 39 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $3.0M | 0.7% | +0% | — |
| 40 | — | ISHARES TR - RUS 1000 ETF | $2.9M | 0.7% | +0% | — |
| 41 | — | ISHARES TR - ESG MSCI KLD ETF | $2.8M | 0.7% | +0% | — |
| 42 | — | PACER FDS TR - DEVELOPED MRKT | $2.8M | 0.7% | +0% | — |
| 43 | — | ISHARES TR - GLOBAL 100 ETF | $2.7M | 0.7% | +296% | — |
| 44 | — | VANECK ETF TRUST - GOLD MINERS ETF | $2.7M | 0.6% | +0% | — |
| 45 | — | ISHARES TR - MSCI USA QLT FCT | $2.6M | 0.6% | +0% | — |
| 46 | — | ISHARES TR - S&P 500 VAL ETF | $2.6M | 0.6% | +35% | — |
| 47 |  $CTAS | CINTAS CORP | $2.6M | 0.6% | +5% | 76.3 |
| 48 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $2.6M | 0.6% | -17% | — |
| 49 | — | ISHARES TR - ESG AW MSCI EAFE | $2.4M | 0.6% | +0% | — |
| 50 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETF | $2.3M | 0.6% | -0% | — |
| 51 | — | ISHARES TR - RUS 1000 VAL ETF | $2.2M | 0.5% | -2% | — |
| 52 |  $BXSL | Blackstone Secured Lending Fund | $2.2M | 0.5% | -1% | — |
| 53 | — | WISDOMTREE TR - EM EX ST-OWNED | $2.2M | 0.5% | +493% | — |
| 54 | $IVZ | Invesco Ltd. | $2.1M | 0.5% | +44% | — |
| 55 | — | VANGUARD INTL EQUITY INDEX F - FTSE PACIFIC ETF | $2.1M | 0.5% | +0% | — |
| 56 |  $BABA | Alibaba Group Holding Ltd | $2.1M | 0.5% | +0% | — |
| 57 |  $FCX | FREEPORT-MCMORAN INC | $2.0M | 0.5% | +0% | 73.1 |
| 58 | — | ISHARES INC - MSCI GERMANY ETF | $2.0M | 0.5% | +0% | — |
| 59 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $1.9M | 0.5% | -1% | — |
| 60 | — | ISHARES TR - MSCI EAFE ETF | $1.9M | 0.5% | +0% | — |
| 61 | — | ISHARES TR - CORE S&P MCP ETF | $1.8M | 0.4% | +0% | — |
| 62 | — | ISHARES S&P 500 UCITS ETF DI - STOCK | $1.8M | 0.4% | +0% | — |
| 63 | — | GLOBAL X FDS - US INFR DEV ETF | $1.8M | 0.4% | +0% | — |
| 64 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.8M | 0.4% | +0% | 68.4 |
| 65 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $1.8M | 0.4% | +0% | — |
| 66 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $1.7M | 0.4% | +138% | — |
| 67 |  $HD | HOME DEPOT, INC. | $1.7M | 0.4% | -12% | 69.2 |
| 68 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $1.7M | 0.4% | +0% | — |
| 69 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.7M | 0.4% | -34% | 67 |
| 70 |  $GD | GENERAL DYNAMICS CORP | $1.7M | 0.4% | +0% | 73 |
| 71 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | $1.6M | 0.4% | +46% | — |
| 72 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $1.6M | 0.4% | +0% | — |
| 73 |  $LLY | ELI LILLY & Co | $1.6M | 0.4% | -13% | 89.3 |
| 74 |  $JNJ | JOHNSON & JOHNSON | $1.6M | 0.4% | +25% | 72.8 |
| 75 |  $LMT | LOCKHEED MARTIN CORP | $1.6M | 0.4% | -2% | 65 |
| 76 | — | VANECK ETF TRUST - OIL SERVICES ETF | $1.5M | 0.4% | -1% | — |
| 77 |  $V | VISA INC. | $1.5M | 0.4% | +0% | 83.5 |
| 78 |  $TKO | TKO Group Holdings, Inc. | $1.5M | 0.3% | +16% | 73.1 |
| 79 | — | ISHARES TR - RUSSELL 2000 ETF | $1.4M | 0.3% | +74% | — |
| 80 | — | VANGUARD WORLD FD - HEALTH CAR ETF | $1.4M | 0.3% | +0% | — |
| 81 | — | ISHARES TR - GLB INFRASTR ETF | $1.3M | 0.3% | +13% | — |
| 82 |  $WT | WisdomTree, Inc. | $1.3M | 0.3% | +314% | 62.9 |
| 83 |  $CPER | United States Commodity Index Funds Trust | $1.3M | 0.3% | +107% | — |
| 84 |  $XOM | EXXON MOBIL CORP | $1.3M | 0.3% | -26% | 61.8 |
| 85 | — | ISHARES INC - CORE MSCI EMKT | $1.3M | 0.3% | +24% | — |
| 86 | — | ISHARES TR - MSCI EMG MKT ETF | $1.3M | 0.3% | +0% | — |
| 87 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $1.2M | 0.3% | +0% | — |
| 88 | — | VANGUARD INDEX FDS - VALUE ETF | $1.2M | 0.3% | +250% | — |
| 89 | — | PACER FDS TR - US CASH COWS 100 | $1.2M | 0.3% | +0% | — |
| 90 | — | ISHARES TR - CORE S&P SCP ETF | $1.2M | 0.3% | +35% | — |
| 91 | — | BITMINE IMMERSION TECHS INC - COM NEW | $1.1M | 0.3% | -2% | — |
| 92 | — | ISHARES TR - MSCI CHINA ETF | $1.1M | 0.3% | -4% | — |
| 93 | — | ISHARES TR - ISHARES BIOTECH | $1.1M | 0.3% | -28% | — |
| 94 | — | ADVISORS INNER CIRCLE FD III - STRATEGAS MACRO | $1.1M | 0.3% | NEW | — |
| 95 |  $SLB | SLB LIMITED/NV | $1.1M | 0.3% | +0% | 63.2 |
| 96 | — | ISHARES TR - MSCI ACWI ETF | $1.0M | 0.3% | +1000% | — |
| 97 | — | J P MORGAN EXCHANGE TRADED F - JPMORGAN INTL VL | $1.0M | 0.3% | +0% | — |
| 98 | — | ISHARES INC - MSCI ISRAEL ETF | $1.0M | 0.2% | +180% | — |
| 99 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $1.0M | 0.2% | +0% | — |
| 100 |  $CSCO | CISCO SYSTEMS, INC. | $983,493 | 0.2% | -4% | 72.3 |
| 101 | — | ISHARES TR - MSCI INDIA ETF | $938,410 | 0.2% | +0% | — |
| 102 |  $NEM | NEWMONT Corp /DE/ | $934,000 | 0.2% | +0% | 88.3 |
| 103 | — | SELECT SECTOR SPDR TR - ST STR MATER ETF | $925,106 | 0.2% | +0% | — |
| 104 |  $SCHW | SCHWAB CHARLES CORP | $922,700 | 0.2% | +0% | 77.2 |
| 105 |  $BMY | BRISTOL MYERS SQUIBB CO | $875,824 | 0.2% | +0% | 70.1 |
| 106 |  $ROK | ROCKWELL AUTOMATION, INC | $823,813 | 0.2% | +0% | 68.2 |
| 107 |  $MCD | MCDONALDS CORP | $809,308 | 0.2% | +2% | 73.9 |
| 108 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $798,512 | 0.2% | -8% | — |
| 109 | $IVZ | Invesco Ltd. | $794,925 | 0.2% | -45% | — |
| 110 |  $NEE | NEXTERA ENERGY INC | $794,231 | 0.2% | +15% | 71.7 |
| 111 | — | SPDR SERIES TRUST - ST STR SP BIOT | $791,250 | 0.2% | +0% | — |
| 112 |  $TM | TOYOTA MOTOR CORP/ | $752,837 | 0.2% | +0% | — |
| 113 |  $BA | BOEING CO | $688,375 | 0.2% | -32% | 51.8 |
| 114 | — | PACER FDS TR - US SM CAP CA ETF | $662,991 | 0.2% | +0% | — |
| 115 |  $SLV | iShares Silver Trust | $641,640 | 0.1% | +0% | — |
| 116 | — | ISHARES TR - MSCI AC ASIA ETF | $627,676 | 0.1% | +0% | — |
| 117 | — | ISHARES TR - MSCI ACWI EX US | $570,825 | 0.1% | +0% | — |
| 118 |  $CRM | Salesforce, Inc. | $569,573 | 0.1% | -50% | 75.2 |
| 119 |  $WFC | WELLS FARGO & COMPANY/MN | $561,952 | 0.1% | +0% | — |
| 120 | $WT | WisdomTree, Inc. | $536,889 | 0.1% | -9% | 62.9 |
| 121 |  $SONY | Sony Group Corp | $520,056 | 0.1% | +0% | — |
| 122 |  $SHEL | Shell plc | $510,678 | 0.1% | +0% | — |
| 123 | — | BLACKROCK ETF TRUST - ISHA SYST AL ETF | $499,290 | 0.1% | NEW | — |
| 124 | $IVZ | Invesco Ltd. | $497,278 | 0.1% | NEW | — |
| 125 | — | PACER FDS TR - METAURUS CAP 400 | $483,574 | 0.1% | +0% | — |
| 126 |  $ABBV | AbbVie Inc. | $480,884 | 0.1% | +0% | 59.3 |
| 127 |  $ESTA | ESTABLISHMENT LABS HOLDINGS INC. | $479,678 | 0.1% | -72% | 26.7 |
| 128 | — | DBX ETF TR - XTRACK MSCI EURP | $461,061 | 0.1% | +0% | — |
| 129 |  $HCXY | Hercules Capital, Inc. | $417,905 | 0.1% | -10% | — |
| 130 |  $TSLA | Tesla, Inc. | $416,815 | 0.1% | +0% | 50.1 |
| 131 |  $PLTR | Palantir Technologies Inc. | $408,345 | 0.1% | +0% | 85.8 |
| 132 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $358,806 | 0.1% | NEW | — |
| 133 | — | INNOVATOR ETFS TRUST - US EQTY PWR BF | $353,801 | 0.1% | -2% | — |
| 134 |  $FDX | FEDEX CORP | $352,072 | 0.1% | +0% | 60.3 |
| 135 |  $CVX | CHEVRON CORP | $340,305 | 0.1% | -48% | 54.7 |
| 136 |  $CAT | CATERPILLAR INC | $330,119 | 0.1% | +0% | 67.8 |
| 137 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $305,586 | 0.1% | +0% | 60.5 |
| 138 |  $NFLX | NETFLIX INC | $285,600 | 0.1% | +0% | 86.7 |
| 139 |  $ASML | ASML HOLDING NV | $284,490 | 0.1% | NEW | — |
| 140 |  $MDT | Medtronic plc | $284,220 | 0.1% | +0% | — |
| 141 |  $LIN | LINDE PLC | $283,341 | 0.1% | -28% | — |
| 142 |  $KLAC | KLA CORP | $275,461 | 0.1% | NEW | 84.4 |
| 143 |  $STT | STATE STREET CORP | $274,720 | 0.1% | +0% | 61.5 |
| 144 |  $WCN | Waste Connections, Inc. | $258,036 | 0.1% | +6% | — |
| 145 |  $GEHC | GE HealthCare Technologies Inc. | $256,040 | 0.1% | +0% | 58.2 |
| 146 |  $AXP | AMERICAN EXPRESS CO | $251,658 | 0.1% | +0% | 73.2 |
| 147 |  $UNP | UNION PACIFIC CORP | $249,424 | 0.1% | -20% | 74 |
| 148 | — | LITMAN GREGORY FDS TR - IMGP DBI MAN ETF | $247,329 | 0.1% | NEW | — |
| 149 |  $IHG | INTERCONTINENTAL HOTELS GROUP PLC /NEW/ | $238,732 | 0.1% | NEW | — |
| 150 |  $SOLS | Solstice Advanced Materials Inc. | $232,752 | 0.1% | -1% | — |
| 151 | — | ISHARES INC - MSCI EMRG CHN | $229,152 | 0.1% | +0% | — |
| 152 |  $TXN | TEXAS INSTRUMENTS INC | $228,918 | 0.1% | NEW | 70.4 |
| 153 |  $DHI | HORTON D R INC /DE/ | $228,032 | 0.1% | NEW | 54.6 |
| 154 | — | AMERICAN BEACON SELECT FUNDS - GLG NAT RES ETF | $225,758 | 0.1% | NEW | — |
| 155 |  $AMAT | APPLIED MATERIALS INC /DE | $219,069 | 0.1% | NEW | 74.8 |
| 156 |  $APH | AMPHENOL CORP /DE/ | $218,241 | 0.1% | NEW | 80.5 |
| 157 |  $FIGR | Figure Technology Solutions, Inc. | $201,642 | 0.1% | -60% | — |
| 158 |  $DOV | DOVER Corp | $194,618 | 0.1% | +0% | 63.1 |
| 159 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $180,061 | 0.0% | -2% | — |
| 160 |  $DBRG | DigitalBridge Group, Inc. | $157,900 | 0.0% | NEW | 52.9 |
| 161 |  $ETHA | iShares Ethereum Trust ETF | $157,388 | 0.0% | +0% | — |
| 162 | — | ISHARES TR - US HLTHCARE ETF | $134,020 | 0.0% | +0% | — |
| 163 | — | SPDR SERIES TRUST - ST STR SP BANK | $131,324 | 0.0% | +0% | — |
| 164 | — | ISHARES INC - MSCI PAC JP ETF | $52,195 | 0.0% | +0% | — |
| 165 |  $MSTR | Strategy Inc | $43,465 | 0.0% | +0% | 25.4 |
| 166 | — | ISHARES TR - CHINA LG-CAP ETF | $31,590 | 0.0% | -93% | — |
| 167 | $WT | WisdomTree, Inc. | $31,234 | 0.0% | +0% | 62.9 |
| 168 | — | VANECK ETF TRUST - AGRIBUSINESS ETF | $27,720 | 0.0% | +0% | — |
| 169 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $8,181 | 0.0% | +0% | — |
New Positions (14)
$HONA Honeywell Aerospace Inc.$3.0M ADVISORS INNER CIRCLE FD III - STRATEGAS MACRO$1.1M
BLACKROCK ETF TRUST - ISHA SYST AL ETF$499,290
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$358,806$ASML ASML HOLDING NV$284,490$KLAC KLA CORP$275,461 LITMAN GREGORY FDS TR - IMGP DBI MAN ETF$247,329
$IHG INTERCONTINENTAL HOTELS GROUP PLC /NEW/$238,732$TXN TEXAS INSTRUMENTS INC$228,918$DHI HORTON D R INC /DE/$228,032 AMERICAN BEACON SELECT FUNDS - GLG NAT RES ETF$225,758
$AMAT APPLIED MATERIALS INC /DE$219,069$APH AMPHENOL CORP /DE/$218,241$DBRG DigitalBridge Group, Inc.$157,900
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