BigSur Wealth Management LLC
Sector Allocation
- Other43.3%$183.0M
- Financials21.3%$89.9M
- Technology20.0%$84.5M
- Industrials6.2%$26.2M
- Healthcare3.8%$16.2M
- Consumer Discretionary2.9%$12.4M
- Materials0.9%$3.7M
- Energy0.9%$3.6M
- Communication Services0.4%$1.6M
- Consumer Staples0.4%$1.5M
AUM History
13fpro.ai/research/fund/bigsur-wealth-management-llc-1659171
Conviction and streaks
Stable · top 10 = 35.2%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
SPY
$30.6MBRK.A
$19.4MNVDA
$18.8MIBIT
$13.8MPANW
$13.1M- VANGUARD$12.7M
JPM
$12.2MGOOGL
$10.1M- SELECT$9.4M
AAPL
$8.8M- SELECT$8.7M
- ISHARES$8.1M
IVZ
$7.9M- J$7.1M
BRK.B
$6.9MGEV
$6.8MGOOG
$6.0M
SPCX$5.2MBX
$5.1MGS
$5.1M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/bigsur-wealth-management-llc-1659171
BigSur Wealth Management LLC 13F holdings — Q3 2026
$423.0M portfolio (+1.8% QoQ) · 166 holdings · Q3 2026 13F · top 10 are 35% of the stock portfolio
$30.6M
7.2% of stocks
-3%This quarter-1.1%Since filed11+ qtrsHeld$19.4M
4.6% of stocks
-4%This quarter—Since filed11+ qtrsHeld$18.8M
4.4% of stocks
+3%This quarter-4.6%Since filed11+ qtrsHeld$13.8M
3.3% of stocks
-2%This quarter-3.0%Since filed11+ qtrsHeld$13.1M
3.1% of stocks
-0.4%This quarter+1.2%Since filed11+ qtrsHeld- 6
VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF
$12.7M
3.0% of stocks
No changeThis quarter—Since filed—HeldAIQuality—Est. buy— $12.2M
2.9% of stocks
-1%This quarter+1.3%Since filed11+ qtrsHeld$10.1M
2.4% of stocks
-0.2%This quarter-9.3%Since filed11+ qtrsHeld- 9
SELECT SECTOR SPDR TR - ST STR TECHN ETF
$9.4M
2.2% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— $8.8M
2.1% of stocks
No changeThis quarter+1.7%Since filed11+ qtrsHeld
All holdings — BigSur Wealth Management LLC (Q3 2026)
166 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | SELECT SECTOR SPDR TR - ST STR CARE ETFetf/fund | — | $8.7M | 2.0% | 51K | +7% | — | — | 13F |
| 12 | — | ISHARES TR - RUSSELL 3000 ETFetf/fund | — | $8.1M | 1.9% | 19K | -25% | — | — | 13F |
| 13 | Invesco Ltd. | Financials | $7.9M | 1.9% | 38K | +15% | 11+ qtrs | — | 13F | |
| 14 | — | J P MORGAN EXCHANGE TRADED F - BETABULDRS JAPAN | — | $7.1M | 1.7% | 90K | -7% | — | — | 13F |
| 15 | BERKSHIRE HATHAWAY INC | Financials | $6.9M | 1.6% | 14K | +7% | 11+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | GE Vernova Inc. | Industrials | $6.8M | 1.6% | 7,186 | +14% | 10 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Alphabet Inc. | Technology | $6.0M | 1.4% | 18K | +0.5% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $5.2M | 1.2% | 34K | +1538% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F |
| 19 | Blackstone Inc. | Financials | $5.1M | 1.2% | 46K | — | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | GOLDMAN SACHS GROUP INC | Financials | $5.1M | 1.2% | 5,709 | — | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | MICROSOFT CORP | Technology | $5.1M | 1.2% | 10K | -0.4% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | ISHARES TR - ESG OPTIMIZEDetf/fund | — | $5.0M | 1.2% | 32K | — | — | — | 13F |
| 23 | SPDR GOLD TRUSTetf/fund | Financials | $4.8M | 1.1% | 13K | -21% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | GENERAL ELECTRIC CO | Industrials | $4.7M | 1.1% | 15K | — | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Meta Platforms, Inc. | Technology | $4.4M | 1.0% | 6,000 | — | 7 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $MRK | Merck & Co., Inc. | Healthcare | $4.1M | 1.0% | 28K | — | |||
| 27 | $AMZN | AMAZON COM INC | Consumer Discretionary | $4.0M | 1.0% | 16K | -11% | |||
| 28 | $RTX | RTX Corp | Industrials | $3.9M | 0.9% | 21K | -0.3% | |||
| 29 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $3.7M | 0.9% | 69K | +12% | |||
| 30 | — | ISHARES TR - US AER DEF ETF | — | $3.6M | 0.9% | 18K | — | |||
| 31 | $IVZ | Invesco Ltd. | Financials | $3.6M | 0.9% | 32K | — | |||
| 32 | $AVGO | Broadcom Inc. | Technology | $3.6M | 0.8% | 10K | +11% | |||
| 33 | $DHR | DANAHER CORP /DE/ | Healthcare | $3.4M | 0.8% | 15K | -23% | |||
| 34 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $3.3M | 0.8% | 7,307 | — | |||
| 35 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $3.2M | 0.8% | 8,694 | — | |||
| 36 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | — | $3.0M | 0.7% | 5,919 | -4% | |||
| 37 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $3.0M | 0.7% | 50K | — | |||
| 38 | — | ISHARES TR - RUS 1000 ETF | — | $3.0M | 0.7% | 7,100 | — | |||
| 39 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | — | $2.9M | 0.7% | 18K | — | |||
| 40 | $CTAS | CINTAS CORP | Consumer Discretionary | $2.9M | 0.7% | 15K | -0.8% | |||
| 41 | — | ISHARES TR - ESG MSCI KLD ETF | — | $2.9M | 0.7% | 20K | — | |||
| 42 | — | ISHARES TR - GLOBAL 100 ETF | — | $2.9M | 0.7% | 20K | — | |||
| 43 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $2.9M | 0.7% | 14K | — | |||
| 44 | — | PACER FDS TR - DEVELOPED MRKT | — | $2.8M | 0.7% | 66K | — | |||
| 45 | — | ISHARES TR - MSCI USA QLT FCT | — | $2.7M | 0.6% | 12K | — | |||
| 46 | — | ISHARES TR - S&P 500 VAL ETF | — | $2.6M | 0.6% | 12K | — | |||
| 47 | — | VANECK ETF TRUST - GOLD MINERS ETF | — | $2.5M | 0.6% | 29K | -19% | |||
| 48 | — | ISHARES TR - ESG AW MSCI EAFE | — | $2.4M | 0.6% | 23K | — | |||
| 49 | $FCX | FREEPORT-MCMORAN INC | Materials | $2.3M | 0.5% | 33K | — | |||
| 50 | $BABA | Alibaba Group Holding Ltd | Consumer Discretionary | $2.3M | 0.5% | 21K | — | |||
| 51 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETF | — | $2.3M | 0.5% | 22K | -6% | |||
| 52 | $BXSL | Blackstone Secured Lending Fund | Other | $2.2M | 0.5% | 90K | — | |||
| 53 | — | ISHARES TR - RUS 1000 VAL ETF | — | $2.2M | 0.5% | 8,980 | -2% | |||
| 54 | — | BITMINE IMMERSION TECHS INC - COM NEW | — | $2.2M | 0.5% | 84K | — | |||
| 55 | $HONA | Honeywell Aerospace Inc. | Industrials | $2.1M | 0.5% | 14K | — | |||
| 56 | — | WISDOMTREE TR - EM EX ST-OWNED | — | $2.1M | 0.5% | 45K | — | |||
| 57 | — | VANGUARD INTL EQUITY INDEX F - FTSE PACIFIC ETF | — | $2.1M | 0.5% | 18K | — | |||
| 58 | — | ISHARES INC - MSCI GERMANY ETF | — | $2.0M | 0.5% | 49K | — | |||
| 59 | $IVZ | Invesco Ltd. | Financials | $2.0M | 0.5% | 30K | -7% | |||
| 60 | — | ISHARES S&P 500 UCITS ETF DI - Equities | — | $1.9M | 0.5% | 25K | — | |||
| 61 | — | ISHARES TR - MSCI EAFE ETF | — | $1.9M | 0.4% | 18K | — | |||
| 62 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $1.8M | 0.4% | 30K | -38% | |||
| 63 | $MU | MICRON TECHNOLOGY INC | Technology | $1.8M | 0.4% | 1,700 | New | |||
| 64 | — | AMERICAN CENTY ETF TR - US SML CP VALU | — | $1.8M | 0.4% | 15K | +0.2% | |||
| 65 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $1.7M | 0.4% | 4,653 | — | |||
| 66 | — | VANGUARD INDEX FDS - MRNGSTR SML CP V | — | $1.7M | 0.4% | 7,466 | — | |||
| 67 | — | ISHARES TR - CORE S&P MCP ETF | — | $1.7M | 0.4% | 24K | — | |||
| 68 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | — | $1.7M | 0.4% | 24K | — | |||
| 69 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | — | $1.6M | 0.4% | 33K | — | |||
| 70 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.6M | 0.4% | 6,189 | -1% | |||
| 71 | — | GLOBAL X FDS - US INFR DEV ETF | — | $1.6M | 0.4% | 31K | — | |||
| 72 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.6M | 0.4% | 9,718 | +4% | |||
| 73 | — | J P MORGAN EXCHANGE TRADED F - JPMORGAN INTL VL | — | $1.6M | 0.4% | 17K | +47% | |||
| 74 | — | VANECK ETF TRUST - OIL SERVICES ETF | — | $1.6M | 0.4% | 4,155 | — | |||
| 75 | $GD | GENERAL DYNAMICS CORP | Industrials | $1.6M | 0.4% | 4,700 | — | |||
| 76 | $LLY | ELI LILLY & Co | Healthcare | $1.6M | 0.4% | 1,340 | — | |||
| 77 | $V | VISA INC. | Financials | $1.5M | 0.4% | 4,310 | — | |||
| 78 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.5M | 0.4% | 1,700 | -6% | |||
| 79 | $LMT | LOCKHEED MARTIN CORP | Industrials | $1.5M | 0.4% | 3,030 | -1% | |||
| 80 | — | ISHARES TR - CORE DIV GRWTH | — | $1.5M | 0.4% | 20K | New | |||
| 81 | — | VANGUARD WORLD FD - HEALTH CAR ETF | — | $1.5M | 0.3% | 4,700 | — | |||
| 82 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $1.5M | 0.3% | 27K | -16% | |||
| 83 | — | ISHARES TR - RUSSELL 2000 ETF | — | $1.4M | 0.3% | 5,150 | +10% | |||
| 84 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $1.4M | 0.3% | 4,890 | — | |||
| 85 | $TKO | TKO Group Holdings, Inc. | Communication Services | $1.3M | 0.3% | 7,250 | — | |||
| 86 | $WT | WisdomTree, Inc. | Financials | $1.3M | 0.3% | 23K | — | |||
| 87 | — | PACER FDS TR - US CASH COWS 100 | — | $1.3M | 0.3% | 19K | — | |||
| 88 | — | ISHARES TR - GLB INFRASTR ETF | — | $1.2M | 0.3% | 20K | — | |||
| 89 | — | ISHARES TR - MSCI EMG MKT ETF | — | $1.2M | 0.3% | 18K | — | |||
| 90 | — | ISHARES TR - ISHARES BIOTECH | — | $1.2M | 0.3% | 5,800 | — | |||
| 91 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETF | — | $1.2M | 0.3% | 5,600 | — | |||
| 92 | $NEM | NEWMONT Corp /DE/ | Materials | $1.2M | 0.3% | 10K | — | |||
| 93 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $1.1M | 0.3% | 1,740 | — | |||
| 94 | — | ISHARES TR - MSCI CHINA ETF | — | $1.1M | 0.3% | 22K | — | |||
| 95 | $SLB | SLB LIMITED/NV | Energy | $1.1M | 0.3% | 23K | — | |||
| 96 | — | SELECT SECTOR SPDR TR - ST STR MATER ETF | — | $1.1M | 0.3% | 23K | +26% | |||
| 97 | — | ISHARES TR - CORE S&P SCP ETF | — | $1.1M | 0.3% | 7,965 | — | |||
| 98 | — | ISHARES TR - MSCI ACWI ETF | — | $1.0M | 0.3% | 6,600 | — | |||
| 99 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $996K | 0.2% | 14K | — | |||
| 100 | $SCHW | SCHWAB CHARLES CORP | Financials | $977K | 0.2% | 10K | — | |||
| 101 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $948K | 0.2% | 15K | — | |||
| 102 | $CSCO | CISCO SYSTEMS, INC. | Technology | $916K | 0.2% | 8,512 | +2% | |||
| 103 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $803K | 0.2% | 1,084 | — | |||
| 104 | — | ISHARES TR - MSCI INDIA ETF | — | $794K | 0.2% | 17K | -11% | |||
| 105 | — | SPDR SERIES TRUST - ST STR SP BIOT | — | $788K | 0.2% | 5,000 | — | |||
| 106 | $CRM | Salesforce, Inc. | Technology | $763K | 0.2% | 3,317 | -8% | |||
| 107 | $TM | TOYOTA MOTOR CORP/ | Consumer Discretionary | $750K | 0.2% | 4,095 | -8% | |||
| 108 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | — | $750K | 0.2% | 16K | -58% | |||
| 109 | $ROK | ROCKWELL AUTOMATION, INC | Industrials | $724K | 0.2% | 1,664 | — | |||
| 110 | — | ISHARES INC - CORE MSCI EMKT | — | $702K | 0.2% | 8,655 | -44% | |||
| 111 | — | PACER FDS TR - US SM CAP CA ETF | — | $698K | 0.2% | 13K | — | |||
| 112 | $IVZ | Invesco Ltd. | Financials | $696K | 0.2% | 4,500 | — | |||
| 113 | $MCD | MCDONALDS CORP | Consumer Discretionary | $677K | 0.2% | 2,933 | -2% | |||
| 114 | $CPER | United States Commodity Index Funds Trust | Financials | $670K | 0.2% | 17K | -52% | |||
| 115 | $PLTR | Palantir Technologies Inc. | Technology | $655K | 0.1% | 3,500 | — | |||
| 116 | — | ISHARES TR - MSCI AC ASIA ETF | — | $612K | 0.1% | 5,260 | — | |||
| 117 | $SONY | Sony Group Corp | Technology | $610K | 0.1% | 26K | — | |||
| 118 | $BA | BOEING CO | Industrials | $592K | 0.1% | 3,180 | — | |||
| 119 | — | ISHARES TR - MSCI ACWI EX US | — | $567K | 0.1% | 7,500 | — | |||
| 120 | $SHEL | Shell plc | Energy | $550K | 0.1% | 5,786 | -12% | |||
| 121 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $544K | 0.1% | 6,800 | — | |||
| 122 | — | BLACKROCK ETF TRUST - ISHA SYST AL ETF | — | $532K | 0.1% | 18K | — | |||
| 123 | $WT | WisdomTree, Inc. | Financials | $511K | 0.1% | 13K | — | |||
| 124 | $ABBV | AbbVie Inc. | Healthcare | $500K | 0.1% | 1,911 | — | |||
| 125 | — | PACER FDS TR - METAURUS CAP 400 | — | $479K | 0.1% | 10K | -2% | |||
| 126 | $MS | MORGAN STANLEY | Financials | $462K | 0.1% | 2,459 | New | |||
| 127 | $SKHY | SK hynix Inc. | Technology | $460K | 0.1% | 2,500 | New | |||
| 128 | — | DBX ETF TR - XTRACK MSCI EURP | — | $456K | 0.1% | 8,545 | — | |||
| 129 | $HCXY | Hercules Capital, Inc. | Other | $442K | 0.1% | 26K | -0.8% | |||
| 130 | $EQPT | EquipmentShare.com Inc | Industrials | $434K | 0.1% | 25K | New | |||
| 131 | $CVX | CHEVRON CORP | Energy | $399K | 0.1% | 1,953 | -5% | |||
| 132 | — | INNOVATOR ETFS TRUST - US EQTY PWR BF | — | $390K | 0.1% | 8,357 | +8% | |||
| 133 | — | ISHARES INC - MSCI ISRAEL ETF | — | $364K | 0.1% | 3,000 | -64% | |||
| 134 | $ESTA | ESTABLISHMENT LABS HOLDINGS INC. | Healthcare | $359K | 0.1% | 5,590 | — | |||
| 135 | $TSLA | Tesla, Inc. | Consumer Discretionary | $352K | 0.1% | 991 | — | |||
| 136 | $SLV | iShares Silver Trust | Financials | $327K | 0.1% | 6,000 | -50% | |||
| 137 | $FDX | FEDEX CORP | Industrials | $321K | 0.1% | 1,120 | — | |||
| 138 | $MDT | Medtronic plc | Healthcare | $313K | 0.1% | 3,600 | — | |||
| 139 | — | ISHARES INC - MSCI JAPAN ETF | — | $302K | 0.1% | 3,100 | New | |||
| 140 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $290K | 0.1% | 600 | — | |||
| 141 | $NFLX | NETFLIX INC | Communication Services | $278K | 0.1% | 4,000 | — | |||
| 142 | $ETHA | iShares Ethereum Trust ETF | Financials | $266K | 0.1% | 13K | — | |||
| 143 | — | IM GLOBAL PARTNER FUNDS - IMGP DBI MAN ETF | — | $263K | 0.1% | 8,080 | — | |||
| 144 | $GEHC | GE HealthCare Technologies Inc. | Healthcare | $261K | 0.1% | 4,000 | — | |||
| 145 | $LIN | LINDE PLC | Materials | $259K | 0.1% | 546 | — | |||
| 146 | $CAT | CATERPILLAR INC | Industrials | $251K | 0.1% | 310 | — | |||
| 147 | $TXN | TEXAS INSTRUMENTS INC | Technology | $247K | 0.1% | 881 | +15% | |||
| 148 | $ASML | ASML HOLDING NV | Technology | $243K | 0.1% | 134 | -6% | |||
| 149 | $WCN | Waste Connections, Inc. | Utilities | $238K | 0.1% | 1,548 | — | |||
| 150 | — | VANECK ETF TRUST - NATURAL RESOURC | — | $237K | 0.1% | 3,240 | New |
What changed in Q3 2026
Against the previous quarter's 13F: 9 new, 18 added to, 40 trimmed, 11 sold out. Share-count changes; largest moves by dollar size first.
New positions (9)
$MUMICRON TECHNOLOGY INC$1.8M
first bought this quarter
- ISHARES TR - CORE DIV GRWTH$1.5M
first bought this quarter
$MSMORGAN STANLEY$462K
first bought this quarter
$SKHYSK hynix Inc.$460K
first bought this quarter
$EQPTEquipmentShare.com Inc$434K
first bought this quarter
- ISHARES INC - MSCI JAPAN ETF$302K
first bought this quarter
+3 more in the Excel export
Added to (18)
- $SPCXSPACE EXPLORATION TECHNOLOGIES CORP+1538%
now $5.2M · held 2 qtrs, 2 adds in a row
now $7.9M · held 11+ qtrs
now $6.8M · held 10 qtrs, 2 adds in a row
now $18.8M · held 11+ qtrs, 2 adds in a row
- SELECT SECTOR SPDR TR - ST STR CARE ETF+7%
now $8.7M
- J P MORGAN EXCHANGE TRADED F - JPMORGAN INTL VL+47%
now $1.6M
+12 more in the Excel export
Trimmed (40)
- ISHARES TR - RUSSELL 3000 ETF-25%
now $8.1M
$GLDSPDR GOLD TRUST-21%
now $4.8M · held 11+ qtrs
- SELECT SECTOR SPDR TR - ST STR ENERG ETF-38%
now $1.8M
$DHRDANAHER CORP /DE/-23%
now $3.4M · held 11+ qtrs
now $30.6M · held 11+ qtrs
now $19.4M · held 11+ qtrs
+34 more in the Excel export
Holdings by quarter
Every 13F BigSur Wealth Management LLC has filed, 39 earlier quarters. Pick one to see what it held then.
Is it too late to follow BigSur Wealth Management?
Q3 2026 13F filed with the SEC on Oct 13, 2026. Prices are closing prices as of Oct 27, 2026.
Average quality of BigSur Wealth Management's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)
Top 10 since filing
-1.9%
Value-weighted move of the 10 largest stock positions
Turnover
4%
Last quarter; 14% over the last 4
Top 10 weight
35%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
95%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
BigSur Wealth Management LLC disclosed 166 positions worth $423.0M in its Form 13F-HR for Q3 2026, led by $SPY (SPDR S&P 500 ETF TRUST) at 7.2% of the equity portfolio, followed by $BRK.A and $NVDA. During the quarter the fund opened 9 new positions and exited 11 — including a new stake in $MU. The portfolio is most concentrated in Other (43.3% of disclosed assets). All figures are sourced directly from BigSur Wealth Management LLC’s Form 13F-HR filing with the SEC under CIK 1659171.
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AI-Powered Hedge Fund Analysis: BigSur Wealth Management LLC
13F Pro is an AI hedge fund tracker and stock research platform. For BigSur Wealth Management LLC (SEC CIK: 1659171), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in BigSur Wealth Management LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.