What does BigSur Wealth Management LLC hold?

BigSur Wealth Management LLC's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include SPY, BRK.A, NVDA. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1659171.

What is BigSur Wealth Management LLC's AUM?

BigSur Wealth Management LLC reported approximately $423.0M in 13F-reportable AUM as of 2026-09-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $1.3B in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source BigSur Wealth Management LLC's holdings?

All BigSur Wealth Management LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1659171. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is BigSur Wealth Management LLC's 13F data updated on 13F Pro?

BigSur Wealth Management LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

BigSur Wealth Management LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1659171

Institutional-grade research for retail investors

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.

$SPYConviction hold7.2% weight · held 11 quarters

$BRK-AConviction hold4.6% weight · held 11 quarters

$NVDAConviction hold4.4% weight · held 11 quarters

$IBITConviction hold3.3% weight · held 11 quarters

$PANWConviction hold3.1% weight · held 11 quarters

$IVZAccumulating+149% shares · 4 quarters running

$NVDAAccumulating+12% shares · 2 quarters running

$Accumulating+18% shares · 2 quarters running

$BRK-AAccumulating+18% shares · 2 quarters running

$GEVAccumulating+20% shares · 2 quarters running

$ASMLTrimming-61% shares · 4 quarters running

$PANWTrimming-24% shares · 3 quarters running

$Trimming-14% shares · 3 quarters running

$Trimming-28% shares · 3 quarters running

$Trimming-57% shares · 3 quarters running

Largest positions — Q3 2026

SPY
$30.6M
BRK.A
$19.4M
NVDA
$18.8M
IBIT
$13.8M
PANW
$13.1M
VANGUARD
$12.7M
JPM
$12.2M
GOOGL
$10.1M
SELECT
$9.4M
AAPL
$8.8M
SELECT
$8.7M
ISHARES
$8.1M
IVZ
$7.9M
J
$7.1M
BRK.B
$6.9M
GEV
$6.8M
GOOG
$6.0M
SPCX
$5.2M
BX
$5.1M
GS
$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

1
SPDR S&P 500 ETF TRUST
$SPY
$30.6M
7.2% of stocks
-3%This quarter—Since Q-end—Held
AIQuality—Est. buy—
2
BERKSHIRE HATHAWAY INC
$BRK.A
$19.4M
4.6% of stocks
-4%This quarter—Since Q-end—Held
AIQuality73.4#124Est. buy—
3
NVIDIA CORP
$NVDA
$18.8M
4.4% of stocks
+3%This quarter—Since Q-end—Held
AIQuality86.0#3Est. buy—
4
iShares Bitcoin Trust ETF
$IBIT
$13.8M
3.3% of stocks
-2%This quarter—Since Q-end—Held
AIQuality—Est. buy—
5
Palo Alto Networks Inc
$PANW
$13.1M
3.1% of stocks
-0.4%This quarter—Since Q-end—Held
AIQuality65.5#471Est. buy—
6
VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF
$12.7M
3.0% of stocks
No changeThis quarter—Since Q-end—Held
AIQuality—Est. buy—
7
JPMORGAN CHASE & CO
$JPM
$12.2M
2.9% of stocks
-1%This quarter—Since Q-end—Held
AIQualityAI quality score is Pro: unlock with a free trialEst. buy—
8
Alphabet Inc.
$GOOGL
$10.1M
2.4% of stocks
-0.2%This quarter—Since Q-end—Held
AIQualityAI quality score is Pro: unlock with a free trialEst. buy—
9
SELECT SECTOR SPDR TR - ST STR TECHN ETF
$9.4M
2.2% of stocks
-2%This quarter—Since Q-end—Held
AIQuality—Est. buy—
10
Apple Inc.
$AAPL
$8.8M
2.1% of stocks
No changeThis quarter—Since Q-end—Held
AIQualityAI quality score is Pro: unlock with a free trialEst. buy—

#	Company	Value	Weight	This quarter	Since Q-end	Held	AI quality	Est. buy
1	SPDR S&P 500 ETF TRUST$SPY	$30.6M	7.2%	-3%	—	—	—	—
2	BERKSHIRE HATHAWAY INC$BRK.A	$19.4M	4.6%	-4%	—	—	73.4#124	—
3	NVIDIA CORP$NVDA	$18.8M	4.4%	+3%	—	—	86.0#3	—
4	iShares Bitcoin Trust ETF$IBIT	$13.8M	3.3%	-2%	—	—	—	—
5	Palo Alto Networks Inc$PANW	$13.1M	3.1%	-0.4%	—	—	65.5#471	—
6	VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF	$12.7M	3.0%	No change	—	—	—	—
7	JPMORGAN CHASE & CO$JPM	$12.2M	2.9%	-1%	—	—	AI quality score is Pro: unlock with a free trial	—
8	Alphabet Inc.$GOOGL	$10.1M	2.4%	-0.2%	—	—	AI quality score is Pro: unlock with a free trial	—
9	SELECT SECTOR SPDR TR - ST STR TECHN ETF	$9.4M	2.2%	-2%	—	—	—	—
10	Apple Inc.$AAPL	$8.8M	2.1%	No change	—	—	AI quality score is Pro: unlock with a free trial	—

All holdings — BigSur Wealth Management LLC (Q3 2026)

Sort

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	$IVZ	Invesco Ltd.	Financials	$7.9M	1.9%	38K	+15%	—	—	13F
14	—	J P MORGAN EXCHANGE TRADED F - BETABULDRS JAPAN	—	$7.1M	1.7%	90K	-7%	—	—	13F
15	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$6.9M	1.6%	14K	+7%	—	AI quality score is Pro: unlock with a free trial	13F
16	$GEV	GE Vernova Inc.	Industrials	$6.8M	1.6%	7,186	+14%	—	AI quality score is Pro: unlock with a free trial	13F
17	$GOOG	Alphabet Inc.	Technology	$6.0M	1.4%	18K	+0.5%	—	AI quality score is Pro: unlock with a free trial	13F
18	$SPCX	SPACE EXPLORATION TECHNOLOGIES CORP	Technology	$5.2M	1.2%	34K	+1538%	—	—	13F
19	$BX	Blackstone Inc.	Financials	$5.1M	1.2%	46K	—	—	AI quality score is Pro: unlock with a free trial	13F
20	$GS	GOLDMAN SACHS GROUP INC	Financials	$5.1M	1.2%	5,709	—	—	AI quality score is Pro: unlock with a free trial	13F
21	$MSFT	MICROSOFT CORP	Technology	$5.1M	1.2%	10K	-0.4%	—	AI quality score is Pro: unlock with a free trial	13F
22	—	ISHARES TR - ESG OPTIMIZEDetf/fund	—	$5.0M	1.2%	32K	—	—	—	13F
23	$GLD	SPDR GOLD TRUSTetf/fund	Financials	$4.8M	1.1%	13K	-21%	—	—	13F
24	$GE	GENERAL ELECTRIC CO	Industrials	$4.7M	1.1%	15K	—	—	AI quality score is Pro: unlock with a free trial	13F
25	$META	Meta Platforms, Inc.	Technology	$4.4M	1.0%	6,000	—	—	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
$IVZInvesco Ltd.+15%
now $7.9M
$GEVGE Vernova Inc.+14%
now $6.8M
$NVDANVIDIA CORP+3%
now $18.8M
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
SELECT SECTOR SPDR TR - ST STR ENERG ETF-38%
now $1.8M
$DHRDANAHER CORP /DE/-23%
now $3.4M
$SPYSPDR S&P 500 ETF TRUST-3%
now $30.6M
$BRK.ABERKSHIRE HATHAWAY INC-4%
now $19.4M

+34 more in the Excel export

Sold out (11)

ADVISORS INNER CIRCLE FD III - STRATEGAS MACROwas $1.1M
$NEENEXTERA ENERGY INCwas $794K
held 5 qtrs
$KLACKLA CORPwas $275K
held 1 qtr
$STTSTATE STREET CORPwas $275K
$IHGINTERCONTINENTAL HOTELS GROUP PLC /NEW/was $239K
$SOLSSolstice Advanced Materials Inc.was $233K

+5 more in the Excel export

Firm AUM (Form ADV): $1.3B as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F BigSur Wealth Management LLC has filed, 39 earlier quarters. Pick one to see what it held then.

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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.