Institutions / BigSur Wealth Management LLC
BigSur Wealth Management LLC
CIK 1659171 · Institution · as of Dec 31, 2025
Portfolio value
$412.25M
Positions
160
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 160 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR S&P 500 ETF Tr | $32.88M | 8.0% |
| Berkshire Hathaway Inc Del | $23.40M | 5.7% |
| Vanguard Intl Equity Index F | $16.14M | 3.9% |
| NVIDIA Corp | $15.65M | 3.8% |
| iShares Bitcoin Trust ETF | $14.72M | 3.6% |
| iShares Tr | $12.26M | 3.0% |
| JPMorgan Chase & Co | $11.79M | 2.9% |
| Apple Inc. | $9.64M | 2.3% |
| Alphabet Inc. | $8.56M | 2.1% |
| Blackstone Inc | $7.95M | 1.9% |
| Palo Alto Networks Inc | $7.95M | 1.9% |
| Alphabet Inc. | $7.60M | 1.8% |
| Warren E. Buffett | $7.18M | 1.7% |
| Select Sector SPDR Tr | $7.17M | 1.7% |
| J P Morgan Exchange Traded F | $6.85M | 1.7% |
| Amazon.com Inc | $6.54M | 1.6% |
| Select Sector SPDR Tr | $6.46M | 1.6% |
| The Goldman Sachs Group, Inc. | $5.50M | 1.3% |
| SPDR Gold Tr | $5.47M | 1.3% |
| GE Vernova Inc. | $5.13M | 1.2% |
| iShares Tr | $4.93M | 1.2% |
| General Electric Co | $4.76M | 1.2% |
| Merck & Co., Inc. | $4.57M | 1.1% |
| iShares Tr | $4.46M | 1.1% |
| RTX Corp | $4.41M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.