Institutions / BigSur Wealth Management LLC / Holdings
Back to BigSur Wealth Management LLC

BigSur Wealth Management LLC

All holdings · as of Dec 31, 2025

160 positions

CompanyClassValueShares% of portfolio
UNITED STS COMMODITY INDEX F—$711.1K20,3390.2%
WELLS FARGO & COMPANY/MN—$703.7K7,5500.2%
ADOBE INC.—$700.0K2,0000.2%
INNOVATOR ETFS TRUST—$699.5K16,0000.2%
ISHARES TR—$664.6K2,7000.2%
Sony Group CorpSONYADR$663.7K25,9250.2%
INVESCO EXCHANGE TRADED FD T—$658.2K4,9000.2%
CISCO SYSTEMS, INC.—$651.8K8,4610.2%
iShares MSCI UAE ETF—$648.6K12,0000.2%
Rockwell Automation Inc—$647.4K1,6640.2%
PACER FDS TR—$645.6K14,4430.2%
ISHARES TR—$643.0K5,0760.2%
NEXTERA ENERGY INC—$632.8K7,8830.2%
CHEVRON CORP—$602.0K3,9500.1%
Apollo Global Management, Inc.—$579.0K4,0000.1%
ISHARES TR—$558.1K14,5750.1%
Hercules Capital, Inc.HTGCCommon Stock$555.2K29,5000.1%
Energy Transfer LPETMLP$494.7K30,0000.1%
ISHARES TR—$489.8K5,2600.1%
SHELL PLC—$483.9K6,5860.1%
TKO Group Holdings, Inc.—$470.3K2,2500.1%
PACER FDS TR—$469.2K11,0000.1%
WISDOMTREE TR—$462.9K10,0000.1%
Tesla Inc—$445.7K9910.1%
ISHARES TR—$428.4K3,5650.1%
DBX ETF TR—$410.2K8,5450.1%
MICRON TECHNOLOGY INC—$371.2K1,3000.1%
Medtronic plc—$348.4K3,6000.1%
Western Digital Corp—$344.5K2,0000.1%
Northrop Grumman Corp—$342.1K6000.1%
ISHARES INC—$330.1K3,0000.1%
GE HealthCare Technologies Inc.—$328.1K4,0000.1%
FedEx Corp—$325.1K1,1200.1%
LINDE PLC—$324.5K7610.1%
Eaton Corp plc—$320.1K1,0050.1%
VANGUARD INDEX FDS—$305.6K1,6000.1%
WISDOMTREE TR—$297.1K5,6000.1%
ISHARES ETHEREUM TR—$296.9K13,2370.1%
QUALCOMM INC/DE—$290.8K1,7000.1%
ORACLE CORP—$267.0K1,3700.1%
GLOBAL X FDS—$263.0K4,0450.1%
ABBOTT LABORATORIES—$261.7K2,0890.1%
HORTON D R INC /DE—$259.3K1,8000.1%
SPDR INDEX SHS FDS—$257.6K4,0000.1%
NIKE, Inc.—$256.5K4,0000.1%
Solstice Advanced Materials Inc.—$250.1K5,1490.1%
ASML HOLDING N V—$208.6K1950.1%
INNOVATOR ETFS TRUST—$200.5K4,6360.0%
SPDR SERIES TRUST—$177.5K2,9250.0%
VANGUARD INTL EQUITY INDEX F—$174.9K1,2400.0%
← PrevPage 3 of 4Next →