BigSur Wealth Management LLC
CIK: 0001659171SEC EDGAR →
Portfolio Value
$412.3M
Holdings
160
As of
Q4 2025
New Positions
5
Closed Positions
3
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | 48,067 | $32.9M | 7.97% |
| 2 | BERKSHIRE HATHAWAY INC DEL | 31 | $23.4M | 5.68% |
| 3 | VANGUARD INTL EQUITY INDEX F | 193,010 | $16.1M | 3.91% |
| 4 | NVIDIA CORPORATION | 83,891 | $15.6M | 3.79% |
| 5 | ISHARES BITCOIN TRUST ETF | 296,478 | $14.7M | 3.57% |
| 6 | ISHARES TR | 31,700 | $12.3M | 2.97% |
| 7 | JPMORGAN CHASE & CO. | 36,576 | $11.8M | 2.86% |
| 8 | APPLE INC | 35,458 | $9.6M | 2.34% |
| 9 | ALPHABET INC | 27,336 | $8.6M | 2.08% |
| 10 | BLACKSTONE INC | 51,587 | $8.0M | 1.93% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 90 | $224.0M | 54.3% |
| Technology | 15 | $48.8M | 11.8% |
| Unknown | 9 | $48.5M | 11.8% |
| Communication Services | 4 | $20.9M | 5.1% |
| Industrials | 11 | $20.3M | 4.9% |
| Healthcare | 11 | $17.8M | 4.3% |
| Consumer Cyclical | 8 | $16.1M | 3.9% |
| Utilities | 2 | $5.8M | 1.4% |
| Energy | 5 | $4.1M | 1.0% |
| Basic Materials | 4 | $3.4M | 0.8% |
| Consumer Defensive | 1 | $2.7M | 0.6% |