BigSur Wealth Management LLC
CIK: 1659171SEC EDGAR →
Portfolio Value
$98.2B
Holdings
163
As of
Q1 2026
New Positions
163
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INTL EQUITY INDEX F | 158,430 | $13.1B | 13.30% |
| 2 | ISHARES BITCOIN TRUST ETF | 268,401 | $10.3B | 10.50% |
| 3 | J P MORGAN EXCHANGE TRADED F | 97,760 | $6.7B | 6.86% |
| 4 | SELECT SECTOR SPDR TR | 58,040 | $3.6B | 3.62% |
| 5 | VANECK ETF TRUST | 35,400 | $3.2B | 3.31% |
| 6 | SELECT SECTOR SPDR TR | 61,020 | $3.0B | 3.07% |
| 7 | PACER FDS TR | 66,078 | $2.8B | 2.86% |
| 8 | VANGUARD INTL EQUITY INDEX F | 50,100 | $2.7B | 2.76% |
| 9 | VANGUARD WHITEHALL FDS | 23,672 | $2.2B | 2.27% |
| 10 | BLACKSTONE SECD LENDING FD | 90,915 | $2.2B | 2.26% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 94 | $86.5B | 88.0% |
| Healthcare | 10 | $2.7B | 2.7% |
| Basic Materials | 4 | $2.1B | 2.2% |
| Technology | 14 | $2.1B | 2.1% |
| Unknown | 11 | $1.9B | 2.0% |
| Energy | 4 | $1.8B | 1.8% |
| Utilities | 2 | $737.4M | 0.8% |
| Communication Services | 5 | $401.5M | 0.4% |
| Industrials | 12 | $19.0M | 0.0% |
| Consumer Cyclical | 6 | $10.5M | 0.0% |
| Consumer Defensive | 1 | $2.7M | 0.0% |