BigSur Wealth Management LLC
CIK: 1659171SEC EDGAR →
Portfolio Value
$101.6B
Holdings
169
As of
Q2 2026
New Positions
13
Closed Positions
10
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INTL EQUITY INDEX F | 146,390 | $13.0B | 12.76% |
| 2 | ISHARES BITCOIN TRUST ETF | 297,451 | $9.9B | 9.75% |
| 3 | J P MORGAN EXCHANGE TRADED F | 96,920 | $7.3B | 7.18% |
| 4 | SELECT SECTOR SPDR TR | 61,820 | $3.3B | 3.26% |
| 5 | VANGUARD INTL EQUITY INDEX F | 50,100 | $3.0B | 2.94% |
| 6 | PACER FDS TR | 66,078 | $2.8B | 2.71% |
| 7 | VANECK ETF TRUST | 35,400 | $2.7B | 2.63% |
| 8 | SELECT SECTOR SPDR TR | 48,280 | $2.6B | 2.52% |
| 9 | VANGUARD WHITEHALL FDS | 23,630 | $2.3B | 2.28% |
| 10 | BLACKSTONE SECD LENDING FD | 90,148 | $2.2B | 2.17% |
Quarterly Changes
Top Buys
New Positions (16)
$1.1B · 23K shares
$499.3M · 18K shares
$497.3M · 7K shares
$247.3M · 8K shares
$225.8M · 5K shares
$157.9M · 10K shares
HONEYWELL INTL INC
$3.0M · 14K shares
HONEYWELL AEROSPACE INC
$3.0M · 14K shares
SPACE EXPLORATION TECHN CORP
$359K · 2K shares
$284K · 143 shares
$275K · 913 shares
$239K · 1K shares
$229K · 768 shares
$228K · 1K shares
$219K · 303 shares
$218K · 1K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 95 | $88.6B | 87.2% |
| Basic Materials | 4 | $3.2B | 3.2% |
| Consumer Cyclical | 8 | $2.1B | 2.0% |
| Unknown | 13 | $1.9B | 1.9% |
| Healthcare | 10 | $1.9B | 1.9% |
| Energy | 4 | $1.6B | 1.6% |
| Technology | 16 | $1.2B | 1.2% |
| Utilities | 2 | $801.6M | 0.8% |
| Communication Services | 5 | $307.2M | 0.3% |
| Industrials | 11 | $15.8M | 0.0% |
| Consumer Defensive | 1 | $1.7M | 0.0% |