BigSur Wealth Management LLC Q2 2026 Filing

Filed July 14, 2026

Portfolio Value

$101.6B

Holdings

169

Report Date

Q2 2026

Filing Type

13F-HR

All Holdings (169 positions)

StockValue
AVGOBROADCOM INC
$3.5M
METAMETA PLATFORMS INC
$3.4M
XLISELECT SECTOR SPDR TR
$3.3M
DONSTATE STR SPDR DOW JONES IND
$3.2M
HONEYWELL INTL INC
$3.0M
HONEYWELL AEROSPACE INC
$3.0M
IWBISHARES TR
$2.9M
DSIISHARES TR
$2.8M
IOOISHARES TR
$2.7M
QUALISHARES TR
$2.6M
IVEISHARES TR
$2.6M
CITCINTAS CORP
$2.6M
ESGDISHARES TR
$2.4M
IWDISHARES TR
$2.2M
VPLVANGUARD INTL EQUITY INDEX F
$2.1M
AVUVAMERICAN CENTY ETF TR
$1.9M
EFAISHARES TR
$1.9M
VBRVANGUARD INDEX FDS
$1.8M
HDHOME DEPOT INC
$1.7M
VTIVANGUARD INDEX FDS
$1.7M
COSTCOSTCO WHOLESALE CORPORATION
$1.7M
GDGENERAL DYNAMICS CORP
$1.7M
LLYELI LILLY & CO
$1.6M
JNJJOHNSON & JOHNSON
$1.6M
LMTLOCKHEED MARTIN CORP
$1.6M
OIHVANECK ETF TRUST
$1.5M
VVISA INC
$1.5M
TKOTKO GROUP HOLDINGS INC
$1.5M
IWMISHARES TR
$1.4M
VHTVANGUARD WORLD FD
$1.4M
XOMEXXON MOBIL CORP
$1.3M
MDYSTATE STR SPDR S&P MIDCAP 40
$1.2M
VTVVANGUARD INDEX FDS
$1.2M
IJRISHARES TR
$1.2M
IBBISHARES TR
$1.1M
ACWIISHARES TR
$1.0M
EIS*ISHARES INC
$1.0M
CSCOCISCO SYS INC
$983K
ROKROCKWELL AUTOMATION INC
$824K
MCDMCDONALDS CORP
$809K
NDQINVESCO QQQ TR
$799K
PPAINVESCO EXCHANGE TRADED FD T
$795K
XBISPDR SERIES TRUST
$791K
TMTOYOTA MOTOR CORP
$753K
BABOEING CO
$688K
AAXJISHARES TR
$628K
CRMSALESFORCE INC
$570K
ABBVABBVIE INC
$481K
TSLATESLA INC
$417K
PLTRPALANTIR TECHNOLOGIES INC
$408K
SPACE EXPLORATION TECHN CORP
$359K
FDXFEDEX CORP
$352K
CVXCHEVRON CORPORATION
$340K
CATCATERPILLAR INC
$330K
NOCNORTHROP GRUMMAN CORP
$306K
ASMLASML HLDG NV
$284K
LINLINDE PLC
$283K
KLACKLA CORP
$275K
WCNWASTE CONNECTIONS INC
$258K
AXPAMERICAN EXPRESS CO
$252K
UNPUNION PAC CORP
$249K
IHGINTERCONTINENTAL HOTELS GROU
$239K
EMXCISHARES INC
$229K
TXNTEXAS INSTRS INC
$229K
DHID R HORTON INC
$228K
AMATAPPLIED MATLS INC
$219K
APHAMPHENOL CORP
$218K
VTVANGUARD INTL EQUITY INDEX F
$195K
DXJWISDOMTREE TR
$31K
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