BigSur Wealth Management LLC Q4 2025 Filing
Filed January 27, 2026
Portfolio Value
$412.3B
Holdings
160
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (160 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPYSPDR S&P 500 ETF TR | 48,067 | $32.9B | 7.97% | |
| 2 | BRK-BBERKSHIRE HATHAWAY INC DEL | 31 | $23.4B | 5.68% | |
| 3 | VGKVANGUARD INTL EQUITY INDEX F | 193,010 | $16.1B | 3.91% | |
| 4 | NVDANVIDIA CORPORATION | 83,891 | $15.6B | 3.79% | |
| 5 | IBITISHARES BITCOIN TRUST ETF | 296,478 | $14.7B | 3.57% | |
| 6 | IWVISHARES TR | 31,700 | $12.3B | 2.97% | |
| 7 | JPMJPMORGAN CHASE & CO. | 36,576 | $11.8B | 2.86% | |
| 8 | AAPLAPPLE INC | 35,458 | $9.6B | 2.34% | |
| 9 | GOOGLALPHABET INC | 27,336 | $8.6B | 2.08% | |
| 10 | BXBLACKSTONE INC | 51,587 | $8.0B | 1.93% | |
| 11 | PANWPALO ALTO NETWORKS INC | 43,160 | $8.0B | 1.93% | |
| 12 | GOOGALPHABET INC | 24,215 | $7.6B | 1.84% | |
| 13 | BRK/BBERKSHIRE HATHAWAY INC DEL | 14,284 | $7.2B | 1.74% | |
| 14 | XLVSELECT SECTOR SPDR TR | 46,299 | $7.2B | 1.74% | |
| 15 | BBJPJ P MORGAN EXCHANGE TRADED F | 103,955 | $6.9B | 1.66% | |
| 16 | AMZNAMAZON COM INC | 28,345 | $6.5B | 1.59% | |
| 17 | XLKSELECT SECTOR SPDR TR | 44,864 | $6.5B | 1.57% | |
| 18 | GSGOLDMAN SACHS GROUP INC | 6,259 | $5.5B | 1.33% | |
| 19 | GQ9SPDR GOLD TR | 13,793 | $5.5B | 1.33% | |
| 20 | GEVGE VERNOVA INC | 7,853 | $5.1B | 1.24% | |
| 21 | ITA*ISHARES TR | 22,957 | $4.9B | 1.20% | |
| 22 | GEGE AEROSPACE | 15,437 | $4.8B | 1.15% | |
| 23 | MRKMERCK & CO INC | 43,050 | $4.6B | 1.11% | |
| 24 | SUSAISHARES TR | 32,000 | $4.5B | 1.08% | |
| 25 | RTXRTX CORPORATION | 24,024 | $4.4B | 1.07% | |
| 26 | METAMETA PLATFORMS INC | 6,500 | $4.3B | 1.04% | |
| 27 | HONHONEYWELL INTL INC | 20,598 | $4.0B | 0.97% | |
| 28 | CITCINTAS CORP | 21,355 | $4.0B | 0.97% | |
| 29 | RSPINVESCO EXCHANGE TRADED FD T | 20,284 | $3.9B | 0.94% | |
| 30 | XLFSELECT SECTOR SPDR TR | 70,770 | $3.9B | 0.94% | |
| 31 | MSFTMICROSOFT CORP | 7,950 | $3.8B | 0.93% | |
| 32 | RPVINVESCO EXCHANGE TRADED FD T | 33,229 | $3.4B | 0.83% | |
| 33 | BXSLBLACKSTONE SECD LENDING FD | 124,349 | $3.4B | 0.82% | |
| 34 | AVGOBROADCOM INC | 9,397 | $3.3B | 0.79% | |
| 35 | XLESELECT SECTOR SPDR TR | 70,040 | $3.1B | 0.76% | |
| 36 | BABAALIBABA GROUP HLDG LTD | 21,130 | $3.1B | 0.75% | |
| 37 | GDXVANECK ETF TRUST | 35,400 | $3.0B | 0.74% | |
| 38 | DONSPDR DOW JONES INDL AVERAGE | 6,169 | $3.0B | 0.72% | |
| 39 | HDHOME DEPOT INC | 8,597 | $3.0B | 0.72% | |
| 40 | UNHUNITEDHEALTH GROUP INC | 8,894 | $2.9B | 0.71% | |
| 41 | CRMSALESFORCE INC | 11,000 | $2.9B | 0.71% | |
| 42 | XLISELECT SECTOR SPDR TR | 17,500 | $2.7B | 0.66% | |
| 43 | VWOVANGUARD INTL EQUITY INDEX F | 50,100 | $2.7B | 0.65% | |
| 44 | COSTCOSTCO WHSL CORP NEW | 3,092 | $2.7B | 0.65% | |
| 45 | IWDISHARES TR | 12,395 | $2.6B | 0.63% | |
| 46 | BMNRBITMINE IMMERSION TECNOLOGIE | 95,600 | $2.6B | 0.63% | |
| 47 | EFAISHARES TR | 26,938 | $2.6B | 0.63% | |
| 48 | DSIISHARES TR | 20,000 | $2.6B | 0.62% | |
| 49 | DHRDANAHER CORPORATION | 11,115 | $2.5B | 0.62% | |
| 50 | EWGISHARES INC | 59,180 | $2.5B | 0.61% | |
| 51 | LLYELI LILLY & CO | 2,340 | $2.5B | 0.61% | |
| 52 | QUALISHARES TR | 12,000 | $2.4B | 0.58% | |
| 53 | BACBANK AMERICA CORP | 40,850 | $2.2B | 0.54% | |
| 54 | ESGDISHARES TR | 23,000 | $2.2B | 0.53% | |
| 55 | IJHISHARES TR | 31,750 | $2.1B | 0.51% | |
| 56 | LMTLOCKHEED MARTIN CORP | 4,280 | $2.1B | 0.50% | |
| 57 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 6,630 | $2.0B | 0.49% | |
| 58 | ICOWPACER FDS TR | 50,578 | $2.0B | 0.48% | |
| 59 | IVEISHARES TR | 8,500 | $1.8B | 0.44% | |
| 60 | IEMGISHARES S&P 500 UCITS ETF DI | 24,570 | $1.7B | 0.41% | |
| 61 | FCXFREEPORT-MCMORAN INC | 32,500 | $1.6B | 0.40% | |
| 62 | OIHVANECK ETF TRUST | 5,778 | $1.6B | 0.40% | |
| 63 | AVUVAMERICAN CENTY ETF TR | 16,069 | $1.6B | 0.40% | |
| 64 | VYMIVANGUARD WHITEHALL FDS | 18,171 | $1.6B | 0.40% | |
| 65 | MCDMCDONALDS CORP | 5,340 | $1.6B | 0.40% | |
| 66 | VPLVANGUARD INTL EQUITY INDEX F | 18,000 | $1.6B | 0.39% | |
| 67 | XOMEXXON MOBIL CORP | 13,355 | $1.6B | 0.39% | |
| 68 | NDQINVESCO QQQ TR | 2,604 | $1.6B | 0.39% | |
| 69 | GDGENERAL DYNAMICS CORP | 4,700 | $1.6B | 0.38% | |
| 70 | VBRVANGUARD INDEX FDS | 7,466 | $1.6B | 0.38% | |
| 71 | VTIVANGUARD INDEX FDS | 4,653 | $1.6B | 0.38% | |
| 72 | VVISA INC | 4,310 | $1.5B | 0.37% | |
| 73 | BCCCGLOBAL X FDS | 30,855 | $1.5B | 0.36% | |
| 74 | ESTAESTABLISHMENT LABS HLDGS INC | 19,982 | $1.5B | 0.35% | |
| 75 | IBBISHARES TR | 8,250 | $1.4B | 0.34% | |
| 76 | MCHIISHARES TR | 22,820 | $1.4B | 0.33% | |
| 77 | PPAINVESCO EXCHANGE TRADED FD T | 8,182 | $1.3B | 0.31% | |
| 78 | COWZPACER FDS TR | 19,155 | $1.2B | 0.28% | |
| 79 | JNJJOHNSON & JOHNSON | 5,608 | $1.2B | 0.28% | |
| 80 | NEMNEWMONT CORP | 11,400 | $1.1B | 0.28% | |
| 81 | IGFISHARES TR | 17,750 | $1.1B | 0.26% | |
| 82 | VHTVANGUARD WORLD FD | 3,700 | $1.1B | 0.26% | |
| 83 | RSPTINVESCO EXCHANGE TRADED FD T | 22,500 | $1.0B | 0.25% | |
| 84 | BABOEING CO | 4,680 | $1.0B | 0.25% | |
| 85 | DYNFBLACKROCK ETF TRUST | 16,573 | $1.0B | 0.24% | |
| 86 | EEMISHARES TR | 18,300 | $1.0B | 0.24% | |
| 87 | SCHWSCHWAB CHARLES CORP | 10,000 | $999.0M | 0.24% | |
| 88 | TMTOYOTA MOTOR CORP | 4,470 | $956.0M | 0.23% | |
| 89 | XLBSELECT SECTOR SPDR TR | 20,820 | $944.0M | 0.23% | |
| 90 | JIVEJ P MORGAN EXCHANGE TRADED F | 11,250 | $903.0M | 0.22% | |
| 91 | SLBSLB LIMITED | 22,800 | $881.0M | 0.21% | |
| 92 | VEAVANGUARD TAX-MANAGED FDS | 14,100 | $880.0M | 0.21% | |
| 93 | BMYBRISTOL-MYERS SQUIBB CO | 16,200 | $873.0M | 0.21% | |
| 94 | MDYSPDR S&P MIDCAP 400 ETF TR | 1,440 | $871.0M | 0.21% | |
| 95 | IEMGISHARES INC | 12,375 | $831.0M | 0.20% | |
| 96 | AXPAMERICAN EXPRESS CO | 2,153 | $796.0M | 0.19% | |
| 97 | XBISPDR SERIES TRUST | 6,500 | $792.0M | 0.19% | |
| 98 | MAGSLISTED FDS TR | 12,000 | $791.0M | 0.19% | |
| 99 | UNPUNION PAC CORP | 3,395 | $785.0M | 0.19% | |
| 100 | ABBVABBVIE INC | 3,349 | $765.0M | 0.19% |
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