BigSur Wealth Management LLC

Est. AUM

$355.6M

13F long equity, this entity only

Positions

163

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	STATE STR SPDR S&P 500 ETF T	TR UNIT	$25.5M	39051	7.16%	SOLE
2	BERKSHIRE HATHAWAY INC DEL	CL A	$17.2M	24	4.85%	SOLE
3	VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$13.1M	158430	3.67%	SOLE
4	NVIDIA CORPORATION	COM	$12.8M	73620	3.61%	SOLE
5	ISHARES BITCOIN TRUST ETF	SHS BEN INT	$10.3M	268401	2.90%	SOLE
6	ISHARES TR	RUSSELL 3000 ETF	$9.3M	25200	2.63%	SOLE
7	JPMORGAN CHASE & CO	COM	$8.9M	30187	2.50%	SOLE
8	ALPHABET INC	CAP STK CL A	$7.5M	26096	2.11%	SOLE
9	APPLE INC	COM	$6.8M	26678	1.90%	SOLE
10	J P MORGAN EXCHANGE TRADED F	BETABULDRS JAPAN	$6.7M	97760	1.89%	SOLE
11	PALO ALTO NETWORKS INC	COM	$6.5M	40760	1.84%	SOLE
12	SELECT SECTOR SPDR TR	STATE STREET HEA	$6.4M	43789	1.81%	SOLE
13	SPDR GOLD TR	GOLD SHS	$6.2M	14338	1.73%	SOLE
14	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$6.1M	32039	1.73%	SOLE
15	SELECT SECTOR SPDR TR	STATE STREET TEC	$6.0M	44864	1.68%	SOLE
16	BLACKSTONE INC	COM	$5.9M	51005	1.65%	SOLE
17	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$5.6M	11684	1.57%	SOLE
18	GE VERNOVA INC	COM	$5.2M	5983	1.47%	SOLE
19	ALPHABET INC	CAP STK CL C	$4.7M	16415	1.32%	SOLE
20	GOLDMAN SACHS GROUP INC	COM	$4.6M	5409	1.29%	SOLE
21	GE AEROSPACE	COM NEW	$4.3M	15250	1.22%	SOLE
22	ISHARES TR	ESG OPTIMIZED	$4.2M	32000	1.19%	SOLE
23	HONEYWELL INTL INC	COM	$4.0M	17810	1.13%	SOLE
24	RTX CORPORATION	COM	$4.0M	20843	1.13%	SOLE
25	ISHARES TR	US AER DEF ETF	$3.9M	17607	1.08%	SOLE
26	AMAZON COM INC	COM	$3.8M	18245	1.07%	SOLE
27	MERCK & CO INC	COM	$3.8M	30960	1.05%	SOLE
28	SELECT SECTOR SPDR TR	STATE STREET ENE	$3.6M	58040	1.00%	SOLE
29	INVESCO EXCHANGE TRADED FD T	S&P500 PUR VAL	$3.5M	32574	0.98%	SOLE
30	META PLATFORMS INC	CL A	$3.4M	6000	0.97%	SOLE
31	MICROSOFT CORP	COM	$3.3M	8850	0.92%	SOLE
32	VANECK ETF TRUST	GOLD MINERS ETF	$3.2M	35400	0.91%	SOLE
33	SELECT SECTOR SPDR TR	STATE STREET FIN	$3.0M	61020	0.85%	SOLE
34	SELECT SECTOR SPDR TR	STATE STREET IND	$2.8M	17500	0.80%	SOLE
35	PACER FDS TR	DEVELOPED MRKT	$2.8M	66078	0.79%	SOLE
36	COSTCO WHOLESALE CORPORATION	COM	$2.7M	2740	0.77%	SOLE
37	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$2.7M	50100	0.76%	SOLE
38	ALIBABA GROUP HLDG LTD	SPONSORED ADS	$2.7M	21130	0.75%	SOLE
39	BROADCOM INC	COM	$2.5M	8197	0.71%	SOLE
40	ISHARES TR	RUS 1000 ETF	$2.5M	7100	0.71%	SOLE
41	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$2.5M	7431	0.71%	SOLE
42	CINTAS CORP	COM	$2.4M	14355	0.68%	SOLE
43	ISHARES TR	ESG MSCI KLD 400	$2.4M	20000	0.68%	SOLE
44	ISHARES TR	MSCI USA QLT FCT	$2.3M	12000	0.65%	SOLE
45	VANGUARD WHITEHALL FDS	INTL HIGH ETF	$2.2M	23672	0.63%	SOLE
46	BLACKSTONE SECD LENDING FD	COMMON STOCK	$2.2M	90915	0.63%	SOLE
47	ISHARES TR	ESG AW MSCI EAFE	$2.2M	23000	0.62%	SOLE
48	EXXON MOBIL CORP	COM	$2.2M	12718	0.61%	SOLE
49	DANAHER CORP DEL	COM	$2.1M	10815	0.58%	SOLE
50	ISHARES TR	RUS 1000 VAL ETF	$2.0M	9395	0.56%	SOLE

1–50 of 163

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.