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BigSur Wealth Management

Latest statistics and disclosures from BigSur Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, BRK.A, VGK, NVDA, IBIT, and represent 22.14% of BigSur Wealth Management's stock portfolio.
Added to shares of these 10 stocks: IWB, RSP, PJAN, SLV, TKO, ICOW, FIGR, VYMI, ACWX, PLTR.
Started 12 new stock positions in PJAN, KRE, XSOE, FIGR, PFEB, NFLX, CAT, ACWX, PLTR, WCN. SLV, IWB.
Reduced shares in these 10 stocks: SPY (-$5.9M), BRK.A (-$5.0M), VGK, IWV, GOOG, AAPL, AMZN, JPM, NVDA, GEV.
Sold out of its positions in ABT, DHI, ET, MAGS, NKE, ORCL, QCOM, ETN, ASML.
BigSur Wealth Management was a net seller of stock by $-41M.
BigSur Wealth Management has $357M in assets under management (AUM), dropping by -13.53%.
Central Index Key (CIK): 0001659171

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Portfolio Holdings for BigSur Wealth Management

BigSur Wealth Management holds 163 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	7.1	$26M	-18%	39k	652.14	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	4.8	$17M	-22%	24.00	718140.00	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	3.7	$13M	-17%	158k	82.43	View chart
NVIDIA Corporation (NVDA)	3.6	$13M	-12%	74k	174.41	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	2.9	$10M	-9%	268k	38.42	View chart
Ishares Tr Russell 3000 Etf (IWV)	2.6	$9.3M	-20%	25k	370.68	View chart
JPMorgan Chase & Co. (JPM)	2.5	$8.9M	-17%	30k	294.16	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.1	$7.5M	-4%	26k	287.56	View chart
Apple (AAPL)	1.9	$6.8M	-24%	27k	253.79	View chart
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)	1.9	$6.7M	-5%	98k	68.91	View chart
Palo Alto Networks (PANW)	1.8	$6.5M	-5%	41k	160.32	View chart
Select Sector Spdr Tr State Street Hea (XLV)	1.8	$6.4M	-5%	44k	146.61	View chart
Spdr Gold Tr Gold Shs (GLD)	1.7	$6.2M	+3%	14k	430.29	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.7	$6.1M	+57%	32k	191.92	View chart
Select Sector Spdr Tr State Street Tec (XLK)	1.7	$6.0M		45k	132.90	View chart
Blackstone Group Inc Com Cl A (BX)	1.6	$5.9M		51k	114.99	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.6	$5.6M	-18%	12k	479.20	View chart
Ge Vernova (GEV)	1.5	$5.2M	-23%	6.0k	873.36	View chart
Alphabet Cap Stk Cl C (GOOG)	1.3	$4.7M	-32%	16k	286.86	View chart
Goldman Sachs (GS)	1.3	$4.6M	-13%	5.4k	845.99	View chart
Ge Aerospace Com New (GE)	1.2	$4.3M		15k	284.24	View chart
Ishares Tr Esg Optimized (SUSA)	1.2	$4.2M		32k	132.10	View chart
Honeywell International (HON)	1.1	$4.0M	-13%	18k	226.03	View chart
Raytheon Technologies Corp (RTX)	1.1	$4.0M	-13%	21k	192.90	View chart
Ishares Tr Us Aer Def Etf (ITA)	1.1	$3.9M	-23%	18k	218.75	View chart
Amazon (AMZN)	1.1	$3.8M	-35%	18k	208.27	View chart
Merck & Co (MRK)	1.1	$3.8M	-28%	31k	121.14	View chart
Select Sector Spdr Tr State Street Ene (XLE)	1.0	$3.6M	-17%	58k	61.26	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	1.0	$3.5M		33k	107.39	View chart
Meta Platforms Cl A (META)	1.0	$3.4M	-7%	6.0k	572.13	View chart
Microsoft Corporation (MSFT)	0.9	$3.3M	+11%	8.9k	370.17	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.9	$3.2M		35k	91.77	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.8	$3.0M	-13%	61k	49.37	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.8	$2.9M		6.2k	464.18	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.8	$2.8M		18k	161.73	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.8	$2.8M	+30%	66k	42.44	View chart
Costco Wholesale Corporation (COST)	0.8	$2.7M	-11%	2.7k	996.43	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.8	$2.7M		50k	54.05	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.7	$2.7M		21k	125.46	View chart
Broadcom (AVGO)	0.7	$2.5M	-12%	8.2k	309.51	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.7	$2.5M	NEW	7.1k	356.56	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.7	$2.5M	+12%	7.4k	338.87	View chart
Cintas Corporation (CTAS)	0.7	$2.4M	-32%	14k	169.14	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.7	$2.4M		20k	121.19	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.6	$2.3M		12k	191.81	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.6	$2.2M	+30%	24k	94.24	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.6	$2.2M	-26%	91k	24.46	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.6	$2.2M		23k	95.62	View chart
Exxon Mobil Corporation (XOM)	0.6	$2.2M	-4%	13k	169.66	View chart
Danaher Corporation (DHR)	0.6	$2.1M	-2%	11k	190.00	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.6	$2.0M	-24%	9.4k	213.67	View chart
Ishares Msci Germany Etf (EWG)	0.5	$1.9M	-17%	49k	39.67	View chart
Freeport Mcmoran CL B (FCX)	0.5	$1.9M		33k	58.78	View chart
Lockheed Martin Corporation (LMT)	0.5	$1.9M	-26%	3.1k	604.39	View chart
Home Depot (HD)	0.5	$1.8M	-35%	5.5k	328.89	View chart
UnitedHealth (UNH)	0.5	$1.8M	-24%	6.7k	270.59	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.5	$1.8M		8.5k	211.15	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.5	$1.8M		18k	97.73	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.5	$1.7M	-33%	18k	97.13	View chart
Bitmine Immersion Tecnologie Com New (BMNR)	0.5	$1.7M	-10%	86k	19.78	View chart
Vaneck Etf Trust Oil Services Etf (OIH)	0.5	$1.7M	-27%	4.2k	404.21	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.5	$1.7M	-4%	15k	110.47	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.5	$1.6M		7.5k	217.24	View chart
General Dynamics Corporation (GD)	0.5	$1.6M		4.7k	343.22	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$1.6M	-25%	24k	67.53	View chart
Ishares S&p 500 Ucits Etf Di Stock (IHPCF)	0.4	$1.6M		25k	64.06	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.4	$1.6M		31k	50.81	View chart
Bank of America Corporation (BAC)	0.4	$1.6M	-22%	32k	48.75	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.4	$1.5M	NEW	33k	46.13	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$1.5M		4.7k	320.84	View chart
Eli Lilly & Co. (LLY)	0.4	$1.4M	-34%	1.5k	919.77	View chart
salesforce (CRM)	0.4	$1.4M	-33%	7.3k	186.67	View chart
Ishares Tr Ishares Biotech (IBB)	0.4	$1.4M	-2%	8.1k	168.85	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.4	$1.4M		8.2k	165.70	View chart
Visa Com Cl A (V)	0.4	$1.3M		4.3k	302.24	View chart
Ishares Tr Msci China Etf (MCHI)	0.4	$1.3M		23k	56.18	View chart
Vanguard World Health Car Etf (VHT)	0.4	$1.3M	+27%	4.7k	272.33	View chart
Tko Group Holdings Cl A (TKO)	0.4	$1.3M	+177%	6.3k	201.65	View chart
Johnson & Johnson (JNJ)	0.3	$1.2M	-10%	5.0k	244.44	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.3	$1.2M		19k	62.56	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.3	$1.2M		18k	67.00	View chart
SLB Com Stk (SLB)	0.3	$1.2M		23k	51.69	View chart
Establishment Labs Holdings Ord (ESTA)	0.3	$1.1M		20k	56.78	View chart
Newmont Mining Corporation (NEM)	0.3	$1.1M	-12%	10k	108.25	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.3	$1.1M	+20%	1.7k	618.28	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.3	$1.0M		18k	56.79	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.3	$1.0M		23k	45.26	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.3	$964k		17k	58.18	View chart
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)	0.3	$963k		11k	85.64	View chart
Charles Schwab Corporation (SCHW)	0.3	$940k		10k	93.98	View chart
Boeing Company (BA)	0.3	$932k		4.7k	199.03	View chart
Bristol Myers Squibb (BMY)	0.3	$922k	-6%	15k	60.65	View chart
Toyota Motor Corp Ads (TM)	0.3	$921k		4.5k	206.09	View chart
McDonald's Corporation (MCD)	0.3	$914k	-44%	2.9k	310.79	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.3	$910k	-12%	18k	49.97	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$904k		14k	64.08	View chart
Ishares Tr Msci India Etf (INDA)	0.2	$890k	+58%	19k	46.84	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$863k		12k	69.75	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$818k	NEW	12k	68.14	View chart
Chevron Corporation (CVX)	0.2	$817k		4.0k	206.90	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$735k	+65%	5.9k	124.31	View chart
Nextera Energy (NEE)	0.2	$732k		7.9k	92.88	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.2	$689k		16k	43.06	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$683k	-54%	1.2k	577.20	View chart
Cisco Systems (CSCO)	0.2	$674k	+2%	8.7k	77.59	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$670k		2.7k	248.00	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.2	$643k		4.9k	131.25	View chart
Spdr Series Trust State Street Spd (XBI)	0.2	$639k	-23%	5.0k	127.73	View chart
Ishares Tr Global 100 Etf (IOO)	0.2	$614k		5.1k	120.97	View chart
Shell Spon Ads (SHEL)	0.2	$613k		6.6k	93.00	View chart
Rockwell Automation (ROK)	0.2	$597k		1.7k	358.88	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.2	$588k	-9%	13k	44.87	View chart
United Sts Commodity Index F Cm Rep Copp Fd (CPER)	0.2	$580k	-17%	17k	34.43	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.2	$562k	+37%	14k	40.80	View chart
Figure Technology Solutio Com Cl A (FIGR)	0.2	$552k	NEW	16k	33.95	View chart
Wells Fargo & Company (WFC)	0.2	$541k	-9%	6.8k	79.61	View chart
Western Digital (WDC)	0.2	$541k		2.0k	270.49	View chart
Sony Group Corp Sponsored Adr (SONY)	0.2	$537k		26k	20.70	View chart
Ishares Tr China Lg-cap Etf (FXI)	0.1	$523k		15k	35.90	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$514k	NEW	7.5k	68.47	View chart
Palantir Technologies Cl A (PLTR)	0.1	$512k	NEW	3.5k	146.28	View chart
Ishares Tr Msci Ac Asia Etf (AAXJ)	0.1	$507k		5.3k	96.29	View chart
Adobe Systems Incorporated (ADBE)	0.1	$486k		2.0k	243.08	View chart
Apollo Global Mgmt (APO)	0.1	$446k		4.0k	111.42	View chart
Micron Technology (MU)	0.1	$439k		1.3k	337.99	View chart
Hercules Technology Growth Capital (HTGC)	0.1	$436k		30k	14.77	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.1	$430k	-3%	11k	40.34	View chart
Dbx Etf Tr Xtrack Msci Eurp (DBEU)	0.1	$416k		8.5k	48.72	View chart
Abbvie (ABBV)	0.1	$416k	-42%	1.9k	217.49	View chart
Northrop Grumman Corporation (NOC)	0.1	$409k		600.00	682.24	View chart
FedEx Corporation (FDX)	0.1	$401k		1.1k	357.63	View chart
Netflix (NFLX)	0.1	$385k	NEW	4.0k	96.15	View chart
Linde SHS (LIN)	0.1	$377k		761.00	495.76	View chart
Tesla Motors (TSLA)	0.1	$368k		991.00	371.75	View chart
Ishares Msci Israel Etf (EIS)	0.1	$348k		3.0k	116.04	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$339k	+70%	7.9k	42.72	View chart
Ishares Msci Sth Kor Etf (EWY)	0.1	$338k	+266%	2.8k	123.01	View chart
Spdr Series Trust State Street Spd (KRE)	0.1	$326k	NEW	5.0k	65.15	View chart
Medtronic SHS (MDT)	0.1	$315k		3.6k	87.36	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$314k		1.6k	196.20	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.1	$301k	NEW	7.5k	40.10	View chart
Wisdomtree Tr Europe Hedged Eq (HEDJ)	0.1	$293k		5.6k	52.30	View chart
Global X Fds Defense Tech Etf (SHLD)	0.1	$287k		4.0k	70.84	View chart
Ge Healthcare Technologies I Common Stock (GEHC)	0.1	$285k		4.0k	71.18	View chart
Union Pacific Corporation (UNP)	0.1	$277k	-66%	1.1k	242.62	View chart
Spdr Index Shs Fds State Street Spd (FEZ)	0.1	$248k		4.0k	62.08	View chart
Waste Connections (WCN)	0.1	$237k	NEW	1.5k	162.44	View chart
American Express Company (AXP)	0.1	$225k	-65%	744.00	302.48	View chart
Caterpillar (CAT)	0.1	$220k	NEW	310.00	708.46	View chart
Ishares Ethereum Tr SHS (ETHA)	0.1	$210k		13k	15.83	View chart
Solstice Advanced Matls Com Shs (SOLS)	0.1	$202k	-48%	2.7k	76.16	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$176k		2.2k	78.66	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$172k		1.2k	138.32	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.0	$170k		4.2k	40.86	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.0	$123k		2.0k	61.64	View chart
Spdr Series Trust State Street Spd (KBE)	0.0	$115k	-34%	1.9k	59.55	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$83k		600.00	138.37	View chart
Strategy Cl A New (MSTR)	0.0	$62k		500.00	124.80	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.0	$60k		1.5k	39.94	View chart
Ishares Msci Pac Jp Etf (EPP)	0.0	$52k		980.00	53.14	View chart
Vaneck Etf Trust Agribusiness Etf (MOO)	0.0	$30k		350.00	84.50	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.0	$29k		180.00	158.58	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.0	$7.6k	NEW	190.00	40.10	View chart

Past Filings by BigSur Wealth Management

SEC 13F filings are viewable for BigSur Wealth Management going back to 2016

BigSur Wealth Management 2026 Q1 filed April 22, 2026
BigSur Wealth Management 2025 Q4 filed Jan. 27, 2026
BigSur Wealth Management 2025 Q3 filed Oct. 14, 2025
BigSur Wealth Management 2025 Q2 filed July 15, 2025
BigSur Wealth Management 2025 Q1 filed April 16, 2025
BigSur Wealth Management 2024 Q4 filed Jan. 16, 2025
BigSur Wealth Management 2024 Q3 filed Oct. 16, 2024
BigSur Wealth Management 2024 Q2 filed July 22, 2024
BigSur Wealth Management 2024 Q1 filed May 22, 2024
BigSur Wealth Management 2023 Q4 filed Feb. 12, 2024
BigSur Wealth Management 2023 Q3 filed Nov. 13, 2023
BigSur Wealth Management 2023 Q2 filed Aug. 14, 2023
BigSur Wealth Management 2023 Q1 filed May 12, 2023
BigSur Wealth Management 2022 Q4 filed Feb. 9, 2023
BigSur Wealth Management 2022 Q3 filed Nov. 9, 2022
BigSur Wealth Management 2022 Q2 filed Aug. 10, 2022

View all past filings

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