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§ 13F · FUND PROFILE

BigSur Wealth Management LLC.

Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $396.1T (13F)Positions · 155Turnover · · Q4Filed · Jan 27, 2026
CONCENTRATION
Top 10 holdings
NEW BUYS
0
+$1.3T deployed
EXITS
0
No exits
SECTOR SHIFT
No prior quarter data
3YR HIT RATE
Top-5 overlap
§ 01 · TOP HOLDINGS

The book · Q4 2025

FILED JAN 27, 2026
#TickerNameShares$ value% portΔ Q4
1SPYSPDR S&P 500 ETF TR48K$32.9T8.0%−9%
2BRK/ABERKSHIRE HATHAWAY INC DEL31$23.4T5.7%−3%
3VGKVANGUARD INTL EQUITY INDEX F193K$16.1T3.9%±0%
4NVDANVIDIA CORPORATION84K$15.6T3.8%±0%
5IBITISHARES BITCOIN TRUST ETF296K$14.7T3.6%+13%
6IWVISHARES TR32K$12.3T3.0%±0%
7JPMJPMORGAN CHASE & CO.37K$11.8T2.9%±0%
8AAPLAPPLE INC35K$9.6T2.3%±0%
9GOOGLALPHABET INC27K$8.6T2.1%−12%
10BXBLACKSTONE INC52K$8.0T1.9%−9%
§ 02 · SECTOR ALLOCATION

Where the money is

Sector data pending
§ 03 · THE BIGSUR SIGNAL

AC read

BigSur Wealth Management LLC is a Other fund managing $396128.5 trillion in assets. The fund runs a portfolio of 155 positions.

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§ 04 · FILING HISTORY

Q-by-Q deltas

1 FILINGS
Q4 2025
Steady book
+0 buys · 0 exits · 0 changed
Q3 2025
Steady book
+0 buys · 0 exits · 0 changed
Q2 2025
Steady book
+0 buys · 0 exits · 0 changed
Q1 2025
Steady book
+0 buys · 0 exits · 0 changed