§ 13F · FUND PROFILE
BigSur Wealth Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $408M (13F)Positions · 159Turnover · — · Q1Filed · Apr 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$8M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 39K | $25M | 7.1% | −19% |
| 2 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 24 | $17M | 4.8% | −23% |
| 3 | VGK | VANGUARD INTL EQUITY INDEX F | 158K | $13M | 3.7% | −18% |
| 4 | NVDA | NVIDIA CORPORATION | 74K | $13M | 3.6% | −12% |
| 5 | IBIT | ISHARES BITCOIN TRUST ETF | 268K | $10M | 2.9% | −9% |
| 6 | IWV | ISHARES TR | 25K | $9M | 2.6% | −20% |
| 7 | JPM | JPMORGAN CHASE & CO | 30K | $9M | 2.5% | −17% |
| 8 | GOOGL | ALPHABET INC | 26K | $8M | 2.1% | −5% |
| 9 | AAPL | APPLE INC | 27K | $7M | 1.9% | −25% |
| 10 | BBJP | J P MORGAN EXCHANGE TRADED F | 98K | $7M | 1.9% | −6% |
§ 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 $408 million in assets. The fund runs a portfolio of 159 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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