§ 13F · FUND PROFILE
BigSur Wealth Management LLC.
AUM · $415M (13F)Positions · 170Turnover · n/a · Q2Filed · Jul 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$11M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 41K | $31M | 7.4% | +5% |
| 2 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 27 | $20M | 4.9% | +13% |
| 3 | NVDA | NVIDIA CORPORATION | 80K | $16M | 3.8% | +8% |
| 4 | VGK | VANGUARD INTL EQUITY INDEX F | 146K | $13M | 3.1% | −8% |
| 5 | JPM | JPMORGAN CHASE & CO | 37K | $12M | 2.9% | +24% |
| 6 | PANW | PALO ALTO NETWORKS INC | 33K | $11M | 2.7% | −19% |
| 7 | IWV | ISHARES TR | 25K | $11M | 2.6% | ±0% |
| 8 | GOOGL | ALPHABET INC | 29K | $11M | 2.5% | +13% |
| 9 | IBIT | ISHARES BITCOIN TRUST ETF | 297K | $10M | 2.4% | +11% |
| 10 | XLK | SELECT SECTOR SPDR TR | 49K | $9M | 2.2% | +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 $415 million in assets. The fund runs a portfolio of 170 positions.
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