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Portfolio (Quarterly) Guide ↗

BigSur Wealth Management LLC

· CIK 0001659171
13F Portfolio $412M AUM 161 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 5 New 22 Added 24 Reduced 3 Exited
Page 1 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IBIT ISHARES BITCOIN TRUST ETF Financial Services 296,478.0 $14.7M 3.57% +35K +13.4% $49.65 -11.4%
2 BERKSHIRE HATHAWAY INC DEL 14,284.0 $7.2M 1.74% +1K +9.9% $502.65
3 XLV SELECT SECTOR SPDR TR 46,299.0 $7.2M 1.74% +8K +20.7% $154.80 -5.0%
4 BBJP J P MORGAN EXCHANGE TRADED F 103,955.0 $6.9M 1.66% +4K +3.9% $65.91 +12.5%
5 XLK SELECT SECTOR SPDR TR 44,864.0 $6.5M 1.57% +18K +65.3% $143.97 +23.0%
6 RSP INVESCO EXCHANGE TRADED FD T 20,284.0 $3.9M 0.94% +5K +32.7% $191.56 +6.4%
7 BXSL BLACKSTONE SECD LENDING FD Financial Services 124,349.0 $3.4M 0.82% +3K +2.8% $27.10 -12.5%
8 XLE SELECT SECTOR SPDR TR 70,040.0 $3.1M 0.76% +33K +87.0% $44.71 +33.8%
9 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 95,600.0 $2.6M 0.63% +90K +1638.2% $27.15 -28.6%
10 MCD MCDONALDS CORP Consumer Cyclical 5,340.0 $1.6M 0.40% +49.0 +0.9% $305.63 -8.1%
11 QQQ INVESCO QQQ TR Financial Services 2,604.0 $1.6M 0.39% +19.0 +0.7% $614.32 +16.1%
12 JNJ JOHNSON & JOHNSON Healthcare 5,608.0 $1.2M 0.28% +76.0 +1.4% $206.95 +11.1%
13 XLB SELECT SECTOR SPDR TR 20,820.0 $944K 0.23% +10K +100.0% $45.35 +9.7%
14 IEMG ISHARES INC 12,375.0 $832K 0.20% +4K +43.1% $67.22 +18.9%
15 UNP UNION PAC CORP Industrials 3,395.0 $785K 0.19% +46.0 +1.4% $231.32 +17.4%
16 CSCO CISCO SYS INC Technology 8,461.0 $652K 0.16% +961.0 +12.8% $77.03 +49.8%
17 IJR ISHARES TR 3,565.0 $428K 0.10% +2K +137.7% $120.18 +13.0%
18 LIN LINDE PLC Basic Materials 761.0 $324K 0.08% +110.0 +16.9% $426.39 +18.7%
19 ETN EATON CORP PLC Industrials 1,005.0 $320K 0.08% +38.0 +3.9% $318.51 +16.8%
20 ETHA ISHARES ETHEREUM TR Financial Services 13,237.0 $297K 0.07% +637.0 +5.1% $22.43 -28.0%
Page 1 of 2  ·  22 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 40.6%
Technology 20.2%
Industrials 10.0%
Communication Services 8.6%
Healthcare 7.3%
Consumer Cyclical 6.7%
Utilities 2.4%
Energy 1.7%
Basic Materials 1.4%
Consumer Defensive 1.1%