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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	MINT	PIMCO ETF TR	—	6,600	$665K	0.16%	SOLD
2	EWZ	ISHARES INC	—	8,000	$248K	0.06%	SOLD
3	SAN	BANCO SANTANDER S.A.	Financial Services	12,986	$136K	0.03%	SOLD

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%