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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  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY SPDR S&P 500 ETF TR Financial Services 48,067.0 $32.9M 7.97% -4K -8.5% $683.95 +8.4%
2 BERKSHIRE HATHAWAY INC DEL 31.0 $23.4M 5.68% -1.0 -3.1% $754800.00
3 GOOGL ALPHABET INC Communication Services 27,336.0 $8.6M 2.08% -4K -11.9% $313.00 +23.9%
4 BX BLACKSTONE INC Financial Services 51,587.0 $8.0M 1.93% -5K -8.7% $154.14 -24.2%
5 GOOG ALPHABET INC Communication Services 24,215.0 $7.6M 1.84% -1K -4.0% $313.80 +22.7%
6 AMZN AMAZON COM INC Consumer Cyclical 28,345.0 $6.5M 1.59% -918.0 -3.1% $230.82 +14.8%
7 GLD SPDR GOLD TR Financial Services 13,793.0 $5.5M 1.33% -722.0 -5.0% $396.31 +3.8%
8 HON HONEYWELL INTL INC Industrials 20,598.0 $4.0M 0.97% -4K -16.3% $195.09 +11.3%
9 CTAS CINTAS CORP Industrials 21,355.0 $4.0M 0.97% -600.0 -2.7% $188.07 -8.4%
10 RPV INVESCO EXCHANGE TRADED FD T 33,229.0 $3.4M 0.83% -1K -2.9% $103.36 +7.8%
11 AVGO BROADCOM INC Technology 9,397.0 $3.3M 0.79% -900.0 -8.7% $346.10 +20.7%
12 UNH UNITEDHEALTH GROUP INC Healthcare 8,894.0 $2.9M 0.71% -550.0 -5.8% $330.11 +17.9%
13 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 6,630.0 $2.0M 0.49% -82.0 -1.2% $304.68 +28.9%
14 ICOW PACER FDS TR 50,578.0 $2.0M 0.48% -1K -2.7% $39.18 +14.5%
15 XOM EXXON MOBIL CORP Energy 13,355.0 $1.6M 0.39% -243.0 -1.8% $120.34 +35.1%
16 PPA INVESCO EXCHANGE TRADED FD T 8,182.0 $1.3M 0.31% -4K -30.6% $156.63 +7.4%
17 DYNF BLACKROCK ETF TRUST 16,573.0 $1.0M 0.24% -16K -49.1% $60.81 +9.1%
18 SLB SLB LIMITED Energy 22,800.0 $882K 0.21% -500.0 -2.1% $38.66 +46.8%
19 CALF PACER FDS TR 14,443.0 $646K 0.16% -487.0 -3.3% $44.70 +7.0%
20 NEE NEXTERA ENERGY INC Utilities 7,883.0 $633K 0.15% -169.0 -2.1% $80.28 +12.2%
Page 1 of 2  ·  24 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%