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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 8  ·  160 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 +7.3%
2 BERKSHIRE HATHAWAY INC DEL 31.0 $23.4M 5.68% -1.0 -3.1% $754800.00
3 VGK VANGUARD INTL EQUITY INDEX F 193,010.0 $16.1M 3.91% $83.61 +3.3%
4 NVDA NVIDIA CORPORATION Technology 83,891.0 $15.6M 3.79% $186.50 +19.2%
5 IBIT ISHARES BITCOIN TRUST ETF Financial Services 296,478.0 $14.7M 3.57% +35K +13.4% $49.65 -12.4%
6 IWV ISHARES TR 31,700.0 $12.3M 2.98% $386.85 +7.3%
7 JPM JPMORGAN CHASE & CO. Financial Services 36,576.0 $11.8M 2.86% $322.22 -6.7%
8 AAPL APPLE INC Technology 35,458.0 $9.6M 2.34% $271.86 +10.0%
9 GOOGL ALPHABET INC Communication Services 27,336.0 $8.6M 2.08% -4K -11.9% $313.00 +26.8%
10 BX BLACKSTONE INC Financial Services 51,587.0 $8.0M 1.93% -5K -8.7% $154.14 -25.9%
11 PANW PALO ALTO NETWORKS INC Technology 43,160.0 $8.0M 1.93% $184.20 +34.4%
12 GOOG ALPHABET INC Communication Services 24,215.0 $7.6M 1.84% -1K -4.0% $313.80 +25.3%
13 BERKSHIRE HATHAWAY INC DEL 14,284.0 $7.2M 1.74% +1K +9.9% $502.65
14 XLV SELECT SECTOR SPDR TR 46,299.0 $7.2M 1.74% +8K +20.7% $154.80 -4.8%
15 BBJP J P MORGAN EXCHANGE TRADED F 103,955.0 $6.9M 1.66% +4K +3.9% $65.91 +11.5%
16 AMZN AMAZON COM INC Consumer Cyclical 28,345.0 $6.5M 1.59% -918.0 -3.1% $230.82 +12.4%
17 XLK SELECT SECTOR SPDR TR 44,864.0 $6.5M 1.57% +18K +65.3% $143.97 +20.3%
18 GS GOLDMAN SACHS GROUP INC Financial Services 6,259.0 $5.5M 1.33% $879.00 +7.7%
19 GLD SPDR GOLD TR Financial Services 13,793.0 $5.5M 1.33% -722.0 -5.0% $396.31 +5.6%
20 GEV GE VERNOVA INC Utilities 7,853.0 $5.1M 1.25% $653.57 +54.9%
Page 1 of 8  ·  160 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%