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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 4 of 8  ·  160 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 FCX FREEPORT-MCMORAN INC Basic Materials 32,500.0 $1.7M 0.40% $50.79 +19.1%
62 OIH VANECK ETF TRUST 5,778.0 $1.6M 0.40% $284.77 +58.4%
63 AVUV AMERICAN CENTY ETF TR 16,069.0 $1.6M 0.40% $101.98 +14.9%
64 VYMI VANGUARD WHITEHALL FDS 18,171.0 $1.6M 0.40% $90.00 +9.6%
65 MCD MCDONALDS CORP Consumer Cyclical 5,340.0 $1.6M 0.40% +49.0 +0.9% $305.63 -7.6%
66 VPL VANGUARD INTL EQUITY INDEX F 18,000.0 $1.6M 0.40% $90.40 +21.5%
67 XOM EXXON MOBIL CORP Energy 13,355.0 $1.6M 0.39% -243.0 -1.8% $120.34 +33.4%
68 QQQ INVESCO QQQ TR Financial Services 2,604.0 $1.6M 0.39% +19.0 +0.7% $614.32 +14.2%
69 GD GENERAL DYNAMICS CORP Industrials 4,700.0 $1.6M 0.38% $336.66 +1.9%
70 VBR VANGUARD INDEX FDS 7,466.0 $1.6M 0.38% $211.78 +6.8%
71 VTI VANGUARD INDEX FDS 4,653.0 $1.6M 0.38% $335.30 +7.4%
72 V VISA INC Financial Services 4,310.0 $1.5M 0.37% $350.71 -5.2%
73 PAVE GLOBAL X FDS 30,855.0 $1.5M 0.36% $48.12 +11.7%
74 ESTA ESTABLISHMENT LABS HLDGS INC Healthcare 19,982.0 $1.5M 0.35% $72.88 -9.9%
75 IBB ISHARES TR 8,250.0 $1.4M 0.34% $168.77 -2.7%
76 MCHI ISHARES TR 22,820.0 $1.4M 0.33% $60.07 -5.8%
77 PPA INVESCO EXCHANGE TRADED FD T 8,182.0 $1.3M 0.31% -4K -30.6% $156.63 +5.4%
78 COWZ PACER FDS TR 19,155.0 $1.2M 0.28% $60.79 +4.2%
79 JNJ JOHNSON & JOHNSON Healthcare 5,608.0 $1.2M 0.28% +76.0 +1.4% $206.95 +10.6%
80 NEM NEWMONT CORP Basic Materials 11,400.0 $1.1M 0.28% $99.85 +10.0%
Page 4 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%