BigSur Wealth Management LLC 13F Holdings · Q2 2026
BigSur Wealth Management LLC reported 169 securities worth $415.50M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SPY (7.41%), BRK/A (4.87%), NVDA (3.83%). Among its top 25 positions this quarter: 15 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $30.8M | 7.41% | 41,135 | Added |
| 2 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $20.2M | 4.87% | 27 | Added |
| 3 | NVDA | NVIDIA CORPORATION | $15.9M | 3.83% | 79,531 | Added |
| 4 | VGK | VANGUARD INTL EQUITY INDEX F | $13.0M | 3.12% | 146,390 | Trimmed |
| 5 | JPM | JPMORGAN CHASE & CO | $12.2M | 2.94% | 37,290 | Added |
| 6 | PANW | PALO ALTO NETWORKS INC | $11.3M | 2.72% | 33,150 | Trimmed |
| 7 | IWV | ISHARES TR | $10.7M | 2.59% | 25,200 | Hold |
| 8 | GOOGL | ALPHABET INC | $10.5M | 2.53% | 29,409 | Added |
| 9 | IBIT | ISHARES BITCOIN TRUST ETF | $9.9M | 2.38% | 297,451 | Added |
| 10 | XLK | SELECT SECTOR SPDR TR | $9.3M | 2.24% | 48,864 | Added |
| 11 | AAPL | APPLE INC | $7.7M | 1.85% | 26,516 | Trimmed |
| 12 | XLV | SELECT SECTOR SPDR TR | $7.6M | 1.84% | 48,203 | Added |
| 13 | GEV | GE VERNOVA INC | $7.4M | 1.78% | 6,283 | Added |
| 14 | BBJP | J P MORGAN EXCHANGE TRADED F | $7.3M | 1.76% | 96,920 | Trimmed |
| 15 | RSP | INVESCO EXCHANGE TRADED FD T | $7.1M | 1.70% | 33,229 | Added |
| 16 | BRKB | BERKSHIRE HATHAWAY INC DEL | $6.4M | 1.55% | 12,852 | Added |
| 17 | GOOG | ALPHABET INC | $6.2M | 1.50% | 17,615 | Added |
| 18 | GLD | SPDR GOLD TR | $5.9M | 1.42% | 16,038 | Added |
| 19 | GS | GOLDMAN SACHS GROUP INC | $5.8M | 1.39% | 5,709 | Added |
| 20 | GE | GE AEROSPACE | $5.6M | 1.36% | 15,100 | Trimmed |
| 21 | BX | BLACKSTONE INC | $5.4M | 1.30% | 45,905 | Trimmed |
| 22 | SUSA | ISHARES TR | $4.9M | 1.19% | 32,000 | Hold |
| 23 | AMZN | AMAZON COM INC | $4.3M | 1.05% | 18,245 | Hold |
| 24 | ITA | ISHARES TR | $4.3M | 1.02% | 17,564 | Trimmed |
| 25 | RTX | RTX CORPORATION | $4.0M | 0.96% | 20,922 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR