Q2 2026 13F · SEC CIK 1659171

BigSur Wealth Management LLC

Wealth managerFiled 2026-07-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $415.5M
Reported positions: 169
Top holdings a year, 3 yrs: +19.2%
Assets under management: $1.3B

BigSur Wealth Management LLC is a wealth manager that reported 169 positions worth $415.5M in its Q2 2026 13F, filed 2026-07-14. Its largest holdings were Spdr S&p 500 ETF Tr (SPY, 7.4%), Berkshire Hathaway Inc Del (BRK-A, 4.9%), Nvidia Corporation Com (NVDA, 3.8%). A portfolio copying its top holdings returned 19.2% a year over the last 3 years, against 20.4% for the S&P 500.

BigSur Wealth Management LLC holdings largest 50 of 169 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

BigSur Wealth Management LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SPYSpdr S&p 500 ETF Tr	7.4%	7.1%	41,135	+5.3%	$30.8M
BRK-ABerkshire Hathaway Inc Del	4.9%	4.8%	27	+12.5%	$20.2M
NVDANvidia Corporation Com	3.8%	3.6%	79,531	+8.0%	$15.9M
VGKVanguard Intl Equity Index F	3.1%	3.7%	146,390	-7.6%	$13.0M
JPMJpmorgan Chase & Co	2.9%	2.5%	37,290	+23.5%	$12.2M
PANWPalo Alto Networks Inc	2.7%	1.8%	33,150	-18.7%	$11.3M
IWVIshares Russell 3000 Index	2.6%	2.6%	25,200	+0.0%	$10.7M
GOOGLAlphabet Inc	2.5%	2.1%	29,409	+12.7%	$10.5M
IBITIshares Bitcoin Trust ETF	2.4%	2.9%	297,451	+10.8%	$9.9M
XLKState Street Technology Select Sector Sp	2.2%	1.7%	48,864	+8.9%	$9.3M
AAPLApple Inc	1.8%	1.9%	26,516	-0.6%	$7.7M
XLVSelect Sector Spdr Tr	1.8%	1.8%	48,203	+10.1%	$7.6M
GEVGe Vernova Inc	1.8%	1.5%	6,283	+5.0%	$7.4M
BBJPJ P Morgan Exchange Traded F	1.8%	1.9%	96,920	-0.9%	$7.3M
RSPInvesco S&p 500 Equal Weight ETF	1.7%	1.7%	33,229	+3.7%	$7.1M
BRK-BBerkshire Hathaway Inc Del	1.5%	1.6%	12,852	+10.0%	$6.4M
GOOGAlphabet Inc	1.5%	1.3%	17,615	+7.3%	$6.2M
GLDSpdr Gold Shares	1.4%	1.7%	16,038	+11.9%	$5.9M
GSGoldman Sachs Group Inc	1.4%	1.3%	5,709	+5.5%	$5.8M
GEGe Aerospace	1.4%	1.2%	15,100	-1.0%	$5.6M
BXBlackstone Inc Com	1.3%	1.6%	45,905	-10.0%	$5.4M
SUSAiShares MSCI USA ESG Select ETF	1.2%	1.2%	32,000	+0.0%	$4.9M
AMZNAmazon Com Inc Com	1.0%	1.1%	18,245	+0.0%	$4.3M
ITAIshares U.s. Aerospace & Defense ETF	1.0%	1.1%	17,564	-0.2%	$4.3M
RTXRtx Corporation Com	1.0%	1.1%	20,922	+0.4%	$4.0M
DHRDanaher Corporation	0.9%	0.6%	19,895	+84.0%	$3.8M
MSFTMicrosoft Corp	0.9%	0.9%	10,049	+13.5%	$3.7M
MRKMerck & Co. Inc	0.9%	1.1%	27,960	-9.7%	$3.6M
UNHUnitedhealth Group Inc Com	0.9%	—	8,694	—	$3.6M
RPVInvesco S&p 500 Pure Value	0.9%	1.0%	31,699	-2.7%	$3.6M
TSMTaiwan Semiconductor Manufac	0.8%	0.7%	7,307	-1.7%	$3.5M
AVGOBroadcom Inc	0.8%	0.7%	9,156	+11.7%	$3.5M
METAMeta Platforms Inc Class A	0.8%	1.0%	6,000	+0.0%	$3.4M
XLFSelect Sector Spdr Tr	0.8%	0.8%	61,820	+1.3%	$3.3M
XLISelect Sector Spdr Tr	0.8%	0.8%	17,570	+0.4%	$3.3M
DIAState Street Spdr Dow Jones Industrial A	0.8%	0.8%	6,169	+0.0%	$3.2M
HONHoneywell International Inc.	0.7%	—	13,555	—	$3.0M
HONAHoneywell Aerospace Inc.	0.7%	—	13,555	—	$3.0M
VWOVanguard Intl Equity Index F	0.7%	0.8%	50,100	+0.0%	$3.0M
IWBIshares Russell 1000 ETF	0.7%	0.7%	7,100	+0.0%	$2.9M
DSIiShares ESG MSCI KLD 400 ETF	0.7%	0.7%	20,000	+0.0%	$2.8M
ICOWPacer International Cash Cows ETF	0.7%	0.8%	66,078	+0.0%	$2.8M
IOOIshares Tr	0.7%	—	20,076	—	$2.7M
GDXVaneck Gold Miners ETF	0.6%	0.9%	35,400	+0.0%	$2.7M
QUALIshares Msci USA Quality Factor ETF	0.6%	0.6%	12,000	+0.0%	$2.6M
IVEIshares S&p 500 Value ETF	0.6%	—	11,500	—	$2.6M
CTASCintas Corp	0.6%	0.7%	15,132	+5.4%	$2.6M
XLEState Street Energy Select Sector Spdr E	0.6%	1.0%	48,280	-16.8%	$2.6M
ESGDIshares Msci Eafe Esg	0.6%	0.6%	23,000	+0.0%	$2.4M
VYMIVanguard International High Dividend Yie	0.6%	0.6%	23,630	-0.2%	$2.3M

What BigSur Wealth Management LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

DHR Danaher Corporation+84.0% shares
JPM Jpmorgan Chase & Co+23.5% shares
MSFT Microsoft Corp+13.5% shares
GOOGL Alphabet Inc+12.7% shares
BRK-A Berkshire Hathaway Inc Del+12.5% shares
GLD Spdr Gold Shares+11.9% shares
AVGO Broadcom Inc+11.7% shares
IBIT Ishares Bitcoin Trust ETF+10.8% shares

Reduced

PANW Palo Alto Networks Inc-18.7% shares
XLE State Street Energy Select Sector Spdr E-16.8% shares
BX Blackstone Inc Com-10.0% shares
MRK Merck & Co. Inc-9.7% shares
VGK Vanguard Intl Equity Index F-7.6% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +21.0% /yr; S&P 500 +20.1%
3 years: +19.2% /yr; S&P 500 +20.4%
5 years: +10.7% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$415.5M	169
Q1 2026	$356.5M	163
Q4 2025	$412.3M	160
Q3 2025	$408.3M	158
Q2 2025	$396.1M	154
Q1 2025	$369.2M	152
Q4 2024	$349.9M	152
Q3 2024	$363.0M	161
Q2 2024	$326.6M	153
Q1 2024	$319.1M	148
Q4 2023	$210.1M	116
Q3 2023	$198.4M	114

Questions about BigSur Wealth Management LLC's portfolio

What stocks does BigSur Wealth Management LLC own?

BigSur Wealth Management LLC's latest 13F, for Q2 2026 and filed Jul 14, 2026, lists 169 positions worth $415.5M. The largest are Spdr S&p 500 ETF Tr (SPY) at 7.4%, Berkshire Hathaway Inc Del (BRK-A) at 4.9%, Nvidia Corporation Com (NVDA) at 3.8%, Vanguard Intl Equity Index F (VGK) at 3.1% and Jpmorgan Chase & Co (JPM) at 2.9%.

What did BigSur Wealth Management LLC buy last quarter?

In Q2 2026, BigSur Wealth Management LLC added Danaher Corporation (DHR) (+84.0% shares), Jpmorgan Chase & Co (JPM) (+23.5% shares) and Microsoft Corp (MSFT) (+13.5% shares), compared with its Q1 2026 filing.

What did BigSur Wealth Management LLC sell last quarter?

In Q2 2026, BigSur Wealth Management LLC cut from its top 50 Honeywell Intl Inc (HON), cut from its top 50 Costco Whsl Corp New (COST), cut from its top 50 Alibaba Group Hldg Ltd (BABA), cut from its top 50 Blackstone Secd Lending Fd (BXSL), cut from its top 50 Exxon Mobil Corp (XOM), Palo Alto Networks Inc (PANW) (-18.7% shares), State Street Energy Select Sector Spdr E (XLE) (-16.8% shares) and Blackstone Inc Com (BX) (-10.0% shares), compared with its Q1 2026 filing.

How has BigSur Wealth Management LLC's portfolio performed?

A portfolio copying BigSur Wealth Management LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +19.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +21.0% against +20.1%. Over 5 years: +10.7% a year against +11.6%.

When is BigSur Wealth Management LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. BigSur Wealth Management LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does BigSur Wealth Management LLC manage?

BigSur Wealth Management LLC reported $1.3B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $415.5M.