BigSur Wealth Management LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 27, 2026, for the 2025 Q4 period, BigSur Wealth Management LLC held in its portfolio 157 assets valued at $412,253,462 (i.e. $412.25M).
The most valuable assets in the portfolio included: SPDR S&P 500 ETF TR ($32.88M), BERKSHIRE HATHAWAY INC DEL ($23.40M), and VANGUARD INTL EQUITY INDEX F ($16.14M).
The chart below shows the top 10 valuable assets, and the table below shows the top 157 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
BigSur Wealth Management LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 48067 | 32875350 | TR UNIT |
| BERKSHIRE HATHAWAY INC DEL | 31 | 23398800 | CL A |
| VANGUARD INTL EQUITY INDEX F | 193010 | 16137566 | FTSE EUROPE ETF |
| NVIDIA CORPORATION | 83891 | 15645672 | COM |
| ISHARES BITCOIN TRUST ETF | 296478 | 14720133 | SHS BEN INT |
| ISHARES TR | 31700 | 12263145 | RUSSELL 3000 ETF |
| JPMORGAN CHASE & CO. | 36576 | 11785519 | COM |
| APPLE INC | 35458 | 9639612 | COM |
| ALPHABET INC | 27336 | 8556168 | CAP STK CL A |
| BLACKSTONE INC | 51587 | 7951620 | COM |
| PALO ALTO NETWORKS INC | 43160 | 7950072 | COM |
| ALPHABET INC | 24215 | 7598667 | CAP STK CL C |
| BERKSHIRE HATHAWAY INC DEL | 14284 | 7179853 | CL B NEW |
| SELECT SECTOR SPDR TR | 46299 | 7167085 | STATE STREET HEA |
| J P MORGAN EXCHANGE TRADED F | 103955 | 6851674 | BETABULDRS JAPAN |
| AMAZON COM INC | 28345 | 6542593 | COM |
| SELECT SECTOR SPDR TR | 44864 | 6459070 | STATE STREET TEC |
| GOLDMAN SACHS GROUP INC | 6259 | 5501661 | COM |
| SPDR GOLD TR | 13793 | 5466304 | GOLD SHS |
| GE VERNOVA INC | 7853 | 5132485 | COM |
| ISHARES TR | 22957 | 4928638 | US AER DEF ETF |
| GE AEROSPACE | 15437 | 4760616 | COM NEW |
| MERCK & CO INC | 43050 | 4568036 | COM |
| ISHARES TR | 32000 | 4459040 | ESG OPTIMIZED |
| RTX CORPORATION | 24024 | 4406002 | COM |
| META PLATFORMS INC | 6500 | 4290585 | CL A |
| HONEYWELL INTL INC | 20598 | 4018464 | COM |
| CINTAS CORP | 21355 | 4016235 | COM |
| INVESCO EXCHANGE TRADED FD T | 20284 | 3885603 | S&P500 EQL WGT |
| SELECT SECTOR SPDR TR | 70770 | 3876073 | STATE STREET FIN |
| MICROSOFT CORP | 7950 | 3844779 | COM |
| INVESCO EXCHANGE TRADED FD T | 33229 | 3434565 | S&P500 PUR VAL |
| BLACKSTONE SECD LENDING FD | 124349 | 3369858 | COMMON STOCK |
| BROADCOM INC | 9397 | 3252302 | COM |
| SELECT SECTOR SPDR TR | 70040 | 3131488 | STATE STREET ENE |
| ALIBABA GROUP HLDG LTD | 21130 | 3097235 | SPONSORED ADS |
| VANECK ETF TRUST | 35400 | 3036258 | GOLD MINERS ETF |
| SPDR DOW JONES INDL AVERAGE | 6169 | 2971079 | UT SER 1 |
| HOME DEPOT INC | 8597 | 2958228 | COM |
| UNITEDHEALTH GROUP INC | 8894 | 2935998 | COM |
| SALESFORCE INC | 11000 | 2918586 | COM |
| SELECT SECTOR SPDR TR | 17500 | 2714600 | STATE STREET IND |
| VANGUARD INTL EQUITY INDEX F | 50100 | 2693376 | FTSE EMR MKT ETF |
| COSTCO WHSL CORP NEW | 3092 | 2666355 | COM |
| ISHARES TR | 12395 | 2607164 | RUS 1000 VAL ETF |
| BITMINE IMMERSION TECNOLOGIE | 95600 | 2595540 | COM NEW |
| ISHARES TR | 26938 | 2586856 | MSCI EAFE ETF |
| ISHARES TR | 20000 | 2576600 | ESG MSCI KLD 400 |
| DANAHER CORPORATION | 11115 | 2548003 | COM |
| ISHARES INC | 59180 | 2515150 | MSCI GERMANY ETF |
| ELI LILLY & CO | 2340 | 2514751 | COM |
| ISHARES TR | 12000 | 2383440 | MSCI USA QLT FCT |
| BANK AMERICA CORP | 40850 | 2246750 | COM |
| ISHARES TR | 23000 | 2187070 | ESG AW MSCI EAFE |
| ISHARES TR | 31750 | 2095500 | CORE S&P MCP ETF |
| LOCKHEED MARTIN CORP | 4280 | 2070108 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 6630 | 2020032 | SPONSORED ADS |
| PACER FDS TR | 50578 | 1981535 | DEVELOPED MRKT |
| ISHARES TR | 8500 | 1802595 | S&P 500 VAL ETF |
| ISHARES S&P 500 UCITS ETF DI | 24570 | 1686177 | Stock |
| FREEPORT-MCMORAN INC | 32500 | 1650675 | CL B |
| VANECK ETF TRUST | 5778 | 1645401 | OIL SERVICES ETF |
| AMERICAN CENTY ETF TR | 16069 | 1638717 | US SML CP VALU |
| VANGUARD WHITEHALL FDS | 18171 | 1635379 | INTL HIGH ETF |
| MCDONALDS CORP | 5340 | 1632064 | COM |
| VANGUARD INTL EQUITY INDEX F | 18000 | 1627200 | FTSE PACIFIC ETF |
| EXXON MOBIL CORP | 13355 | 1607141 | COM |
| INVESCO QQQ TR | 2604 | 1599683 | UNIT SER 1 |
| GENERAL DYNAMICS CORP | 4700 | 1582302 | COM |
| VANGUARD INDEX FDS | 7466 | 1581157 | SM CP VAL ETF |
| VANGUARD INDEX FDS | 4653 | 1560153 | TOTAL STK MKT |
| VISA INC | 4310 | 1511560 | COM CL A |
| GLOBAL X FDS | 30855 | 1484686 | US INFR DEV ETF |
| ESTABLISHMENT LABS HLDGS INC | 19982 | 1456288 | COM |
| ISHARES TR | 8250 | 1392353 | ISHARES BIOTECH |
| ISHARES TR | 22820 | 1370797 | MSCI CHINA ETF |
| INVESCO EXCHANGE TRADED FD T | 8182 | 1281547 | AEROSPACE DEFN |
| PACER FDS TR | 19155 | 1164347 | US CASH COWS 100 |
| JOHNSON & JOHNSON | 5608 | 1160576 | COM |
| NEWMONT CORP | 11400 | 1138290 | COM |
| ISHARES TR | 17750 | 1089140 | GLB INFRASTR ETF |
| VANGUARD WORLD FD | 3700 | 1065045 | HEALTH CAR ETF |
| INVESCO EXCHANGE TRADED FD T | 22500 | 1023975 | S&P500 EQL TEC |
| BOEING CO | 4680 | 1016122 | COM |
| BLACKROCK ETF TRUST | 16573 | 1007804 | ISHARES US EQUIT |
| ISHARES TR | 18300 | 1001193 | MSCI EMG MKT ETF |
| SCHWAB CHARLES CORP | 10000 | 999100 | COM |
| SPDR SERIES TRUST | 9425 | 970063 | STATE STREET SPD |
| TOYOTA MOTOR CORP | 4470 | 956848 | ADS |
| SELECT SECTOR SPDR TR | 20820 | 944187 | STATE STREET MAT |
| INNOVATOR ETFS TRUST | 21654 | 932433 | US EQTY PWR BUF |
| J P MORGAN EXCHANGE TRADED F | 11250 | 903133 | JPMORGAN INTL VL |
| SLB LIMITED | 22800 | 881562 | COM STK |
| VANGUARD TAX-MANAGED FDS | 14100 | 880827 | VAN FTSE DEV MKT |
| BRISTOL-MYERS SQUIBB CO | 16200 | 873828 | COM |
| SPDR S&P MIDCAP 400 ETF TR | 1440 | 871868 | UTSER1 S&PDCRP |
| ISHARES INC | 12375 | 831848 | CORE MSCI EMKT |
| AMERICAN EXPRESS CO | 2153 | 796502 | COM |
| LISTED FDS TR | 12000 | 791520 | ROUNDHILL MAGNIF |
| UNION PAC CORP | 3395 | 785331 | COM |
| ABBVIE INC | 3349 | 765213 | COM |
| UNITED STS COMMODITY INDEX F | 20339 | 711051 | CM REP COPP FD |
| WELLS FARGO CO NEW | 7550 | 703660 | COM |
| ADOBE INC | 2000 | 699980 | COM |
| ISHARES TR | 2700 | 664632 | RUSSELL 2000 ETF |
| SONY GROUP CORP | 25925 | 663680 | SPONSORED ADR |
| INVESCO EXCHANGE TRADED FD T | 4900 | 658169 | BUYBACK ACHIEV |
| CISCO SYS INC | 8461 | 651751 | COM |
| ISHARES TR | 12000 | 648600 | MSCI INDIA ETF |
| ROCKWELL AUTOMATION INC | 1664 | 647412 | COM |
| PACER FDS TR | 14443 | 645623 | US SMALL CAP CAS |
| ISHARES TR | 5076 | 642977 | GLOBAL 100 ETF |
| NEXTERA ENERGY INC | 7883 | 632847 | COM |
| CHEVRON CORP NEW | 3950 | 602020 | COM |
| APOLLO GLOBAL MGMT INC | 4000 | 579040 | COM |
| ISHARES TR | 14575 | 558077 | CHINA LG-CAP ETF |
| HERCULES CAPITAL INC | 29500 | 555190 | COM |
| ENERGY TRANSFER L P | 30000 | 494700 | COM UT LTD PTN |
| ISHARES TR | 5260 | 489811 | MSCI AC ASIA ETF |
| SHELL PLC | 6586 | 483939 | SPON ADS |
| TKO GROUP HOLDINGS INC | 2250 | 470250 | CL A |
| PACER FDS TR | 11000 | 469222 | METAURUS CAP 400 |
| WISDOMTREE TR | 10000 | 462900 | INDIA ERNGS FD |
| TESLA INC | 991 | 445673 | COM |
| ISHARES TR | 3565 | 428442 | CORE S&P SCP ETF |
| DBX ETF TR | 8545 | 410160 | XTRACK MSCI EURP |
| MICRON TECHNOLOGY INC | 1300 | 371183 | COM |
| MEDTRONIC PLC | 3600 | 348372 | SHS |
| WESTERN DIGITAL CORP | 2000 | 344540 | COM |
| NORTHROP GRUMMAN CORP | 600 | 342126 | COM |
| ISHARES INC | 3000 | 330090 | MSCI ISRAEL ETF |
| GE HEALTHCARE TECHNOLOGIES I | 4000 | 328080 | COMMON STOCK |
| FEDEX CORP | 1120 | 325147 | COM |
| LINDE PLC | 761 | 324483 | SHS |
| EATON CORP PLC | 1005 | 320103 | SHS |
| VANGUARD INDEX FDS | 1600 | 305584 | VALUE ETF |
| WISDOMTREE TR | 5600 | 297136 | EUROPE HEDGED EQ |
| ISHARES ETHEREUM TR | 13237 | 296906 | SHS |
| QUALCOMM INC | 1700 | 290785 | COM |
| ORACLE CORP | 1370 | 267027 | COM |
| GLOBAL X FDS | 4045 | 263036 | DEFENSE TECH ETF |
| ABBOTT LABS | 2089 | 261731 | COM |
| D R HORTON INC | 1800 | 259254 | COM |
| SPDR INDEX SHS FDS | 4000 | 257560 | EURO STOXX 50 |
| NIKE INC | 4000 | 256480 | CL B |
| SOLSTICE ADVANCED MATLS INC | 5149 | 250138 | COM SHS |
| ASML HOLDING N V | 195 | 208623 | N Y REGISTRY SHS |
| INNOVATOR ETFS TRUST | 4636 | 200507 | US EQTY PWR BF |
| VANGUARD INTL EQUITY INDEX F | 1240 | 174914 | TT WRLD ST ETF |
| ISHARES INC | 2240 | 162803 | MSCI EMRG CHN |
| ISHARES TR | 2000 | 130200 | US HLTHCARE ETF |
| ISHARES TR | 600 | 84894 | MSCI ACWI ETF |
| STRATEGY INC | 500 | 75975 | CL A NEW |
| ISHARES INC | 750 | 72915 | MSCI STH KOR ETF |
| ISHARES INC | 980 | 49461 | MSCI PAC JP ETF |
| WISDOMTREE TR | 180 | 25949 | JAPN HEDGE EQT |
| VANECK ETF TRUST | 350 | 25477 | AGRIBUSINESS ETF |
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