Bigsur Wealth Management Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$356.5M
Q ending 2026-03-31
Prior quarter
$412.3M
Q ending 2025-12-31
Change
-13.5% QoQ · -3.4% YoY
Positions
163
reported holdings
Largest positions
Top 100 of 163 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| State Str Spdr S&P 500 Etf T | SPY | Shares | $25.5M | 39K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $17.2M | 24 |
| Vanguard Intl Equity Index F | VGK | Shares | $13.1M | 158K |
| Nvidia Corporation | NVDA | Shares | $12.8M | 74K |
| Ishares Bitcoin Trust Etf | IBIT | Shares | $10.3M | 268K |
| Ishares Tr | IWV | Shares | $9.3M | 25K |
| Jpmorgan Chase & Co | JPM | Shares | $8.9M | 30K |
| Alphabet Inc | GOOGL | Shares | $7.5M | 26K |
| Apple Inc | AAPL | Shares | $6.8M | 27K |
| J P Morgan Exchange Traded F | BBJP | Shares | $6.7M | 98K |
| Palo Alto Networks Inc | PANW | Shares | $6.5M | 41K |
| Select Sector Spdr Tr | XLV | Shares | $6.4M | 44K |
| Spdr Gold Tr | GLD | Shares | $6.2M | 14K |
| Invesco Exchange Traded Fd T | RSP | Shares | $6.1M | 32K |
| Select Sector Spdr Tr | XLK | Shares | $6.0M | 45K |
| Blackstone Inc | BX | Shares | $5.9M | 51K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $5.6M | 12K |
| Ge Vernova Inc | GEV | Shares | $5.2M | 6K |
| Alphabet Inc | GOOG | Shares | $4.7M | 16K |
| Goldman Sachs Group Inc | GS | Shares | $4.6M | 5K |
| Ge Aerospace | GE | Shares | $4.3M | 15K |
| Ishares Tr | SUSA | Shares | $4.2M | 32K |
| Honeywell Intl Inc | HONGBP | Shares | $4.0M | 18K |
| Rtx Corporation | RTX | Shares | $4.0M | 21K |
| Ishares Tr | ITA | Shares | $3.9M | 18K |
| Amazon Com Inc | AMZN | Shares | $3.8M | 18K |
| Merck & Co Inc | MRK | Shares | $3.8M | 31K |
| Select Sector Spdr Tr | XLE | Shares | $3.6M | 58K |
| Invesco Exchange Traded Fd T | RPV | Shares | $3.5M | 33K |
| Meta Platforms Inc | META | Shares | $3.4M | 6K |
| Microsoft Corp | MSFT | Shares | $3.3M | 9K |
| Vaneck Etf Trust | GDX | Shares | $3.2M | 35K |
| Select Sector Spdr Tr | XLF | Shares | $3.0M | 61K |
| State Str Spdr Dow Jones Ind | DIA | Shares | $2.9M | 6K |
| Select Sector Spdr Tr | XLI | Shares | $2.8M | 18K |
| Pacer Fds Tr | ICOW | Shares | $2.8M | 66K |
| Costco Wholesale Corporation | COST | Shares | $2.7M | 3K |
| Vanguard Intl Equity Index F | VWO | Shares | $2.7M | 50K |
| Alibaba Group Hldg Ltd | BABA | Shares | $2.7M | 21K |
| Broadcom Inc | AVGO | Shares | $2.5M | 8K |
| Ishares Tr | IWB | Shares | $2.5M | 7K |
| Taiwan Semiconductor Manufac | TSM | Shares | $2.5M | 7K |
| Cintas Corp | CTAS | Shares | $2.4M | 14K |
| Ishares Tr | DSI | Shares | $2.4M | 20K |
| Ishares Tr | QUAL | Shares | $2.3M | 12K |
| Vanguard Whitehall Fds | VYMI | Shares | $2.2M | 24K |
| Blackstone Secd Lending Fd | BXSL | Shares | $2.2M | 91K |
| Ishares Tr | ESGD | Shares | $2.2M | 23K |
| Exxon Mobil Corp | XOM | Shares | $2.2M | 13K |
| Danaher Corp Del | DHR | Shares | $2.1M | 11K |
| Ishares Tr | IWD | Shares | $2.0M | 9K |
| Ishares Inc | EWG | Shares | $1.9M | 49K |
| Freeport Mcmoran Inc | FCX | Shares | $1.9M | 33K |
| Lockheed Martin Corp | LMT | Shares | $1.9M | 3K |
| Home Depot Inc | HD | Shares | $1.8M | 6K |
| Unitedhealth Group Inc | UNH | Shares | $1.8M | 7K |
| Ishares Tr | IVE | Shares | $1.8M | 9K |
| Vanguard Intl Equity Index F | VPL | Shares | $1.8M | 18K |
| Ishares Tr | EFA | Shares | $1.7M | 18K |
| Bitmine Immersion Tecnologie | BMNR | Shares | $1.7M | 86K |
| Vaneck Etf Trust | OIH | Shares | $1.7M | 4K |
| American Centy Etf Tr | AVUV | Shares | $1.7M | 15K |
| Vanguard Index Fds | VBR | Shares | $1.6M | 7K |
| General Dynamics Corp | GD | Shares | $1.6M | 5K |
| Ishares Tr | IJH | Shares | $1.6M | 24K |
| Ishares S&P 500 Ucits Etf Di | Shares | $1.6M | 25K | |
| Global X Fds | PAVE | Shares | $1.6M | 31K |
| Bank America Corp | BAC | Shares | $1.6M | 32K |
| Innovator Etfs Trust | PJAN | Shares | $1.5M | 33K |
| Vanguard Index Fds | VTI | Shares | $1.5M | 5K |
| Eli Lilly & Co | LLY | Shares | $1.4M | 2K |
| Salesforce Inc | CRM | Shares | $1.4M | 7K |
| Ishares Tr | IBB | Shares | $1.4M | 8K |
| Invesco Exchange Traded Fd T | PPA | Shares | $1.4M | 8K |
| Visa Inc | V | Shares | $1.3M | 4K |
| Ishares Tr | MCHI | Shares | $1.3M | 23K |
| Vanguard World Fd | VHT | Shares | $1.3M | 5K |
| Tko Group Holdings Inc | TKO | Shares | $1.3M | 6K |
| Johnson & Johnson | JNJ | Shares | $1.2M | 5K |
| Pacer Fds Tr | COWZ | Shares | $1.2M | 19K |
| Ishares Tr | IGF | Shares | $1.2M | 18K |
| Slb Limited | SLB | Shares | $1.2M | 23K |
| Establishment Labs Hldgs Inc | Shares | $1.1M | 20K | |
| Newmont Corp | NEM | Shares | $1.1M | 10K |
| State Str Spdr S&P Midcap 40 | MDY | Shares | $1.1M | 2K |
| Ishares Tr | EEM | Shares | $1.0M | 18K |
| Invesco Exchange Traded Fd T | RSPT | Shares | $1.0M | 23K |
| Blackrock Etf Trust | DYNF | Shares | $964K | 17K |
| J P Morgan Exchange Traded F | JIVE | Shares | $963K | 11K |
| Schwab Charles Corp | SCHW | Shares | $940K | 10K |
| Boeing Co | BA | Shares | $931K | 5K |
| Bristol-Myers Squibb Co | BMY | Shares | $922K | 15K |
| Toyota Motor Corp | TM | Shares | $921K | 4K |
| Mcdonalds Corp | MCD | Shares | $914K | 3K |
| Select Sector Spdr Tr | XLB | Shares | $909K | 18K |
| Vanguard Tax-Managed Fds | VEA | Shares | $904K | 14K |
| Ishares Tr | INDA | Shares | $890K | 19K |
| Ishares Inc | IEMG | Shares | $863K | 12K |
| Ishares Silver Tr | SLV | Shares | $818K | 12K |
| Chevron Corporation | CVX | Shares | $817K | 4K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.