Universe · entity
BigSur Wealth Management LLC
Institutional manager (13F) · CIK 1659171
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $266M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | STATE STR SPDR S&P 500 ETF T | $25M | 39,051 |
| 2 | BERKSHIRE HATHAWAY INC DEL | $17M | 24 |
| 3 | VANGUARD INTL EQUITY INDEX F | $13M | 158,430 |
| 4 | NVIDIA CORPORATION | $13M | 73,620 |
| 5 | ISHARES BITCOIN TRUST ETF | $10M | 268,401 |
| 6 | ISHARES TR | $9M | 25,200 |
| 7 | JPMORGAN CHASE & CO | $9M | 30,187 |
| 8 | ALPHABET INC | $8M | 26,096 |
| 9 | APPLE INC | $7M | 26,678 |
| 10 | J P MORGAN EXCHANGE TRADED F | $7M | 97,760 |
| 11 | PALO ALTO NETWORKS INC | $7M | 40,760 |
| 12 | SELECT SECTOR SPDR TR | $6M | 43,789 |
| 13 | SPDR GOLD TR | $6M | 14,338 |
| 14 | INVESCO EXCHANGE TRADED FD T | $6M | 32,039 |
| 15 | SELECT SECTOR SPDR TR | $6M | 44,864 |
| 16 | BLACKSTONE INC | $6M | 51,005 |
| 17 | BERKSHIRE HATHAWAY INC DEL | $6M | 11,684 |
| 18 | GE VERNOVA INC | $5M | 5,983 |
| 19 | ALPHABET INC | $5M | 16,415 |
| 20 | GOLDMAN SACHS GROUP INC | $5M | 5,409 |
| 21 | GE AEROSPACE | $4M | 15,250 |
| 22 | ISHARES TR | $4M | 32,000 |
| 23 | HONEYWELL INTL INC | $4M | 17,810 |
| 24 | RTX CORPORATION | $4M | 20,843 |
| 25 | ISHARES TR | $4M | 17,607 |
| 26 | AMAZON COM INC | $4M | 18,245 |
| 27 | MERCK & CO INC | $4M | 30,960 |
| 28 | SELECT SECTOR SPDR TR | $4M | 58,040 |
| 29 | INVESCO EXCHANGE TRADED FD T | $3M | 32,574 |
| 30 | META PLATFORMS INC | $3M | 6,000 |
| 31 | MICROSOFT CORP | $3M | 8,850 |
| 32 | VANECK ETF TRUST | $3M | 35,400 |
| 33 | SELECT SECTOR SPDR TR | $3M | 61,020 |
| 34 | STATE STR SPDR DOW JONES IND | $3M | 6,169 |
| 35 | SELECT SECTOR SPDR TR | $3M | 17,500 |
| 36 | PACER FDS TR | $3M | 66,078 |
| 37 | COSTCO WHOLESALE CORPORATION | $3M | 2,740 |
| 38 | VANGUARD INTL EQUITY INDEX F | $3M | 50,100 |
| 39 | ALIBABA GROUP HLDG LTD | $3M | 21,130 |
| 40 | BROADCOM INC | $3M | 8,197 |
| 41 | ISHARES TR | $3M | 7,100 |
| 42 | TAIWAN SEMICONDUCTOR MANUFAC | $3M | 7,431 |
| 43 | CINTAS CORP | $2M | 14,355 |
| 44 | ISHARES TR | $2M | 20,000 |
| 45 | ISHARES TR | $2M | 12,000 |
| 46 | VANGUARD WHITEHALL FDS | $2M | 23,672 |
| 47 | BLACKSTONE SECD LENDING FD | $2M | 90,915 |
| 48 | ISHARES TR | $2M | 23,000 |
| 49 | EXXON MOBIL CORP | $2M | 12,718 |
| 50 | DANAHER CORP DEL | $2M | 10,815 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.