BigSur Wealth Management LLC
BigSur Wealth Management LLC reported 169 positions worth $415.5M as of June 30, 2026 (13F filed July 14, 2026). Largest holding: SPY (7.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPY | SH | $30.8M | 7.41% | 41,135 | — | — | |
| ▸ 2 | BRK-A | SH | $20.2M | 4.87% | 27 | — | — | |
| ▸ 3 | NVDA | SH | $15.9M | 3.83% | 79,531 | — | — | |
| ▸ 4 | VGK | SH | $13.0M | 3.12% | 146,390 | — | — | |
| ▸ 5 | JPM | SH | $12.2M | 2.94% | 37,290 | — | — | |
| ▸ 6 | PANW | SH | $11.3M | 2.72% | 33,150 | — | — | |
| ▸ 7 | IWV | SH | $10.7M | 2.59% | 25,200 | — | — | |
| ▸ 8 | GOOGL | SH | $10.5M | 2.53% | 29,409 | — | — | |
| ▸ 9 | IBIT | SH | $9.9M | 2.38% | 297,451 | — | — | |
| ▸ 10 | XLK | SH | $9.3M | 2.24% | 48,864 | — | — |
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Frequently Asked Questions
What stocks does BigSur Wealth Management LLC hold as of Q2 2026?
BigSur Wealth Management LLC reported 169 positions worth $415.5M in its Q2 2026 13F filing. Largest positions: SPY (7.4%), BRK-A (4.9%), NVDA (3.8%), VGK (3.1%) and JPM (2.9%).
What did BigSur Wealth Management LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did BigSur Wealth Management LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.