Investor
BigSur Wealth Management LLC
CIK 0001659171 · filed 2026-04-22 · SEC filing
13F book
$356.5M
Positions
163
12 new · 9 sold
Largest name
7.1%
Spdr S&P 500 Etf Tr
Est. mark
−$12.7M
Price effect on 151 names still held. Flow −$43.1M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Spdr S&P 500 Etf Tr | — | 39.1K | $25.5M | 7.1% | −$1.24M | Cut−$7.41M |
| Berkshire Hathaway Inc Del | — | 24 | $17.2M | 4.8% | −$879.8K | Cut−$6.16M |
| Vanguard Intl Equity Index F | — | 158.4K | $13.1M | 3.7% | −$186.9K | Cut−$3.08M |
| Nvidia Corp | NVDA | 73.6K | $12.8M | 3.6% | −$890.1K | Cut−$2.81M |
| Ishares Bitcoin Trust Etf | IBIT | 268.4K | $10.3M | 2.9% | −$3.01M | Cut−$4.41M |
| Ishares Tr | — | 25.2K | $9.34M | 2.6% | −$407.5K | Cut−$2.92M |
| Jpmorgan Chase & Co. | — | 30.2K | $8.88M | 2.5% | −$847K | Cut−$2.91M |
| Alphabet Inc | — | 26.1K | $7.5M | 2.1% | −$663.9K | Cut−$1.05M |
| Apple Inc. | AAPL | 26.7K | $6.77M | 1.9% | −$482.1K | Cut−$2.87M |
| J P Morgan Exchange Traded F | — | 97.8K | $6.74M | 1.9% | $293.3K | Cut−$115K |
| Palo Alto Networks Inc | PANW | 40.8K | $6.53M | 1.8% | −$973.3K | Cut−$1.42M |
| Select Sector Spdr Tr | — | 43.8K | $6.42M | 1.8% | −$358.6K | Cut−$747.2K |
| Spdr Gold Tr | — | 14.3K | $6.17M | 1.7% | $468.7K | Added$703.2K |
| Invesco Exchange Traded Fd T | — | 32K | $6.15M | 1.7% | $7.3K | Added$2.26M |
| Select Sector Spdr Tr | — | 44.9K | $5.96M | 1.7% | −$496.6K | Held |
| Blackstone Inc. | BX | 51K | $5.87M | 1.6% | −$2M | Cut−$2.09M |
| Berkshire Hathaway Inc Del | — | 11.7K | $5.6M | 1.6% | −$274K | Cut−$1.58M |
| GE Vernova Inc. | GEV | 5.98K | $5.23M | 1.5% | $1.31M | Cut$92.8K |
| Alphabet Inc | — | 16.4K | $4.71M | 1.3% | −$442.2K | Cut−$2.89M |
| Goldman Sachs Group Inc | — | 5.41K | $4.58M | 1.3% | −$178.6K | Cut−$925.7K |
| Ge Aerospace | — | 15.3K | $4.33M | 1.2% | −$368.3K | Cut−$426K |
| Ishares Tr | — | 32K | $4.23M | 1.2% | −$231.8K | Held |
| Honeywell Intl Inc | — | 17.8K | $4.03M | 1.1% | $551K | Cut$7.13K |
| RTX Corp | RTX | 20.8K | $4.02M | 1.1% | $198K | Cut−$385.4K |
| Ishares Tr | — | 17.6K | $3.85M | 1.1% | $71.5K | Cut−$1.08M |
| Amazon Com Inc | AMZN | 18.2K | $3.8M | 1.1% | −$411.4K | Cut−$2.74M |
| Merck & Co., Inc. | MRK | 31K | $3.75M | 1.1% | $465.3K | Cut−$817.5K |
| Select Sector Spdr Tr | — | 58K | $3.56M | 1.0% | $960.6K | Cut$424K |
| Invesco Exchange Traded Fd T | — | 32.6K | $3.5M | 1.0% | $131.3K | Cut$63.6K |
| Meta Platforms, Inc. | META | 6K | $3.43M | 1.0% | −$527.8K | Cut−$857.8K |
| Microsoft Corp | MSFT | 8.85K | $3.28M | 0.9% | −$901.9K | Added−$568.8K |
| Vaneck Etf Trust | — | 35.4K | $3.25M | 0.9% | $212.4K | Held |
| Select Sector Spdr Tr | — | 61K | $3.01M | 0.8% | −$329.5K | Cut−$863.5K |
| Spdr Dow Jones Indl Average | — | 6.17K | $2.86M | 0.8% | −$107.5K | Held |
| Select Sector Spdr Tr | — | 17.5K | $2.83M | 0.8% | $115.7K | Held |
| Pacer Fds Tr | — | 66.1K | $2.8M | 0.8% | $165K | Added$822.8K |
| Costco Whsl Corp New | — | 2.74K | $2.73M | 0.8% | $367.4K | Cut$63.9K |
| Vanguard Intl Equity Index F | — | 50.1K | $2.71M | 0.8% | $14.5K | Held |
| Alibaba Group Hldg Ltd | — | 21.1K | $2.65M | 0.7% | −$446.3K | Held |
| Broadcom Inc. | AVGO | 8.2K | $2.54M | 0.7% | −$299.9K | Cut−$715.2K |
| Ishares Tr | — | 7.1K | $2.53M | 0.7% | — | New |
| Taiwan Semiconductor Mfg Ltd | — | 7.43K | $2.52M | 0.7% | $226.7K | Added$498.1K |
| Cintas Corp | CTAS | 14.4K | $2.43M | 0.7% | −$271.7K | Cut−$1.59M |
| Ishares Tr | — | 20K | $2.42M | 0.7% | −$152.8K | Held |
| Ishares Tr | — | 12K | $2.3M | 0.6% | −$81.7K | Held |
| Vanguard Whitehall Fds | — | 23.7K | $2.23M | 0.6% | $77K | Added$595.4K |
| Blackstone Secd Lending Fd | — | 90.9K | $2.22M | 0.6% | −$240K | Cut−$1.15M |
| Ishares Tr | — | 23K | $2.2M | 0.6% | $12.2K | Held |
| Exxon Mobil Corp | — | 12.7K | $2.16M | 0.6% | $627.3K | Cut$550.6K |
| Danaher Corporation | — | 10.8K | $2.05M | 0.6% | −$424.4K | Cut−$493.2K |
| Ishares Tr | — | 9.39K | $2.01M | 0.6% | $31.3K | Cut−$599.7K |
| Ishares Inc | — | 49K | $1.94M | 0.5% | −$138.7K | Cut−$571.3K |
| Freeport-Mcmoran Inc | FCX | 32.5K | $1.91M | 0.5% | $259.7K | Held |
| Lockheed Martin Corp | LMT | 3.13K | $1.89M | 0.5% | $377.9K | Cut−$178.4K |
| Home Depot, Inc. | HD | 5.55K | $1.83M | 0.5% | −$84.4K | Cut−$1.13M |
| Unitedhealth Group Inc | UNH | 6.69K | $1.81M | 0.5% | −$398.4K | Cut−$1.12M |
| Ishares Tr | — | 8.5K | $1.79M | 0.5% | −$7.82K | Held |
| Vanguard Intl Equity Index F | — | 18K | $1.76M | 0.5% | $131.9K | Held |
| Ishares Tr | — | 17.9K | $1.74M | 0.5% | $19.7K | Cut−$844.5K |
| Bitmine Immersion Tecnologie | — | 85.6K | $1.69M | 0.5% | −$630.9K | Cut−$902.4K |
| Vaneck Etf Trust | — | 4.18K | $1.69M | 0.5% | $499K | Cut$43.4K |
| American Centy Etf Tr | — | 15.3K | $1.69M | 0.5% | $129.7K | Cut$48.8K |
| Vanguard Index Fds | — | 7.47K | $1.62M | 0.5% | $40.8K | Held |
| General Dynamics Corp | GD | 4.7K | $1.61M | 0.5% | $30.8K | Held |
| Ishares Tr | — | 23.8K | $1.6M | 0.4% | $36.3K | Cut−$491.7K |
| iShares Core S&P 500 UCITS ETF USD (Dist) | — | 24.6K | $1.57M | 0.4% | −$112.1K | Held |
| Global X Fds | — | 30.9K | $1.57M | 0.4% | $83.1K | Held |
| Bank America Corp | — | 31.9K | $1.55M | 0.4% | −$199.1K | Cut−$694.1K |
| Innovator Etfs Trust | — | 32.5K | $1.5M | 0.4% | — | New |
| Vanguard Index Fds | — | 4.65K | $1.49M | 0.4% | −$67.3K | Held |
| Eli Lilly & Co | LLY | 1.54K | $1.42M | 0.4% | −$238.6K | Cut−$1.1M |
| Salesforce, Inc. | CRM | 7.3K | $1.36M | 0.4% | −$574.2K | Cut−$1.56M |
| Ishares Tr | — | 8.05K | $1.36M | 0.4% | $644 | Cut−$33.1K |
| Invesco Exchange Traded Fd T | — | 8.18K | $1.36M | 0.4% | $74.2K | Held |
| Visa Inc. | V | 4.31K | $1.3M | 0.4% | −$208.9K | Held |
| Ishares Tr | — | 22.8K | $1.28M | 0.4% | −$88.8K | Held |
| Vanguard World Fd | — | 4.7K | $1.28M | 0.4% | −$57.4K | Added$214.9K |
| TKO Group Holdings, Inc. | TKO | 6.25K | $1.26M | 0.4% | −$16.5K | Added$790.1K |
| Johnson & Johnson | JNJ | 5.01K | $1.23M | 0.3% | $187.9K | Cut$64.8K |
| Pacer Fds Tr | — | 19.2K | $1.2M | 0.3% | $34K | Held |
| Ishares Tr | — | 17.8K | $1.19M | 0.3% | $100.1K | Held |
| Slb Limited/Nv | SLB | 22.8K | $1.18M | 0.3% | $296.9K | Held |
| Establishment Labs Hldgs Inc | — | 20K | $1.13M | 0.3% | −$321.7K | Held |
| Newmont Corp | — | 10K | $1.08M | 0.3% | $84K | Cut−$55.8K |
| Spdr S&P Midcap 400 Etf Tr | — | 1.74K | $1.08M | 0.3% | $18.5K | Added$203.9K |
| Ishares Tr | — | 18.3K | $1.04M | 0.3% | $38.1K | Held |
| Invesco Exchange Traded Fd T | — | 22.5K | $1.02M | 0.3% | −$5.63K | Held |
| Blackrock Etf Trust | — | 16.6K | $964.2K | 0.3% | −$43.6K | Held |
| J P Morgan Exchange Traded F | — | 11.3K | $963.4K | 0.3% | $60.3K | Held |
| Schwab Charles Corp | — | 10K | $939.8K | 0.3% | −$59.3K | Held |
| Boeing Co | — | 4.68K | $931.5K | 0.3% | −$84.7K | Held |
| Bristol-Myers Squibb Co | — | 15.2K | $921.9K | 0.3% | $102K | Cut$48.1K |
| Toyota Motor Corp | — | 4.47K | $921.2K | 0.3% | −$35.6K | Held |
| Mcdonalds Corp | MCD | 2.94K | $913.7K | 0.3% | $15.2K | Cut−$718.3K |
| Select Sector Spdr Tr | — | 18.2K | $909.5K | 0.3% | $84.1K | Cut−$34.7K |
| Vanguard Tax-Managed Fds | — | 14.1K | $903.5K | 0.3% | $22.7K | Held |
| Ishares Tr | — | 19K | $890K | 0.3% | −$86.5K | Added$241.4K |
| Ishares Inc | — | 12.4K | $863.2K | 0.2% | $31.3K | Held |
| Ishares Silver Tr | — | 12K | $817.7K | 0.2% | — | New |
| Chevron Corp New | CVX | 3.95K | $817.3K | 0.2% | $215.2K | Held |
| Ishares Tr | — | 5.92K | $735.3K | 0.2% | $14.7K | Added$306.9K |
| Nextera Energy Inc | — | 7.88K | $732.2K | 0.2% | $99.3K | Held |
| Innovator Etfs Trust | — | 16K | $689K | 0.2% | −$10.5K | Held |
| Invesco Qqq Tr | — | 1.18K | $683.4K | 0.2% | −$44K | Cut−$916.3K |
| Cisco Sys Inc | — | 8.69K | $674.1K | 0.2% | $4.74K | Added$22.4K |
| Ishares Tr | — | 2.7K | $669.6K | 0.2% | $4.97K | Held |
| Invesco Exchange Traded Fd T | — | 4.9K | $643.1K | 0.2% | −$15K | Held |
| Spdr Series Trust | — | 5K | $638.6K | 0.2% | $29K | Cut−$153.9K |
| Ishares Tr | — | 5.08K | $614K | 0.2% | −$28.9K | Held |
| Shell Plc | — | 6.59K | $612.5K | 0.2% | $128.6K | Held |
| Rockwell Automation, Inc | ROK | 1.66K | $597.2K | 0.2% | −$50.2K | Held |
| Pacer Fds Tr | — | 13.1K | $587.8K | 0.2% | $2.21K | Cut−$57.8K |
| United Sts Commodity Index F | — | 16.8K | $579.8K | 0.2% | −$8.92K | Cut−$131.3K |
| Wisdomtree Tr | — | 13.8K | $561.8K | 0.2% | −$54.9K | Added$98.9K |
| Figure Technology Solutio | — | 16.3K | $551.9K | 0.2% | — | New |
| Wells Fargo Co New | — | 6.8K | $541.3K | 0.2% | −$92.4K | Cut−$162.3K |
| Western Digital Corp | WDC | 2K | $541K | 0.2% | $196.4K | Held |
| Sony Group Corp | — | 25.9K | $536.6K | 0.2% | −$127K | Held |
| Ishares Tr | — | 14.6K | $523.2K | 0.1% | −$34.8K | Held |
| Ishares Tr | — | 7.5K | $513.5K | 0.1% | — | New |
| Palantir Technologies Inc. | PLTR | 3.5K | $512K | 0.1% | — | New |
| Ishares Tr | — | 5.26K | $506.5K | 0.1% | $16.7K | Held |
| Adobe Inc. | ADBE | 2K | $486.2K | 0.1% | −$213.8K | Held |
| Apollo Global Mgmt Inc | — | 4K | $445.7K | 0.1% | −$133.4K | Held |
| Micron Technology Inc | MU | 1.3K | $439.4K | 0.1% | $68.2K | Held |
| Hercules Capital Inc | — | 29.5K | $435.7K | 0.1% | −$119.5K | Held |
| Pacer Fds Tr | — | 10.7K | $430.3K | 0.1% | −$24.8K | Cut−$38.9K |
| Dbx Etf Tr | — | 8.54K | $416.3K | 0.1% | $6.15K | Held |
| AbbVie Inc. | ABBV | 1.91K | $415.6K | 0.1% | −$21K | Cut−$349.6K |
| Northrop Grumman Corp | — | 600 | $409.3K | 0.1% | $67.2K | Held |
| Fedex Corp | FDX | 1.12K | $400.5K | 0.1% | $75.4K | Held |
| Netflix Inc | NFLX | 4K | $384.6K | 0.1% | — | New |
| Linde Plc | LIN | 761 | $377.3K | 0.1% | $52.8K | Held |
| Tesla, Inc. | TSLA | 991 | $368.4K | 0.1% | −$77.3K | Held |
| Ishares Inc | — | 3K | $348.1K | 0.1% | $18K | Held |
| Innovator Etfs Trust | — | 7.93K | $338.6K | 0.1% | −$2.46K | Added$138.1K |
| Ishares Inc | — | 2.75K | $338.3K | 0.1% | $19.3K | Added$265.4K |
| Spdr Series Trust | — | 5K | $325.8K | 0.1% | — | New |
| Medtronic Plc | MDT | 3.6K | $314.5K | 0.1% | −$33.9K | Held |
| Vanguard Index Fds | — | 1.6K | $313.9K | 0.1% | $8.34K | Held |
| Wisdomtree Tr | — | 7.5K | $300.8K | 0.1% | — | New |
| Wisdomtree Tr | — | 5.6K | $292.9K | 0.1% | −$4.26K | Held |
| Global X Fds | — | 4.04K | $286.5K | 0.1% | $23.5K | Held |
| Ge Healthcare Technologies I | — | 4K | $284.7K | 0.1% | −$43.4K | Held |
| Union Pac Corp | — | 1.14K | $276.8K | 0.1% | $12.9K | Cut−$508.5K |
| Spdr Index Shs Fds | — | 4K | $248.3K | 0.1% | −$9.24K | Held |
| Waste Connections, Inc. | WCN | 1.46K | $237.2K | 0.1% | — | New |
| American Express Co | AXP | 744 | $225K | 0.1% | −$50.2K | Cut−$571.5K |
| Caterpillar Inc | CAT | 310 | $219.6K | 0.1% | — | New |
| Ishares Ethereum Tr | — | 13.2K | $209.5K | 0.1% | −$87.4K | Held |
| Solstice Advanced Matls Inc | — | 2.65K | $202K | 0.1% | $73.1K | Cut−$48.2K |
| Ishares Inc | — | 2.24K | $176.2K | 0.0% | $13.4K | Held |
| Vanguard Intl Equity Index F | — | 1.24K | $171.5K | 0.0% | −$3.4K | Held |
| Innovator Etfs Trust | — | 4.15K | $169.7K | 0.0% | −$3.82K | Held |
| Ishares Tr | — | 2K | $123.3K | 0.0% | −$6.92K | Held |
| Spdr Series Trust | — | 1.93K | $114.6K | 0.0% | −$2.19K | Cut−$62.9K |
| Ishares Tr | — | 600 | $83K | 0.0% | −$1.87K | Held |
| Strategy Inc | — | 500 | $62.4K | 0.0% | −$13.6K | Held |
| Innovator Etfs Trust | — | 1.5K | $59.9K | 0.0% | $525 | Held |
| Ishares Inc | — | 980 | $52.1K | 0.0% | $2.62K | Held |
| Vaneck Etf Trust | — | 350 | $29.6K | 0.0% | $4.1K | Held |
| Wisdomtree Tr | — | 180 | $28.5K | 0.0% | $2.6K | Held |
| Innovator Etfs Trust | — | 190 | $7.62K | 0.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.