Filed: 10/14/2025ACC: 0001398344-25-019122
📋 What this filing means
BIGSUR WEALTH MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 158 equity positions with a total reported market value of $408.28M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
158
Positions
$408.28M
Total AUM (reported)
2.94M
Total Shares
Allocation by class
COM$135.76M33.3%
TR UNIT$35.10M8.6%
CL A$29.36M7.2%
SHS BEN INT$17.00M4.2%
FTSE EUROPE ETF$15.40M3.8%
RUSSELL 3000 ETF$12.01M2.9%
TECHNOLOGY$7.65M1.9%
Portfolio Concentration
Top 3$76.23M18.7%
4–10$82.07M20.1%
11–25$85.15M20.9%
Rest$164.83M40.4%
Top 3 weight
18.7%
Top 10 weight
38.8%
Voting Authority Distribution
Total shares with voting rights: 2.94M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.94M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole158
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings158
Rows:
SPDR S&P 500 ETF TR
SOLEShares52.55K
TypeSH
Market value$35.10M
8.60%
Sole
0.00
Shared
0.00
None
52.55K
BERKSHIRE HATHAWAY INC DEL
SOLEShares32.00
TypeSH
Market value$24.13M
5.91%
Sole
0.00
Shared
0.00
None
32.00
ISHARES BITCOIN TRUST ETF
SOLEShares261.48K
TypeSH
Market value$17.00M
4.16%
Sole
0.00
Shared
0.00
None
261.48K
NVIDIA CORPORATION
SOLEShares83.90K
TypeSH
Market value$15.65M
3.83%
Sole
0.00
Shared
0.00
None
83.90K
VANGUARD INTL EQUITY INDEX F
SOLEShares193.01K
TypeSH
Market value$15.40M
3.77%
Sole
0.00
Shared
0.00
None
193.01K
ISHARES TR
SOLEShares31.70K
TypeSH
Market value$12.01M
2.94%
Sole
0.00
Shared
0.00
None
31.70K
JPMORGAN CHASE & CO.
SOLEShares36.58K
TypeSH
Market value$11.54M
2.83%
Sole
0.00
Shared
0.00
None
36.58K
BLACKSTONE INC
SOLEShares56.49K
TypeSH
Market value$9.65M
2.36%
Sole
0.00
Shared
0.00
None
56.49K
APPLE INC
SOLEShares35.45K
TypeSH
Market value$9.03M
2.21%
Sole
0.00
Shared
0.00
None
35.45K
PALO ALTO NETWORKS INC
SOLEShares43.16K
TypeSH
Market value$8.79M
2.15%
Sole
0.00
Shared
0.00
None
43.16K
SELECT SECTOR SPDR TR
SOLEShares27.13K
TypeSH
Market value$7.65M
1.87%
Sole
0.00
Shared
0.00
None
27.13K
ALPHABET INC
SOLEShares31.04K
TypeSH
Market value$7.54M
1.85%
Sole
0.00
Shared
0.00
None
31.04K
J P MORGAN EXCHANGE TRADED F
SOLEShares100.09K
TypeSH
Market value$6.64M
1.63%
Sole
0.00
Shared
0.00
None
100.09K
BERKSHIRE HATHAWAY INC DEL
SOLEShares12.99K
TypeSH
Market value$6.53M
1.60%
Sole
0.00
Shared
0.00
None
12.99K
AMAZON COM INC
SOLEShares29.26K
TypeSH
Market value$6.43M
1.57%
Sole
0.00
Shared
0.00
None
29.26K
ALPHABET INC
SOLEShares25.21K
TypeSH
Market value$6.14M
1.50%
Sole
0.00
Shared
0.00
None
25.21K
SELECT SECTOR SPDR TR
SOLEShares38.36K
TypeSH
Market value$5.34M
1.31%
Sole
0.00
Shared
0.00
None
38.36K
HONEYWELL INTL INC
SOLEShares24.60K
TypeSH
Market value$5.18M
1.27%
Sole
0.00
Shared
0.00
None
24.60K
SPDR GOLD TR
SOLEShares14.52K
TypeSH
Market value$5.16M
1.26%
Sole
0.00
Shared
0.00
None
14.52K
GOLDMAN SACHS GROUP INC
SOLEShares6.26K
TypeSH
Market value$4.98M
1.22%
Sole
0.00
Shared
0.00
None
6.26K
GE VERNOVA INC
SOLEShares7.85K
TypeSH
Market value$4.83M
1.18%
Sole
0.00
Shared
0.00
None
7.85K
ISHARES TR
SOLEShares22.94K
TypeSH
Market value$4.80M
1.18%
Sole
0.00
Shared
0.00
None
22.94K
META PLATFORMS INC
SOLEShares6.50K
TypeSH
Market value$4.77M
1.17%
Sole
0.00
Shared
0.00
None
6.50K
GE AEROSPACE
SOLEShares15.44K
TypeSH
Market value$4.65M
1.14%
Sole
0.00
Shared
0.00
None
15.44K
CINTAS CORP
SOLEShares21.95K
TypeSH
Market value$4.51M
1.10%
Sole
0.00
Shared
0.00
None
21.95K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TRSOLE | TR UNIT | 52.55K | SH | $35.10M 8.60% | 0.00 | 0.00 | 52.55K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 32.00 | SH | $24.13M 5.91% | 0.00 | 0.00 | 32.00 |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 261.48K | SH | $17.00M 4.16% | 0.00 | 0.00 | 261.48K |
NVIDIA CORPORATIONSOLE | COM | 83.90K | SH | $15.65M 3.83% | 0.00 | 0.00 | 83.90K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EUROPE ETF | 193.01K | SH | $15.40M 3.77% | 0.00 | 0.00 | 193.01K |
ISHARES TRSOLE | RUSSELL 3000 ETF | 31.70K | SH | $12.01M 2.94% | 0.00 | 0.00 | 31.70K |
JPMORGAN CHASE & CO.SOLE | COM | 36.58K | SH | $11.54M 2.83% | 0.00 | 0.00 | 36.58K |
BLACKSTONE INCSOLE | COM | 56.49K | SH | $9.65M 2.36% | 0.00 | 0.00 | 56.49K |
APPLE INCSOLE | COM | 35.45K | SH | $9.03M 2.21% | 0.00 | 0.00 | 35.45K |
PALO ALTO NETWORKS INCSOLE | COM | 43.16K | SH | $8.79M 2.15% | 0.00 | 0.00 | 43.16K |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 27.13K | SH | $7.65M 1.87% | 0.00 | 0.00 | 27.13K |
ALPHABET INCSOLE | CAP STK CL A | 31.04K | SH | $7.54M 1.85% | 0.00 | 0.00 | 31.04K |
J P MORGAN EXCHANGE TRADED FSOLE | BETABULDRS JAPAN | 100.09K | SH | $6.64M 1.63% | 0.00 | 0.00 | 100.09K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 12.99K | SH | $6.53M 1.60% | 0.00 | 0.00 | 12.99K |
AMAZON COM INCSOLE | COM | 29.26K | SH | $6.43M 1.57% | 0.00 | 0.00 | 29.26K |
ALPHABET INCSOLE | CAP STK CL C | 25.21K | SH | $6.14M 1.50% | 0.00 | 0.00 | 25.21K |
SELECT SECTOR SPDR TRSOLE | SBI HEALTHCARE | 38.36K | SH | $5.34M 1.31% | 0.00 | 0.00 | 38.36K |
HONEYWELL INTL INCSOLE | COM | 24.60K | SH | $5.18M 1.27% | 0.00 | 0.00 | 24.60K |
SPDR GOLD TRSOLE | GOLD SHS | 14.52K | SH | $5.16M 1.26% | 0.00 | 0.00 | 14.52K |
GOLDMAN SACHS GROUP INCSOLE | COM | 6.26K | SH | $4.98M 1.22% | 0.00 | 0.00 | 6.26K |
GE VERNOVA INCSOLE | COM | 7.85K | SH | $4.83M 1.18% | 0.00 | 0.00 | 7.85K |
ISHARES TRSOLE | US AER DEF ETF | 22.94K | SH | $4.80M 1.18% | 0.00 | 0.00 | 22.94K |
META PLATFORMS INCSOLE | CL A | 6.50K | SH | $4.77M 1.17% | 0.00 | 0.00 | 6.50K |
GE AEROSPACESOLE | COM NEW | 15.44K | SH | $4.65M 1.14% | 0.00 | 0.00 | 15.44K |
CINTAS CORPSOLE | COM | 21.95K | SH | $4.51M 1.10% | 0.00 | 0.00 | 21.95K |
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