Filed: 1/27/2026ACC: 0001398344-26-001298
📋 What this filing means
BIGSUR WEALTH MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 160 equity positions with a total reported market value of $412.25M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
160
Positions
$412.25M
Total AUM (reported)
3.08M
Total Shares
Allocation by class
COM$136.91M33.2%
TR UNIT$32.88M8.0%
CL A$28.16M6.8%
FTSE EUROPE ETF$16.14M3.9%
SHS BEN INT$14.72M3.6%
RUSSELL 3000 ETF$12.26M3.0%
CAP STK CL A$8.56M2.1%
Portfolio Concentration
Top 3$72.41M17.6%
4–10$80.56M19.5%
11–25$88.97M21.6%
Rest$170.31M41.3%
Top 3 weight
17.6%
Top 10 weight
37.1%
Voting Authority Distribution
Total shares with voting rights: 3.08M
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
3.08M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole160
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings160
Rows:
SPDR S&P 500 ETF TR
SOLEShares48.07K
TypeSH
Market value$32.88M
7.97%
Sole
0.00
Shared
0.00
None
48.07K
BERKSHIRE HATHAWAY INC DEL
SOLEShares31.00
TypeSH
Market value$23.40M
5.68%
Sole
0.00
Shared
0.00
None
31.00
VANGUARD INTL EQUITY INDEX F
SOLEShares193.01K
TypeSH
Market value$16.14M
3.91%
Sole
0.00
Shared
0.00
None
193.01K
NVIDIA CORPORATION
SOLEShares83.89K
TypeSH
Market value$15.65M
3.80%
Sole
0.00
Shared
0.00
None
83.89K
ISHARES BITCOIN TRUST ETF
SOLEShares296.48K
TypeSH
Market value$14.72M
3.57%
Sole
0.00
Shared
0.00
None
296.48K
ISHARES TR
SOLEShares31.70K
TypeSH
Market value$12.26M
2.97%
Sole
0.00
Shared
0.00
None
31.70K
JPMORGAN CHASE & CO.
SOLEShares36.58K
TypeSH
Market value$11.79M
2.86%
Sole
0.00
Shared
0.00
None
36.58K
APPLE INC
SOLEShares35.46K
TypeSH
Market value$9.64M
2.34%
Sole
0.00
Shared
0.00
None
35.46K
ALPHABET INC
SOLEShares27.34K
TypeSH
Market value$8.56M
2.08%
Sole
0.00
Shared
0.00
None
27.34K
BLACKSTONE INC
SOLEShares51.59K
TypeSH
Market value$7.95M
1.93%
Sole
0.00
Shared
0.00
None
51.59K
PALO ALTO NETWORKS INC
SOLEShares43.16K
TypeSH
Market value$7.95M
1.93%
Sole
0.00
Shared
0.00
None
43.16K
ALPHABET INC
SOLEShares24.21K
TypeSH
Market value$7.60M
1.84%
Sole
0.00
Shared
0.00
None
24.21K
BERKSHIRE HATHAWAY INC DEL
SOLEShares14.28K
TypeSH
Market value$7.18M
1.74%
Sole
0.00
Shared
0.00
None
14.28K
SELECT SECTOR SPDR TR
SOLEShares46.30K
TypeSH
Market value$7.17M
1.74%
Sole
0.00
Shared
0.00
None
46.30K
J P MORGAN EXCHANGE TRADED F
SOLEShares103.95K
TypeSH
Market value$6.85M
1.66%
Sole
0.00
Shared
0.00
None
103.95K
AMAZON COM INC
SOLEShares28.34K
TypeSH
Market value$6.54M
1.59%
Sole
0.00
Shared
0.00
None
28.34K
SELECT SECTOR SPDR TR
SOLEShares44.86K
TypeSH
Market value$6.46M
1.57%
Sole
0.00
Shared
0.00
None
44.86K
GOLDMAN SACHS GROUP INC
SOLEShares6.26K
TypeSH
Market value$5.50M
1.33%
Sole
0.00
Shared
0.00
None
6.26K
SPDR GOLD TR
SOLEShares13.79K
TypeSH
Market value$5.47M
1.33%
Sole
0.00
Shared
0.00
None
13.79K
GE VERNOVA INC
SOLEShares7.85K
TypeSH
Market value$5.13M
1.24%
Sole
0.00
Shared
0.00
None
7.85K
ISHARES TR
SOLEShares22.96K
TypeSH
Market value$4.93M
1.20%
Sole
0.00
Shared
0.00
None
22.96K
GE AEROSPACE
SOLEShares15.44K
TypeSH
Market value$4.76M
1.15%
Sole
0.00
Shared
0.00
None
15.44K
MERCK & CO INC
SOLEShares43.05K
TypeSH
Market value$4.57M
1.11%
Sole
0.00
Shared
0.00
None
43.05K
ISHARES TR
SOLEShares32K
TypeSH
Market value$4.46M
1.08%
Sole
0.00
Shared
0.00
None
32K
RTX CORPORATION
SOLEShares24.02K
TypeSH
Market value$4.41M
1.07%
Sole
0.00
Shared
0.00
None
24.02K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TRSOLE | TR UNIT | 48.07K | SH | $32.88M 7.97% | 0.00 | 0.00 | 48.07K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 31.00 | SH | $23.40M 5.68% | 0.00 | 0.00 | 31.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EUROPE ETF | 193.01K | SH | $16.14M 3.91% | 0.00 | 0.00 | 193.01K |
NVIDIA CORPORATIONSOLE | COM | 83.89K | SH | $15.65M 3.80% | 0.00 | 0.00 | 83.89K |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 296.48K | SH | $14.72M 3.57% | 0.00 | 0.00 | 296.48K |
ISHARES TRSOLE | RUSSELL 3000 ETF | 31.70K | SH | $12.26M 2.97% | 0.00 | 0.00 | 31.70K |
JPMORGAN CHASE & CO.SOLE | COM | 36.58K | SH | $11.79M 2.86% | 0.00 | 0.00 | 36.58K |
APPLE INCSOLE | COM | 35.46K | SH | $9.64M 2.34% | 0.00 | 0.00 | 35.46K |
ALPHABET INCSOLE | CAP STK CL A | 27.34K | SH | $8.56M 2.08% | 0.00 | 0.00 | 27.34K |
BLACKSTONE INCSOLE | COM | 51.59K | SH | $7.95M 1.93% | 0.00 | 0.00 | 51.59K |
PALO ALTO NETWORKS INCSOLE | COM | 43.16K | SH | $7.95M 1.93% | 0.00 | 0.00 | 43.16K |
ALPHABET INCSOLE | CAP STK CL C | 24.21K | SH | $7.60M 1.84% | 0.00 | 0.00 | 24.21K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 14.28K | SH | $7.18M 1.74% | 0.00 | 0.00 | 14.28K |
SELECT SECTOR SPDR TRSOLE | STATE STREET HEA | 46.30K | SH | $7.17M 1.74% | 0.00 | 0.00 | 46.30K |
J P MORGAN EXCHANGE TRADED FSOLE | BETABULDRS JAPAN | 103.95K | SH | $6.85M 1.66% | 0.00 | 0.00 | 103.95K |
AMAZON COM INCSOLE | COM | 28.34K | SH | $6.54M 1.59% | 0.00 | 0.00 | 28.34K |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 44.86K | SH | $6.46M 1.57% | 0.00 | 0.00 | 44.86K |
GOLDMAN SACHS GROUP INCSOLE | COM | 6.26K | SH | $5.50M 1.33% | 0.00 | 0.00 | 6.26K |
SPDR GOLD TRSOLE | GOLD SHS | 13.79K | SH | $5.47M 1.33% | 0.00 | 0.00 | 13.79K |
GE VERNOVA INCSOLE | COM | 7.85K | SH | $5.13M 1.24% | 0.00 | 0.00 | 7.85K |
ISHARES TRSOLE | US AER DEF ETF | 22.96K | SH | $4.93M 1.20% | 0.00 | 0.00 | 22.96K |
GE AEROSPACESOLE | COM NEW | 15.44K | SH | $4.76M 1.15% | 0.00 | 0.00 | 15.44K |
MERCK & CO INCSOLE | COM | 43.05K | SH | $4.57M 1.11% | 0.00 | 0.00 | 43.05K |
ISHARES TRSOLE | ESG OPTIMIZED | 32K | SH | $4.46M 1.08% | 0.00 | 0.00 | 32K |
RTX CORPORATIONSOLE | COM | 24.02K | SH | $4.41M 1.07% | 0.00 | 0.00 | 24.02K |
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