Filed: 4/22/2026ACC: 0001398344-26-006828
📋 What this filing means
BIGSUR WEALTH MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 163 equity positions with a total reported market value of $356.48M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
163
Positions
$356.48M
Total AUM (reported)
2.86M
Total Shares
Allocation by class
COM$108.74M30.5%
TR UNIT$25.47M7.1%
CL A$22.44M6.3%
FTSE EUROPE ETF$13.06M3.7%
SHS BEN INT$10.31M2.9%
RUSSELL 3000 ETF$9.34M2.6%
CAP STK CL A$7.50M2.1%
Portfolio Concentration
Top 3$55.76M15.6%
4–10$62.38M17.5%
11–25$77.67M21.8%
Rest$160.66M45.1%
Top 3 weight
15.6%
Top 10 weight
33.1%
Voting Authority Distribution
Total shares with voting rights: 2.86M
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
2.86M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole163
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings163
Rows:
STATE STR SPDR S&P 500 ETF T
SOLEShares39.05K
TypeSH
Market value$25.47M
7.14%
Sole
0.00
Shared
0.00
None
39.05K
BERKSHIRE HATHAWAY INC DEL
SOLEShares24.00
TypeSH
Market value$17.24M
4.83%
Sole
0.00
Shared
0.00
None
24.00
VANGUARD INTL EQUITY INDEX F
SOLEShares158.43K
TypeSH
Market value$13.06M
3.66%
Sole
0.00
Shared
0.00
None
158.43K
NVIDIA CORPORATION
SOLEShares73.62K
TypeSH
Market value$12.84M
3.60%
Sole
0.00
Shared
0.00
None
73.62K
ISHARES BITCOIN TRUST ETF
SOLEShares268.40K
TypeSH
Market value$10.31M
2.89%
Sole
0.00
Shared
0.00
None
268.40K
ISHARES TR
SOLEShares25.20K
TypeSH
Market value$9.34M
2.62%
Sole
0.00
Shared
0.00
None
25.20K
JPMORGAN CHASE & CO
SOLEShares30.19K
TypeSH
Market value$8.88M
2.49%
Sole
0.00
Shared
0.00
None
30.19K
ALPHABET INC
SOLEShares26.10K
TypeSH
Market value$7.50M
2.11%
Sole
0.00
Shared
0.00
None
26.10K
APPLE INC
SOLEShares26.68K
TypeSH
Market value$6.77M
1.90%
Sole
0.00
Shared
0.00
None
26.68K
J P MORGAN EXCHANGE TRADED F
SOLEShares97.76K
TypeSH
Market value$6.74M
1.89%
Sole
0.00
Shared
0.00
None
97.76K
PALO ALTO NETWORKS INC
SOLEShares40.76K
TypeSH
Market value$6.53M
1.83%
Sole
0.00
Shared
0.00
None
40.76K
SELECT SECTOR SPDR TR
SOLEShares43.79K
TypeSH
Market value$6.42M
1.80%
Sole
0.00
Shared
0.00
None
43.79K
SPDR GOLD TR
SOLEShares14.34K
TypeSH
Market value$6.17M
1.73%
Sole
0.00
Shared
0.00
None
14.34K
INVESCO EXCHANGE TRADED FD T
SOLEShares32.04K
TypeSH
Market value$6.15M
1.72%
Sole
0.00
Shared
0.00
None
32.04K
SELECT SECTOR SPDR TR
SOLEShares44.86K
TypeSH
Market value$5.96M
1.67%
Sole
0.00
Shared
0.00
None
44.86K
BLACKSTONE INC
SOLEShares51.01K
TypeSH
Market value$5.87M
1.65%
Sole
0.00
Shared
0.00
None
51.01K
BERKSHIRE HATHAWAY INC DEL
SOLEShares11.68K
TypeSH
Market value$5.60M
1.57%
Sole
0.00
Shared
0.00
None
11.68K
GE VERNOVA INC
SOLEShares5.98K
TypeSH
Market value$5.23M
1.47%
Sole
0.00
Shared
0.00
None
5.98K
ALPHABET INC
SOLEShares16.41K
TypeSH
Market value$4.71M
1.32%
Sole
0.00
Shared
0.00
None
16.41K
GOLDMAN SACHS GROUP INC
SOLEShares5.41K
TypeSH
Market value$4.58M
1.28%
Sole
0.00
Shared
0.00
None
5.41K
GE AEROSPACE
SOLEShares15.25K
TypeSH
Market value$4.33M
1.22%
Sole
0.00
Shared
0.00
None
15.25K
ISHARES TR
SOLEShares32K
TypeSH
Market value$4.23M
1.19%
Sole
0.00
Shared
0.00
None
32K
HONEYWELL INTL INC
SOLEShares17.81K
TypeSH
Market value$4.03M
1.13%
Sole
0.00
Shared
0.00
None
17.81K
RTX CORPORATION
SOLEShares20.84K
TypeSH
Market value$4.02M
1.13%
Sole
0.00
Shared
0.00
None
20.84K
ISHARES TR
SOLEShares17.61K
TypeSH
Market value$3.85M
1.08%
Sole
0.00
Shared
0.00
None
17.61K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 39.05K | SH | $25.47M 7.14% | 0.00 | 0.00 | 39.05K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 24.00 | SH | $17.24M 4.83% | 0.00 | 0.00 | 24.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EUROPE ETF | 158.43K | SH | $13.06M 3.66% | 0.00 | 0.00 | 158.43K |
NVIDIA CORPORATIONSOLE | COM | 73.62K | SH | $12.84M 3.60% | 0.00 | 0.00 | 73.62K |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 268.40K | SH | $10.31M 2.89% | 0.00 | 0.00 | 268.40K |
ISHARES TRSOLE | RUSSELL 3000 ETF | 25.20K | SH | $9.34M 2.62% | 0.00 | 0.00 | 25.20K |
JPMORGAN CHASE & COSOLE | COM | 30.19K | SH | $8.88M 2.49% | 0.00 | 0.00 | 30.19K |
ALPHABET INCSOLE | CAP STK CL A | 26.10K | SH | $7.50M 2.11% | 0.00 | 0.00 | 26.10K |
APPLE INCSOLE | COM | 26.68K | SH | $6.77M 1.90% | 0.00 | 0.00 | 26.68K |
J P MORGAN EXCHANGE TRADED FSOLE | BETABULDRS JAPAN | 97.76K | SH | $6.74M 1.89% | 0.00 | 0.00 | 97.76K |
PALO ALTO NETWORKS INCSOLE | COM | 40.76K | SH | $6.53M 1.83% | 0.00 | 0.00 | 40.76K |
SELECT SECTOR SPDR TRSOLE | STATE STREET HEA | 43.79K | SH | $6.42M 1.80% | 0.00 | 0.00 | 43.79K |
SPDR GOLD TRSOLE | GOLD SHS | 14.34K | SH | $6.17M 1.73% | 0.00 | 0.00 | 14.34K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 32.04K | SH | $6.15M 1.72% | 0.00 | 0.00 | 32.04K |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 44.86K | SH | $5.96M 1.67% | 0.00 | 0.00 | 44.86K |
BLACKSTONE INCSOLE | COM | 51.01K | SH | $5.87M 1.65% | 0.00 | 0.00 | 51.01K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 11.68K | SH | $5.60M 1.57% | 0.00 | 0.00 | 11.68K |
GE VERNOVA INCSOLE | COM | 5.98K | SH | $5.23M 1.47% | 0.00 | 0.00 | 5.98K |
ALPHABET INCSOLE | CAP STK CL C | 16.41K | SH | $4.71M 1.32% | 0.00 | 0.00 | 16.41K |
GOLDMAN SACHS GROUP INCSOLE | COM | 5.41K | SH | $4.58M 1.28% | 0.00 | 0.00 | 5.41K |
GE AEROSPACESOLE | COM NEW | 15.25K | SH | $4.33M 1.22% | 0.00 | 0.00 | 15.25K |
ISHARES TRSOLE | ESG OPTIMIZED | 32K | SH | $4.23M 1.19% | 0.00 | 0.00 | 32K |
HONEYWELL INTL INCSOLE | COM | 17.81K | SH | $4.03M 1.13% | 0.00 | 0.00 | 17.81K |
RTX CORPORATIONSOLE | COM | 20.84K | SH | $4.02M 1.13% | 0.00 | 0.00 | 20.84K |
ISHARES TRSOLE | US AER DEF ETF | 17.61K | SH | $3.85M 1.08% | 0.00 | 0.00 | 17.61K |
Page 1 of 7
…