Filed: 7/14/2026ACC: 0001398344-26-012137
📋 What this filing means
BIGSUR WEALTH MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 169 equity positions with a total reported market value of $415.50M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
169
Positions
$415.50M
Total AUM (reported)
3.05M
Total Shares
Allocation by class
COM$126.55M30.5%
TR UNIT$30.80M7.4%
CL A$25.68M6.2%
FTSE EUROPE ETF$12.96M3.1%
RUSSELL 3000 ETF$10.75M2.6%
CAP STK CL A$10.51M2.5%
SHS BEN INT$9.90M2.4%
Portfolio Concentration
Top 3$66.93M16.1%
4–10$76.94M18.5%
11–25$89.97M21.7%
Rest$181.66M43.7%
Top 3 weight
16.1%
Top 10 weight
34.6%
Voting Authority Distribution
Total shares with voting rights: 3.05M
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
3.05M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole169
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings169
Rows:
STATE STR SPDR S&P 500 ETF T
SOLEShares41.13K
TypeSH
Market value$30.80M
7.41%
Sole
0.00
Shared
0.00
None
41.13K
BERKSHIRE HATHAWAY INC DEL
SOLEShares27.00
TypeSH
Market value$20.22M
4.87%
Sole
0.00
Shared
0.00
None
27.00
NVIDIA CORPORATION
SOLEShares79.53K
TypeSH
Market value$15.91M
3.83%
Sole
0.00
Shared
0.00
None
79.53K
VANGUARD INTL EQUITY INDEX F
SOLEShares146.39K
TypeSH
Market value$12.96M
3.12%
Sole
0.00
Shared
0.00
None
146.39K
JPMORGAN CHASE & CO
SOLEShares37.29K
TypeSH
Market value$12.21M
2.94%
Sole
0.00
Shared
0.00
None
37.29K
PALO ALTO NETWORKS INC
SOLEShares33.15K
TypeSH
Market value$11.30M
2.72%
Sole
0.00
Shared
0.00
None
33.15K
ISHARES TR
SOLEShares25.20K
TypeSH
Market value$10.75M
2.59%
Sole
0.00
Shared
0.00
None
25.20K
ALPHABET INC
SOLEShares29.41K
TypeSH
Market value$10.51M
2.53%
Sole
0.00
Shared
0.00
None
29.41K
ISHARES BITCOIN TRUST ETF
SOLEShares297.45K
TypeSH
Market value$9.90M
2.38%
Sole
0.00
Shared
0.00
None
297.45K
SELECT SECTOR SPDR TR
SOLEShares48.86K
TypeSH
Market value$9.31M
2.24%
Sole
0.00
Shared
0.00
None
48.86K
APPLE INC
SOLEShares26.52K
TypeSH
Market value$7.67M
1.85%
Sole
0.00
Shared
0.00
None
26.52K
SELECT SECTOR SPDR TR
SOLEShares48.20K
TypeSH
Market value$7.65M
1.84%
Sole
0.00
Shared
0.00
None
48.20K
GE VERNOVA INC
SOLEShares6.28K
TypeSH
Market value$7.38M
1.78%
Sole
0.00
Shared
0.00
None
6.28K
J P MORGAN EXCHANGE TRADED F
SOLEShares96.92K
TypeSH
Market value$7.30M
1.76%
Sole
0.00
Shared
0.00
None
96.92K
INVESCO EXCHANGE TRADED FD T
SOLEShares33.23K
TypeSH
Market value$7.07M
1.70%
Sole
0.00
Shared
0.00
None
33.23K
BERKSHIRE HATHAWAY INC DEL
SOLEShares12.85K
TypeSH
Market value$6.43M
1.55%
Sole
0.00
Shared
0.00
None
12.85K
ALPHABET INC
SOLEShares17.61K
TypeSH
Market value$6.22M
1.50%
Sole
0.00
Shared
0.00
None
17.61K
SPDR GOLD TR
SOLEShares16.04K
TypeSH
Market value$5.91M
1.42%
Sole
0.00
Shared
0.00
None
16.04K
GOLDMAN SACHS GROUP INC
SOLEShares5.71K
TypeSH
Market value$5.77M
1.39%
Sole
0.00
Shared
0.00
None
5.71K
GE AEROSPACE
SOLEShares15.10K
TypeSH
Market value$5.64M
1.36%
Sole
0.00
Shared
0.00
None
15.10K
BLACKSTONE INC
SOLEShares45.91K
TypeSH
Market value$5.40M
1.30%
Sole
0.00
Shared
0.00
None
45.91K
ISHARES TR
SOLEShares32K
TypeSH
Market value$4.94M
1.19%
Sole
0.00
Shared
0.00
None
32K
AMAZON COM INC
SOLEShares18.25K
TypeSH
Market value$4.35M
1.05%
Sole
0.00
Shared
0.00
None
18.25K
ISHARES TR
SOLEShares17.56K
TypeSH
Market value$4.26M
1.02%
Sole
0.00
Shared
0.00
None
17.56K
RTX CORPORATION
SOLEShares20.92K
TypeSH
Market value$3.97M
0.96%
Sole
0.00
Shared
0.00
None
20.92K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 41.13K | SH | $30.80M 7.41% | 0.00 | 0.00 | 41.13K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 27.00 | SH | $20.22M 4.87% | 0.00 | 0.00 | 27.00 |
NVIDIA CORPORATIONSOLE | COM | 79.53K | SH | $15.91M 3.83% | 0.00 | 0.00 | 79.53K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EUROPE ETF | 146.39K | SH | $12.96M 3.12% | 0.00 | 0.00 | 146.39K |
JPMORGAN CHASE & COSOLE | COM | 37.29K | SH | $12.21M 2.94% | 0.00 | 0.00 | 37.29K |
PALO ALTO NETWORKS INCSOLE | COM | 33.15K | SH | $11.30M 2.72% | 0.00 | 0.00 | 33.15K |
ISHARES TRSOLE | RUSSELL 3000 ETF | 25.20K | SH | $10.75M 2.59% | 0.00 | 0.00 | 25.20K |
ALPHABET INCSOLE | CAP STK CL A | 29.41K | SH | $10.51M 2.53% | 0.00 | 0.00 | 29.41K |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 297.45K | SH | $9.90M 2.38% | 0.00 | 0.00 | 297.45K |
SELECT SECTOR SPDR TRSOLE | ST STR TECHN ETF | 48.86K | SH | $9.31M 2.24% | 0.00 | 0.00 | 48.86K |
APPLE INCSOLE | COM | 26.52K | SH | $7.67M 1.85% | 0.00 | 0.00 | 26.52K |
SELECT SECTOR SPDR TRSOLE | ST STR CARE ETF | 48.20K | SH | $7.65M 1.84% | 0.00 | 0.00 | 48.20K |
GE VERNOVA INCSOLE | COM | 6.28K | SH | $7.38M 1.78% | 0.00 | 0.00 | 6.28K |
J P MORGAN EXCHANGE TRADED FSOLE | BETABULDRS JAPAN | 96.92K | SH | $7.30M 1.76% | 0.00 | 0.00 | 96.92K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 33.23K | SH | $7.07M 1.70% | 0.00 | 0.00 | 33.23K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 12.85K | SH | $6.43M 1.55% | 0.00 | 0.00 | 12.85K |
ALPHABET INCSOLE | CAP STK CL C | 17.61K | SH | $6.22M 1.50% | 0.00 | 0.00 | 17.61K |
SPDR GOLD TRSOLE | GOLD SHS | 16.04K | SH | $5.91M 1.42% | 0.00 | 0.00 | 16.04K |
GOLDMAN SACHS GROUP INCSOLE | COM | 5.71K | SH | $5.77M 1.39% | 0.00 | 0.00 | 5.71K |
GE AEROSPACESOLE | COM NEW | 15.10K | SH | $5.64M 1.36% | 0.00 | 0.00 | 15.10K |
BLACKSTONE INCSOLE | COM | 45.91K | SH | $5.40M 1.30% | 0.00 | 0.00 | 45.91K |
ISHARES TRSOLE | ESG OPTIMIZED | 32K | SH | $4.94M 1.19% | 0.00 | 0.00 | 32K |
AMAZON COM INCSOLE | COM | 18.25K | SH | $4.35M 1.05% | 0.00 | 0.00 | 18.25K |
ISHARES TRSOLE | US AER DEF ETF | 17.56K | SH | $4.26M 1.02% | 0.00 | 0.00 | 17.56K |
RTX CORPORATIONSOLE | COM | 20.92K | SH | $3.97M 0.96% | 0.00 | 0.00 | 20.92K |
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