Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BigSur Wealth Management LLC (CIK 1659171) reported $356.5M across 161 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($25.5M, 7.14%), BRK/A ($17.2M, 4.83%), VGK ($13.1M, 3.66%), NVDA ($12.8M, 3.60%), IBIT ($10.3M, 2.89%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $25.5M | 7.14% | 39,051 | Trimmed |
| 2 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $17.2M | 4.83% | 24 | Trimmed |
| 3 | VGK | VANGUARD INTL EQUITY INDEX F | $13.1M | 3.66% | 158,430 | Trimmed |
| 4 | NVDA | NVIDIA CORPORATION | $12.8M | 3.60% | 73,620 | Trimmed |
| 5 | IBIT | ISHARES BITCOIN TRUST ETF | $10.3M | 2.89% | 268,401 | Trimmed |
| 6 | IWV | ISHARES TR | $9.3M | 2.62% | 25,200 | Trimmed |
| 7 | JPM | JPMORGAN CHASE & CO | $8.9M | 2.49% | 30,187 | Trimmed |
| 8 | GOOGL | ALPHABET INC | $7.5M | 2.11% | 26,096 | Trimmed |
| 9 | AAPL | APPLE INC | $6.8M | 1.90% | 26,678 | Trimmed |
| 10 | BBJP | J P MORGAN EXCHANGE TRADED F | $6.7M | 1.89% | 97,760 | Trimmed |
| 11 | PANW | PALO ALTO NETWORKS INC | $6.5M | 1.83% | 40,760 | Trimmed |
| 12 | XLV | SELECT SECTOR SPDR TR | $6.4M | 1.80% | 43,789 | Trimmed |
| 13 | GLD | SPDR GOLD TR | $6.2M | 1.73% | 14,338 | Added |
| 14 | RSP | INVESCO EXCHANGE TRADED FD T | $6.1M | 1.72% | 32,039 | Added |
| 15 | XLK | SELECT SECTOR SPDR TR | $6.0M | 1.67% | 44,864 | Hold |
| 16 | BX | BLACKSTONE INC | $5.9M | 1.65% | 51,005 | Trimmed |
| 17 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $5.6M | 1.57% | 11,684 | Trimmed |
| 18 | GEV | GE VERNOVA INC | $5.2M | 1.47% | 5,983 | Trimmed |
| 19 | GOOG | ALPHABET INC | $4.7M | 1.32% | 16,415 | Trimmed |
| 20 | GS | GOLDMAN SACHS GROUP INC | $4.6M | 1.28% | 5,409 | Trimmed |
| 21 | GE | GE AEROSPACE | $4.3M | 1.22% | 15,250 | Trimmed |
| 22 | SUSA | ISHARES TR | $4.2M | 1.19% | 32,000 | Hold |
| 23 | RTX | RTX CORPORATION | $4.0M | 1.13% | 20,843 | Trimmed |
| 24 | HON | HONEYWELL INTL INC | $4.0M | 1.13% | 17,810 | Trimmed |
| 25 | ITA | ISHARES TR | $3.9M | 1.08% | 17,607 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31