Bigsur Wealth Management Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 14, 2026, Bigsur Wealth Management Llc disclosed 158 stock positions valued at approximately $415.50M as of quarter-end June 30, 2026. The largest holdings include STATE STR SPDR S&P 500 ETF T, BERKSHIRE HATHAWAY INC DEL, and NVIDIA CORPORATION.
- Report Period
- June 30, 2026
- No. of Stocks
- 158
- Portfolio Value
- $415.50M
Holdings by Sector
Bigsur Wealth Management Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 7.41% | 41,135 | +2,084 | +5.34% | $30,796,417 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 4.87% | 27 | +3 | +12.50% | $20,218,950 |
| NVIDIA CORPORATION | NVDA | Technology | 3.83% | 79,531 | +5,911 | +8.03% | $15,913,358 |
| VANGUARD INTL EQUITY INDEX F | VGK | Other | 3.12% | 146,390 | -12,040 | -7.60% | $12,961,371 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2.94% | 37,290 | +7,103 | +23.53% | $12,206,136 |
| PALO ALTO NETWORKS INC | PANW | Technology | 2.72% | 33,150 | -7,610 | -18.67% | $11,304,813 |
| ISHARES TR | IWV | Other | 2.59% | 25,200 | - | - | $10,745,280 |
| ALPHABET INC | GOOGL | Communication Services | 2.53% | 29,409 | +3,313 | +12.70% | $10,509,894 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 2.38% | 297,451 | +29,050 | +10.82% | $9,902,144 |
| SELECT SECTOR SPDR TR | XLK | Other | 2.24% | 48,864 | +4,000 | +8.92% | $9,309,569 |
| APPLE INC | AAPL | Technology | 1.85% | 26,516 | -162 | -0.61% | $7,672,670 |
| SELECT SECTOR SPDR TR | XLV | Other | 1.84% | 48,203 | +4,414 | +10.08% | $7,647,888 |
| GE VERNOVA INC | GEV | Utilities | 1.78% | 6,283 | +300 | +5.01% | $7,384,787 |
| J P MORGAN EXCHANGE TRADED F | BBJP | Other | 1.76% | 96,920 | -840 | -0.86% | $7,299,045 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 1.70% | 33,229 | +1,190 | +3.71% | $7,070,134 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.55% | 12,852 | +1,168 | +10.00% | $6,431,012 |
| ALPHABET INC | GOOG | Communication Services | 1.50% | 17,615 | +1,200 | +7.31% | $6,223,908 |
| SPDR GOLD TR | GLD | Other | 1.42% | 16,038 | +1,700 | +11.86% | $5,908,078 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 1.39% | 5,709 | +300 | +5.55% | $5,773,911 |
| GE AEROSPACE | GE | Industrials | 1.36% | 15,100 | -150 | -0.98% | $5,643,323 |
| BLACKSTONE INC | BX | Financial Services | 1.30% | 45,905 | -5,100 | -10.00% | $5,401,641 |
| ISHARES TR | SUSA | Other | 1.19% | 32,000 | - | - | $4,937,600 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.05% | 18,245 | - | - | $4,348,513 |
| ISHARES TR | ITA | Other | 1.02% | 17,564 | -43 | -0.24% | $4,257,865 |
| RTX CORPORATION | RTX | Industrials | 0.96% | 20,922 | +79 | +0.38% | $3,969,531 |
| DANAHER CORP DEL | DHR | Healthcare | 0.91% | 19,895 | +9,080 | +83.96% | $3,797,558 |
| MICROSOFT CORP | MSFT | Technology | 0.90% | 10,049 | +1,199 | +13.55% | $3,748,478 |
| MERCK & CO INC | MRK | Healthcare | 0.87% | 27,960 | -3,000 | -9.69% | $3,616,626 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.87% | 8,694 | +2,000 | +29.88% | $3,613,487 |
| INVESCO EXCHANGE TRADED FD T | RPV | Other | 0.87% | 31,699 | -875 | -2.69% | $3,607,997 |
Showing 30 of 158 holdings in the latest reporting period.