Bigsur Wealth Management Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 13, 2026, Bigsur Wealth Management Llc disclosed 164 stock positions valued at approximately $422.98M as of quarter-end September 30, 2026. The largest holdings include STATE STR SPDR S&P 500 ETF T, BERKSHIRE HATHAWAY INC DEL, and NVIDIA CORPORATION.
- Report Period
- September 30, 2026
- No. of Stocks
- 164
- Portfolio Value
- $422.98M
Holdings by Sector
Bigsur Wealth Management Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 7.24% | 40,082 | -1,053 | -2.56% | $30,644,017 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 4.59% | 26 | -1 | -3.70% | $19,422,130 |
| NVIDIA CORPORATION | NVDA | Technology | 4.44% | 82,231 | +2,700 | +3.39% | $18,800,224 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 3.25% | 290,731 | -6,720 | -2.26% | $13,763,206 |
| PALO ALTO NETWORKS INC | PANW | Technology | 3.10% | 33,010 | -140 | -0.42% | $13,115,203 |
| VANGUARD INTL EQUITY INDEX F | VGK | Other | 3.00% | 146,390 | - | - | $12,706,652 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2.88% | 36,823 | -467 | -1.25% | $12,182,153 |
| ALPHABET INC | GOOGL | Communication Services | 2.39% | 29,354 | -55 | -0.19% | $10,100,124 |
| SELECT SECTOR SPDR TR | XLK | Other | 2.22% | 47,864 | -1,000 | -2.05% | $9,369,378 |
| APPLE INC | AAPL | Technology | 2.09% | 26,516 | - | - | $8,830,358 |
| SELECT SECTOR SPDR TR | XLV | Other | 2.05% | 51,473 | +3,270 | +6.78% | $8,669,083 |
| ISHARES TR | IWV | Other | 1.92% | 18,800 | -6,400 | -25.40% | $8,115,208 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 1.87% | 38,100 | +4,871 | +14.66% | $7,925,562 |
| J P MORGAN EXCHANGE TRADED F | BBJP | Other | 1.67% | 89,925 | -6,995 | -7.22% | $7,059,113 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.62% | 13,774 | +922 | +7.17% | $6,858,763 |
| GE VERNOVA INC | GEV | Utilities | 1.61% | 7,186 | +903 | +14.37% | $6,830,221 |
| ALPHABET INC | GOOG | Communication Services | 1.43% | 17,701 | +86 | +0.49% | $6,031,439 |
| SPACE EXPLORATION TECHN CORP | SPCX | Industrials | 1.23% | 34,400 | +32,300 | +1538.10% | $5,189,584 |
| BLACKSTONE INC | BX | Financial Services | 1.22% | 45,905 | - | - | $5,145,491 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 1.22% | 5,709 | - | - | $5,140,155 |
| MICROSOFT CORP | MSFT | Technology | 1.21% | 10,013 | -36 | -0.36% | $5,135,668 |
| ISHARES TR | SUSA | Other | 1.18% | 32,000 | - | - | $4,981,760 |
| SPDR GOLD TR | GLD | Other | 1.14% | 12,638 | -3,400 | -21.20% | $4,813,056 |
| GE AEROSPACE | GE | Industrials | 1.11% | 15,100 | - | - | $4,715,579 |
| META PLATFORMS INC | META | Communication Services | 1.03% | 6,000 | - | - | $4,351,080 |
| MERCK & CO INC | MRK | Healthcare | 0.97% | 27,960 | - | - | $4,086,634 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.96% | 16,245 | -2,000 | -10.96% | $4,047,442 |
| RTX CORPORATION | RTX | Industrials | 0.92% | 20,850 | -72 | -0.34% | $3,870,802 |
| SELECT SECTOR SPDR TR | XLF | Other | 0.87% | 69,100 | +7,280 | +11.78% | $3,689,940 |
| ISHARES TR | ITA | Other | 0.86% | 17,564 | - | - | $3,638,910 |
Showing 30 of 164 holdings in the latest reporting period.