Bigsur Wealth Management Llc Q2 2026: Significant Purchases and Sales Observed
This analysis reveals notable buying activity in several trusts, including a major increase in IShares Core S&P Small-Cap Value ETF (IOO), alongside significant reductions or exits from holdings like ESTA.
Big sur Wealth Management Llc has demonstrated an active investment strategy during the second quarter of 2026. The firm's portfolio saw notable changes, including new positions and adjustments to existing holdings.
The most striking activity involved purchases into specific trusts. Big sur significantly increased its stake in Ishares Core S&P Small-Cap Value ETF (IOO), which experienced a substantial 295.51% increase in shares held by the investor, boosting its portfolio allocation to 0.66%. This was also true for WisdomTree TR (XSOE), where shares increased dramatically by 493.33%, adding a new holding with a portfolio percentage allocation of 0.53%. Other significant buys included Innovator ETFs Trust (PSEP) (+137.5%), United States Commodity Index Fund (CPER) (+106.89%), and Invesco Exchange Traded Funds Trust (RSPT) (+43.56%).
In addition to these new or significantly increased positions, the investor also made notable additions elsewhere during Q2 2026. There was a significant increase in DanaHER Corp (DHR) shares by approximately 83.96%, and an increase in Vanguard Intl Equity Index Fund (VGK) shares, although the latter's change was less dramatic at -7.6%.
Conversely, Big sur Wealth Management Llc observed substantial reductions or exits from certain holdings during this period. The investor completely liquidated their position in Establishment Labs Holdings Inc (ESTA), reducing its portfolio allocation to 0.12% and exiting entirely, representing a -72.02% change from the prior period. Similarly, they sold out their position in iShares TR (FXI), which saw shares decrease by 93.14%, resulting in a portfolio allocation of just 0.01%. Other holdings with significant decreases included WisdomTree ETFs Trust (HEDJ) (-314.29%) and several other trusts.
The overall portfolio allocation for the changes observed in Q2 2026 included a total value of $5,785,000 across these activities. This indicates active management focused on specific sectors or trust types, although detailed sector information from this change set is limited.
These actions suggest Big sur Wealth Management Llc was opportunistic during Q2 2026, adding to positions that likely met their investment criteria and exiting others for various reasons. For more details on the investor's portfolio performance or holdings analysis, you can explore Bigsur Wealth Management Llc.