BigSur Wealth Management LLC

13F filer · CIK 0001659171

Reported Jul 14, 2026

Net buyer this quarter

13F portfolio value$415MU.S. long equity reported on 13F

Positions949 new · 6 closed

Net flow last quarter+$8.84MBuys minus sells

Top 10 positions weight31.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 14, 202694 positions
SPYSPDR S&P 500 ETF Trust	$30.8M	7.41%	Not reported	+5.3%	Q4 2016
BRK.ABerkshire Hathaway Inc	$20.2M	4.87%	Not reported	+12.5%	Q4 2016
NVDANvidia Corp	$15.9M	3.83%	0.00%	+8.0%	Q1 2018
JPMJPMorgan Chase & Co	$12.2M	2.94%	0.00%	+23.5%	Q4 2016
PANWPalo Alto Networks Inc	$11.3M	2.72%	0.00%	-18.7%	Q4 2017
GOOGLAlphabet Inc.	$10.5M	2.53%	0.00%	+12.7%	Q1 2018
IBITiShares Bitcoin Trust ETF	$9.9M	2.38%	0.02%	+10.8%	Q1 2024
AAPLApple Inc.	$7.67M	1.85%	0.00%	-0.6%	Q4 2016
GEVGE Vernova Inc.	$7.38M	1.78%	0.00%	+5.0%	Q2 2024
BRK.BBerkshire Hathaway Inc	$6.43M	1.55%	Not reported	+10.0%	Q4 2016
GOOGAlphabet Inc.	$6.22M	1.50%	Not reported	+7.3%	Q4 2016
GLDSPDR Gold Trust	$5.91M	1.42%	0.00%	+11.9%	Q4 2016
GSGoldman Sachs Group Inc	$5.77M	1.39%	0.00%	+5.6%	Q4 2016
GEGeneral Electric Co	$5.64M	1.36%	0.00%	-1.0%	Q1 2024
BXBlackstone Inc.	$5.4M	1.30%	0.01%	-10.0%	Q1 2017
SUSASouthern USA Resources Inc.	$4.94M	1.19%	Not reported	Not reported	Q2 2020
AMZNAmazon Com Inc	$4.35M	1.05%	0.00%	Not reported	Q1 2018
RTXRTX Corp	$3.97M	0.96%	0.00%	+0.4%	Q2 2020
DHRDanaher Corp	$3.8M	0.91%	0.00%	+84.0%	Q1 2018
MSFTMicrosoft Corp	$3.75M	0.90%	0.00%	+13.6%	Q2 2017
MRKMerck & Co., Inc.	$3.62M	0.87%	0.00%	-9.7%	Q4 2016
UNHUnitedhealth Group Inc	$3.61M	0.87%	0.00%	+29.9%	Q1 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$3.5M	0.84%	0.00%	-1.7%	Q4 2023
AVGOBroadcom Inc.	$3.46M	0.83%	0.00%	+11.7%	Q2 2024
METAMeta Platforms, Inc.	$3.38M	0.81%	Not reported	Not reported	Q4 2017
DIASPDR Dow Jones Industrial Average ETF Trust	$3.23M	0.78%	Not reported	Not reported	Q4 2016
HONHoneywell International Inc	$3.03M	0.73%	0.00%	+52.2%	Q4 2016
HONAHoneywell Aerospace Inc.	$3M	0.72%	Not reported	+52.2%	Q2 2026
CTASCintas Corp	$2.57M	0.62%	0.00%	+5.4%	Q4 2016
BXSLBlackstone Secured Lending Fund	$2.21M	0.53%	0.04%	-0.8%	Q3 2022
VPLInvesco Pennsylvania Value Municipal Income Trust	$2.08M	0.50%	Not reported	Not reported	Q1 2020
BABAAlibaba Group Holding Ltd	$2.05M	0.49%	0.00%	Not reported	Q4 2016
FCXFreeport-Mcmoran Inc	$2.04M	0.49%	0.00%	Not reported	Q1 2024
BACBank of America Corp	$1.81M	0.44%	0.00%	Not reported	Q4 2016
HDHome Depot, Inc.	$1.72M	0.42%	0.00%	-11.9%	Q4 2016
COSTCostco Wholesale Corp	$1.68M	0.41%	0.00%	-34.3%	Q4 2016
GDGeneral Dynamics Corp	$1.66M	0.40%	0.00%	Not reported	Q1 2024
LLYELI LILLY & Co	$1.61M	0.39%	0.00%	-13.0%	Q4 2016
JNJJohnson & Johnson	$1.59M	0.38%	0.00%	+25.2%	Q4 2018
LMTLockheed Martin Corp	$1.56M	0.38%	0.00%	-2.1%	Q4 2016
VVisa Inc.	$1.48M	0.36%	0.00%	Not reported	Q1 2018
TKOTKO Group Holdings, Inc.	$1.46M	0.35%	Not reported	+16.0%	Q4 2024
CPERUnited States Commodity Index Funds Trust	$1.31M	0.32%	Not reported	+106.9%	Q2 2021
XOMExxonMobil Holdings Corp	$1.28M	0.31%	0.00%	-26.4%	Q4 2016
MDYSPDR S&P Midcap 400 ETF Trust	$1.23M	0.30%	Not reported	Not reported	Q4 2016
BMNRBitmine Immersion Technologies, Inc.	$1.12M	0.27%	0.01%	-1.8%	Q3 2025
SLBSLB Limited	$1.07M	0.26%	0.00%	Not reported	Q4 2016
JIVEJive Software, Inc.	$1.03M	0.25%	0.01%	Not reported	Q2 2025
EISItt Educational Services Inc	$1.01M	0.24%	0.04%	+180.0%	Q1 2021
CSCOCisco Systems, Inc.	$983K	0.24%	0.00%	-3.6%	Q3 2018

Q1 2026Reported Apr 22, 202689 positions
SPYSPDR S&P 500 ETF Trust	$25.5M	7.14%	Not reported	-18.8%	Q4 2016
BRK.ABerkshire Hathaway Inc	$17.2M	4.83%	Not reported	-22.6%	Q4 2016
NVDANvidia Corp	$12.8M	3.60%	0.00%	-12.2%	Q1 2018
IBITiShares Bitcoin Trust ETF	$10.3M	2.89%	0.02%	-9.5%	Q1 2024
JPMJPMorgan Chase & Co	$8.88M	2.49%	0.00%	-17.5%	Q4 2016
GOOGLAlphabet Inc.	$7.5M	2.11%	0.00%	-4.5%	Q1 2018
AAPLApple Inc.	$6.77M	1.90%	0.00%	-24.8%	Q4 2016
PANWPalo Alto Networks Inc	$6.53M	1.83%	0.01%	-5.6%	Q4 2017
GLDSPDR Gold Trust	$6.17M	1.73%	0.00%	+4.0%	Q4 2016
BXBlackstone Inc.	$5.87M	1.65%	0.01%	-1.1%	Q1 2017
BRK.BBerkshire Hathaway Inc	$5.6M	1.57%	Not reported	-18.2%	Q4 2016
GEVGE Vernova Inc.	$5.23M	1.47%	0.00%	-23.8%	Q2 2024
GOOGAlphabet Inc.	$4.71M	1.32%	Not reported	-32.2%	Q4 2016
GSGoldman Sachs Group Inc	$4.58M	1.28%	0.00%	-13.6%	Q4 2016
GEGeneral Electric Co	$4.33M	1.22%	0.00%	-1.2%	Q1 2024
SUSASouthern USA Resources Inc.	$4.23M	1.19%	Not reported	Not reported	Q2 2020
HONHoneywell International Inc	$4.03M	1.13%	0.00%	-13.5%	Q4 2016
RTXRTX Corp	$4.02M	1.13%	0.00%	-13.2%	Q2 2020
AMZNAmazon Com Inc	$3.8M	1.07%	0.00%	-35.6%	Q1 2018
MRKMerck & Co., Inc.	$3.75M	1.05%	0.00%	-28.1%	Q4 2016
METAMeta Platforms, Inc.	$3.43M	0.96%	Not reported	-7.7%	Q4 2017
MSFTMicrosoft Corp	$3.28M	0.92%	0.00%	+11.3%	Q2 2017
DIASPDR Dow Jones Industrial Average ETF Trust	$2.86M	0.80%	Not reported	Not reported	Q4 2016
COSTCostco Wholesale Corp	$2.73M	0.77%	0.00%	-11.4%	Q4 2016
BABAAlibaba Group Holding Ltd	$2.65M	0.74%	0.00%	Not reported	Q4 2016
AVGOBroadcom Inc.	$2.54M	0.71%	0.00%	-12.8%	Q2 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.52M	0.71%	0.00%	+12.1%	Q4 2023
CTASCintas Corp	$2.43M	0.68%	0.00%	-32.8%	Q4 2016
BXSLBlackstone Secured Lending Fund	$2.22M	0.62%	0.04%	-26.9%	Q3 2022
XOMExxonMobil Holdings Corp	$2.16M	0.61%	0.00%	-4.8%	Q4 2016
DHRDanaher Corp	$2.05M	0.58%	0.00%	-2.7%	Q1 2018
FCXFreeport-Mcmoran Inc	$1.91M	0.54%	0.00%	Not reported	Q1 2024
LMTLockheed Martin Corp	$1.89M	0.53%	0.00%	-26.9%	Q4 2016
HDHome Depot, Inc.	$1.83M	0.51%	0.00%	-35.5%	Q4 2016
UNHUnitedhealth Group Inc	$1.81M	0.51%	0.00%	-24.7%	Q1 2018
VPLInvesco Pennsylvania Value Municipal Income Trust	$1.76M	0.49%	Not reported	Not reported	Q1 2020
BMNRBitmine Immersion Technologies, Inc.	$1.69M	0.47%	0.02%	-10.5%	Q3 2025
GDGeneral Dynamics Corp	$1.61M	0.45%	0.00%	Not reported	Q1 2024
BACBank of America Corp	$1.55M	0.44%	0.00%	-22.0%	Q4 2016
LLYELI LILLY & Co	$1.42M	0.40%	0.00%	-34.2%	Q4 2016
CRMSalesforce, Inc.	$1.36M	0.38%	0.00%	-33.6%	Q3 2018
VVisa Inc.	$1.3M	0.37%	0.00%	Not reported	Q1 2018
TKOTKO Group Holdings, Inc.	$1.26M	0.35%	Not reported	+177.8%	Q4 2024
JNJJohnson & Johnson	$1.23M	0.34%	0.00%	-10.6%	Q4 2018
SLBSLB Limited	$1.18M	0.33%	0.00%	Not reported	Q4 2016
ESTAEstablishment Labs Holdings Inc.	$1.13M	0.32%	0.07%	Not reported	Q4 2019
NEMNEWMONT Corp	$1.08M	0.30%	0.00%	-12.3%	Q4 2021
MDYSPDR S&P Midcap 400 ETF Trust	$1.08M	0.30%	Not reported	+20.8%	Q4 2016
JIVEJive Software, Inc.	$963K	0.27%	0.01%	Not reported	Q2 2025
SCHWSchwab Charles Corp	$940K	0.26%	0.00%	Not reported	Q1 2024

Q4 2025Reported Jan 27, 202691 positions
SPYSPDR S&P 500 ETF Trust	$32.9M	7.97%	Not reported	-8.5%	Q4 2016
BRK.ABerkshire Hathaway Inc	$23.4M	5.68%	Not reported	-3.1%	Q4 2016
NVDANvidia Corp	$15.6M	3.80%	0.00%	0.0%	Q1 2018
IBITiShares Bitcoin Trust ETF	$14.7M	3.57%	0.02%	+13.4%	Q1 2024
JPMJPMorgan Chase & Co	$11.8M	2.86%	0.00%	Not reported	Q4 2016
AAPLApple Inc.	$9.64M	2.34%	0.00%	0.0%	Q4 2016
GOOGLAlphabet Inc.	$8.56M	2.08%	0.00%	-11.9%	Q1 2018
BXBlackstone Inc.	$7.95M	1.93%	0.01%	-8.7%	Q1 2017
PANWPalo Alto Networks Inc	$7.95M	1.93%	0.01%	Not reported	Q4 2017
GOOGAlphabet Inc.	$7.6M	1.84%	Not reported	-4.0%	Q4 2016
BRK.BBerkshire Hathaway Inc	$7.18M	1.74%	Not reported	+9.9%	Q4 2016
AMZNAmazon Com Inc	$6.54M	1.59%	0.00%	-3.1%	Q1 2018
GSGoldman Sachs Group Inc	$5.5M	1.33%	0.00%	Not reported	Q4 2016
GLDSPDR Gold Trust	$5.47M	1.33%	0.00%	-5.0%	Q4 2016
GEVGE Vernova Inc.	$5.13M	1.24%	0.00%	Not reported	Q2 2024
GEGeneral Electric Co	$4.76M	1.15%	0.00%	Not reported	Q1 2024
MRKMerck & Co., Inc.	$4.57M	1.11%	0.00%	Not reported	Q4 2016
SUSASouthern USA Resources Inc.	$4.46M	1.08%	Not reported	Not reported	Q2 2020
RTXRTX Corp	$4.41M	1.07%	0.00%	+0.4%	Q2 2020
METAMeta Platforms, Inc.	$4.29M	1.04%	Not reported	Not reported	Q4 2017
HONHoneywell International Inc	$4.02M	0.97%	0.00%	-16.3%	Q4 2016
CTASCintas Corp	$4.02M	0.97%	0.01%	-2.7%	Q4 2016
MSFTMicrosoft Corp	$3.84M	0.93%	0.00%	+0.5%	Q2 2017
BXSLBlackstone Secured Lending Fund	$3.37M	0.82%	0.05%	+2.8%	Q3 2022
AVGOBroadcom Inc.	$3.25M	0.79%	0.00%	-8.7%	Q2 2024
BABAAlibaba Group Holding Ltd	$3.1M	0.75%	0.00%	Not reported	Q4 2016
DIASPDR Dow Jones Industrial Average ETF Trust	$2.97M	0.72%	Not reported	Not reported	Q4 2016
HDHome Depot, Inc.	$2.96M	0.72%	0.00%	Not reported	Q4 2016
UNHUnitedhealth Group Inc	$2.94M	0.71%	0.00%	-5.8%	Q1 2018
CRMSalesforce, Inc.	$2.92M	0.71%	0.00%	Not reported	Q3 2018
COSTCostco Wholesale Corp	$2.67M	0.65%	0.00%	Not reported	Q4 2016
BMNRBitmine Immersion Technologies, Inc.	$2.6M	0.63%	0.02%	+1638.2%	Q3 2025
DHRDanaher Corp	$2.55M	0.62%	0.00%	Not reported	Q1 2018
LLYELI LILLY & Co	$2.51M	0.61%	0.00%	Not reported	Q4 2016
BACBank of America Corp	$2.25M	0.54%	0.00%	Not reported	Q4 2016
LMTLockheed Martin Corp	$2.07M	0.50%	0.00%	Not reported	Q4 2016
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.02M	0.49%	0.00%	-1.2%	Q4 2023
FCXFreeport-Mcmoran Inc	$1.65M	0.40%	0.00%	Not reported	Q1 2024
MCDMcdonalds Corp	$1.63M	0.40%	0.00%	+0.9%	Q4 2016
VPLInvesco Pennsylvania Value Municipal Income Trust	$1.63M	0.39%	Not reported	Not reported	Q1 2020
XOMExxonMobil Holdings Corp	$1.61M	0.39%	0.00%	-1.8%	Q4 2016
QQQInvesco QQQ Trust, Series 1	$1.6M	0.39%	Not reported	+0.7%	Q2 2018
GDGeneral Dynamics Corp	$1.58M	0.38%	0.00%	Not reported	Q1 2024
VVisa Inc.	$1.51M	0.37%	0.00%	Not reported	Q1 2018
ESTAEstablishment Labs Holdings Inc.	$1.46M	0.35%	0.07%	Not reported	Q4 2019
JNJJohnson & Johnson	$1.16M	0.28%	0.00%	+1.4%	Q4 2018
NEMNEWMONT Corp	$1.14M	0.28%	0.00%	Not reported	Q4 2021
BABoeing Co	$1.02M	0.25%	0.00%	Not reported	Q4 2016
SCHWSchwab Charles Corp	$999K	0.24%	0.00%	Not reported	Q1 2024
TMToyota Motor Corp/	$957K	0.23%	0.00%	Not reported	Q1 2024

Q3 2025Reported Oct 14, 202588 positions
SPYSPDR S&P 500 ETF Trust	$35.1M	8.60%	Not reported	+0.3%	Q4 2016
BRK.ABerkshire Hathaway Inc	$24.1M	5.91%	Not reported	-15.8%	Q4 2016
IBITiShares Bitcoin Trust ETF	$17M	4.16%	0.02%	+122.4%	Q1 2024
NVDANvidia Corp	$15.7M	3.83%	0.00%	-6.6%	Q1 2018
JPMJPMorgan Chase & Co	$11.5M	2.83%	0.00%	-5.5%	Q4 2016
BXBlackstone Inc.	$9.65M	2.36%	0.01%	-18.2%	Q1 2017
AAPLApple Inc.	$9.03M	2.21%	0.00%	-16.4%	Q4 2016
PANWPalo Alto Networks Inc	$8.79M	2.15%	0.01%	-0.7%	Q4 2017
GOOGLAlphabet Inc.	$7.54M	1.85%	0.00%	-4.6%	Q1 2018
BRK.BBerkshire Hathaway Inc	$6.53M	1.60%	Not reported	-11.0%	Q4 2016
AMZNAmazon Com Inc	$6.43M	1.57%	0.00%	-19.3%	Q1 2018
GOOGAlphabet Inc.	$6.14M	1.50%	Not reported	-20.4%	Q4 2016
HONHoneywell International Inc	$5.18M	1.27%	0.00%	Not reported	Q4 2016
GLDSPDR Gold Trust	$5.16M	1.26%	0.00%	+10.7%	Q4 2016
GSGoldman Sachs Group Inc	$4.98M	1.22%	0.00%	-10.7%	Q4 2016
GEVGE Vernova Inc.	$4.83M	1.18%	0.00%	+0.6%	Q2 2024
METAMeta Platforms, Inc.	$4.77M	1.17%	Not reported	Not reported	Q4 2017
GEGeneral Electric Co	$4.65M	1.14%	0.00%	Not reported	Q1 2024
CTASCintas Corp	$4.51M	1.10%	0.01%	-0.9%	Q4 2016
SUSASouthern USA Resources Inc.	$4.34M	1.06%	Not reported	Not reported	Q2 2020
MSFTMicrosoft Corp	$4.1M	1.00%	0.00%	+0.2%	Q2 2017
RTXRTX Corp	$4.01M	0.98%	0.00%	-29.9%	Q2 2020
BABAAlibaba Group Holding Ltd	$3.78M	0.92%	0.00%	-17.6%	Q4 2016
MRKMerck & Co., Inc.	$3.65M	0.89%	0.00%	-22.3%	Q4 2016
HDHome Depot, Inc.	$3.48M	0.85%	0.00%	-17.6%	Q4 2016
AVGOBroadcom Inc.	$3.4M	0.83%	0.00%	+28.4%	Q2 2024
UNHUnitedhealth Group Inc	$3.26M	0.80%	0.00%	-18.8%	Q1 2018
BXSLBlackstone Secured Lending Fund	$3.25M	0.80%	0.05%	-0.8%	Q3 2022
DIASPDR Dow Jones Industrial Average ETF Trust	$2.87M	0.70%	Not reported	+0.8%	Q4 2016
COSTCostco Wholesale Corp	$2.86M	0.70%	0.00%	-0.7%	Q4 2016
CRMSalesforce, Inc.	$2.61M	0.64%	0.00%	-11.3%	Q3 2018
DHRDanaher Corp	$2.21M	0.54%	0.00%	-9.7%	Q1 2018
LMTLockheed Martin Corp	$2.14M	0.52%	0.00%	Not reported	Q4 2016
BACBank of America Corp	$2.11M	0.52%	0.00%	Not reported	Q4 2016
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.88M	0.46%	0.00%	-4.6%	Q4 2023
LLYELI LILLY & Co	$1.79M	0.44%	0.00%	+6.4%	Q4 2016
MCDMcdonalds Corp	$1.61M	0.39%	0.00%	Not reported	Q4 2016
GDGeneral Dynamics Corp	$1.6M	0.39%	0.00%	Not reported	Q1 2024
VPLInvesco Pennsylvania Value Municipal Income Trust	$1.58M	0.39%	Not reported	Not reported	Q1 2020
QQQInvesco QQQ Trust, Series 1	$1.55M	0.38%	Not reported	+2.0%	Q2 2018
XOMExxonMobil Holdings Corp	$1.53M	0.38%	0.00%	-22.7%	Q4 2016
VVisa Inc.	$1.47M	0.36%	0.00%	Not reported	Q1 2018
FCXFreeport-Mcmoran Inc	$1.27M	0.31%	0.00%	Not reported	Q1 2024
JNJJohnson & Johnson	$1.03M	0.25%	0.00%	-33.6%	Q4 2018
BABoeing Co	$1.01M	0.25%	0.00%	Not reported	Q4 2016
NEMNEWMONT Corp	$961K	0.24%	0.00%	Not reported	Q4 2021
SCHWSchwab Charles Corp	$955K	0.23%	0.00%	Not reported	Q1 2024
SHLDSears Holdings Corp	$930K	0.23%	0.01%	Not reported	Q2 2025
MDYSPDR S&P Midcap 400 ETF Trust	$861K	0.21%	Not reported	Not reported	Q4 2016
TMToyota Motor Corp/	$854K	0.21%	0.00%	Not reported	Q1 2024

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