13F Insight
DOSSIER · 13F-HR · Q3 2026

BigSur Wealth Management LLC

$423M in tracked AUM across 167 positions as of Q3 2026.

BW
CIK 0001659171 · last filed Sep 30, 2026
Total AUM
$423M
as of Q3 2026
Holdings
167
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

BigSur Wealth Management LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
SPY
STATE STR SPDR S&P 500 ETF T
$31M40K7.2%02
BRK/A
BERKSHIRE HATHAWAY INC DEL
$19M264.6%03
NVDA
NVIDIA CORPORATION
$19M82K4.4%04
IBIT
ISHARES BITCOIN TRUST ETF
$14M291K3.3%05
PANW
PALO ALTO NETWORKS INC
$13M33K3.1%06
VGK
VANGUARD INTL EQUITY INDEX F
$13M146K3.0%07
JPM
JPMORGAN CHASE & CO
$12M37K2.9%08
GOOGL
ALPHABET INC
$10M29K2.4%09
XLK
SELECT SECTOR SPDR TR
$9M48K2.2%10
AAPL
APPLE INC
$9M27K2.1%

Filing history

2026Q3Sep 30
$423M▲ 1.8%
167 positionsView →2026Q2Jun 30
$415M▲ 16.6%
170 positionsView →2026Q1Mar 31
$356M▼ 13.5%
164 positionsView →2025Q4Dec 31
$412M▲ 1.0%
161 positionsView →2025Q3Sep 30
$408M▲ 3.1%
159 positionsLocked2025Q2Jun 30
$396M▲ 7.3%
155 positionsLocked2025Q1Mar 31
$369M▲ 5.5%
154 positionsLocked2024Q4Dec 31
$350M▼ 3.6%
154 positionsLocked2024Q3Sep 30
$363M▲ 11.1%
163 positionsLocked2024Q2Jun 30
$327M▲ 2.3%
155 positionsLocked2024Q1Mar 31
$319M▲ 51.9%
150 positionsLocked2023Q4Dec 31
$210M▲ 5.9%
118 positionsLocked
Showing 12 of 37