13F Insight
DOSSIER · 13F-HR · Q2 2026

BigSur Wealth Management LLC

$415M in tracked AUM across 170 positions as of Q2 2026.

BW
CIK 0001659171 · last filed Jun 30, 2026
Total AUM
$415M
as of Q2 2026
Holdings
170
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

BigSur Wealth Management LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPY
STATE STR SPDR S&P 500 ETF T
$31M41K7.4%02
BRK/A
BERKSHIRE HATHAWAY INC DEL
$20M274.9%03
NVDA
NVIDIA CORPORATION
$16M80K3.8%04
VGK
VANGUARD INTL EQUITY INDEX F
$13M146K3.1%05
JPM
JPMORGAN CHASE & CO
$12M37K2.9%06
PANW
PALO ALTO NETWORKS INC
$11M33K2.7%07
IWV
ISHARES TR
$11M25K2.6%08
GOOGL
ALPHABET INC
$11M29K2.5%09
IBIT
ISHARES BITCOIN TRUST ETF
$10M297K2.4%10
XLK
SELECT SECTOR SPDR TR
$9M49K2.2%

Filing history

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 positionsView →2025Q2Jun 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 positionsLocked2023Q3Sep 30
$198M▼ 5.2%
116 positionsLocked
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