Q3 2026 13F · SEC CIK 1659171

BigSur Wealth Management LLC

Wealth managerFiled 2026-10-13 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $423.0M
Reported positions: 166
Top holdings a year, 3 yrs: +19.2%
Assets under management: $1.3B

BigSur Wealth Management LLC is a wealth manager that reported 166 positions worth $423.0M in its Q3 2026 13F, filed 2026-10-13. Its largest holdings were State Str Spdr S&p 500 ETF T (SPY, 7.2%), Berkshire Hathaway Inc Del (BRK-A, 4.6%), Nvidia Corporation (NVDA, 4.4%). A portfolio copying its top holdings returned 19.2% a year over the last 3 years, against 20.4% for the S&P 500.

BigSur Wealth Management LLC holdings largest 50 of 166 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

BigSur Wealth Management LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
SPYState Str Spdr S&p 500 ETF T	7.2%	7.4%	40,082	-2.6%	$30.6M
BRK-ABerkshire Hathaway Inc Del	4.6%	4.9%	26	-3.7%	$19.4M
NVDANvidia Corporation	4.4%	3.8%	82,231	+3.4%	$18.8M
IBITIshares Bitcoin Trust ETF	3.3%	2.4%	290,731	-2.3%	$13.8M
PANWPalo Alto Networks Inc	3.1%	2.7%	33,010	-0.4%	$13.1M
VGKVanguard Ftse Europe ETF	3.0%	3.1%	146,390	+0.0%	$12.7M
JPMJpmorgan Chase & Co	2.9%	2.9%	36,823	-1.3%	$12.2M
GOOGLAlphabet Inc	2.4%	2.5%	29,354	-0.2%	$10.1M
XLKSelect Sector Spdr Tr	2.2%	2.2%	47,864	-2.0%	$9.4M
AAPLApple Inc	2.1%	1.8%	26,516	+0.0%	$8.8M
XLVSelect Sector Spdr Tr	2.0%	1.8%	51,473	+6.8%	$8.7M
IWVIshares Tr	1.9%	2.6%	18,800	-25.4%	$8.1M
RSPInvesco Exchange Traded Fd T	1.9%	1.7%	38,100	+14.7%	$7.9M
BBJPJpmorgan Betabuilders Japan ETF	1.7%	1.8%	89,925	-7.2%	$7.1M
BRK-BBerkshire Hathaway Inc Del	1.6%	1.5%	13,774	+7.2%	$6.9M
GEVGe Vernova Inc	1.6%	1.8%	7,186	+14.4%	$6.8M
GOOGAlphabet Inc	1.4%	1.5%	17,701	+0.5%	$6.0M
SPCXSpace Exploration Techn Corp	1.2%	—	34,400	—	$5.2M
BXBlackstone Inc	1.2%	1.3%	45,905	+0.0%	$5.1M
GSGoldman Sachs Group Inc	1.2%	1.4%	5,709	+0.0%	$5.1M
MSFTMicrosoft Corp	1.2%	0.9%	10,013	-0.4%	$5.1M
SUSAIshares Tr	1.2%	1.2%	32,000	+0.0%	$5.0M
GLDSpdr Gold Tr	1.1%	1.4%	12,638	-21.2%	$4.8M
GEGe Aerospace	1.1%	1.4%	15,100	+0.0%	$4.7M
METAMeta Platforms Inc	1.0%	0.8%	6,000	+0.0%	$4.4M
MRKMerck & Co Inc	1.0%	0.9%	27,960	+0.0%	$4.1M
AMZNAmazon Com Inc	1.0%	1.0%	16,245	-11.0%	$4.0M
RTXRtx Corporation	0.9%	1.0%	20,850	-0.3%	$3.9M
XLFSelect Sector Spdr Tr	0.9%	0.8%	69,100	+11.8%	$3.7M
ITAIshares Tr	0.9%	1.0%	17,564	+0.0%	$3.6M
RPVInvesco Exchange Traded Fd T	0.9%	0.9%	31,699	+0.0%	$3.6M
AVGOBroadcom Inc	0.8%	0.8%	10,156	+10.9%	$3.6M
DHRDanaher Corp Del	0.8%	0.9%	15,295	-23.1%	$3.4M
TSMTaiwan Semiconductor Manufac	0.8%	0.8%	7,307	+0.0%	$3.3M
UNHUnitedhealth Group Inc	0.8%	0.9%	8,694	+0.0%	$3.2M
DIASpdr Dow Jones Indl Average	0.7%	0.8%	5,919	-4.1%	$3.0M
VWOVanguard Intl Equity Index F	0.7%	0.7%	50,100	+0.0%	$3.0M
IWBIshares Tr	0.7%	0.7%	7,100	+0.0%	$3.0M
XLISelect Sector Spdr Tr	0.7%	0.8%	17,570	+0.0%	$2.9M
CTASCintas Corp	0.7%	0.6%	15,017	-0.8%	$2.9M
DSIIshares Tr	0.7%	0.7%	20,000	+0.0%	$2.9M
IOOIshares Tr	0.7%	0.7%	20,076	+0.0%	$2.9M
HONHoneywell Intl Inc	0.7%	0.7%	13,555	+0.0%	$2.9M
ICOWPacer Fds Tr	0.7%	0.7%	66,078	+0.0%	$2.8M
QUALIshares Tr	0.6%	0.6%	12,000	+0.0%	$2.7M
IVEIshares Tr	0.6%	0.6%	11,500	+0.0%	$2.6M
GDXVaneck ETF Trust	0.6%	0.6%	28,600	-19.2%	$2.5M
ESGDiShares ESG Aware MSCI EAFE ETF	0.6%	0.6%	23,000	+0.0%	$2.4M
FCXFreeport Mcmoran Inc	0.5%	—	32,500	—	$2.3M
BABAAlibaba Group Hldg Ltd	0.5%	—	21,130	—	$2.3M

What BigSur Wealth Management LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

RSP Invesco Exchange Traded Fd T+14.7% shares
GEV Ge Vernova Inc+14.4% shares
XLF Select Sector Spdr Tr+11.8% shares
AVGO Broadcom Inc+10.9% shares
BRK-B Berkshire Hathaway Inc Del+7.2% shares
XLV Select Sector Spdr Tr+6.8% shares

Reduced

IWV Ishares Tr-25.4% shares
DHR Danaher Corp Del-23.1% shares
GLD Spdr Gold Tr-21.2% shares
GDX Vaneck ETF Trust-19.2% shares
AMZN Amazon Com Inc-11.0% shares
BBJP Jpmorgan Betabuilders Japan ETF-7.2% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +21.0% /yr; S&P 500 +20.1%
3 years: +19.2% /yr; S&P 500 +20.4%
5 years: +10.7% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$423.0M	166
Q2 2026	$415.5M	169
Q1 2026	$356.5M	163
Q4 2025	$412.3M	160
Q3 2025	$408.3M	158
Q2 2025	$396.1M	154
Q1 2025	$369.2M	152
Q4 2024	$349.9M	152
Q3 2024	$363.0M	161
Q2 2024	$326.6M	153
Q1 2024	$319.1M	148
Q4 2023	$210.1M	116

Questions about BigSur Wealth Management LLC's portfolio

What stocks does BigSur Wealth Management LLC own?

BigSur Wealth Management LLC's latest 13F, for Q3 2026 and filed Oct 13, 2026, lists 166 positions worth $423.0M. The largest are State Str Spdr S&p 500 ETF T (SPY) at 7.2%, Berkshire Hathaway Inc Del (BRK-A) at 4.6%, Nvidia Corporation (NVDA) at 4.4%, Ishares Bitcoin Trust ETF (IBIT) at 3.3% and Palo Alto Networks Inc (PANW) at 3.1%.

What did BigSur Wealth Management LLC buy last quarter?

In Q3 2026, BigSur Wealth Management LLC added Invesco Exchange Traded Fd T (RSP) (+14.7% shares), Ge Vernova Inc (GEV) (+14.4% shares) and Select Sector Spdr Tr (XLF) (+11.8% shares), compared with its Q2 2026 filing.

What did BigSur Wealth Management LLC sell last quarter?

In Q3 2026, BigSur Wealth Management LLC cut from its top 50 Honeywell Aerospace Inc (HONA), cut from its top 50 Select Sector Spdr Tr (XLE), cut from its top 50 Vanguard Whitehall Fds (VYMI), Ishares Tr (IWV) (-25.4% shares), Danaher Corp Del (DHR) (-23.1% shares) and Spdr Gold Tr (GLD) (-21.2% shares), compared with its Q2 2026 filing.

How has BigSur Wealth Management LLC's portfolio performed?

A portfolio copying BigSur Wealth Management LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +19.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +21.0% against +20.1%. Over 5 years: +10.7% a year against +11.6%.

When is BigSur Wealth Management LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. BigSur Wealth Management LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does BigSur Wealth Management LLC manage?

BigSur Wealth Management LLC reported $1.3B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $423.0M.