BigSur Wealth Management LLC
CIK 1659171
13F filing for Q2 2026・No. 4,387
- Holdings
- US$415.5M
- Quarter change
- +US$59.02M
- Entries
- 170
- Net bought (estimate)
- +US$21.87M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 16
- Sold out 10
- Cut 40
- Added 43
- Corporate actions 2
- Unchanged 70
Largest holdings
169 stocks worth US$415.5M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | Added | 41,135 | US$30.8M | 7.41% |
| BERKSHIRE HATHAWAY INC DELCL A | Added | 27 | US$20.22M | 4.87% |
| NVDANvidiaCOM | Added | 79,531 | US$15.91M | 3.83% |
| VANGUARD INTL EQUITY INDEX FFTSE EUROPE ETF | Cut | 146,390 | US$12.96M | 3.12% |
| JPMJPMORGAN CHASE & COCOM | Added | 37,290 | US$12.21M | 2.94% |
| PANWPALO ALTO NETWORKS INCCOM | Cut | 33,150 | US$11.3M | 2.72% |
| ISHARES TRRUSSELL 3000 ETF | Unchanged | 25,200 | US$10.75M | 2.59% |
| GOOGLAlphabetCAP STK CL A | Added | 29,409 | US$10.51M | 2.53% |
| IBITISHARES BITCOIN TRUST ETFSHS BEN INT | Added | 297,451 | US$9.9M | 2.38% |
| SELECT SECTOR SPDR TRST STR TECHN ETF | Added | 48,864 | US$9.31M | 2.24% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.