Holders — by stockHoldings — by fund
BigSur Wealth Management LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1659171
$415.5M
disclosed book value
169
positions
7.4%
largest position share
Positions, as of 2026-06-30
top 100 of 169 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | SPYSTATE STR SPDR S&P 500 ETF T | 41,135 | $30.8M | 7.4% |
| 2 | BRK/ABERKSHIRE HATHAWAY INC DEL | 27 | $20.2M | 4.9% |
| 3 | NVDANVIDIA CORPORATION | 79,531 | $15.9M | 3.8% |
| 4 | VGKVANGUARD INTL EQUITY INDEX F | 146,390 | $13.0M | 3.1% |
| 5 | JPMJPMORGAN CHASE & CO | 37,290 | $12.2M | 2.9% |
| 6 | PANWPALO ALTO NETWORKS INC | 33,150 | $11.3M | 2.7% |
| 7 | IWVISHARES TR | 25,200 | $10.7M | 2.6% |
| 8 | GOOGLALPHABET INC | 29,409 | $10.5M | 2.5% |
| 9 | IBITISHARES BITCOIN TRUST ETF | 297,451 | $9.9M | 2.4% |
| 10 | XLKSELECT SECTOR SPDR TR | 48,864 | $9.3M | 2.2% |
| 11 | AAPLAPPLE INC | 26,516 | $7.7M | 1.8% |
| 12 | XLVSELECT SECTOR SPDR TR | 48,203 | $7.6M | 1.8% |
| 13 | GEVGE VERNOVA INC | 6,283 | $7.4M | 1.8% |
| 14 | BBJPJ P MORGAN EXCHANGE TRADED F | 96,920 | $7.3M | 1.8% |
| 15 | RSPINVESCO EXCHANGE TRADED FD T | 33,229 | $7.1M | 1.7% |
| 16 | BRK/BBERKSHIRE HATHAWAY INC DEL | 12,852 | $6.4M | 1.5% |
| 17 | GOOGALPHABET INC | 17,615 | $6.2M | 1.5% |
| 18 | GLDSPDR GOLD TR | 16,038 | $5.9M | 1.4% |
| 19 | GSGOLDMAN SACHS GROUP INC | 5,709 | $5.8M | 1.4% |
| 20 | GEGE AEROSPACE | 15,100 | $5.6M | 1.4% |
| 21 | BXBLACKSTONE INC | 45,905 | $5.4M | 1.3% |
| 22 | SUSAISHARES TR | 32,000 | $4.9M | 1.2% |
| 23 | AMZNAMAZON COM INC | 18,245 | $4.3M | 1% |
| 24 | ITAISHARES TR | 17,564 | $4.3M | 1% |
| 25 | RTXRTX CORPORATION | 20,922 | $4.0M | 1% |
| 26 | DHRDANAHER CORP DEL | 19,895 | $3.8M | 0.9% |
| 27 | MSFTMICROSOFT CORP | 10,049 | $3.7M | 0.9% |
| 28 | MRKMERCK & CO INC | 27,960 | $3.6M | 0.9% |
| 29 | UNHUNITEDHEALTH GROUP INC | 8,694 | $3.6M | 0.9% |
| 30 | RPVINVESCO EXCHANGE TRADED FD T | 31,699 | $3.6M | 0.9% |
| 31 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 7,307 | $3.5M | 0.8% |
| 32 | AVGOBROADCOM INC | 9,156 | $3.5M | 0.8% |
| 33 | METAMETA PLATFORMS INC | 6,000 | $3.4M | 0.8% |
| 34 | XLFSELECT SECTOR SPDR TR | 61,820 | $3.3M | 0.8% |
| 35 | XLISELECT SECTOR SPDR TR | 17,570 | $3.3M | 0.8% |
| 36 | DIASTATE STR SPDR DOW JONES IND | 6,169 | $3.2M | 0.8% |
| 37 | HONEYWELL INTL INC | 13,555 | $3.0M | 0.7% |
| 38 | HONEYWELL AEROSPACE INC | 13,555 | $3.0M | 0.7% |
| 39 | VWOVANGUARD INTL EQUITY INDEX F | 50,100 | $3.0M | 0.7% |
| 40 | IWBISHARES TR | 7,100 | $2.9M | 0.7% |
| 41 | DSIISHARES TR | 20,000 | $2.8M | 0.7% |
| 42 | ICOWPACER FDS TR | 66,078 | $2.8M | 0.7% |
| 43 | IOOISHARES TR | 20,076 | $2.7M | 0.7% |
| 44 | GDXVANECK ETF TRUST | 35,400 | $2.7M | 0.6% |
| 45 | QUALISHARES TR | 12,000 | $2.6M | 0.6% |
| 46 | IVEISHARES TR | 11,500 | $2.6M | 0.6% |
| 47 | CTASCINTAS CORP | 15,132 | $2.6M | 0.6% |
| 48 | XLESELECT SECTOR SPDR TR | 48,280 | $2.6M | 0.6% |
| 49 | ESGDISHARES TR | 23,000 | $2.4M | 0.6% |
| 50 | VYMIVANGUARD WHITEHALL FDS | 23,630 | $2.3M | 0.6% |
| 51 | IWDISHARES TR | 9,180 | $2.2M | 0.5% |
| 52 | BXSLBLACKSTONE SECD LENDING FD | 90,148 | $2.2M | 0.5% |
| 53 | XSOEWISDOMTREE TR | 44,500 | $2.2M | 0.5% |
| 54 | RSPTINVESCO EXCHANGE TRADED FD T | 32,300 | $2.1M | 0.5% |
| 55 | VPLVANGUARD INTL EQUITY INDEX F | 18,000 | $2.1M | 0.5% |
| 56 | BABAALIBABA GROUP HLDG LTD | 21,130 | $2.1M | 0.5% |
| 57 | FCXFREEPORT MCMORAN INC | 32,500 | $2.0M | 0.5% |
| 58 | EWGISHARES INC | 49,000 | $2.0M | 0.5% |
| 59 | AVUVAMERICAN CENTY ETF TR | 15,077 | $1.9M | 0.5% |
| 60 | EFAISHARES TR | 17,938 | $1.9M | 0.4% |
| 61 | IJHISHARES TR | 23,750 | $1.8M | 0.4% |
| 62 | ISHARES S&P 500 UCITS ETF DI | 24,570 | $1.8M | 0.4% |
| 63 | PAVEGLOBAL X FDS | 30,855 | $1.8M | 0.4% |
| 64 | BACBANK OF AMER CORP | 31,850 | $1.8M | 0.4% |
| 65 | VBRVANGUARD INDEX FDS | 7,466 | $1.8M | 0.4% |
| 66 | PSEPINNOVATOR ETFS TRUST | 38,000 | $1.7M | 0.4% |
| 67 | HDHOME DEPOT INC | 4,890 | $1.7M | 0.4% |
| 68 | VTIVANGUARD INDEX FDS | 4,653 | $1.7M | 0.4% |
| 69 | COSTCOSTCO WHOLESALE CORPORATION | 1,800 | $1.7M | 0.4% |
| 70 | GDGENERAL DYNAMICS CORP | 4,700 | $1.7M | 0.4% |
| 71 | DYNFBLACKROCK ETF TRUST | 24,173 | $1.6M | 0.4% |
| 72 | PJANINNOVATOR ETFS TRUST | 32,500 | $1.6M | 0.4% |
| 73 | LLYELI LILLY & CO | 1,340 | $1.6M | 0.4% |
| 74 | JNJJOHNSON & JOHNSON | 6,277 | $1.6M | 0.4% |
| 75 | LMTLOCKHEED MARTIN CORP | 3,065 | $1.6M | 0.4% |
| 76 | OIHVANECK ETF TRUST | 4,155 | $1.5M | 0.4% |
| 77 | VVISA INC | 4,310 | $1.5M | 0.4% |
| 78 | TKOTKO GROUP HOLDINGS INC | 7,250 | $1.5M | 0.4% |
| 79 | IWMISHARES TR | 4,700 | $1.4M | 0.3% |
| 80 | VHTVANGUARD WORLD FD | 4,700 | $1.4M | 0.3% |
| 81 | IGFISHARES TR | 20,000 | $1.3M | 0.3% |
| 82 | HEDJWISDOMTREE TR | 23,200 | $1.3M | 0.3% |
| 83 | UNITED STS COMMODITY INDEX F | 34,839 | $1.3M | 0.3% |
| 84 | EXMOCEXXON MOBIL CORP | 9,360 | $1.3M | 0.3% |
| 85 | IEMGISHARES INC | 15,365 | $1.3M | 0.3% |
| 86 | EEMISHARES TR | 18,300 | $1.3M | 0.3% |
| 87 | MDYSTATE STR SPDR S&P MIDCAP 40 | 1,740 | $1.2M | 0.3% |
| 88 | VTVVANGUARD INDEX FDS | 5,600 | $1.2M | 0.3% |
| 89 | COWZPACER FDS TR | 19,155 | $1.2M | 0.3% |
| 90 | IJRISHARES TR | 7,965 | $1.2M | 0.3% |
| 91 | BMNRBITMINE IMMERSION TECHS INC | 84,100 | $1.1M | 0.3% |
| 92 | MCHIISHARES TR | 21,820 | $1.1M | 0.3% |
| 93 | IBBISHARES TR | 5,800 | $1.1M | 0.3% |
| 94 | ADVISORS INNER CIRCLE FD III | 22,560 | $1.1M | 0.3% |
| 95 | SLBSLB LIMITED | 22,800 | $1.1M | 0.3% |
| 96 | ACWIISHARES TR | 6,600 | $1.0M | 0.2% |
| 97 | JIVEJ P MORGAN EXCHANGE TRADED F | 11,250 | $1.0M | 0.2% |
| 98 | ISHARES INC | 8,400 | $1.0M | 0.2% |
| 99 | VEAVANGUARD TAX-MANAGED FDS | 14,100 | $1.0M | 0.2% |
| 100 | CSCOCISCO SYS INC | 8,373 | $983,493 | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.