Institutional Fund
Bigsur Wealth Management LLC
Miami, FLCIK 16591715 filings on record
Portfolio Value
$356.48M
Q1 2026
Holdings
163
Reported positions
New Buys
12
Opened this quarter
QoQ Change
-13.5%
from $412.25M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr S&P 500 ETF Tr7.1%
- Berkshire Hathaway Inc Del4.8%
- Vanguard Intl Equity Index F3.7%
- Nvidia Corporation3.6%
- Ishares Bitcoin Trust ETF2.9%
- Ishares Tr2.6%
- Other75.2%
Portfolio Holdings
163 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 39.1K | $25.47M | 7.1% | −9.0K | Reduced |
| 2 | Berkshire Hathaway Inc Del | 24 | $17.24M | 4.8% | −7 | Reduced |
| 3 | Vanguard Intl Equity Index F | 158.4K | $13.06M | 3.7% | −34.6K | Reduced |
| 4 | Nvidia Corporation | 73.6K | $12.84M | 3.6% | −10.3K | Reduced |
| 5 | Ishares Bitcoin Trust ETF | 268.4K | $10.31M | 2.9% | −28.1K | Reduced |
| 6 | Ishares Tr | 25.2K | $9.34M | 2.6% | −6.5K | Reduced |
| 7 | Jpmorgan Chase & Co. | 30.2K | $8.88M | 2.5% | −6.4K | Reduced |
| 8 | Alphabet Inc | 26.1K | $7.50M | 2.1% | −1.2K | Reduced |
| 9 | Apple Inc | 26.7K | $6.77M | 1.9% | −8.8K | Reduced |
| 10 | J P Morgan Exchange Traded F | 97.8K | $6.74M | 1.9% | −6.2K | Reduced |
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