account_balance
Investment manager · 13F filer · SEC CIK 1659171
BigSur Wealth Management LLC
Reported value$423Mas of Sep 30, 2026
Positions166 9 new, 12 sold out
Top 10 weight35.2%SPY alone is 7%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYSPDR S&P 500 ETF Trust
7.2%Trimmed −3%
Berkshire Hathaway Inc
4.6%Trimmed −4%
NVDANVIDIA Corp
4.4%Added +3%
IBITiShares Bitcoin Trust ETF
3.3%Trimmed −2%
PANWPalo Alto Networks Inc
3.1%
VGKVanguard Intl Equity Index F
3.0%
JPMJPMorgan Chase & Co
2.9%
GOOGLAlphabet Inc.
2.4%
XLKSelect Sector SPDR Tr
2.2%Trimmed −2%
AAPLApple Inc.
2.1%
XLVSelect Sector SPDR Tr
2.0%Added +7%
IWViShares Tr
1.9%Trimmed −25%
SPYSPDR S&P 500 ETF Trust
7.2%Trimmed −3%
NVDANVIDIA Corp
4.4%+3%
IBITiShares Bitcoin Trust ETF
3.3%−2%
PANWPalo Alto Networks Inc
3.1%
VGKVanguard Intl Equity Index F
3.0%
JPMJPMorgan Chase & Co
2.9%
GOOGLAlphabet Inc.
2.4%
XLKSelect Sector SPDR Tr
2.2%
XLV2.0%
IWV1.9%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPY SPDR S&P 500 ETF Trust 7.2% Trimmed −3%
Berkshire Hathaway Inc 4.6% Trimmed −4%
NVDA NVIDIA Corp 4.4% Added +3%IBIT iShares Bitcoin Trust ETF 3.3% Trimmed −2%PANW Palo Alto Networks Inc 3.1% HeldVGK Vanguard Intl Equity Index F 3.0% Held
JPM JPMorgan Chase & Co 2.9% HeldGOOGL Alphabet Inc. 2.4% HeldXLK Select Sector SPDR Tr 2.2% Trimmed −2%
AAPL Apple Inc. 2.1% HeldXLV Select Sector SPDR Tr 2.0% Added +7%
IWV iShares Tr 1.9% Trimmed −25%
What changed
Biggest moves since Jun 30, 2026
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