BigSur Wealth Management LLC
•CIK: 1659171•Filing: Q4 2025
**BigSur Wealth Management LLC** manages $412M across a diversified portfolio of 160 positions. The fund exhibits a significant allocation to broad market exposure, notably holding $32.9M in SPY and $16.1M in VGK. Core technology and financial sector conviction is evident through substantial positions in NVDA ($15.6M), AAPL ($9.6M), and JPM ($11.8M). The top holdings reveal a strategic mix spanning indices, established industrials, and high-growth technology names.
Total AUM
$412.3M
QoQ Performance
+1.0%
Positions
105
Top 10 Concentration
37.1%
Latest Filing
Q4 2025
Top Holdings Allocation
SPY
BRK/A
SPY8.0%
BRK/A5.7%
VGK3.9%
NVDA3.8%
IBIT3.6%
IWV3.0%
JPM2.9%
AAPL2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other52.1%
Technology14.0%
Financial13.1%
ETF8.0%
Industrial4.2%
Healthcare3.9%
Consumer3.5%
Energy0.6%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW5 new positions
↑29 increased
↓26 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023