StockDriftsStockDriftsTop 50 BigSur Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 7.14% | 39.1K | $25.5M | -18.76%(-9.02K) | $278.19(+166.84%) | 2026-03-31 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 4.83% | 24 | $17.2M | -22.58%(-7) | $504478.33(+44.21%) | 2026-03-31 | |
| VGK | VANGUARD INTL EQUITY INDEX F | 3.66% | 158.4K | $13.1M | -17.92%(-34.58K) | $56.14(+56.04%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.6% | 73.6K | $12.8M | -12.24%(-10.27K) | $54.05(+317.81%) | 2026-03-31 | |
| IBIT | ISHARES BITCOIN TRUST ETF | 2.89% | 268.4K | $10.3M | -9.47%(-28.08K) | $56.96(-20.79%) | 2026-03-31 | |
| IWV | ISHARES TR | 2.62% | 25.2K | $9.3M | -20.50%(-6.50K) | $162.41(+158.65%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.49% | 30.2K | $8.9M | -17.47%(-6.39K) | $166.27(+80.58%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.11% | 26.1K | $7.5M | -4.54%(-1.24K) | $160.47(+150.90%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.9% | 26.7K | $6.8M | -24.76%(-8.78K) | $134.82(+121.68%) | 2026-03-31 | |
| BBJP | J P MORGAN EXCHANGE TRADED F | 1.89% | 97.8K | $6.7M | -5.96%(-6.20K) | $55.67(+36.11%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.87% | +51.56% |
| Top 20 Holdings Unweighted | +17.33% | +61.51% |
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