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 | 7.41% | 41.1K | $30.8M | +5.34%(+2.08K) | $299.02(+159.30%) | 2026-06-30 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 4.87% | 27 | $20.2M | +12.50%(+3) | $529622.40(+41.12%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.83% | 79.5K | $15.9M | +8.03%(+5.91K) | $63.61(+255.41%) | 2026-06-30 | |
| VGK | VANGUARD INTL EQUITY INDEX F | 3.12% | 146.4K | $13.0M | -7.60%(-12.04K) | $56.14(+64.23%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 2.94% | 37.3K | $12.2M | +23.53%(+7.10K) | $192.80(+89.17%) | 2026-06-30 | |
| PANW | PALO ALTO NETWORKS INC | 2.72% | 33.1K | $11.3M | -18.67%(-7.61K) | $109.23(+246.23%) | 2026-06-30 | |
| IWV | ISHARES TR | 2.59% | 25.2K | $10.7M | +0.00%(+0) | $162.41(+169.80%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.53% | 29.4K | $10.5M | +12.70%(+3.31K) | $177.93(+93.74%) | 2026-06-30 | |
| IBIT | ISHARES BITCOIN TRUST ETF | 2.38% | 297.5K | $9.9M | +10.82%(+29.05K) | $54.86(-35.05%) | 2026-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 2.24% | 48.9K | $9.3M | +8.92%(+4.00K) | $40.10(+375.58%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.97% | +64.19% | +9.40% | +56.72% |
| Top 20 Holdings Unweighted | +21.49% | +79.31% | +10.37% | +63.75% |
BigSur Wealth Management LLC reports $415.50M in US-listed equity holdings across 169 positions in its most recent 13F filing. Its largest disclosed positions are SPY (7.4%), BRK.A (4.9%) and NVDA (3.8%). The top 20 holdings account for 50.78% of reported assets. Its disclosed equity book has returned +64.19% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from BigSur Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1659171). View BigSur Wealth Management LLC’s 13F filings on SEC