BigSur Wealth Management LLC
164 holdingsFiling period: 2026-03-31Current AUM: $399.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 39.1K | $25.5M | $29.3M | 7.32% | -9,016 | 2026-03-31 |
| 2 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 24 | $17.2M | $17.2M | 4.31% | -7 | 2026-03-31 |
| 3 | VGK | VANGUARD INTL EQUITY INDEX F | 158.4K | $13.1M | $14.4M | 3.59% | -34,580 | 2026-03-31 |
| 4 | NVDA | NVIDIA CORPORATION | 73.6K | $12.8M | $14.8M | 3.70% | -10,271 | 2026-03-31 |
| 5 | IBIT | ISHARES BITCOIN TRUST ETF | 268.4K | $10.3M | $9.6M | 2.39% | -28,077 | 2026-03-31 |
| 6 | IWV | ISHARES TR | 25.2K | $9.3M | $10.7M | 2.68% | -6,500 | 2026-03-31 |
| 7 | JPM | JPMORGAN CHASE & CO | 30.2K | $8.9M | $10.6M | 2.66% | -6,389 | 2026-03-31 |
| 8 | GOOGL | ALPHABET INC | 26.1K | $7.5M | $9.3M | 2.32% | -1,240 | 2026-03-31 |
| 9 | AAPL | APPLE INC | 26.7K | $6.8M | $8.2M | 2.06% | -8,780 | 2026-03-31 |
| 10 | BBJP | J P MORGAN EXCHANGE TRADED F | 97.8K | $6.7M | $7.3M | 1.82% | -6,195 | 2026-03-31 |
| 11 | PANW | PALO ALTO NETWORKS INC | 40.8K | $6.5M | $13.5M | 3.38% | -2,400 | 2026-03-31 |
| 12 | XLV | SELECT SECTOR SPDR TR | 43.8K | $6.4M | $7.1M | 1.78% | -2,510 | 2026-03-31 |
| 13 | GLD | SPDR GOLD TR | 14.3K | $6.2M | $5.3M | 1.33% | +545 | 2026-03-31 |
| 14 | RSP | INVESCO EXCHANGE TRADED FD T | 32.0K | $6.1M | $6.9M | 1.72% | +11.8K | 2026-03-31 |
| 15 | XLK | SELECT SECTOR SPDR TR | 44.9K | $6.0M | $7.9M | 1.97% | -- | 2026-03-31 |
| 16 | BX | BLACKSTONE INC | 51.0K | $5.9M | $6.5M | 1.63% | -582 | 2026-03-31 |
| 17 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 11.7K | $5.6M | $5.6M | 1.40% | -2,600 | 2026-03-31 |
| 18 | GEV | GE VERNOVA INC | 6.0K | $5.2M | $5.9M | 1.48% | -1,870 | 2026-03-31 |
| 19 | GOOG | ALPHABET INC | 16.4K | $4.7M | $5.9M | 1.46% | -7,800 | 2026-03-31 |
| 20 | GS | GOLDMAN SACHS GROUP INC | 5.4K | $4.6M | $5.5M | 1.38% | -850 | 2026-03-31 |
| 21 | GE | GE AEROSPACE | 15.3K | $4.3M | $5.5M | 1.38% | -187 | 2026-03-31 |
| 22 | SUSA | ISHARES TR | 32.0K | $4.2M | $4.9M | 1.23% | -- | 2026-03-31 |
| 23 | HON | HONEYWELL INTL INC | 17.8K | $4.0M | $2.2M | 0.54% | -2,788 | 2026-03-31 |
| 24 | RTX | RTX CORPORATION | 20.8K | $4.0M | $4.5M | 1.12% | -3,181 | 2026-03-31 |
| 25 | ITA | ISHARES TR | 17.6K | $3.9M | $4.2M | 1.06% | -5,350 | 2026-03-31 |
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