BigSur Wealth Management LLC Q3 2025 Filing
Filed October 14, 2025
Portfolio Value
$408.3B
Holdings
158
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (158 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPYSPDR S&P 500 ETF TR | 52,554 | $35.1B | 8.60% | |
| 2 | BRK-BBERKSHIRE HATHAWAY INC DEL | 32 | $24.1B | 5.91% | |
| 3 | IBITISHARES BITCOIN TRUST ETF | 261,483 | $17.0B | 4.16% | |
| 4 | NVDANVIDIA CORPORATION | 83,896 | $15.7B | 3.83% | |
| 5 | VGKVANGUARD INTL EQUITY INDEX F | 193,010 | $15.4B | 3.77% | |
| 6 | IWVISHARES TR | 31,700 | $12.0B | 2.94% | |
| 7 | JPMJPMORGAN CHASE & CO. | 36,576 | $11.5B | 2.83% | |
| 8 | BXBLACKSTONE INC | 56,487 | $9.7B | 2.36% | |
| 9 | AAPLAPPLE INC | 35,453 | $9.0B | 2.21% | |
| 10 | PANWPALO ALTO NETWORKS INC | 43,160 | $8.8B | 2.15% | |
| 11 | XLKSELECT SECTOR SPDR TR | 27,132 | $7.6B | 1.87% | |
| 12 | GOOGLALPHABET INC | 31,036 | $7.5B | 1.85% | |
| 13 | BBJPJ P MORGAN EXCHANGE TRADED F | 100,090 | $6.6B | 1.63% | |
| 14 | BRK/BBERKSHIRE HATHAWAY INC DEL | 12,994 | $6.5B | 1.60% | |
| 15 | AMZNAMAZON COM INC | 29,263 | $6.4B | 1.57% | |
| 16 | GOOGALPHABET INC | 25,215 | $6.1B | 1.50% | |
| 17 | XLVSELECT SECTOR SPDR TR | 38,360 | $5.3B | 1.31% | |
| 18 | HONHONEYWELL INTL INC | 24,598 | $5.2B | 1.27% | |
| 19 | GQ9SPDR GOLD TR | 14,515 | $5.2B | 1.26% | |
| 20 | GSGOLDMAN SACHS GROUP INC | 6,259 | $5.0B | 1.22% | |
| 21 | GEVGE VERNOVA INC | 7,853 | $4.8B | 1.18% | |
| 22 | ITA*ISHARES TR | 22,943 | $4.8B | 1.18% | |
| 23 | METAMETA PLATFORMS INC | 6,500 | $4.8B | 1.17% | |
| 24 | GEGE AEROSPACE | 15,437 | $4.6B | 1.14% | |
| 25 | CITCINTAS CORP | 21,955 | $4.5B | 1.10% | |
| 26 | SUSAISHARES TR | 32,000 | $4.3B | 1.06% | |
| 27 | MSFTMICROSOFT CORP | 7,913 | $4.1B | 1.00% | |
| 28 | RTXRTX CORPORATION | 23,935 | $4.0B | 0.98% | |
| 29 | XLFSELECT SECTOR SPDR TR | 70,870 | $3.8B | 0.94% | |
| 30 | BABAALIBABA GROUP HLDG LTD | 21,130 | $3.8B | 0.92% | |
| 31 | MRKMERCK & CO INC | 43,050 | $3.7B | 0.89% | |
| 32 | HDHOME DEPOT INC | 8,597 | $3.5B | 0.85% | |
| 33 | RPVINVESCO EXCHANGE TRADED FD T | 34,232 | $3.4B | 0.83% | |
| 34 | AVGOBROADCOM INC | 10,297 | $3.4B | 0.83% | |
| 35 | XLESELECT SECTOR SPDR TR | 37,455 | $3.3B | 0.82% | |
| 36 | UNHUNITEDHEALTH GROUP INC | 9,444 | $3.3B | 0.80% | |
| 37 | BXSLBLACKSTONE SECD LENDING FD | 120,979 | $3.2B | 0.80% | |
| 38 | RSPINVESCO EXCHANGE TRADED FD T | 15,284 | $2.9B | 0.71% | |
| 39 | DONSPDR DOW JONES INDL AVERAGE | 6,169 | $2.9B | 0.70% | |
| 40 | COSTCOSTCO WHSL CORP NEW | 3,092 | $2.9B | 0.70% | |
| 41 | VWOVANGUARD INTL EQUITY INDEX F | 50,100 | $2.7B | 0.66% | |
| 42 | GDXVANECK ETF TRUST | 35,400 | $2.7B | 0.66% | |
| 43 | XLISELECT SECTOR SPDR TR | 17,500 | $2.7B | 0.66% | |
| 44 | CRMSALESFORCE INC | 11,000 | $2.6B | 0.64% | |
| 45 | IWDISHARES TR | 12,395 | $2.5B | 0.62% | |
| 46 | DSIISHARES TR | 20,000 | $2.5B | 0.62% | |
| 47 | EFAISHARES TR | 26,938 | $2.5B | 0.62% | |
| 48 | EWGISHARES INC | 59,180 | $2.5B | 0.60% | |
| 49 | QUALISHARES TR | 12,000 | $2.3B | 0.57% | |
| 50 | DHRDANAHER CORPORATION | 11,115 | $2.2B | 0.54% | |
| 51 | ESGDISHARES TR | 23,000 | $2.1B | 0.52% | |
| 52 | LMTLOCKHEED MARTIN CORP | 4,280 | $2.1B | 0.52% | |
| 53 | BACBANK AMERICA CORP | 40,850 | $2.1B | 0.52% | |
| 54 | IJHISHARES TR | 31,750 | $2.1B | 0.51% | |
| 55 | DYNFBLACKROCK ETF TRUST | 32,573 | $1.9B | 0.47% | |
| 56 | ICOWPACER FDS TR | 51,978 | $1.9B | 0.46% | |
| 57 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 6,712 | $1.9B | 0.46% | |
| 58 | PPAINVESCO EXCHANGE TRADED FD T | 11,782 | $1.8B | 0.45% | |
| 59 | LLYELI LILLY & CO | 2,340 | $1.8B | 0.44% | |
| 60 | IVEISHARES TR | 8,500 | $1.8B | 0.43% | |
| 61 | IEMGISHARES S&P 500 UCITS ETF DI | 24,570 | $1.6B | 0.40% | |
| 62 | MCDMCDONALDS CORP | 5,291 | $1.6B | 0.39% | |
| 63 | GDGENERAL DYNAMICS CORP | 4,700 | $1.6B | 0.39% | |
| 64 | AVUVAMERICAN CENTY ETF TR | 16,067 | $1.6B | 0.39% | |
| 65 | VPLVANGUARD INTL EQUITY INDEX F | 18,000 | $1.6B | 0.39% | |
| 66 | VBRVANGUARD INDEX FDS | 7,466 | $1.6B | 0.38% | |
| 67 | NDQINVESCO QQQ TR | 2,585 | $1.6B | 0.38% | |
| 68 | XOMEXXON MOBIL CORP | 13,598 | $1.5B | 0.38% | |
| 69 | VYMIVANGUARD WHITEHALL FDS | 18,101 | $1.5B | 0.38% | |
| 70 | VTIVANGUARD INDEX FDS | 4,653 | $1.5B | 0.38% | |
| 71 | MCHIISHARES TR | 22,820 | $1.5B | 0.37% | |
| 72 | OIHVANECK ETF TRUST | 5,778 | $1.5B | 0.37% | |
| 73 | VVISA INC | 4,310 | $1.5B | 0.36% | |
| 74 | BCCCGLOBAL X FDS | 30,810 | $1.5B | 0.36% | |
| 75 | FCXFREEPORT-MCMORAN INC | 32,500 | $1.3B | 0.31% | |
| 76 | IBBISHARES TR | 8,250 | $1.2B | 0.29% | |
| 77 | COWZPACER FDS TR | 19,155 | $1.1B | 0.27% | |
| 78 | IGFISHARES TR | 17,750 | $1.1B | 0.27% | |
| 79 | JNJJOHNSON & JOHNSON | 5,532 | $1.0B | 0.25% | |
| 80 | BABOEING CO | 4,680 | $1.0B | 0.25% | |
| 81 | RSPTINVESCO EXCHANGE TRADED FD T | 22,500 | $1.0B | 0.25% | |
| 82 | EEMISHARES TR | 18,300 | $977.2M | 0.24% | |
| 83 | NEMNEWMONT CORP | 11,400 | $961.1M | 0.24% | |
| 84 | VHTVANGUARD WORLD FD | 3,700 | $960.5M | 0.24% | |
| 85 | SCHWSCHWAB CHARLES CORP | 10,000 | $954.7M | 0.23% | |
| 86 | XLBSELECT SECTOR SPDR TR | 10,410 | $932.9M | 0.23% | |
| 87 | SHLDGLOBAL X FDS | 13,245 | $930.3M | 0.23% | |
| 88 | MDYSPDR S&P MIDCAP 400 ETF TR | 1,440 | $860.6M | 0.21% | |
| 89 | TMTOYOTA MOTOR CORP | 4,470 | $854.2M | 0.21% | |
| 90 | JIVEJ P MORGAN EXCHANGE TRADED F | 11,250 | $848.3M | 0.21% | |
| 91 | VEAVANGUARD TAX-MANAGED FDS | 14,100 | $844.9M | 0.21% | |
| 92 | ESTAESTABLISHMENT LABS HLDGS INC | 19,982 | $819.1M | 0.20% | |
| 93 | SLBSCHLUMBERGER LTD | 23,300 | $807.5M | 0.20% | |
| 94 | UNPUNION PAC CORP | 3,349 | $791.6M | 0.19% | |
| 95 | MAGSLISTED FDS TR | 12,000 | $778.3M | 0.19% | |
| 96 | ABBVABBVIE INC | 3,349 | $775.4M | 0.19% | |
| 97 | DBEUDBX ETF TR | 16,545 | $761.9M | 0.19% | |
| 98 | SONYSONY GROUP CORP | 25,925 | $746.4M | 0.18% | |
| 99 | BMYBRISTOL-MYERS SQUIBB CO | 16,200 | $730.6M | 0.18% | |
| 100 | AXPAMERICAN EXPRESS CO | 2,153 | $715.1M | 0.18% |
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