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
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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