BigSur Wealth Management LLC Q4 2025 Filing

Filed January 27, 2026

Portfolio Value

$412.3M

Holdings

160

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (160 positions)

#	Stock	Shares	Value	% Portfolio
1	SPYSPDR S&P 500 ETF TR	48,067	$32.9M	7.97%
2	BRK-BBERKSHIRE HATHAWAY INC DEL	31	$23.4M	5.68%
3	VGKVANGUARD INTL EQUITY INDEX F	193,010	$16.1M	3.91%
4	NVDANVIDIA CORPORATION	83,891	$15.6M	3.79%
5	IBITISHARES BITCOIN TRUST ETF	296,478	$14.7M	3.57%
6	IWVISHARES TR	31,700	$12.3M	2.97%
7	JPMJPMORGAN CHASE & CO.	36,576	$11.8M	2.86%
8	AAPLAPPLE INC	35,458	$9.6M	2.34%
9	GOOGLALPHABET INC	27,336	$8.6M	2.08%
10	BXBLACKSTONE INC	51,587	$8.0M	1.93%
11	PANWPALO ALTO NETWORKS INC	43,160	$8.0M	1.93%
12	GOOGALPHABET INC	24,215	$7.6M	1.84%
13	BRK/BBERKSHIRE HATHAWAY INC DEL	14,284	$7.2M	1.74%
14	XLVSELECT SECTOR SPDR TR	46,299	$7.2M	1.74%
15	BBJPJ P MORGAN EXCHANGE TRADED F	103,955	$6.9M	1.66%
16	AMZNAMAZON COM INC	28,345	$6.5M	1.59%
17	XLKSELECT SECTOR SPDR TR	44,864	$6.5M	1.57%
18	GSGOLDMAN SACHS GROUP INC	6,259	$5.5M	1.33%
19	GQ9SPDR GOLD TR	13,793	$5.5M	1.33%
20	GEVGE VERNOVA INC	7,853	$5.1M	1.24%
21	ITA*ISHARES TR	22,957	$4.9M	1.20%
22	GEGE AEROSPACE	15,437	$4.8M	1.15%
23	MRKMERCK & CO INC	43,050	$4.6M	1.11%
24	SUSAISHARES TR	32,000	$4.5M	1.08%
25	RTXRTX CORPORATION	24,024	$4.4M	1.07%
26	METAMETA PLATFORMS INC	6,500	$4.3M	1.04%
27	HONHONEYWELL INTL INC	20,598	$4.0M	0.97%
28	CITCINTAS CORP	21,355	$4.0M	0.97%
29	RSPINVESCO EXCHANGE TRADED FD T	20,284	$3.9M	0.94%
30	XLFSELECT SECTOR SPDR TR	70,770	$3.9M	0.94%
31	MSFTMICROSOFT CORP	7,950	$3.8M	0.93%
32	RPVINVESCO EXCHANGE TRADED FD T	33,229	$3.4M	0.83%
33	BXSLBLACKSTONE SECD LENDING FD	124,349	$3.4M	0.82%
34	AVGOBROADCOM INC	9,397	$3.3M	0.79%
35	XLESELECT SECTOR SPDR TR	70,040	$3.1M	0.76%
36	BABAALIBABA GROUP HLDG LTD	21,130	$3.1M	0.75%
37	GDXVANECK ETF TRUST	35,400	$3.0M	0.74%
38	DONSPDR DOW JONES INDL AVERAGE	6,169	$3.0M	0.72%
39	HDHOME DEPOT INC	8,597	$3.0M	0.72%
40	UNHUNITEDHEALTH GROUP INC	8,894	$2.9M	0.71%
41	CRMSALESFORCE INC	11,000	$2.9M	0.71%
42	XLISELECT SECTOR SPDR TR	17,500	$2.7M	0.66%
43	VWOVANGUARD INTL EQUITY INDEX F	50,100	$2.7M	0.65%
44	COSTCOSTCO WHSL CORP NEW	3,092	$2.7M	0.65%
45	IWDISHARES TR	12,395	$2.6M	0.63%
46	BMNRBITMINE IMMERSION TECNOLOGIE	95,600	$2.6M	0.63%
47	EFAISHARES TR	26,938	$2.6M	0.63%
48	DSIISHARES TR	20,000	$2.6M	0.62%
49	DHRDANAHER CORPORATION	11,115	$2.5M	0.62%
50	EWGISHARES INC	59,180	$2.5M	0.61%
51	LLYELI LILLY & CO	2,340	$2.5M	0.61%
52	QUALISHARES TR	12,000	$2.4M	0.58%
53	BACBANK AMERICA CORP	40,850	$2.2M	0.54%
54	ESGDISHARES TR	23,000	$2.2M	0.53%
55	IJHISHARES TR	31,750	$2.1M	0.51%
56	LMTLOCKHEED MARTIN CORP	4,280	$2.1M	0.50%
57	TSMTAIWAN SEMICONDUCTOR MFG LTD	6,630	$2.0M	0.49%
58	ICOWPACER FDS TR	50,578	$2.0M	0.48%
59	IVEISHARES TR	8,500	$1.8M	0.44%
60	IEMGISHARES S&P 500 UCITS ETF DI	24,570	$1.7M	0.41%
61	FCXFREEPORT-MCMORAN INC	32,500	$1.6M	0.40%
62	OIHVANECK ETF TRUST	5,778	$1.6M	0.40%
63	AVUVAMERICAN CENTY ETF TR	16,069	$1.6M	0.40%
64	VYMIVANGUARD WHITEHALL FDS	18,171	$1.6M	0.40%
65	MCDMCDONALDS CORP	5,340	$1.6M	0.40%
66	VPLVANGUARD INTL EQUITY INDEX F	18,000	$1.6M	0.39%
67	XOMEXXON MOBIL CORP	13,355	$1.6M	0.39%
68	NDQINVESCO QQQ TR	2,604	$1.6M	0.39%
69	GDGENERAL DYNAMICS CORP	4,700	$1.6M	0.38%
70	VBRVANGUARD INDEX FDS	7,466	$1.6M	0.38%
71	VTIVANGUARD INDEX FDS	4,653	$1.6M	0.38%
72	VVISA INC	4,310	$1.5M	0.37%
73	BCCCGLOBAL X FDS	30,855	$1.5M	0.36%
74	ESTAESTABLISHMENT LABS HLDGS INC	19,982	$1.5M	0.35%
75	IBBISHARES TR	8,250	$1.4M	0.34%
76	MCHIISHARES TR	22,820	$1.4M	0.33%
77	PPAINVESCO EXCHANGE TRADED FD T	8,182	$1.3M	0.31%
78	COWZPACER FDS TR	19,155	$1.2M	0.28%
79	JNJJOHNSON & JOHNSON	5,608	$1.2M	0.28%
80	NEMNEWMONT CORP	11,400	$1.1M	0.28%
81	IGFISHARES TR	17,750	$1.1M	0.26%
82	VHTVANGUARD WORLD FD	3,700	$1.1M	0.26%
83	RSPTINVESCO EXCHANGE TRADED FD T	22,500	$1.0M	0.25%
84	BABOEING CO	4,680	$1.0M	0.25%
85	DYNFBLACKROCK ETF TRUST	16,573	$1.0M	0.24%
86	EEMISHARES TR	18,300	$1.0M	0.24%
87	SCHWSCHWAB CHARLES CORP	10,000	$999K	0.24%
88	TMTOYOTA MOTOR CORP	4,470	$956K	0.23%
89	XLBSELECT SECTOR SPDR TR	20,820	$944K	0.23%
90	JIVEJ P MORGAN EXCHANGE TRADED F	11,250	$903K	0.22%
91	SLBSLB LIMITED	22,800	$881K	0.21%
92	VEAVANGUARD TAX-MANAGED FDS	14,100	$880K	0.21%
93	BMYBRISTOL-MYERS SQUIBB CO	16,200	$873K	0.21%
94	MDYSPDR S&P MIDCAP 400 ETF TR	1,440	$871K	0.21%
95	IEMGISHARES INC	12,375	$831K	0.20%
96	AXPAMERICAN EXPRESS CO	2,153	$796K	0.19%
97	XBISPDR SERIES TRUST	6,500	$792K	0.19%
98	MAGSLISTED FDS TR	12,000	$791K	0.19%
99	UNPUNION PAC CORP	3,395	$785K	0.19%
100	ABBVABBVIE INC	3,349	$765K	0.19%

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