BigSur Wealth Management LLC reported 79 positions worth $228.18M for the quarter ended Sep 30, 2026, up 5.3% on the prior quarter. It opened 3 new positions, added to 9, trimmed 25 and exited 8. Its largest holding is Berkshire Hathaway Inc at 8.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| SPCX Space Exploration Technologies Corp | +32.3K | +1,538.1% | $4.87M | 2.27% |
| MU Micron Technology Inc | +1,700 | – | $1.81M | 0.794% |
| GEV GE Vernova Inc. | +903 | +14.4% | $858.29K | 2.99% |
| NVDA Nvidia Corp | +2,700 | +3.4% | $617.29K | 8.24% |
| MS Morgan Stanley | +2,459 | – | $462.49K | 0.203% |
| BRK-B Berkshire Hathaway Inc | +922 | +7.2% | $459.11K | 3.01% |
| EQPT EquipmentShare.com Inc | +25.0K | – | $434.25K | 0.19% |
| AVGO Broadcom Inc. | +1,000 | +10.9% | $351.19K | 1.56% |
| XOM ExxonMobil Holdings Corp | +358 | +3.8% | $58.26K | 0.693% |
| TXN Texas Instruments Inc | +113 | +14.7% | $31.65K | 0.108% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| GLD Spdr Gold Trust | -3,400 | -21.2% | $1.29M | 2.11% |
| DHR Danaher Corp | -4,600 | -23.1% | $1.02M | 1.49% |
| NEE Nextera Energy Inc | -9,049 | -100.0% | $794.23K | Exited |
| BRK-A Berkshire Hathaway Inc | -1 | -3.7% | $747.01K | 8.51% |
| CPER United States Commodity Index Funds Trust | -18.0K | -51.7% | $716.04K | 0.294% |
| AMZN Amazon Com Inc | -2,000 | -11.0% | $498.30K | 1.77% |
| SLV iShares Silver Trust | -6,000 | -50.0% | $327.06K | 0.143% |
| IBIT iShares Bitcoin Trust ETF | -6,720 | -2.3% | $318.12K | 6.03% |
| KLAC Kla Corp | -913 | -100.0% | $275.46K | Exited |
| BAC Bank Of America Corp | -5,000 | -15.7% | $272.15K | 0.64% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| NEE Nextera Energy Inc | -9,049 | $794.23K | 0.367% |
| KLAC Kla Corp | -913 | $275.46K | 0.127% |
| IHG Intercontinental Hotels Group Plc | -1,379 | $238.73K | 0.11% |
| SOLS Solstice Advanced Materials Inc. | -2,627 | $232.75K | 0.107% |
| DHI Horton D R Inc | -1,400 | $228.03K | 0.105% |
| AMAT Applied Materials Inc | -303 | $219.07K | 0.101% |
| APH Amphenol Corp | -2,472 | $218.24K | 0.101% |
| FIGR Figure Technology Solutions, Inc. | -6,566 | $201.64K | 0.093% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | BRK-A Berkshire Hathaway Inc | Financial Services | 26 | $19.42M | 8.51% | -1 | -3.7% | Reduced | 0.01% |
| 2 | NVDA Nvidia Corp | Technology | 82.2K | $18.80M | 8.24% | +2,700 | +3.4% | Added | 0% |
| 3 | IBIT iShares Bitcoin Trust ETF | Others | 290.7K | $13.76M | 6.03% | -6,720 | -2.3% | Reduced | 0.02% |
| 4 | PANW Palo Alto Networks Inc | Technology | 33.0K | $13.12M | 5.75% | -140 | -0.4% | Reduced | 0% |
| 5 | JPM Jpmorgan Chase & Co | Financial Services | 36.8K | $12.18M | 5.34% | -467 | -1.3% | Reduced | 0% |
| 6 | GOOGL Alphabet Inc. | Technology | 29.4K | $10.10M | 4.43% | -55 | -0.2% | Reduced | 0% |
| 7 | AAPL Apple Inc. | Technology | 26.5K | $8.83M | 3.87% | 0 | 0.0% | Unchanged | 0% |
| 8 | BRK-B Berkshire Hathaway Inc | Financial Services | 13.8K | $6.86M | 3.01% | +922 | +7.2% | Added | 0% |
| 9 | GEV GE Vernova Inc. | Industrials | 7,186 | $6.83M | 2.99% | +903 | +14.4% | Added | 0% |
| 10 | GOOG Alphabet Inc. | Technology | 17.7K | $6.03M | 2.64% | +86 | +0.5% | Added | 0% |
| 11 | SPCX Space Exploration Technologies Corp | Industrials | 34.4K | $5.19M | 2.27% | +32.3K | +1,538.1% | Added | 0% |
| 12 | BX Blackstone Inc. | Financial Services | 45.9K | $5.15M | 2.26% | 0 | 0.0% | Unchanged | 0.01% |
| 13 | GS Goldman Sachs Group Inc | Financial Services | 5,709 | $5.14M | 2.25% | 0 | 0.0% | Unchanged | 0% |
| 14 | MSFT Microsoft Corp | Technology | 10.0K | $5.14M | 2.25% | -36 | -0.4% | Reduced | 0% |
| 15 | GLD Spdr Gold Trust | Financial Services | 12.6K | $4.81M | 2.11% | -3,400 | -21.2% | Reduced | 0% |
Tip. Select a row to see that position’s full history at BigSur Wealth Management.
As of its Q3 2026 13F filing, BigSur Wealth Management LLC’s five largest positions were Berkshire Hathaway Inc (BRK-A) at 8.5%, Nvidia Corp (NVDA) at 8.2%, iShares Bitcoin Trust ETF (IBIT) at 6.0%, Palo Alto Networks Inc (PANW) at 5.7%, Jpmorgan Chase & Co (JPM) at 5.3% of the reported portfolio.
BigSur Wealth Management LLC reported a 13F portfolio worth $228.18M across 79 positions for Q3 2026. That is up 5.3% from the previous quarter.
Its largest purchases by value were Space Exploration Technologies Corp ($4.87M), Micron Technology Inc ($1.81M), GE Vernova Inc. ($858.29K). It opened 3 new positions.
Its largest sales by value were Spdr Gold Trust ($1.29M), Danaher Corp ($1.02M), Nextera Energy Inc ($794.23K). It exited 8 positions entirely.
From the Form 13F-HR reports BigSur Wealth Management LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.