BigSur Wealth Management LLC: 13F holdings
CIK 16591712026Q2
| Positions | 169 |
|---|---|
| Reported value | $415.5m |
| Filed | 2026-07-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPY STATE STR SPDR S&P 500 ETF T | 41,135 | $30.8m | 7.4% |
| BRK.A BERKSHIRE HATHAWAY INC DEL | 27 | $20.2m | 4.9% |
| NVDA NVIDIA CORPORATION | 79,531 | $15.9m | 3.8% |
| VGK VANGUARD INTL EQUITY INDEX F | 146,390 | $13.0m | 3.1% |
| JPM JPMORGAN CHASE & CO | 37,290 | $12.2m | 2.9% |
| PANW PALO ALTO NETWORKS INC | 33,150 | $11.3m | 2.7% |
| IWV ISHARES TR | 25,200 | $10.7m | 2.6% |
| GOOGL ALPHABET INC | 29,409 | $10.5m | 2.5% |
| IBIT ISHARES BITCOIN TRUST ETF | 297,451 | $9.9m | 2.4% |
| XLK SELECT SECTOR SPDR TR | 48,864 | $9.3m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1659171")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.