Bigsur Wealth Management LLC Top Holdings and 13F Report (2025) About Bigsur Wealth Management LLCInvestment ActivityBigsur Wealth Management LLC has $369.17 million in total holdings as of March 31, 2025.Bigsur Wealth Management LLC owns shares of 153 different stocks, but just 56 companies or ETFs make up 80% of its holdings.Approximately 9.02% of the portfolio was purchased this quarter.About 2.67% of the portfolio was sold this quarter.This quarter, Bigsur Wealth Management LLC has purchased 153 new stocks and bought additional shares in 38 stocks.Bigsur Wealth Management LLC sold shares of 29 stocks and completely divested from 8 stocks this quarter.Largest Holdings Berkshire Hathaway $34,332,989SPDR S&P 500 ETF Trust $29,426,131Vanguard FTSE Europe ETF $13,172,098iShares Russell 3000 ETF $11,117,400Apple $9,846,357 Largest New Holdings this Quarter 53656G498 - Roundhill Magnificent Seven ETF $2,063,700 Holding30303M102 - Meta Platforms $1,383,264 Holding88160R101 - Tesla $904,728 Holding651639106 - Newmont $569,704 Holding949746101 - Wells Fargo & Company $542,015 Holding Largest Purchases this Quarter Berkshire Hathaway 15 shares (about $11.98M)Roundhill Magnificent Seven ETF 45,000 shares (about $2.06M)ISHARES BITCOIN TRUST ETF 42,560 shares (about $1.99M)Vanguard FTSE Europe ETF 26,155 shares (about $1.84M)Meta Platforms 2,400 shares (about $1.38M) Largest Sales this Quarter Apple 5,600 shares (about $1.24M)Cisco Systems 12,500 shares (about $771.38K)Invesco QQQ 1,100 shares (about $516.60K)SPDR S&P Dividend ETF 3,750 shares (about $508.80K)Establishment Labs 12,000 shares (about $489.66K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBigsur Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.ABerkshire Hathaway$34,332,989$11,976,624 ▲53.6%439.3%FinanceSPYSPDR S&P 500 ETF Trust$29,426,131$478,045 ▼-1.6%52,4458.0%FinanceVGKVanguard FTSE Europe ETF$13,172,098$1,836,343 ▲16.2%187,6103.6%ETFIWViShares Russell 3000 ETF$11,117,4000.0%35,0003.0%ETFAAPLApple$9,846,357$1,243,928 ▼-11.2%44,3272.7%Computer and TechnologyNVDANVIDIA$9,639,427$969,005 ▲11.2%88,9332.6%Computer and TechnologyBXBlackstone$9,560,393$851,400 ▲9.8%68,3962.6%FinanceJPMJPMorgan Chase & Co.$9,492,129$1,309,902 ▲16.0%38,6962.6%FinancePANWPalo Alto Networks$7,402,363$409,536 ▼-5.2%43,3802.0%Computer and TechnologyAMZNAmazon.com$6,900,730$11,416 ▲0.2%36,2701.9%Retail/WholesaleBRK.BBerkshire Hathaway$6,334,507$241,791 ▲4.0%11,8941.7%FinanceBBJPJPMorgan BetaBuilders Japan ETF$6,095,157$498,715 ▲8.9%108,5901.7%ETFXLVHealth Care Select Sector SPDR Fund$5,889,021$737,350 ▲14.3%40,3331.6%ETFXLKTechnology Select Sector SPDR Fund$5,678,2000.0%27,5001.5%ETFGOOGLAlphabet$5,462,813$344,229 ▲6.7%35,3261.5%Computer and TechnologyHONHoneywell International$5,208,627$359,975 ▼-6.5%24,5981.4%Multi-Sector ConglomeratesMRKMerck & Co., Inc.$5,018,727$27,172 ▼-0.5%55,4101.4%MedicalGLDSPDR Gold Shares$4,873,8880.0%16,9151.3%FinanceGOOGAlphabet$4,785,325$468,690 ▲10.9%30,6301.3%Computer and TechnologyCTASCintas$4,603,8720.0%22,4001.2%Business ServicesRTXRTX$4,489,599$10,597 ▲0.2%33,8941.2%AerospaceITAiShares U.S. Aerospace & Defense ETF$4,402,084$21,740 ▼-0.5%28,7531.2%ETFISHARES BITCOIN TRUST ETF$4,240,752$1,992,234 ▲88.6%90,5951.1%SHS BEN INTBXSLBlackstone Secured Lending Fund$4,052,760$14,842 ▲0.4%122,3291.1%FinanceXLEEnergy Select Sector SPDR Fund$3,839,393$46,725 ▼-1.2%41,0851.0%ETFGSThe Goldman Sachs Group$3,821,845$86,860 ▼-2.2%6,9961.0%FinanceHDHome Depot$3,795,737$30,419 ▼-0.8%10,3571.0%Retail/WholesaleRPVInvesco S&P 500 Pure Value ETF$3,732,431$50,793 ▼-1.3%40,4161.0%ETFSUSAiShares MSCI USA ESG Select ETF$3,675,8400.0%32,0001.0%ETFXLFFinancial Select Sector SPDR Fund$3,530,0350.0%70,8701.0%ETFBABAAlibaba Group$3,270,048$185,122 ▲6.0%24,7300.9%Retail/WholesaleCRMSalesforce$3,139,812$456,212 ▲17.0%11,7000.9%Computer and TechnologyGEGE Aerospace$3,085,2470.0%15,3870.8%IndustrialsDHRDanaher$3,013,0710.0%14,6750.8%MedicalMSFTMicrosoft$2,992,609$376,141 ▲14.4%7,9720.8%Computer and TechnologyXLIIndustrial Select Sector SPDR Fund$2,934,002$393,210 ▼-11.8%22,3850.8%ETFCOSTCostco Wholesale$2,915,840$403,848 ▼-12.2%3,0830.8%Retail/WholesaleRSPInvesco S&P 500 Equal Weight ETF$2,578,355$132,694 ▼-4.9%14,8840.7%ETFDIASPDR Dow Jones Industrial Average ETF Trust$2,574,566$35,337 ▼-1.4%6,1200.7%FinanceUNHUnitedHealth Group$2,484,146$13,094 ▲0.5%4,7430.7%MedicalVWOVanguard FTSE Emerging Markets ETF$2,462,1440.0%54,4000.7%ETFIWDiShares Russell 1000 Value ETF$2,371,0040.0%12,6010.6%ETFSLBSchlumberger$2,287,558$399,335 ▲21.1%54,4200.6%EnergyAVUVAvantis U.S. Small Cap Value ETF$2,275,841$41,755 ▼-1.8%26,1080.6%ETFEFAiShares MSCI EAFE ETF$2,234,3350.0%27,3380.6%FinanceGE VERNOVA INC$2,137,876$1,050,469 ▲96.6%7,0030.6%COMMCDMcDonald's$2,133,175$2,187 ▲0.1%6,8290.6%Retail/WholesaleXOMExxon Mobil$2,065,5760.0%17,3680.6%EnergyBIGTRoundhill Magnificent Seven ETF$2,063,700$2,063,700 ▲New Holding45,0000.6%ETFCOWZPacer US Cash Cows 100 ETF$2,059,229$46,546 ▼-2.2%37,6050.6%ETFQUALiShares MSCI USA Quality Factor ETF$2,050,6800.0%12,0000.6%ETFDSIiShares ESG MSCI KLD 400 ETF$2,048,2000.0%20,0000.6%ETFEWGiShares MSCI Germany ETF$1,934,834$544,334 ▲39.1%52,1800.5%ETFGDXVanEck Gold Miners ETF$1,883,851$256,513 ▲15.8%40,9800.5%ETFIJHiShares Core S&P Mid-Cap ETF$1,881,7880.0%32,2500.5%ETFESGDiShares ESG Aware MSCI EAFE ETF$1,878,8700.0%23,0000.5%ManufacturingICOWPacer Developed Markets International Cash Cows 100 ETF$1,711,845$119,358 ▼-6.5%54,5000.5%ETFBACBank of America$1,704,6710.0%40,8500.5%FinanceLMTLockheed Martin$1,688,5640.0%3,7800.5%AerospacePAVEGlobal X U.S. Infrastructure Development ETF$1,675,5890.0%44,4100.5%ETFIVEiShares S&P 500 Value ETF$1,619,9300.0%8,5000.4%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$1,588,2590.0%32,5730.4%ETFIGFiShares Global Infrastructure ETF$1,560,8290.0%28,5500.4%ManufacturingMCHIiShares MSCI China ETF$1,546,0480.0%28,4200.4%ETFOIHVanEck Oil Services ETF$1,540,7410.0%5,8780.4%ETFVVisa$1,510,4830.0%4,3100.4%Business ServicesBMYBristol-Myers Squibb$1,457,6610.0%23,9000.4%MedicalJNJJohnson & Johnson$1,396,041$13,101 ▲0.9%8,4180.4%MedicalVBRVanguard Small-Cap Value ETF$1,390,7820.0%7,4660.4%ETFMETAMeta Platforms$1,383,264$1,383,264 ▲New Holding2,4000.4%Computer and TechnologyPPAInvesco Aerospace & Defense ETF$1,373,192$174,825 ▲14.6%11,7820.4%ETFISHARES S&P 500 UCITS ETF DI$1,357,4500.0%24,5700.4%StockVYMIVanguard International High Dividend Yield ETF$1,326,4200.0%18,0000.4%ETFVPLVanguard FTSE Pacific ETF$1,304,2800.0%18,0000.4%ETFGDGeneral Dynamics$1,281,1260.0%4,7000.3%AerospaceVTIVanguard Total Stock Market ETF$1,278,947$164,919 ▲14.8%4,6530.3%ETFAXPAmerican Express$1,252,428$13,991 ▲1.1%4,6550.3%FinanceFCXFreeport-McMoRan$1,230,4500.0%32,5000.3%Basic MaterialsBABoeing$1,224,5490.0%7,1800.3%AerospaceQQQInvesco QQQ$1,190,519$516,596 ▼-30.3%2,5350.3%FinanceAVGOBroadcom$1,189,590$400,660 ▲50.8%7,1050.3%Computer and TechnologyCPERUnited States Copper Index Fund$1,167,2720.0%36,9390.3%ETFTSMTaiwan Semiconductor Manufacturing$1,160,243$332,022 ▲40.1%6,9610.3%Computer and TechnologyIBBiShares Biotechnology ETF$1,055,175$259,637 ▲32.6%8,2500.3%FinanceADBEAdobe$1,035,5310.0%2,7000.3%Computer and TechnologyXLBMaterials Select Sector SPDR Fund$1,024,0220.0%11,9100.3%ETFRSPTInvesco S&P 500 Equal Weight Technology ETF$1,008,9000.0%29,5000.3%ETFVHTVanguard Health Care ETF$979,5010.0%3,7000.3%ETFTSLATesla$904,728$904,728 ▲New Holding3,4910.2%Auto/Tires/TrucksESTAEstablishment Labs$815,366$489,660 ▼-37.5%19,9820.2%MedicalEEMiShares MSCI Emerging Markets ETF$799,710$76,475 ▲10.6%18,3000.2%FinanceQCOMQUALCOMM$798,7720.0%5,2000.2%Computer and TechnologyTMToyota Motor$789,0890.0%4,4700.2%Auto/Tires/TrucksSCHWCharles Schwab$782,8000.0%10,0000.2%FinanceMDYSPDR S&P MidCap 400 ETF Trust$770,0940.0%1,4400.2%ETFMDTMedtronic$760,7040.0%8,4000.2%MedicalHTGCHercules Capital$758,795$288,150 ▲61.2%39,5000.2%FinanceVEAVanguard FTSE Developed Markets ETF$716,7030.0%14,1000.2%ETFUNPUnion Pacific$709,192$14,411 ▼-2.0%3,0020.2%TransportationABBVAbbVie$702,311$10,686 ▲1.5%3,3520.2%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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