BigSur Wealth Management LLC holds a diversified book of 169 reported positions worth $415.5M as of Q2 2026 (disclosed Jul 14, 2026, a ~14-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings (one of 2 new listings in the book), a listing rather than a purchase; they opened Honeywell International Inc and trimmed Vanguard Ftse Europe ETF. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 7% of the reported non-option book. Cloning the disclosed picks since 2024 would be +32% (+15.5%/yr). That is a simulation of the disclosed long book, not audited returns.
BigSur Wealth Management LLC is a wealth platform: this book aggregates client accounts across many advisers.
Following at the filing date actually beat the quarter-end book by 2.7 points over this window.
Growth of $10,000 cloning BigSur Wealth Management LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~14 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
52% mapped to company sectors
+3 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as BigSur Wealth Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 10 / 80 | $4.4B |
| BlueSpruce Investments, LP | 9 / 80 | $640.1M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 11 / 80 | $454.3M |
| Hoffman, Alan N Investment Management | 8 / 80 | $160.9M |
| Mirae Asset Global Investments Co., Ltd. | 53 / 80 | $278.1B |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| Ketron Financial | 16 / 80 | $274.3M |
| Draper Asset Management, LLC | 8 / 80 | $164.9M |
Ranked by the share of each fund's own book sitting in the names it shares with BigSur Wealth Management LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | State STR SPDR S&P 500 ETF T TR UNIT | $30.8M | 41.1K | 7.4% | ▲+5.3% Added · +2K sh | |
| 2 | Berkshire Hathaway Inc Del CL A | $20.2M | 27 | 4.9% | ▲+13% Added · +3 sh | |
| 3 | Nvidia Corporation COM | $15.9M | 79.5K | 3.8% | ▲+8.0% Added · +6K sh | |
| 4 | Vanguard Intl Equity Index F FTSE EUROPE ETF | $13.0M | 146.4K | 3.1% | ▼−7.6% Reduced · −12K sh | |
| 5 | JPMorgan Chase & Co COM | $12.2M | 37.3K | 2.9% | ▲+24% Added · +7K sh | |
| 6 | Palo Alto Networks Inc COM | $11.3M | 33.1K | 2.7% | ▼−19% Reduced · −8K sh | |
| 7 | Ishares TR RUSSELL 3000 ETF | $10.7M | 25.2K | 2.6% | —Held | |
| 8 | Alphabet Inc CAP STK CL A | $10.5M | 29.4K | 2.5% | ▲+13% Added · +3K sh | |
| 9 | Ishares Bitcoin Trust ETF SHS BEN INT | $9.9M | 297.5K | 2.4% | ▲+11% Added · +29K sh | |
| 10 | Select Sector SPDR TR ST STR TECHN ETF | $9.3M | 48.9K | 2.2% | ▲+8.9% Added · +4K sh | |
| 11 | Apple Inc COM | $7.7M | 26.5K | 1.8% | ▼−0.6% Reduced · −162 sh | |
| 12 | Select Sector SPDR TR ST STR CARE ETF | $7.6M | 48.2K | 1.8% | ▲+10% Added · +4K sh | |
| 13 | Ge Vernova Inc COM | $7.4M | 6.3K | 1.8% | ▲+5.0% Added · +300 sh | |
| 14 | J P Morgan Exchange Traded F BETABULDRS JAPAN | $7.3M | 96.9K | 1.8% | ▼−0.8% Reduced · −840 sh | |
| 15 | Invesco Exchange Traded FD T S&P500 EQL WGT | $7.1M | 33.2K | 1.7% | ▲+3.7% Added · +1K sh | |
| 16 | Berkshire Hathaway Inc Del CL B NEW | $6.4M | 12.9K | 1.5% | ▲+10.0% Added · +1K sh | |
| 17 | Alphabet Inc CAP STK CL C | $6.2M | 17.6K | 1.5% | ▲+7.3% Added · +1K sh | |
| 18 | SPDR Gold TR GOLD SHS | $5.9M | 16.0K | 1.4% | ▲+12% Added · +2K sh | |
| 19 | Goldman Sachs Group Inc COM | $5.8M | 5.7K | 1.4% | ▲+5.5% Added · +300 sh | |
| 20 | Ge Aerospace COM NEW | $5.6M | 15.1K | 1.4% | ▼−1.0% Reduced · −150 sh | |
| 21 | Blackstone Inc COM | $5.4M | 45.9K | 1.3% | ▼−10.0% Reduced · −5K sh | |
| 22 | Ishares TR ESG OPTIMIZED | $4.9M | 32.0K | 1.2% | —Held | |
| 23 | Amazon Com Inc COM | $4.3M | 18.2K | 1.0% | —Held | |
| 24 | Ishares TR US AER DEF ETF | $4.3M | 17.6K | 1.0% | ▼−0.2% Reduced · −43 sh | |
| 25 | RTX Corporation COM | $4.0M | 20.9K | 1.0% | ▲+0.4% Added · +79 sh | |
| 26 | Danaher Corp Del COM | $3.8M | 19.9K | 0.9% | ▲+84% Added · +9K sh | |
| 27 | Microsoft Corp COM | $3.7M | 10.0K | 0.9% | ▲+14% Added · +1K sh | |
| 28 | Merck & Co Inc COM | $3.6M | 28.0K | 0.9% | ▼−9.7% Reduced · −3K sh | |
| 29 | Unitedhealth Group Inc COM | $3.6M | 8.7K | 0.9% | ▲+30% Added · +2K sh | |
| 30 | Invesco Exchange Traded FD T S&P500 PUR VAL | $3.6M | 31.7K | 0.9% | ▼−2.7% Reduced · −875 sh | |
| 31 | Taiwan Semiconductor Manufac SPONSORED ADS | $3.5M | 7.3K | 0.8% | ▼−1.7% Reduced · −124 sh | |
| 32 | Broadcom Inc COM | $3.5M | 9.2K | 0.8% | ▲+12% Added · +959 sh | |
| 33 | Meta Platforms Inc CL A | $3.4M | 6.0K | 0.8% | —Held | |
| 34 | Select Sector SPDR TR ST STR FINL ETF | $3.3M | 61.8K | 0.8% | ▲+1.3% Added · +800 sh | |
| 35 | Select Sector SPDR TR ST STR INDL ETF | $3.3M | 17.6K | 0.8% | ▲+0.4% Added · +70 sh | |
| 36 | State STR SPDR Dow Jones Ind UT SER 1 | $3.2M | 6.2K | 0.8% | —Held | |
| 37 | Honeywell Intl Inc COM | $3.0M | 13.6K | 0.7% | ▲New New position | |
| 38 | Honeywell Aerospace Inc COM | $3.0M | 13.6K | 0.7% | →Listed Newly reportable | |
| 39 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $3.0M | 50.1K | 0.7% | —Held | |
| 40 | Ishares TR RUS 1000 ETF | $2.9M | 7.1K | 0.7% | —Held | |
| 41 | Ishares TR ESG MSCI KLD ETF | $2.8M | 20.0K | 0.7% | —Held | |
| 42 | Pacer FDS TR DEVELOPED MRKT | $2.8M | 66.1K | 0.7% | —Held | |
| 43 | Ishares TR GLOBAL 100 ETF | $2.7M | 20.1K | 0.7% | ▲+296% Added · +15K sh | |
| 44 | Vaneck ETF Trust GOLD MINERS ETF | $2.7M | 35.4K | 0.6% | —Held | |
| 45 | Ishares TR MSCI USA QLT FCT | $2.6M | 12.0K | 0.6% | —Held | |
| 46 | Ishares TR S&P 500 VAL ETF | $2.6M | 11.5K | 0.6% | ▲+35% Added · +3K sh | |
| 47 | Cintas Corp COM | $2.6M | 15.1K | 0.6% | ▲+5.4% Added · +777 sh | |
| 48 | Select Sector SPDR TR ST STR ENERG ETF | $2.6M | 48.3K | 0.6% | ▼−17% Reduced · −10K sh | |
| 49 | Ishares TR ESG AW MSCI EAFE | $2.4M | 23.0K | 0.6% | —Held | |
| 50 | Vanguard Whitehall FDS INTL HIGH ETF | $2.3M | 23.6K | 0.6% | ▼−0.2% Reduced · −42 sh |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show BigSur Wealth Management LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 14, 2026 | 14d | 170 | $415.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 22, 2026 | 22d | 164 | $356.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 27, 2026 | 27d | 161 | $412.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 14, 2025 | 14d | 159 | $408.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 15, 2025 | 15d | 155 | $396.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 16, 2025 | 16d | 154 | $369.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 16, 2025 | 16d | 154 | $349.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 16, 2024 | 16d | 163 | $363.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.