BigSur Wealth Management LLC holds a diversified book of 169 stocks worth $415.5M as of Q2 2026 (disclosed Jul 14, 2026, a ~45-day 13F lag). This quarter they opened Honeywell Intl Inc and trimmed Vanguard Ftse Europe ETF. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 7% of the equity book.
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1659171/holdings"
Use Arkolith to show BigSur Wealth Management LLC's latest holdings, largest changes, and filing provenance.
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.
50% mapped to company sectors
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, no cost basis
Bars show each stock'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% | ▲New New position | |
| 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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 14, 2026 | 170 | $415.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 22, 2026 | 164 | $356.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 27, 2026 | 161 | $412.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 14, 2025 | 159 | $408.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 15, 2025 | 155 | $396.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 16, 2025 | 154 | $369.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 16, 2025 | 154 | $349.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 16, 2024 | 163 | $363.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.