BigSur Wealth Management LLC - Portfolio Stock Holdings
BigSur Wealth Management LLC disclosed 177 stock positions in a recent SEC 13F filing. $421,375,321 of stock holdings were filed, with the largest holdings including SPY, BRK.A, and NVDA. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $1,281,842,581 and has 16 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
177Est. Stock Holding Value:
$421,375,321Top Stock Holdings By Sector
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Portfolio Stock Holdings - BigSur Wealth Management LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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