BigSur Wealth Management LLC - Portfolio Stock Holdings
BigSur Wealth Management LLC disclosed 175 stock positions in a recent SEC 13F filing. $407,032,288 of stock holdings were filed, with the largest holdings including SPY, BRK.A, and NVDA. This filing represented positions held on June 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:
June 30, 2026No. of Stocks:
175Est. Stock Holding Value:
$407,032,288Top Stock Holdings By Sector
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Portfolio Stock Holdings - BigSur Wealth Management LLC
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% of Portfolio
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