Sponsored

The Analysis of BigSur Wealth Management LLC's Holdings & P&L

Currently, BigSur Wealth Management LLC holds 163 types of securities in its portfolio with a total value $356.5M. In the most recent quarter, they have increased their positions in IWB (+7.1K shares, valued at $2.5M), N/A (+11.8K shares, valued at $2.3M), PJAN (+32.5K shares, valued at $1.5M); decreased their positions in SPY (-9.0K shares, valued at $5.9M), BRK.A (-7 shares, valued at $5.0M), VGK (-34.6K shares, valued at $2.9M); initiated new positions in IWB (+7.1K shares, valued at $2.5M), PJAN (+32.5K shares, valued at $1.5M), SLV (+12.0K shares, valued at $817.7K).

1M P&L

+12.8M+4.09%

3M P&L

+14.8M+4.74%

HY P&L

+31.1M+10.53%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A187.9M

62.1%

2Semiconductors15.8M

5.2%

3Banks - Diversified11.0M

3.6%

Top Industries by Stock Count

1N/A86 stocks

58.9%

2Drug Manufacturers - General4 stocks

2.7%

3Aerospace & Defense4 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY STATE STR SPDR S&P 500 ETF T39.1K shares-18.76%2026-03-312026-04-22

BRK.A BERKSHIRE HATHAWAY INC DEL24 shares-22.58%2026-03-312026-04-22

VGK VANGUARD INTL EQUITY INDEX F158.4K shares-17.92%2026-03-312026-04-22

NVDA NVIDIA CORPORATION73.6K shares-12.24%2026-03-312026-04-22

IBIT ISHARES BITCOIN TRUST ETF268.4K shares-9.47%2026-03-312026-04-22

IWV ISHARES TR25.2K shares-20.50%2026-03-312026-04-22

JPM JPMORGAN CHASE & CO30.2K shares-17.47%2026-03-312026-04-22

ALPHABET INC ALPHABET INC26.1K shares-4.54%2026-03-312026-04-22

Sponsored

AAPL APPLE INC26.7K shares-24.76%2026-03-312026-04-22

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F97.8K shares-5.96%2026-03-312026-04-22

PANW PALO ALTO NETWORKS INC40.8K shares-5.56%2026-03-312026-04-22

XLV SELECT SECTOR SPDR TR43.8K shares-5.42%2026-03-312026-04-22

GLD SPDR GOLD TR14.3K shares3.95%2026-03-312026-04-22

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T32.0K shares57.95%2026-03-312026-04-22

XLK SELECT SECTOR SPDR TR44.9K shares0.00%2026-03-312026-04-22

BLACKSTONE INC BLACKSTONE INC51.0K shares-1.13%2026-03-312026-04-22

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL11.7K shares-18.20%2026-03-312026-04-22

GEV GE VERNOVA INC6.0K shares-23.81%2026-03-312026-04-22

ALPHABET INC ALPHABET INC16.4K shares-32.21%2026-03-312026-04-22

GS GOLDMAN SACHS GROUP INC5.4K shares-13.58%2026-03-312026-04-22

GE AEROSPACE GE AEROSPACE15.3K shares-1.21%2026-03-312026-04-22

SUSA ISHARES TR32.0K shares0.00%2026-03-312026-04-22

HON HONEYWELL INTL INC17.8K shares-13.54%2026-03-312026-04-22

RTX RTX CORPORATION20.8K shares-13.24%2026-03-312026-04-22

Sponsored

ITA ISHARES TR17.6K shares-23.30%2026-03-312026-04-22

AMZN AMAZON COM INC18.2K shares-35.63%2026-03-312026-04-22

MERCK & CO INC MERCK & CO INC31.0K shares-28.08%2026-03-312026-04-22

XLE SELECT SECTOR SPDR TR58.0K shares-17.13%2026-03-312026-04-22

RPV INVESCO EXCHANGE TRADED FD T32.6K shares-1.97%2026-03-312026-04-22

META META PLATFORMS INC6.0K shares-7.69%2026-03-312026-04-22

MSFT MICROSOFT CORP8.8K shares11.32%2026-03-312026-04-22

GDX VANECK ETF TRUST35.4K shares0.00%2026-03-312026-04-22

Sponsored

XLF SELECT SECTOR SPDR TR61.0K shares-13.78%2026-03-312026-04-22

DIA STATE STR SPDR DOW JONES IND6.2K shares0.00%2026-03-312026-04-22

XLI SELECT SECTOR SPDR TR17.5K shares0.00%2026-03-312026-04-22

ICOW PACER FDS TR66.1K shares30.65%2026-03-312026-04-22

COST COSTCO WHOLESALE CORPORATION2.7K shares-11.38%2026-03-312026-04-22

VWO VANGUARD INTL EQUITY INDEX F50.1K shares0.00%2026-03-312026-04-22

BABA ALIBABA GROUP HLDG LTD21.1K shares0.00%2026-03-312026-04-22

BROADCOM INC BROADCOM INC8.2K shares-12.77%2026-03-312026-04-22

Sponsored

IWB ISHARES TR7.1K sharesnew addition2026-03-312026-04-22

TSM TAIWAN SEMICONDUCTOR MANUFAC7.4K shares12.08%2026-03-312026-04-22

CTAS CINTAS CORP14.4K shares-32.78%2026-03-312026-04-22

DSI ISHARES TR20.0K shares0.00%2026-03-312026-04-22

QUAL ISHARES TR12.0K shares0.00%2026-03-312026-04-22

VYMI VANGUARD WHITEHALL FDS23.7K shares30.27%2026-03-312026-04-22

BXSL BLACKSTONE SECD LENDING FD90.9K shares-26.89%2026-03-312026-04-22

ESGD ISHARES TR23.0K shares0.00%2026-03-312026-04-22

Sponsored

XOM EXXON MOBIL CORP12.7K shares-4.77%2026-03-312026-04-22

DHR DANAHER CORP DEL10.8K shares-2.70%2026-03-312026-04-22

IWD ISHARES TR9.4K shares-24.20%2026-03-312026-04-22

EWG ISHARES INC49.0K shares-17.20%2026-03-312026-04-22

FCX FREEPORT MCMORAN INC32.5K shares0.00%2026-03-312026-04-22

LMT LOCKHEED MARTIN CORP3.1K shares-26.87%2026-03-312026-04-22

HD HOME DEPOT INC5.5K shares-35.45%2026-03-312026-04-22

UNH UNITEDHEALTH GROUP INC6.7K shares-24.74%2026-03-312026-04-22

Sponsored

IVE ISHARES TR8.5K shares0.00%2026-03-312026-04-22

VPL VANGUARD INTL EQUITY INDEX F18.0K shares0.00%2026-03-312026-04-22

EFA ISHARES TR17.9K shares-33.41%2026-03-312026-04-22

BITMINE IMMERSION TECNOLOGIE BITMINE IMMERSION TECNOLOGIE85.6K shares-10.46%2026-03-312026-04-22

OIH VANECK ETF TRUST4.2K shares-27.69%2026-03-312026-04-22

AVUV AMERICAN CENTY ETF TR15.3K shares-4.93%2026-03-312026-04-22

VBR VANGUARD INDEX FDS7.5K shares0.00%2026-03-312026-04-22

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP4.7K shares0.00%2026-03-312026-04-22

Sponsored

IJH ISHARES TR23.8K shares-25.20%2026-03-312026-04-22

ISHARES S&P 500 UCITS ETF DI ISHARES S&P 500 UCITS ETF DI24.6K shares0.00%2026-03-312026-04-22

PAVE GLOBAL X FDS30.9K shares0.00%2026-03-312026-04-22

BAC BANK AMERICA CORP31.9K shares-22.03%2026-03-312026-04-22

PJAN INNOVATOR ETFS TRUST32.5K sharesnew addition2026-03-312026-04-22

VTI VANGUARD INDEX FDS4.7K shares0.00%2026-03-312026-04-22

LLY ELI LILLY & CO1.5K shares-34.19%2026-03-312026-04-22

CRM SALESFORCE INC7.3K shares-33.64%2026-03-312026-04-22

Sponsored

IBB ISHARES TR8.1K shares-2.42%2026-03-312026-04-22

PPA INVESCO EXCHANGE TRADED FD T8.2K shares0.00%2026-03-312026-04-22

V VISA INC4.3K shares0.00%2026-03-312026-04-22

MCHI ISHARES TR22.8K shares0.00%2026-03-312026-04-22

VHT VANGUARD WORLD FD4.7K shares27.03%2026-03-312026-04-22

TKO TKO GROUP HOLDINGS INC6.3K shares177.78%2026-03-312026-04-22

JNJ JOHNSON & JOHNSON5.0K shares-10.61%2026-03-312026-04-22

COWZ PACER FDS TR19.2K shares0.00%2026-03-312026-04-22

Sponsored

IGF ISHARES TR17.8K shares0.00%2026-03-312026-04-22

SLB SLB LIMITED22.8K shares0.00%2026-03-312026-04-22

ESTA ESTABLISHMENT LABS HLDGS INC20.0K shares0.00%2026-03-312026-04-22

NEM NEWMONT CORP10.0K shares-12.28%2026-03-312026-04-22

MDY STATE STR SPDR S&P MIDCAP 401.7K shares20.83%2026-03-312026-04-22

EEM ISHARES TR18.3K shares0.00%2026-03-312026-04-22

RSPT INVESCO EXCHANGE TRADED FD T22.5K shares0.00%2026-03-312026-04-22

DYNF BLACKROCK ETF TRUST16.6K shares0.00%2026-03-312026-04-22

Sponsored

JIVE J P MORGAN EXCHANGE TRADED F11.3K shares0.00%2026-03-312026-04-22

SCHW SCHWAB CHARLES CORP10.0K shares0.00%2026-03-312026-04-22

BA BOEING CO4.7K shares0.00%2026-03-312026-04-22

BMY BRISTOL-MYERS SQUIBB CO15.2K shares-6.17%2026-03-312026-04-22

TM TOYOTA MOTOR CORP4.5K shares0.00%2026-03-312026-04-22

MCD MCDONALDS CORP2.9K shares-44.94%2026-03-312026-04-22

XLB SELECT SECTOR SPDR TR18.2K shares-12.58%2026-03-312026-04-22

VEA VANGUARD TAX-MANAGED FDS14.1K shares0.00%2026-03-312026-04-22

Sponsored

INDA ISHARES TR19.0K shares58.33%2026-03-312026-04-22

IEMG ISHARES INC12.4K shares0.00%2026-03-312026-04-22

SLV ISHARES SILVER TR12.0K sharesnew addition2026-03-312026-04-22

CVX CHEVRON CORPORATION4.0K shares0.00%2026-03-312026-04-22

IJR ISHARES TR5.9K shares65.92%2026-03-312026-04-22

NEE NEXTERA ENERGY INC7.9K shares0.00%2026-03-312026-04-22

PSEP INNOVATOR ETFS TRUST16.0K shares0.00%2026-03-312026-04-22

INVESCO QQQ TR INVESCO QQQ TR1.2K shares-54.53%2026-03-312026-04-22

Sponsored

CSCO CISCO SYS INC8.7K shares2.68%2026-03-312026-04-22

IWM ISHARES TR2.7K shares0.00%2026-03-312026-04-22

PKW INVESCO EXCHANGE TRADED FD T4.9K shares0.00%2026-03-312026-04-22

XBI SPDR SERIES TRUST5.0K shares-23.08%2026-03-312026-04-22

IOO ISHARES TR5.1K shares0.00%2026-03-312026-04-22

SHEL SHELL PLC6.6K shares0.00%2026-03-312026-04-22

ROK ROCKWELL AUTOMATION INC1.7K shares0.00%2026-03-312026-04-22

CALF PACER FDS TR13.1K shares-9.30%2026-03-312026-04-22

Sponsored

CPER UNITED STS COMMODITY INDEX F16.8K shares-17.21%2026-03-312026-04-22

EPI WISDOMTREE TR13.8K shares37.70%2026-03-312026-04-22

FIGR FIGURE TECHNOLOGY SOLUTIO16.3K sharesnew addition2026-03-312026-04-22

WFC WELLS FARGO & CO6.8K shares-9.93%2026-03-312026-04-22

WDC WESTERN DIGITAL CORP2.0K shares0.00%2026-03-312026-04-22

SONY SONY GROUP CORP25.9K shares0.00%2026-03-312026-04-22

FXI ISHARES TR14.6K shares0.00%2026-03-312026-04-22

ACWX ISHARES TR7.5K sharesnew addition2026-03-312026-04-22

Sponsored

PLTR PALANTIR TECHNOLOGIES INC3.5K sharesnew addition2026-03-312026-04-22

AAXJ ISHARES TR5.3K shares0.00%2026-03-312026-04-22

ADBE ADOBE INC2.0K shares0.00%2026-03-312026-04-22

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC4.0K shares0.00%2026-03-312026-04-22

MU MICRON TECHNOLOGY INC1.3K shares0.00%2026-03-312026-04-22

HTGC HERCULES CAPITAL INC29.5K shares0.00%2026-03-312026-04-22

QDPL PACER FDS TR10.7K shares-3.02%2026-03-312026-04-22

DBEU DBX ETF TR8.5K shares0.00%2026-03-312026-04-22

Sponsored

ABBV ABBVIE INC1.9K shares-42.94%2026-03-312026-04-22

NOC NORTHROP GRUMMAN CORP600 shares0.00%2026-03-312026-04-22

FDX FEDEX CORP1.1K shares0.00%2026-03-312026-04-22

NFLX NETFLIX INC.4.0K sharesnew addition2026-03-312026-04-22

LINDE PLC LINDE PLC761 shares0.00%2026-03-312026-04-22

TSLA TESLA INC991 shares0.00%2026-03-312026-04-22

EIS ISHARES INC3.0K shares0.00%2026-03-312026-04-22

PAUG INNOVATOR ETFS TRUST7.9K shares70.99%2026-03-312026-04-22

Sponsored

EWY ISHARES INC2.8K shares266.67%2026-03-312026-04-22

KRE SPDR SERIES TRUST5.0K sharesnew addition2026-03-312026-04-22

MEDTRONIC PLC MEDTRONIC PLC3.6K shares0.00%2026-03-312026-04-22

VTV VANGUARD INDEX FDS1.6K shares0.00%2026-03-312026-04-22

XSOE WISDOMTREE TR7.5K sharesnew addition2026-03-312026-04-22

HEDJ WISDOMTREE TR5.6K shares0.00%2026-03-312026-04-22

SHLD GLOBAL X FDS4.0K shares0.00%2026-03-312026-04-22

GEHC GE HEALTHCARE TECHNOLOGIES I4.0K shares0.00%2026-03-312026-04-22

Sponsored

UNP UNION PAC CORP1.1K shares-66.39%2026-03-312026-04-22

FEZ SPDR INDEX SHS FDS4.0K shares0.00%2026-03-312026-04-22

WCN WASTE CONNECTIONS INC1.5K sharesnew addition2026-03-312026-04-22

AXP AMERICAN EXPRESS CO744 shares-65.44%2026-03-312026-04-22

CAT CATERPILLAR INC310 sharesnew addition2026-03-312026-04-22

ETHA ISHARES ETHEREUM TR13.2K shares0.00%2026-03-312026-04-22

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC2.7K shares-48.49%2026-03-312026-04-22

EMXC ISHARES INC2.2K shares0.00%2026-03-312026-04-22

Sponsored

VT VANGUARD INTL EQUITY INDEX F1.2K shares0.00%2026-03-312026-04-22

PNOV INNOVATOR ETFS TRUST4.2K shares0.00%2026-03-312026-04-22

IYH ISHARES TR2.0K shares0.00%2026-03-312026-04-22

KBE SPDR SERIES TRUST1.9K shares-34.19%2026-03-312026-04-22

ACWI ISHARES TR600 shares0.00%2026-03-312026-04-22

MSTR STRATEGY INC500 shares0.00%2026-03-312026-04-22

PMAY INNOVATOR ETFS TRUST1.5K shares0.00%2026-03-312026-04-22

EPP ISHARES INC980 shares0.00%2026-03-312026-04-22

Sponsored

MOO VANECK ETF TRUST350 shares0.00%2026-03-312026-04-22

DXJ WISDOMTREE TR180 shares0.00%2026-03-312026-04-22

PFEB INNOVATOR ETFS TRUST190 sharesnew addition2026-03-312026-04-22

SPY

STATE STR SPDR S&P 500 ETF T

-18.76%

Shares39.1K

Event2026-03-31

Filed2026-04-22

BRK.A

BERKSHIRE HATHAWAY INC DEL

-22.58%

Shares24

Event2026-03-31

Filed2026-04-22

VGK

VANGUARD INTL EQUITY INDEX F

-17.92%

Shares158.4K

Event2026-03-31

Filed2026-04-22

NVDA

NVIDIA CORPORATION

-12.24%

Shares73.6K

Event2026-03-31

Filed2026-04-22

IBIT

ISHARES BITCOIN TRUST ETF

-9.47%

Shares268.4K

Event2026-03-31

Filed2026-04-22

IWV

ISHARES TR

-20.50%

Shares25.2K

Event2026-03-31

Filed2026-04-22

JPM

JPMORGAN CHASE & CO

-17.47%

Shares30.2K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

-4.54%

Shares26.1K

Event2026-03-31

Filed2026-04-22

AAPL

APPLE INC

-24.76%

Shares26.7K

Event2026-03-31

Filed2026-04-22

J P MORGAN EXCHANGE TRADED F

-5.96%

Shares97.8K

Event2026-03-31

Filed2026-04-22

PANW

PALO ALTO NETWORKS INC

-5.56%

Shares40.8K

Event2026-03-31

Filed2026-04-22

XLV

SELECT SECTOR SPDR TR

-5.42%

Shares43.8K

Event2026-03-31

Filed2026-04-22

GLD

SPDR GOLD TR

3.95%

Shares14.3K

Event2026-03-31

Filed2026-04-22

INVESCO EXCHANGE TRADED FD T

57.95%

Shares32.0K

Event2026-03-31

Filed2026-04-22

XLK

SELECT SECTOR SPDR TR

0.00%

Shares44.9K

Event2026-03-31

Filed2026-04-22

BLACKSTONE INC

-1.13%

Shares51.0K

Event2026-03-31

Filed2026-04-22

BERKSHIRE HATHAWAY INC DEL

-18.20%

Shares11.7K

Event2026-03-31

Filed2026-04-22

GEV

GE VERNOVA INC

-23.81%

Shares6.0K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

-32.21%

Shares16.4K

Event2026-03-31

Filed2026-04-22

GOLDMAN SACHS GROUP INC

-13.58%

Shares5.4K

Event2026-03-31

Filed2026-04-22

GE AEROSPACE

-1.21%

Shares15.3K

Event2026-03-31

Filed2026-04-22

SUSA

ISHARES TR

0.00%

Shares32.0K

Event2026-03-31

Filed2026-04-22

HON

HONEYWELL INTL INC

-13.54%

Shares17.8K

Event2026-03-31

Filed2026-04-22

RTX

RTX CORPORATION

-13.24%

Shares20.8K

Event2026-03-31

Filed2026-04-22

ITA

ISHARES TR

-23.30%

Shares17.6K

Event2026-03-31

Filed2026-04-22

AMZN

AMAZON COM INC

-35.63%

Shares18.2K

Event2026-03-31

Filed2026-04-22

MERCK & CO INC

-28.08%

Shares31.0K

Event2026-03-31

Filed2026-04-22

XLE

SELECT SECTOR SPDR TR

-17.13%

Shares58.0K

Event2026-03-31

Filed2026-04-22

RPV

INVESCO EXCHANGE TRADED FD T

-1.97%

Shares32.6K

Event2026-03-31

Filed2026-04-22