BigSur Wealth Management LLC

CIK

1659171

Location

MIAMI, FL

Portfolio Value

Small $196,114,752

Diversification

Diversified

Filing Date

Global Rank

#4,243 / 8,604 ▼ 291 · as of Mar 2026

Top Industry

Semiconductors 12.3%

3Y Alpha vs SPY

-2.4%

Period ended 3 months ago

Filed Apr 22, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+66.5%

SPY

+76.5%

Annualised alpha

-2.3%

Max drawdown

−18.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

80 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

12.9%

−0.7 pts

Top 5

33.1%

−2.1 pts

Top 10

48.9%

−2.1 pts

HHI

389

Diversified−29

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	24.2%	$47,519,073	8
Technology	19.9%	$39,083,094	14
Financial Services	17.7%	$34,761,600	14
Industrials	13.6%	$26,599,652	14
Healthcare	6.8%	$13,296,593	10
Communication Services	6.4%	$12,581,857	4
Consumer Cyclical	5.3%	$10,479,213	6
Energy	2.4%	$4,759,180	4
Basic Materials	1.8%	$3,572,099	4
Consumer Defensive	1.4%	$2,730,218	1
Utilities	0.4%	$732,173	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

6 positions

Ticker	Company	Δ Shares	Shares	Value
TKO	TKO Group Holdings, Inc.	+4,000	6,250	$1,260,312
MSFT	Microsoft Corp	+900	8,850	$3,276,004
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+801	7,431	$2,511,306
GLD	Spdr Gold Trust	+545	14,338	$6,169,498
MDY	Spdr S&P Midcap 400 ETF Trust	+300	1,740	$1,073,162
CSCO	Cisco Systems, Inc.	+227	8,688	$674,101
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BXSL	Blackstone Secured Lending Fund	−33,434	90,915	$2,153,776
IBIT	iShares Bitcoin Trust ETF	−28,077	268,401	$10,311,966
MRK	Merck & Co., Inc.	−12,090	30,960	$3,724,178
NVDA	Nvidia Corp	−10,271	73,620	$12,839,328
AMZN	Amazon Com Inc	−10,100	18,245	$3,799,886
BMNR	Bitmine Immersion Technologies, Inc.	−10,000	85,600	$1,693,168
SPY	Spdr S&P 500 ETF Trust	−9,016	39,051	$25,396,427
BAC	Bank Of America Corp /De/	−9,000	31,850	$1,552,687
AAPL	Apple Inc.	−8,780	26,678	$6,770,609
CTAS	Cintas Corp	−7,000	14,355	$2,428,004
JPM	Jpmorgan Chase & Co	−6,389	30,187	$8,879,807
CRM	Salesforce, Inc.	−3,700	7,300	$1,362,691
RTX	RTX Corp	−3,181	20,843	$4,020,614
HD	Home Depot, Inc.	−3,048	5,549	$1,825,010
HON	Honeywell International Inc	−2,788	17,810	$4,025,594
BRK-B	Berkshire Hathaway Inc	−2,600	11,684	$5,598,972
SOLS	Solstice Advanced Materials Inc.	−2,497	2,652	$201,976
PANW	Palo Alto Networks Inc	−2,400	40,760	$6,534,643
MCD	Mcdonalds Corp	−2,400	2,940	$913,722
UNP	Union Pacific Corp	−2,254	1,141	$276,829
UNH	Unitedhealth Group Inc	−2,200	6,694	$1,811,329
GEV	GE Vernova Inc.	−1,870	5,983	$5,222,560
ABBV	AbbVie Inc.	−1,438	1,911	$415,623
QQQ	Invesco Qqq Trust, Series 1	−1,420	1,184	$683,381
AXP	American Express Co	−1,409	744	$225,045
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
SLV	iShares Silver Trust	12,000	$817,680
FIGR	Figure Technology Solutions, Inc.	16,257	$551,925
PLTR	Palantir Technologies Inc.	3,500	$511,980
NFLX	Netflix Inc	4,000	$384,600
WCN	Waste Connections, Inc.	1,460	$237,162
CAT	Caterpillar Inc	310	$219,622
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
ET	Energy Transfer LP	30,000	$494,700
ETN	Eaton Corp plc	1,005	$320,102
QCOM	Qualcomm Inc/De	1,700	$290,785
ORCL	Oracle Corp	1,370	$267,026
ABT	Abbott Laboratories	2,089	$261,730
DHI	Horton D R Inc /De/	1,800	$259,254
NKE	NIKE, Inc.	4,000	$254,840
ASML	Asml Holding NV	195	$208,622
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

80 positions · $196,114,752 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 80 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	39,051	-9,016	$25,396,427	−22.5%	12.95%
NVDA	Nvidia Corp Technology	Reduced	73,620	-10,271	$12,839,328	−17.9%	6.55%
IBIT	iShares Bitcoin Trust ETF	Reduced	268,401	-28,077	$10,311,966	−29.9%	5.26%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	30,187	-6,389	$8,879,807	−24.7%	4.53%
GOOGL	Alphabet Inc. Communication Services	Reduced	26,096	-1,240	$7,504,165	−12.3%	3.83%
AAPL	Apple Inc. Technology	Reduced	26,678	-8,780	$6,770,609	−29.8%	3.45%
PANW	Palo Alto Networks Inc Technology	Reduced	40,760	-2,400	$6,534,643	−17.8%	3.33%
GLD	Spdr Gold Trust	Added	14,338	+545	$6,169,498	+12.9%	3.15%
BX	Blackstone Inc. Financial Services	Reduced	51,005	-582	$5,865,064	−26.2%	2.99%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	11,684	-2,600	$5,598,972	−22.0%	2.85%
GEV	GE Vernova Inc. Industrials	Reduced	5,983	-1,870	$5,222,560	+1.8%	2.66%
GS	Goldman Sachs Group Inc Financial Services	Reduced	5,409	-850	$4,575,959	−16.8%	2.33%
GE	General Electric Co Industrials	Reduced	15,250	-187	$4,327,492	−9.0%	2.21%
HON	Honeywell International Inc Industrials	Reduced	17,810	-2,788	$4,025,594	+0.2%	2.05%
RTX	RTX Corp Industrials	Reduced	20,843	-3,181	$4,020,614	−8.7%	2.05%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	18,245	-10,100	$3,799,886	−41.9%	1.94%
MRK	Merck & Co., Inc. Healthcare	Reduced	30,960	-12,090	$3,724,178	−17.8%	1.90%
META	Meta Platforms, Inc. Communication Services	Reduced	6,000	-500	$3,432,780	−20.0%	1.75%
MSFT	Microsoft Corp Technology	Added	8,850	+900	$3,276,004	−14.8%	1.67%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Held	6,169	0	$2,857,418	−3.6%	1.46%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	2,740	-352	$2,730,218	+2.4%	1.39%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Held	21,130	0	$2,650,969	−14.4%	1.35%
AVGO	Broadcom Inc. Technology	Reduced	8,197	-1,200	$2,537,053	−22.0%	1.29%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	7,431	+801	$2,511,306	+24.6%	1.28%
CTAS	Cintas Corp Industrials	Reduced	14,355	-7,000	$2,428,004	−39.5%	1.24%
XOM	Exxon Mobil Corp Energy	Reduced	12,718	-637	$2,157,735	+34.3%	1.10%
BXSL	Blackstone Secured Lending Fund Financial Services	Reduced	90,915	-33,434	$2,153,776	−34.2%	1.10%
DHR	Danaher Corp /De/ Healthcare	Reduced	10,815	-300	$2,050,524	−19.4%	1.05%
FCX	Freeport-Mcmoran Inc Basic Materials	Held	32,500	0	$1,910,350	+15.7%	0.97%
LMT	Lockheed Martin Corp Industrials	Reduced	3,130	-1,150	$1,891,740	−8.6%	0.96%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	5,549	-3,048	$1,825,010	−38.3%	0.93%
UNH	Unitedhealth Group Inc Healthcare	Reduced	6,694	-2,200	$1,811,329	−38.3%	0.92%
BMNR	Bitmine Immersion Technologies, Inc. Financial Services	Reduced	85,600	-10,000	$1,693,168	−34.8%	0.86%
GD	General Dynamics Corp Industrials	Held	4,700	0	$1,613,134	+1.9%	0.82%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	31,850	-9,000	$1,552,687	−30.9%	0.79%
LLY	ELI LILLY & Co Healthcare	Reduced	1,540	-800	$1,416,445	−43.7%	0.72%
CRM	Salesforce, Inc. Technology	Reduced	7,300	-3,700	$1,362,691	−53.2%	0.69%
V	Visa Inc. Financial Services	Held	4,310	0	$1,302,654	−13.8%	0.66%
TKO	TKO Group Holdings, Inc. Communication Services	Added	6,250	+4,000	$1,260,312	+168.0%	0.64%
JNJ	Johnson & Johnson Healthcare	Reduced	5,013	-595	$1,225,377	+5.6%	0.62%
SLB	Slb Limited/Nv Energy	Held	22,800	0	$1,171,692	+33.9%	0.60%
ESTA	Establishment Labs Holdings Inc. Healthcare	Held	19,982	0	$1,134,577	−22.1%	0.58%
NEM	NEWMONT Corp /DE/ Basic Materials	Reduced	10,000	-1,400	$1,082,500	−4.9%	0.55%
MDY	Spdr S&P Midcap 400 ETF Trust	Added	1,740	+300	$1,073,162	+23.5%	0.55%
SCHW	Schwab Charles Corp Financial Services	Held	10,000	0	$939,800	−5.9%	0.48%
BA	Boeing Co Industrials	Held	4,680	0	$931,460	−8.3%	0.47%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	15,200	-1,000	$921,880	+5.5%	0.47%
TM	Toyota Motor Corp/ Consumer Cyclical	Held	4,470	0	$921,222	−3.7%	0.47%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	2,940	-2,400	$913,722	−44.0%	0.47%
SLV	iShares Silver Trust	NEW	12,000	NEW	$817,680	NEW	0.42%