Big Sur Wealth Management LLC Portfolio Holdings

Big Sur Wealth Management LLC

  • $378 Million
  • Q3 2025

Big Sur Wealth Management LLC has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $378 Million distributed in 159 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $35M, Berkshire Hathaway Inc with a value of $24.1M, Nvidia Corp with a value of $15.7M, Vanguard Ftse Europe ETF Ftse with a value of $15.4M, and Ishares Russell 3000 ETF with a value of $12M.

Examining the 13F form we can see an increase of $490K in the current position value, from $378M to 378M.

Big Sur Wealth Management LLC is based out at Miami, FL

Below you can find more details about Big Sur Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $378 Million
ETFs: $177 Million
Financial Services: $67.1 Million
Technology: $48.3 Million
Industrials: $25.4 Million
Communication Services: $18.5 Million
Consumer Cyclical: $17.2 Million
Healthcare: $14.8 Million
Energy: $3.93 Million
Other: $5.7 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$453B
$24.1 Million 6.38% of portfolio
32
Q3 2025 Reduced 15.79%
$465B
$15.7 Million 4.14% of portfolio
83,896
Q3 2025 Reduced 6.63%
$881B
$11.5 Million 3.05% of portfolio
36,576
Q3 2025 Reduced 5.47%
$98.1B
$9.65 Million 2.55% of portfolio
56,487
Q3 2025 Reduced 18.22%
$4.3T
$9.03 Million 2.39% of portfolio
35,453
Q3 2025 Reduced 16.38%
$61.4B
$8.79 Million 2.32% of portfolio
43,160
Q3 2025 Reduced 0.69%
$1.65T
$7.54 Million 1.99% of portfolio
31,036
Q3 2025 Reduced 4.61%
$662B
$6.53 Million 1.73% of portfolio
12,994
Q3 2025 Reduced 10.99%
$2.39T
$6.43 Million 1.7% of portfolio
29,263
Q3 2025 Reduced 19.32%
$1.74T
$6.14 Million 1.62% of portfolio
25,215
Q3 2025 Reduced 20.41%
$132B
$5.18 Million 1.37% of portfolio
24,598
Q1 2025 Reduced 6.46%
$265B
$4.98 Million 1.32% of portfolio
6,259
Q3 2025 Reduced 10.66%
$1.37T
$4.77 Million 1.26% of portfolio
6,500
Q2 2025 Added 170.83%
$328B
$4.64 Million 1.23% of portfolio
15,437
Q2 2025 Added 0.32%
$19B
$4.51 Million 1.19% of portfolio
21,955
Q3 2025 Reduced 0.9%
$3.78T
$4.1 Million 1.08% of portfolio
7,913
Q3 2025 Added 0.15%
$418B
$3.78 Million 1.0% of portfolio
21,130
Q3 2025 Reduced 17.56%
$235B
$3.61 Million 0.96% of portfolio
43,050
Q3 2025 Reduced 22.31%
$367B
$3.48 Million 0.92% of portfolio
8,597
Q3 2025 Reduced 17.57%
$139B
$3.4 Million 0.9% of portfolio
10,297
Q3 2025 Added 28.41%
$300B
$3.26 Million 0.86% of portfolio
9,444
Q3 2025 Reduced 18.8%
$4.41B
$3.15 Million 0.83% of portfolio
120,979
Q3 2025 Reduced 0.82%
$404B
$2.86 Million 0.76% of portfolio
3,092
Q3 2025 Reduced 0.67%
$237B
$2.61 Million 0.69% of portfolio
11,000
Q3 2025 Reduced 11.29%
$160B
$2.2 Million 0.58% of portfolio
11,115
Q3 2025 Reduced 9.74%
$413B
$2.11 Million 0.56% of portfolio
40,850
Q1 2024 Added 191.79%
$123B
$2.14 Million 0.56% of portfolio
4,280
Q2 2025 Added 13.23%
$1.46T
$1.87 Million 0.5% of portfolio
6,712
Q3 2025 Reduced 4.56%
$971B
$1.79 Million 0.47% of portfolio
2,340
Q3 2025 Added 6.36%
$224B
$1.61 Million 0.42% of portfolio
5,291
Q2 2025 Reduced 22.52%
$94.5B
$1.6 Million 0.42% of portfolio
4,700
Q1 2024 New
$490B
$1.53 Million 0.41% of portfolio
13,598
Q3 2025 Reduced 22.73%
$533B
$1.47 Million 0.39% of portfolio
4,310
Q2 2024 Added 11.66%
$57.4B
$1.27 Million 0.34% of portfolio
32,500
Q2 2024 Added 4.0%
$114B
$1.01 Million 0.27% of portfolio
4,680
Q2 2025 Reduced 34.82%
$522B
$1.03 Million 0.27% of portfolio
5,532
Q3 2025 Reduced 33.61%
$69.1B
$961,000 0.25% of portfolio
11,400
Q2 2025 Reduced 3.39%
$167B
$954,000 0.25% of portfolio
10,000
Q1 2024 New
$272B
$854,000 0.23% of portfolio
4,470
Q1 2024 New
$1.55B
$819,000 0.22% of portfolio
19,982
Q1 2025 Reduced 37.52%
$52.4B
$800,000 0.21% of portfolio
23,300
Q2 2025 Reduced 57.18%
$136B
$791,000 0.21% of portfolio
3,349
Q3 2025 Added 6.42%
$36B
$746,000 0.2% of portfolio
25,925
Q4 2024 Added 400.0%
$414B
$775,000 0.2% of portfolio
3,349
Q2 2025 Reduced 0.09%
$99.5B
$730,000 0.19% of portfolio
16,200
Q3 2025 Reduced 29.26%
$151B
$705,000 0.19% of portfolio
2,000
Q2 2025 Reduced 25.93%
$255B
$715,000 0.19% of portfolio
2,153
Q3 2025 Reduced 53.73%
$317B
$632,000 0.17% of portfolio
7,550
Q1 2025 New
$168B
$607,000 0.16% of portfolio
8,052
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 159
  • Current Value $378 Million
  • Prior Value $378 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
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