Big Sur Wealth Management LLC Portfolio Holdings

Big Sur Wealth Management LLC

  • $378 Million
  • Q2 2025

Big Sur Wealth Management LLC has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $378 Million distributed in 155 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 $32.4M, Berkshire Hathaway Inc with a value of $27.7M, Vanguard Ftse Europe ETF Ftse with a value of $15M, Nvidia Corp with a value of $14.2M, and Jpmorgan Chase & CO with a value of $11.2M.

Examining the 13F form we can see an increase of $21.9M in the current position value, from $356M 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: $172 Million
Financial Services: $72.7 Million
Technology: $45.4 Million
Industrials: $26.3 Million
Consumer Cyclical: $17.5 Million
Healthcare: $17 Million
Communication Services: $16.1 Million
Energy: $4.25 Million
Other: $5.71 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$423B
$27.7 Million 7.33% of portfolio
38
Q2 2025 Reduced 11.63%
$456B
$14.2 Million 3.76% of portfolio
89,857
Q2 2025 Added 1.04%
$859B
$11.2 Million 2.97% of portfolio
38,691
Q2 2025 Reduced 0.01%
$123B
$10.3 Million 2.74% of portfolio
69,076
Q2 2025 Added 0.99%
$52.5B
$8.89 Million 2.35% of portfolio
43,460
Q2 2025 Added 0.18%
$3.69T
$8.7 Million 2.3% of portfolio
42,397
Q2 2025 Reduced 4.35%
$2.26T
$7.96 Million 2.11% of portfolio
36,270
Q1 2025 Added 0.17%
$621B
$7.09 Million 1.88% of portfolio
14,599
Q2 2025 Added 22.74%
$1.21T
$5.73 Million 1.52% of portfolio
32,536
Q2 2025 Reduced 7.9%
$146B
$5.73 Million 1.52% of portfolio
24,598
Q1 2025 Reduced 6.46%
$1.24T
$5.62 Million 1.49% of portfolio
31,680
Q2 2025 Added 3.43%
$229B
$4.99 Million 1.32% of portfolio
34,149
Q2 2025 Added 0.75%
$254B
$4.96 Million 1.31% of portfolio
7,006
Q2 2025 Added 0.14%
$22.7B
$4.94 Million 1.31% of portfolio
22,155
Q2 2025 Reduced 1.09%
$1.78T
$4.8 Million 1.27% of portfolio
6,500
Q2 2025 Added 170.83%
$203B
$4.39 Million 1.16% of portfolio
55,410
Q1 2025 Reduced 0.54%
$3.95T
$3.93 Million 1.04% of portfolio
7,901
Q2 2025 Reduced 0.89%
$405B
$3.82 Million 1.01% of portfolio
10,429
Q2 2025 Added 0.7%
$4.98B
$3.75 Million 0.99% of portfolio
121,979
Q2 2025 Reduced 0.29%
$245B
$3.63 Million 0.96% of portfolio
11,630
Q2 2025 Added 145.2%
$232B
$3.38 Million 0.9% of portfolio
12,400
Q2 2025 Added 5.98%
$439B
$3.08 Million 0.82% of portfolio
3,113
Q2 2025 Added 0.97%
$324B
$2.91 Million 0.77% of portfolio
25,630
Q2 2025 Added 3.64%
$150B
$2.43 Million 0.64% of portfolio
12,315
Q2 2025 Reduced 16.08%
$127B
$2.21 Million 0.59% of portfolio
8,019
Q2 2025 Added 12.86%
$113B
$1.98 Million 0.52% of portfolio
4,280
Q2 2025 Added 13.23%
$381B
$1.93 Million 0.51% of portfolio
40,850
Q1 2024 Added 191.79%
$442B
$1.9 Million 0.5% of portfolio
17,598
Q2 2025 Added 1.32%
$608B
$1.71 Million 0.45% of portfolio
2,200
Q2 2025 Added 266.67%
$1.27T
$1.59 Million 0.42% of portfolio
7,033
Q2 2025 Added 1.03%
$551B
$1.53 Million 0.41% of portfolio
4,310
Q2 2024 Added 11.66%
$222B
$1.55 Million 0.41% of portfolio
5,291
Q2 2025 Reduced 22.52%
$227B
$1.48 Million 0.39% of portfolio
4,653
Q2 2025 Reduced 0.04%
$60.2B
$1.41 Million 0.37% of portfolio
32,500
Q2 2024 Added 4.0%
$86.2B
$1.37 Million 0.36% of portfolio
4,700
Q1 2024 New
$452B
$1.27 Million 0.34% of portfolio
8,332
Q2 2025 Reduced 1.02%
$99B
$1.06 Million 0.28% of portfolio
22,900
Q2 2025 Reduced 4.18%
$139B
$980,000 0.26% of portfolio
4,680
Q2 2025 Reduced 34.82%
$179B
$912,000 0.24% of portfolio
10,000
Q1 2024 New
$816M
$853,000 0.23% of portfolio
19,982
Q1 2025 Reduced 37.52%
$46.7B
$787,000 0.21% of portfolio
23,300
Q2 2025 Reduced 57.18%
$157B
$773,000 0.2% of portfolio
2,000
Q2 2025 Reduced 25.93%
$265B
$770,000 0.2% of portfolio
4,470
Q1 2024 New
$122B
$732,000 0.19% of portfolio
8,400
Q2 2024 Reduced 8.7%
$135B
$724,000 0.19% of portfolio
3,147
Q2 2025 Added 4.83%
$2.45B
$703,000 0.19% of portfolio
38,500
Q2 2025 Reduced 2.53%
$54.7B
$664,000 0.18% of portfolio
11,400
Q2 2025 Reduced 3.39%
$33.7B
$674,000 0.18% of portfolio
25,925
Q4 2024 Added 400.0%
$351B
$621,000 0.16% of portfolio
3,349
Q2 2025 Reduced 0.09%

Summary

  • Portfolio
  • No. of Stocks 155
  • Current Value $378 Million
  • Prior Value $356 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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