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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
---|